Institutional Ownership Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG). We have compiled data on the 2,169 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $132 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
14,146
shares
|
$1.42 Million
0.23% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
14,039
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Added 457.77%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
14,038
shares
|
$1.41 Million
1.66% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
14,020
shares
|
$1.41 Million
0.29% of portfolio
|
Q2 2025
Added 198.3%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
14,013
shares
|
$1.41 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
13,964
shares
|
$1.4 Million
0.44% of portfolio
|
Q2 2025
Added 37.21%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
13,949
shares
|
$1.4 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
13,812
shares
|
$1.39 Million
0.52% of portfolio
|
Q3 2023
Reduced 15.6%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
13,790
shares
|
$1.39 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.75%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
13,761
shares
|
$1.38 Million
1.61% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
13,739
shares
|
$1.38 Million
0.49% of portfolio
|
Q2 2025
Reduced 23.4%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
13,736
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
13,734
shares
|
$1.38 Million
0.53% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
13,630
shares
|
$1.37 Million
0.05% of portfolio
|
Q2 2025
Added 194.19%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
13,600
shares
|
$1.37 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,587
shares
|
$1.37 Million
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
13,580
shares
|
$1.37 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
13,560
shares
|
$1.36 Million
0.47% of portfolio
|
Q1 2025
Reduced 31.1%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
13,540
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
13,486
shares
|
$1.36 Million
0.12% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
13,479
shares
|
$1.36 Million
0.4% of portfolio
|
Q2 2022
Reduced 0.69%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
13,423
shares
|
$1.35 Million
0.25% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
13,419
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
13,398
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
13,302
shares
|
$1.34 Million
0.61% of portfolio
|
Q2 2025
Added 13.05%
|