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 2,170 institutions that hold shares in the stock, with a total of 1.27 Billion shares, which have been reported (via 13F filing form) to have a value of $125 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
13,022
shares
|
$1.28 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
12,980
shares
|
$1.28 Million
0.66% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
12,959
shares
|
$1.28 Million
0.77% of portfolio
|
Q4 2023
Reduced 27.55%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
12,942
shares
|
$1.28 Million
0.28% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
12,938
shares
|
$1.28 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
12,845
shares
|
$1.27 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
12,818
shares
|
$1.26 Million
0.2% of portfolio
|
Q1 2025
Added 23.8%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
12,794
shares
|
$1.26 Million
1.21% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
12,762
shares
|
$1.26 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
12,713
shares
|
$1.25 Million
0.69% of portfolio
|
Q2 2025
Added 64.68%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
12,678
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
12,627
shares
|
$1.25 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
12,595
shares
|
$1.24 Million
0.71% of portfolio
|
Q4 2024
Reduced 29.98%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
12,582
shares
|
$1.24 Million
0.09% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
12,533
shares
|
$1.24 Million
1.11% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
12,499
shares
|
$1.23 Million
0.08% of portfolio
|
Q4 2023
Reduced 15.94%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
12,481
shares
|
$1.23 Million
0.98% of portfolio
|
Q2 2023
Reduced 3.44%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
12,476
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
12,459
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
12,448
shares
|
$1.23 Million
1.01% of portfolio
|
Q1 2025
Reduced 17.99%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
12,426
shares
|
$1.23 Million
0.96% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
12,400
shares
|
$1.22 Million
0.7% of portfolio
|
Q1 2025
Added 148.0%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
12,379
shares
|
$1.22 Million
0.6% of portfolio
|
Q1 2024
Added 24.22%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
12,362
shares
|
$1.22 Million
0.23% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
12,340
shares
|
$1.22 Million
0.34% of portfolio
|
Q1 2025
Reduced 90.42%
|