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 |
|---|---|---|---|---|---|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
13,130
shares
|
$1.32 Million
0.93% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
13,082
shares
|
$1.32 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Jul 29, 2025 Q2 2025 |
13,044
shares
|
$1.31 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
12,980
shares
|
$1.31 Million
0.62% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
12,961
shares
|
$1.3 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
12,959
shares
|
$1.3 Million
0.69% of portfolio
|
Q4 2023
Reduced 27.55%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
12,921
shares
|
$1.3 Million
0.18% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
12,835
shares
|
$1.29 Million
0.19% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
12,815
shares
|
$1.29 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
12,794
shares
|
$1.29 Million
1.21% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
12,758
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
12,718
shares
|
$1.28 Million
0.95% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
12,715
shares
|
$1.28 Million
0.23% of portfolio
|
Q2 2025
Reduced 92.82%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
12,713
shares
|
$1.28 Million
0.69% of portfolio
|
Q2 2025
Added 64.68%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
12,678
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
12,600
shares
|
$1.27 Million
0.69% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
12,595
shares
|
$1.27 Million
0.71% of portfolio
|
Q4 2024
Reduced 29.98%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
12,533
shares
|
$1.26 Million
1.11% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
12,499
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2023
Reduced 15.94%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
12,481
shares
|
$1.25 Million
0.98% of portfolio
|
Q2 2023
Reduced 3.44%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
12,463
shares
|
$1.25 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
12,439
shares
|
$1.25 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
12,379
shares
|
$1.24 Million
0.6% of portfolio
|
Q1 2024
Added 24.22%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
12,337
shares
|
$1.24 Million
0.11% of portfolio
|
Q2 2025
Added 46.02%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
12,337
shares
|
$1.24 Million
0.5% of portfolio
|
Q1 2025
Added 6.47%
|