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 |
|---|---|---|---|---|---|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
12,337
shares
|
$1.22 Million
0.5% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
12,328
shares
|
$1.22 Million
0.57% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
12,234
shares
|
$1.21 Million
0.54% of portfolio
|
Q1 2025
Added 104.75%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
12,228
shares
|
$1.21 Million
0.07% of portfolio
|
Q1 2025
Added 45.81%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
12,228
shares
|
$1.21 Million
0.17% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
12,208
shares
|
$1.2 Million
0.36% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,169
shares
|
$1.2 Million
0.09% of portfolio
|
Q4 2023
Added 14.13%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
12,020
shares
|
$1.19 Million
0.3% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,985
shares
|
$1.18 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
11,936
shares
|
$1.18 Million
0.68% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
11,920
shares
|
$1.18 Million
1.26% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
11,917
shares
|
$1.18 Million
0.16% of portfolio
|
Q1 2025
Added 26.09%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
11,915
shares
|
$1.18 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
11,890
shares
|
$1.17 Million
0.97% of portfolio
|
Q3 2023
Reduced 1.65%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
11,887
shares
|
$1.17 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
11,869
shares
|
$1.17 Million
0.13% of portfolio
|
Q2 2023
Reduced 0.78%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
11,856
shares
|
$1.17 Million
0.07% of portfolio
|
Q1 2025
Reduced 27.14%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
11,763
shares
|
$1.16 Million
0.13% of portfolio
|
Q1 2025
Added 52.45%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
11,758
shares
|
$1.16 Million
0.08% of portfolio
|
Q1 2025
Added 93.99%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
11,748
shares
|
$1.16 Million
0.24% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
11,696
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
11,668
shares
|
$1.15 Million
0.18% of portfolio
|
Q1 2025
Added 100.45%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
11,636
shares
|
$1.15 Million
0.07% of portfolio
|
Q1 2025
Added 20.08%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
11,601
shares
|
$1.14 Million
0.05% of portfolio
|
Q1 2025
Added 72.48%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
11,555
shares
|
$1.14 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.78%
|