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 |
|---|---|---|---|---|---|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
12,334
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
12,293
shares
|
$1.24 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
12,278
shares
|
$1.23 Million
0.33% of portfolio
|
Q2 2025
Reduced 46.21%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
12,271
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
12,232
shares
|
$1.23 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
12,228
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
12,228
shares
|
$1.23 Million
0.07% of portfolio
|
Q1 2025
Added 45.81%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
12,208
shares
|
$1.23 Million
0.36% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
12,173
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,169
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2023
Added 14.13%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
12,160
shares
|
$1.22 Million
0.85% of portfolio
|
Q2 2025
Added 20.29%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
12,105
shares
|
$1.22 Million
0.1% of portfolio
|
Q2 2025
Added 259.73%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
Aug 14, 2025 Q2 2025 |
12,080
shares
|
$1.21 Million
10.84% of portfolio
|
Q2 2025
Reduced 95.56%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
11,983
shares
|
$1.2 Million
0.17% of portfolio
|
Q2 2025
Added 488.56%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,951
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
11,936
shares
|
$1.2 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
|
$1.2 Million
1.26% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
11,915
shares
|
$1.2 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Affinity Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
11,890
shares
|
$1.2 Million
0.9% of portfolio
|
Q3 2023
Reduced 1.65%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
11,869
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2023
Reduced 0.78%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
11,827
shares
|
$1.19 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
11,696
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
11,546
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
11,487
shares
|
$1.15 Million
0.28% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
11,365
shares
|
$1.14 Million
1.01% of portfolio
|
Q2 2025
Added 3.0%
|