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 |
|---|---|---|---|---|---|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
11,329
shares
|
$1.14 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
11,277
shares
|
$1.13 Million
0.4% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
11,262
shares
|
$1.13 Million
0.25% of portfolio
|
Q2 2025
Reduced 25.64%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
11,230
shares
|
$1.13 Million
0.4% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
11,223
shares
|
$1.13 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
11,222
shares
|
$1.13 Million
0.45% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
11,144
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2023
Added 2.87%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
11,143
shares
|
$1.12 Million
0.86% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
11,116
shares
|
$1.12 Million
0.27% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
11,105
shares
|
$1.12 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
11,028
shares
|
$1.11 Million
0.21% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
11,013
shares
|
$1.11 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
10,997
shares
|
$1.11 Million
0.85% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
10,993
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 25.74%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
10,952
shares
|
$1.1 Million
0.17% of portfolio
|
Q1 2025
Reduced 22.55%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
10,946
shares
|
$1.1 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
10,898
shares
|
$1.1 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
10,864
shares
|
$1.09 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
10,861
shares
|
$1.09 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
10,861
shares
|
$1.09 Million
0.52% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jul 29, 2025 Q2 2025 |
10,773
shares
|
$1.08 Million
0.83% of portfolio
|
Q2 2025
New holding
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
10,759
shares
|
$1.08 Million
0.86% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
10,705
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
10,654
shares
|
$1.07 Million
0.16% of portfolio
|
Q2 2025
Reduced 73.29%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
10,541
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2025
Added 23.47%
|