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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
11,524
shares
|
$1.14 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
11,490
shares
|
$1.13 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
11,365
shares
|
$1.12 Million
1.01% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
11,329
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
11,299
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2025
Added 271.43%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
11,144
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2023
Added 2.87%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
11,143
shares
|
$1.1 Million
0.86% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
11,009
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
10,993
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 25.74%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
10,952
shares
|
$1.08 Million
0.19% of portfolio
|
Q1 2025
Reduced 22.55%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
10,898
shares
|
$1.08 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
10,864
shares
|
$1.07 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
10,794
shares
|
$1.06 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
10,776
shares
|
$1.06 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
10,743
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
10,730
shares
|
$1.06 Million
0.71% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
10,705
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
10,654
shares
|
$1.05 Million
0.16% of portfolio
|
Q2 2025
Reduced 73.29%
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
10,605
shares
|
$1.05 Million
0.21% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
10,541
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2025
Added 23.47%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
10,538
shares
|
$1.04 Million
0.16% of portfolio
|
Q1 2025
Reduced 36.0%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
10,352
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
10,296
shares
|
$1.02 Million
0.56% of portfolio
|
Q1 2023
Reduced 10.1%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
10,281
shares
|
$1.01 Million
0.53% of portfolio
|
Q1 2025
Reduced 25.45%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
10,260
shares
|
$1.01 Million
0.5% of portfolio
|
Q2 2025
Added 0.71%
|