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 |
|---|---|---|---|---|---|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
10,538
shares
|
$1.06 Million
0.13% of portfolio
|
Q1 2025
Reduced 36.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
10,509
shares
|
$1.06 Million
0.25% of portfolio
|
Q2 2025
Reduced 12.57%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
10,460
shares
|
$1.05 Million
0.3% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
10,440
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2025
Added 21.41%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
10,376
shares
|
$1.04 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Jul 24, 2025 Q2 2025 |
10,368
shares
|
$1.04 Million
0.77% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
10,352
shares
|
$1.04 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
10,319
shares
|
$1.04 Million
0.14% of portfolio
|
Q2 2025
Added 71.78%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
10,296
shares
|
$1.04 Million
0.56% of portfolio
|
Q1 2023
Reduced 10.1%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
10,273
shares
|
$1.03 Million
0.14% of portfolio
|
Q2 2025
Reduced 15.99%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
10,260
shares
|
$1.03 Million
0.5% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
10,260
shares
|
$1.03 Million
0.23% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
10,235
shares
|
$1.03 Million
0.34% of portfolio
|
Q2 2025
Added 88.21%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
10,207
shares
|
$1.03 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
10,184
shares
|
$1.02 Million
0.31% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
10,166
shares
|
$1.02 Million
0.2% of portfolio
|
Q2 2025
Added 1303.64%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
10,140
shares
|
$1.02 Million
0.44% of portfolio
|
Q2 2025
Reduced 33.78%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
10,054
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2025
Added 22.48%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
10,039
shares
|
$1.01 Million
0.49% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Bowie Capital Management, LLC
Richardson, TX |
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
9,917
shares
|
$997,055
0.03% of portfolio
|
Q2 2025
Reduced 55.78%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
9,913
shares
|
$996,653
0.04% of portfolio
|
Q2 2025
Added 33.1%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
9,906
shares
|
$995,949
0.02% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
9,886
shares
|
$993,938
0.56% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
9,827
shares
|
$988,006
0.51% of portfolio
|
Q2 2025
Added 4.82%
|