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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
10,260
shares
|
$1.01 Million
0.23% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
10,258
shares
|
$1.01 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
10,213
shares
|
$1.01 Million
0.34% of portfolio
|
Q1 2025
Added 13.69%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Apr 25, 2025 Q1 2025 |
10,208
shares
|
$1.01 Million
0.8% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
10,177
shares
|
$1 Million
0.36% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
10,166
shares
|
$1 Million
0.22% of portfolio
|
Q1 2025
Added 203220.0%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
10,137
shares
|
$1 Million
0.14% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
10,134
shares
|
$999,820
0.81% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
10,114
shares
|
$997,847
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
10,109
shares
|
$997,353
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
10,100
shares
|
$996,466
0.04% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,059
shares
|
$992,420
0.11% of portfolio
|
Q1 2025
Added 93.44%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
10,047
shares
|
$991,237
0.0% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
10,013
shares
|
$987,882
0.38% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
Bowie Capital Management, LLC
Richardson, TX |
May 13, 2025 Q1 2025 |
10,000
shares
|
$986,600
0.05% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
9,986
shares
|
$985,218
0.31% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Penney Financial, LLC
Houston, TX |
May 02, 2025 Q1 2025 |
9,964
shares
|
$983,048
0.65% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
9,936
shares
|
$980,285
0.61% of portfolio
|
Q1 2025
Reduced 66.34%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
9,906
shares
|
$977,325
0.02% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
9,894
shares
|
$976,142
0.85% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
9,881
shares
|
$974,859
0.1% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
9,875
shares
|
$974,267
0.35% of portfolio
|
Q1 2025
Reduced 21.56%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
9,767
shares
|
$963,612
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 12, 2025 Q1 2025 |
9,764
shares
|
$963,316
0.6% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
9,750
shares
|
$961,935
0.01% of portfolio
|
Q4 2024
Added 290.0%
|