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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
9,721
shares
|
$959,073
0.11% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
9,715
shares
|
$958,481
0.03% of portfolio
|
Q1 2025
Added 153.46%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
9,710
shares
|
$957,988
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
9,694
shares
|
$956,410
0.5% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
9,666
shares
|
$953,647
0.64% of portfolio
|
Q2 2023
Reduced 3.44%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
9,666
shares
|
$953,647
0.26% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
9,649
shares
|
$951,970
0.18% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
9,621
shares
|
$949,207
0.33% of portfolio
|
Q2 2025
Added 58.37%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
9,601
shares
|
$947,234
0.23% of portfolio
|
Q2 2025
Reduced 15.07%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
9,579
shares
|
$945,064
0.15% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,577
shares
|
$944,866
0.38% of portfolio
|
Q2 2022
Added 3.88%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
9,569
shares
|
$944,077
0.1% of portfolio
|
Q1 2025
Reduced 46.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
9,533
shares
|
$940,525
0.03% of portfolio
|
Q1 2025
Added 167.56%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
9,517
shares
|
$938,947
0.05% of portfolio
|
Q1 2025
Reduced 59.27%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
9,498
shares
|
$937,072
0.17% of portfolio
|
Q3 2022
Added 0.55%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
9,463
shares
|
$933,619
0.01% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Evergreen Advisors, LLC
|
May 07, 2025 Q1 2025 |
9,439
shares
|
$931,251
0.26% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
9,419
shares
|
$929,278
0.14% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
9,410
shares
|
$928,390
0.48% of portfolio
|
Q1 2025
Added 33.46%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
9,410
shares
|
$928,390
0.18% of portfolio
|
Q1 2025
Reduced 25.16%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
9,395
shares
|
$926,910
0.35% of portfolio
|
Q1 2025
Added 77.8%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
9,375
shares
|
$924,937
0.55% of portfolio
|
Q1 2025
Added 13.6%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
9,345
shares
|
$921,977
0.13% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
9,340
shares
|
$921,484
0.81% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
9,303
shares
|
$917,833
0.44% of portfolio
|
Q1 2025
Reduced 8.7%
|