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 |
|---|---|---|---|---|---|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
9,815
shares
|
$986,800
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
9,784
shares
|
$983,683
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
9,773
shares
|
$982,577
0.05% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
9,767
shares
|
$981,974
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
9,754
shares
|
$980,667
0.13% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
9,678
shares
|
$973,026
0.44% of portfolio
|
Q2 2025
Added 242.34%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
9,666
shares
|
$971,819
0.64% of portfolio
|
Q2 2023
Reduced 3.44%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
9,621
shares
|
$967,295
0.33% of portfolio
|
Q2 2025
Added 58.37%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
9,620
shares
|
$967,194
0.17% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
9,601
shares
|
$965,284
0.23% of portfolio
|
Q2 2025
Reduced 15.07%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,577
shares
|
$962,871
0.38% of portfolio
|
Q2 2022
Added 3.88%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
9,537
shares
|
$958,849
0.07% of portfolio
|
Q2 2025
Reduced 18.89%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
9,522
shares
|
$957,341
0.1% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
9,518
shares
|
$956,939
0.03% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
9,498
shares
|
$954,928
0.17% of portfolio
|
Q3 2022
Added 0.55%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
9,496
shares
|
$954,727
0.18% of portfolio
|
Q2 2025
Added 72.28%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
9,463
shares
|
$951,410
0.01% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
9,457
shares
|
$950,806
0.03% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
9,420
shares
|
$947,086
0.13% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
9,411
shares
|
$946,181
0.18% of portfolio
|
Q2 2025
Reduced 35.26%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
9,353
shares
|
$940,350
0.02% of portfolio
|
Q2 2025
Added 91.82%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
9,340
shares
|
$939,043
0.81% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
9,275
shares
|
$932,508
0.12% of portfolio
|
Q2 2025
Reduced 27.57%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
9,260
shares
|
$931,000
0.18% of portfolio
|
Q2 2025
Reduced 91.64%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
9,257
shares
|
$930,698
0.22% of portfolio
|
Q2 2025
Added 64.8%
|