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 |
|---|---|---|---|---|---|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
9,250
shares
|
$929,995
0.16% of portfolio
|
Q2 2025
Reduced 25.17%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
9,200
shares
|
$924,968
0.0% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
9,192
shares
|
$924,163
0.72% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
9,175
shares
|
$922,454
0.29% of portfolio
|
Q2 2025
Added 60.46%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
9,164
shares
|
$921,348
0.45% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
9,134
shares
|
$918,332
0.08% of portfolio
|
Q2 2025
Added 24.07%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
9,104
shares
|
$915,316
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
9,090
shares
|
$913,908
0.04% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
9,079
shares
|
$912,802
0.45% of portfolio
|
Q2 2025
Added 53305.88%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 22, 2025 Q2 2025 |
9,064
shares
|
$911,294
0.48% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
9,054
shares
|
$910,289
0.6% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Evergreen Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
9,035
shares
|
$908,378
0.24% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,014
shares
|
$906,267
0.16% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,999
shares
|
$904,759
0.01% of portfolio
|
Q2 2024
Reduced 47.97%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
8,946
shares
|
$899,430
0.71% of portfolio
|
Q2 2025
Added 72.44%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
8,918
shares
|
$896,615
0.76% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,909
shares
|
$895,710
0.48% of portfolio
|
Q4 2022
Reduced 0.55%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
8,879
shares
|
$892,694
0.09% of portfolio
|
Q2 2025
Added 14.26%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
8,793
shares
|
$884,048
0.75% of portfolio
|
Q2 2025
Reduced 80.35%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
8,718
shares
|
$876,507
0.29% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
8,716
shares
|
$876,306
0.13% of portfolio
|
Q2 2025
Added 18.78%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
8,675
shares
|
$872,184
0.37% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
8,673
shares
|
$871,983
0.21% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
8,667
shares
|
$871,380
0.06% of portfolio
|
Q2 2025
Reduced 48.06%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
8,666
shares
|
$871,279
0.07% of portfolio
|
Q1 2025
Reduced 0.29%
|