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 |
|---|---|---|---|---|---|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
9,275
shares
|
$915,071
0.12% of portfolio
|
Q2 2025
Reduced 27.57%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
9,192
shares
|
$906,882
0.79% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,102
shares
|
$898,003
0.07% of portfolio
|
Q1 2025
Reduced 61.45%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
9,067
shares
|
$894,550
0.35% of portfolio
|
Q1 2025
Added 20.56%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
9,054
shares
|
$893,267
0.6% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
9,018
shares
|
$889,715
0.42% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,014
shares
|
$889,321
0.16% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
9,000
shares
|
$887,940
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,999
shares
|
$887,841
0.01% of portfolio
|
Q2 2024
Reduced 47.97%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
8,918
shares
|
$879,849
0.76% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,909
shares
|
$878,961
0.48% of portfolio
|
Q4 2022
Reduced 0.55%
|
|
|
Mittelman Wealth Management
Andover, MA |
May 15, 2025 Q1 2025 |
8,846
shares
|
$872,746
0.79% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
8,843
shares
|
$872,450
0.11% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
8,807
shares
|
$868,898
0.07% of portfolio
|
Q1 2025
Reduced 34.45%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
8,796
shares
|
$867,813
0.24% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
8,793
shares
|
$867,517
0.75% of portfolio
|
Q2 2025
Reduced 80.35%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
8,776
shares
|
$865,840
0.11% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
8,773
shares
|
$865,544
0.88% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
8,749
shares
|
$863,176
0.34% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
8,718
shares
|
$860,117
0.29% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
8,706
shares
|
$858,933
0.02% of portfolio
|
Q1 2025
Reduced 86.41%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
8,666
shares
|
$854,987
0.07% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
8,665
shares
|
$854,888
0.63% of portfolio
|
Q1 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
8,629
shares
|
$851,337
0.14% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
8,599
shares
|
$848,377
0.66% of portfolio
|
Q1 2025
Reduced 56.52%
|