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 |
|---|---|---|---|---|---|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
8,579
shares
|
$846,404
0.11% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
8,538
shares
|
$842,359
0.07% of portfolio
|
Q1 2025
Reduced 33.84%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
8,497
shares
|
$838,314
0.06% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
8,468
shares
|
$835,452
0.07% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
8,450
shares
|
$833,677
0.44% of portfolio
|
Q2 2025
Added 55.1%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
8,449
shares
|
$833,578
0.08% of portfolio
|
Q4 2024
Added 52.15%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
8,447
shares
|
$833,381
0.36% of portfolio
|
Q1 2025
Added 116.26%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
8,430
shares
|
$831,703
0.22% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
8,407
shares
|
$829,434
0.69% of portfolio
|
Q4 2022
Added 37.77%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
8,338
shares
|
$822,627
0.28% of portfolio
|
Q2 2025
Reduced 23.51%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
8,307
shares
|
$819,568
0.03% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
8,307
shares
|
$819,568
0.4% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Financial Services Advisory Inc
|
May 12, 2025 Q1 2025 |
8,283
shares
|
$817,200
0.31% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
8,264
shares
|
$815,326
0.15% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
8,210
shares
|
$809,998
0.41% of portfolio
|
Q2 2025
Added 43.78%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
8,209
shares
|
$809,899
0.05% of portfolio
|
Q1 2025
Reduced 24.94%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
8,198
shares
|
$808,814
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8,178
shares
|
$806,841
0.42% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
8,170
shares
|
$806,052
0.21% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
8,164
shares
|
$805,460
0.0% of portfolio
|
Q1 2025
Reduced 45.35%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
8,099
shares
|
$799,047
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
8,093
shares
|
$798,455
0.36% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
8,086
shares
|
$797,764
0.28% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
8,061
shares
|
$795,298
0.14% of portfolio
|
Q4 2022
Added 43.05%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
8,025
shares
|
$791,746
0.12% of portfolio
|
Q1 2025
Added 0.06%
|