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 |
|---|---|---|---|---|---|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
8,665
shares
|
$871,179
0.63% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
8,657
shares
|
$870,374
0.23% of portfolio
|
Q2 2025
Added 471.42%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
8,629
shares
|
$867,559
0.14% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
8,614
shares
|
$866,051
0.62% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
8,590
shares
|
$863,638
0.13% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
8,579
shares
|
$862,532
0.11% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
8,564
shares
|
$861,024
0.11% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
8,533
shares
|
$857,907
0.72% of portfolio
|
Q2 2025
Added 39.43%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
8,500
shares
|
$854,590
0.49% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
8,495
shares
|
$854,087
0.19% of portfolio
|
Q2 2025
Added 263.81%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
8,468
shares
|
$851,372
0.07% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
8,463
shares
|
$850,870
0.02% of portfolio
|
Q2 2025
Added 57.66%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
8,450
shares
|
$849,563
0.44% of portfolio
|
Q2 2025
Added 55.1%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
8,430
shares
|
$847,552
0.22% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
8,407
shares
|
$845,239
0.63% of portfolio
|
Q2 2025
Reduced 32.34%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
8,407
shares
|
$845,239
0.69% of portfolio
|
Q4 2022
Added 37.77%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
8,355
shares
|
$840,011
0.39% of portfolio
|
Q2 2025
Added 110.61%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
8,338
shares
|
$838,302
0.28% of portfolio
|
Q2 2025
Reduced 23.51%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jul 30, 2025 Q2 2025 |
8,328
shares
|
$837,297
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
8,325
shares
|
$836,995
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
8,318
shares
|
$836,291
0.62% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
8,295
shares
|
$833,979
0.38% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
8,294
shares
|
$833,878
0.31% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
8,264
shares
|
$830,862
0.15% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
8,257
shares
|
$830,158
0.38% of portfolio
|
Q2 2025
Added 0.97%
|