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 |
|---|---|---|---|---|---|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
8,253
shares
|
$829,756
0.82% of portfolio
|
Q2 2025
Added 134.19%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
8,210
shares
|
$825,433
0.41% of portfolio
|
Q2 2025
Added 43.78%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
8,172
shares
|
$821,612
0.25% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
8,170
shares
|
$821,411
0.21% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
8,145
shares
|
$818,898
0.24% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
8,135
shares
|
$817,892
0.0% of portfolio
|
Q2 2025
Added 9820.73%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8,108
shares
|
$815,178
0.04% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
8,070
shares
|
$811,357
0.0% of portfolio
|
Q2 2025
Reduced 19.68%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
8,061
shares
|
$810,452
0.14% of portfolio
|
Q4 2022
Added 43.05%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,025
shares
|
$806,833
0.16% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
8,017
shares
|
$806,029
0.02% of portfolio
|
Q2 2025
Added 34.49%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
8,016
shares
|
$805,928
0.12% of portfolio
|
Q2 2025
Reduced 41.1%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
8,000
shares
|
$804,320
0.01% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
7,971
shares
|
$801,404
0.24% of portfolio
|
Q4 2024
Reduced 24.79%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
7,962
shares
|
$800,499
0.0% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
7,944
shares
|
$798,689
0.27% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
7,930
shares
|
$797,282
0.09% of portfolio
|
Q2 2025
Reduced 30.04%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
7,922
shares
|
$796,477
0.08% of portfolio
|
Q2 2025
Reduced 32.65%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
7,922
shares
|
$796,477
0.0% of portfolio
|
Q3 2022
Reduced 14.85%
|
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
7,915
shares
|
$795,774
0.04% of portfolio
|
Q2 2025
Reduced 50.21%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
7,901
shares
|
$794,366
0.0% of portfolio
|
Q2 2025
Added 1655.78%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
7,899
shares
|
$794,165
0.06% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
7,867
shares
|
$790,948
0.42% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
7,864
shares
|
$790,646
0.81% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
7,838
shares
|
$788,032
0.35% of portfolio
|
Q2 2025
Added 46.86%
|