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 |
|---|---|---|---|---|---|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
8,017
shares
|
$790,957
0.02% of portfolio
|
Q2 2025
Added 34.49%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
8,016
shares
|
$790,858
0.12% of portfolio
|
Q2 2025
Reduced 41.1%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
8,000
shares
|
$789,280
0.01% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
7,971
shares
|
$786,418
0.24% of portfolio
|
Q4 2024
Reduced 24.79%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
7,930
shares
|
$782,373
0.09% of portfolio
|
Q2 2025
Reduced 30.04%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
7,922
shares
|
$781,584
0.0% of portfolio
|
Q3 2022
Reduced 14.85%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
7,864
shares
|
$775,862
0.81% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
7,849
shares
|
$774,382
0.44% of portfolio
|
Q1 2025
Added 19.89%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
7,771
shares
|
$766,686
0.08% of portfolio
|
Q1 2025
Added 34.12%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
7,726
shares
|
$762,247
0.57% of portfolio
|
Q2 2022
Added 0.35%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
7,681
shares
|
$757,807
1.07% of portfolio
|
Q1 2025
Added 35.28%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
7,680
shares
|
$757,708
0.19% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
7,570
shares
|
$746,856
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
7,552
shares
|
$745,080
0.09% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
7,534
shares
|
$743,304
0.51% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
7,530
shares
|
$742,909
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
7,526
shares
|
$742,515
0.28% of portfolio
|
Q1 2025
Added 33.82%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
7,518
shares
|
$741,725
0.03% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
7,512
shares
|
$741,133
0.08% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
7,505
shares
|
$740,443
0.15% of portfolio
|
Q2 2024
Added 25.87%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
7,470
shares
|
$736,990
0.01% of portfolio
|
Q1 2025
Reduced 26.62%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
7,464
shares
|
$736,398
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
7,448
shares
|
$734,819
0.03% of portfolio
|
Q1 2025
Added 28.13%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
7,445
shares
|
$734,523
0.2% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
7,423
shares
|
$732,353
0.12% of portfolio
|
Q1 2025
Reduced 16.59%
|