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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
7,726
shares
|
$776,772
0.57% of portfolio
|
Q2 2022
Added 0.35%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,724
shares
|
$776,570
0.15% of portfolio
|
Q2 2025
Reduced 27.17%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
7,719
shares
|
$776,068
0.0% of portfolio
|
Q2 2025
Added 18.37%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
7,712
shares
|
$775,364
0.03% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
7,705
shares
|
$774,660
0.09% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
7,680
shares
|
$772,147
0.19% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
7,573
shares
|
$761,389
0.28% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
7,570
shares
|
$761,087
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
7,568
shares
|
$760,886
0.05% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,555
shares
|
$759,579
0.0% of portfolio
|
Q2 2025
Reduced 85.68%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
7,530
shares
|
$757,066
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
7,520
shares
|
$756,060
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
7,505
shares
|
$754,552
0.15% of portfolio
|
Q2 2024
Added 25.87%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,470
shares
|
$751,033
0.27% of portfolio
|
Q2 2025
Reduced 52.06%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
7,464
shares
|
$750,430
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
7,445
shares
|
$748,520
0.2% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
7,442
shares
|
$748,218
0.46% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
7,409
shares
|
$744,900
0.08% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
7,404
shares
|
$744,398
0.51% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
7,395
shares
|
$743,493
0.28% of portfolio
|
Q2 2025
Added 81.07%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
7,380
shares
|
$741,985
0.07% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
7,368
shares
|
$740,778
0.01% of portfolio
|
Q2 2025
Added 14.73%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,364
shares
|
$740,376
0.08% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,360
shares
|
$739,974
0.02% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
7,300
shares
|
$733,942
0.3% of portfolio
|
Q2 2025
Reduced 19.05%
|