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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
7,409
shares
|
$730,971
0.08% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,364
shares
|
$726,532
0.08% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
7,362
shares
|
$726,334
0.08% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,360
shares
|
$726,137
0.02% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
7,338
shares
|
$723,967
0.13% of portfolio
|
Q1 2025
Reduced 86.45%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
7,323
shares
|
$722,487
0.53% of portfolio
|
Q1 2025
Added 28.7%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
7,314
shares
|
$721,599
0.07% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
7,277
shares
|
$717,948
0.3% of portfolio
|
Q1 2025
Added 173.47%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
7,244
shares
|
$714,693
0.03% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
7,217
shares
|
$712,029
0.16% of portfolio
|
Q1 2025
Reduced 22.01%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
7,150
shares
|
$705,419
0.23% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,136
shares
|
$704,037
0.17% of portfolio
|
Q1 2024
Reduced 13.49%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
7,070
shares
|
$697,526
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
7,067
shares
|
$697,230
0.01% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
7,060
shares
|
$696,539
0.25% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
7,055
shares
|
$696,046
0.02% of portfolio
|
Q1 2025
Reduced 31.74%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
7,049
shares
|
$695,454
0.2% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,044
shares
|
$694,961
0.11% of portfolio
|
Q2 2023
Added 3352.94%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
7,044
shares
|
$694,961
0.65% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,043
shares
|
$694,862
0.0% of portfolio
|
Q2 2022
Reduced 10.75%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
7,042
shares
|
$694,763
0.06% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
7,002
shares
|
$690,817
0.4% of portfolio
|
Q2 2025
Reduced 63.63%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
6,962
shares
|
$686,870
0.21% of portfolio
|
Q1 2023
Added 42.49%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
6,924
shares
|
$683,121
0.17% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
6,903
shares
|
$681,049
0.06% of portfolio
|
Q2 2025
Reduced 13.36%
|