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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,279
shares
|
$731,830
0.07% of portfolio
|
Q2 2025
Added 38.04%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
7,249
shares
|
$728,814
0.07% of portfolio
|
Q2 2025
Reduced 27.94%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
7,244
shares
|
$728,311
0.03% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
7,235
shares
|
$727,406
0.21% of portfolio
|
Q2 2025
Added 45.51%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
7,164
shares
|
$720,268
0.02% of portfolio
|
Q2 2025
Reduced 94.95%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
7,141
shares
|
$717,956
0.05% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,136
shares
|
$717,453
0.17% of portfolio
|
Q1 2024
Reduced 13.49%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
7,129
shares
|
$716,749
0.06% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
7,102
shares
|
$714,035
0.08% of portfolio
|
Q2 2025
Added 45.21%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
7,070
shares
|
$710,817
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
7,060
shares
|
$709,812
0.25% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
7,050
shares
|
$708,807
0.36% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
7,049
shares
|
$708,706
0.2% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,044
shares
|
$708,203
0.11% of portfolio
|
Q2 2023
Added 3352.94%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,043
shares
|
$708,103
0.0% of portfolio
|
Q2 2022
Reduced 10.75%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
7,042
shares
|
$708,002
0.01% of portfolio
|
Q2 2025
Added 13.23%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,004
shares
|
$704,182
0.19% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
7,002
shares
|
$703,981
0.4% of portfolio
|
Q2 2025
Reduced 63.63%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Aug 12, 2025 Q2 2025 |
6,982
shares
|
$701,970
0.6% of portfolio
|
Q2 2025
Added 25.69%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,977
shares
|
$701,467
0.1% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
6,962
shares
|
$699,959
0.21% of portfolio
|
Q1 2023
Added 42.49%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,954
shares
|
$699,155
0.05% of portfolio
|
Q2 2025
Reduced 23.6%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
6,924
shares
|
$696,138
0.17% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
6,903
shares
|
$694,027
0.06% of portfolio
|
Q2 2025
Reduced 13.36%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
6,879
shares
|
$691,614
0.08% of portfolio
|
Q2 2025
Reduced 8.91%
|