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 |
|---|---|---|---|---|---|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
6,900
shares
|
$680,754
0.39% of portfolio
|
Q3 2024
Added 25.45%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,842
shares
|
$675,031
0.05% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
6,837
shares
|
$674,538
0.03% of portfolio
|
Q1 2025
Added 20.92%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
6,787
shares
|
$669,605
0.02% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
6,784
shares
|
$669,309
0.32% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
6,772
shares
|
$668,125
0.3% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
6,753
shares
|
$666,250
0.5% of portfolio
|
Q2 2025
Reduced 15.51%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
6,723
shares
|
$663,291
0.5% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
6,707
shares
|
$661,712
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
6,685
shares
|
$659,542
0.02% of portfolio
|
Q1 2025
Reduced 60.02%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
6,667
shares
|
$657,766
0.26% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
6,667
shares
|
$657,766
0.04% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
6,639
shares
|
$655,003
0.13% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
6,629
shares
|
$654,017
0.22% of portfolio
|
Q1 2025
Reduced 18.44%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
6,611
shares
|
$652,241
0.1% of portfolio
|
Q1 2025
Reduced 52.86%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
6,565
shares
|
$647,702
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
6,564
shares
|
$647,604
0.05% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,548
shares
|
$646,025
0.08% of portfolio
|
Q4 2023
Added 15.18%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
6,526
shares
|
$643,855
0.31% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
6,521
shares
|
$643,361
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
6,516
shares
|
$642,868
0.37% of portfolio
|
Q2 2025
Added 31.24%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
6,496
shares
|
$640,895
0.03% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
6,471
shares
|
$638,428
0.39% of portfolio
|
Q2 2025
Added 26.31%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6,467
shares
|
$638,034
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
6,458
shares
|
$637,146
0.14% of portfolio
|
Q2 2024
Added 1.7%
|