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 |
|---|---|---|---|---|---|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
6,878
shares
|
$691,514
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
6,872
shares
|
$690,910
0.26% of portfolio
|
Q2 2025
Reduced 21.45%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
6,824
shares
|
$686,084
0.07% of portfolio
|
Q2 2025
Added 10.26%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
6,808
shares
|
$684,476
0.01% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
6,784
shares
|
$682,063
0.32% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
6,775
shares
|
$681,158
0.28% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
6,766
shares
|
$680,253
0.12% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
6,760
shares
|
$679,650
0.23% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
6,753
shares
|
$678,946
0.5% of portfolio
|
Q2 2025
Reduced 15.51%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
6,737
shares
|
$677,337
0.02% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
6,707
shares
|
$674,321
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
6,698
shares
|
$673,416
0.93% of portfolio
|
Q2 2025
Reduced 12.8%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
6,682
shares
|
$671,808
0.08% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
6,670
shares
|
$670,601
0.1% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
6,667
shares
|
$670,300
0.26% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
6,639
shares
|
$667,485
0.13% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
6,591
shares
|
$662,659
0.44% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
6,580
shares
|
$661,553
0.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
6,565
shares
|
$660,045
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,548
shares
|
$658,335
0.08% of portfolio
|
Q4 2023
Added 15.18%
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
6,539
shares
|
$657,431
0.38% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
6,538
shares
|
$657,330
0.04% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
6,526
shares
|
$656,124
0.31% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
6,516
shares
|
$655,118
0.37% of portfolio
|
Q2 2025
Added 31.24%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
6,496
shares
|
$653,107
0.02% of portfolio
|
Q1 2025
Added 1.61%
|