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 |
|---|---|---|---|---|---|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
6,453
shares
|
$636,652
0.41% of portfolio
|
Q2 2025
Added 62.18%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
6,447
shares
|
$636,061
0.25% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
6,438
shares
|
$635,173
0.15% of portfolio
|
Q1 2025
Reduced 31.5%
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
6,435
shares
|
$634,877
0.4% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
6,422
shares
|
$633,594
0.01% of portfolio
|
Q1 2025
Reduced 17.55%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
6,421
shares
|
$633,495
0.21% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
6,402
shares
|
$631,621
0.05% of portfolio
|
Q1 2025
Reduced 28.88%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
6,378
shares
|
$629,253
0.43% of portfolio
|
Q1 2025
Reduced 41.17%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
6,373
shares
|
$628,760
0.4% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
6,368
shares
|
$628,266
0.27% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
6,366
shares
|
$628,069
0.09% of portfolio
|
Q1 2025
Reduced 91.09%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,341
shares
|
$625,603
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
6,321
shares
|
$623,629
0.18% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
6,314
shares
|
$622,939
0.15% of portfolio
|
Q1 2025
Added 14.93%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
6,314
shares
|
$622,939
0.19% of portfolio
|
Q1 2025
Added 44.55%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
6,291
shares
|
$620,670
0.05% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Apr 29, 2025 Q1 2025 |
6,284
shares
|
$619,979
0.62% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
6,279
shares
|
$619,486
0.03% of portfolio
|
Q2 2024
Added 141.5%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
6,278
shares
|
$619,387
0.08% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
6,247
shares
|
$616,329
0.27% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Investure, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
6,237
shares
|
$615,342
0.04% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
6,226
shares
|
$614,257
0.38% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
6,219
shares
|
$613,566
0.01% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
6,202
shares
|
$611,889
0.42% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
6,189
shares
|
$610,606
0.07% of portfolio
|
Q1 2025
Reduced 43.58%
|