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 2,172 institutions that hold shares in the stock, with a total of 1.26 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 |
|---|---|---|---|---|---|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
803,669
shares
|
$79.3 Million
4.14% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
796,899
shares
|
$78.6 Million
9.27% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
786,211
shares
|
$77.6 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
779,962
shares
|
$77 Million
0.74% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
772,570
shares
|
$76.2 Million
6.39% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
770,608
shares
|
$76 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
769,046
shares
|
$75.9 Million
12.18% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
766,194
shares
|
$75.6 Million
0.2% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
764,238
shares
|
$75.4 Million
1.97% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
759,787
shares
|
$75 Million
1.29% of portfolio
|
Q1 2025
Added 239.21%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
754,512
shares
|
$74.4 Million
0.65% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
May 12, 2025 Q1 2025 |
736,489
shares
|
$72.7 Million
18.16% of portfolio
|
Q4 2023
Reduced 46.83%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
735,175
shares
|
$72.5 Million
0.78% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
734,676
shares
|
$72.5 Million
14.82% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
730,369
shares
|
$72.1 Million
1.38% of portfolio
|
Q1 2025
Added 74.17%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
720,405
shares
|
$71.1 Million
0.01% of portfolio
|
Q1 2025
Added 31.29%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
713,245
shares
|
$70.4 Million
19.38% of portfolio
|
Q1 2025
Added 16.8%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
712,489
shares
|
$70.3 Million
1.16% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
700,903
shares
|
$69.2 Million
5.91% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
690,035
shares
|
$68.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
679,512
shares
|
$67 Million
0.19% of portfolio
|
Q1 2025
Reduced 34.54%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
675,358
shares
|
$66.6 Million
15.89% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
672,957
shares
|
$66.4 Million
3.19% of portfolio
|
Q2 2023
Added 10.64%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
671,121
shares
|
$66.2 Million
5.64% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
668,296
shares
|
$65.9 Million
0.26% of portfolio
|
Q1 2025
Added 3.82%
|