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 |
|---|---|---|---|---|---|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
5,735
shares
|
$565,815
0.06% of portfolio
|
Q3 2022
Added 157.29%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
5,730
shares
|
$565,321
0.23% of portfolio
|
Q1 2025
Reduced 44.47%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
5,718
shares
|
$564,137
0.19% of portfolio
|
Q1 2025
Reduced 55.54%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
5,700
shares
|
$562,362
0.32% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
5,692
shares
|
$561,572
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
5,679
shares
|
$560,290
0.07% of portfolio
|
Q1 2025
Reduced 27.84%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
5,656
shares
|
$558,020
0.11% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5,649
shares
|
$557,330
0.05% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,646
shares
|
$557,034
0.04% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
5,645
shares
|
$556,935
0.21% of portfolio
|
Q2 2025
Reduced 18.39%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
5,622
shares
|
$554,666
0.21% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
5,620
shares
|
$554,469
0.16% of portfolio
|
Q2 2024
Added 62.43%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
5,617
shares
|
$554,173
0.14% of portfolio
|
Q1 2025
Added 48.68%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,616
shares
|
$554,074
0.29% of portfolio
|
Q2 2022
Added 91.22%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
5,578
shares
|
$550,325
0.06% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
5,575
shares
|
$550,029
0.89% of portfolio
|
Q1 2023
Reduced 77.79%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
5,555
shares
|
$548,056
0.01% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
May 07, 2025 Q1 2025 |
5,555
shares
|
$548,056
0.51% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
5,539
shares
|
$546,477
0.17% of portfolio
|
Q1 2025
Added 85.5%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
5,532
shares
|
$545,787
0.09% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
5,528
shares
|
$545,392
0.17% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
5,520
shares
|
$544,603
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
5,520
shares
|
$544,603
7.8% of portfolio
|
Q2 2020
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
5,514
shares
|
$544,011
0.17% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
5,512
shares
|
$543,813
0.12% of portfolio
|
Q1 2025
Added 18.95%
|