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 |
|---|---|---|---|---|---|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
5,166
shares
|
$509,677
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
5,124
shares
|
$505,533
0.39% of portfolio
|
Q2 2025
Reduced 15.86%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,078
shares
|
$500,995
0.08% of portfolio
|
Q1 2025
Reduced 43.08%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
5,066
shares
|
$499,811
0.58% of portfolio
|
Q1 2025
Reduced 89.44%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
5,058
shares
|
$499,022
0.29% of portfolio
|
Q1 2025
Reduced 41.75%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
5,049
shares
|
$498,134
0.04% of portfolio
|
Q1 2025
Added 38.06%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
5,048
shares
|
$498,035
0.11% of portfolio
|
Q3 2023
Reduced 4.34%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
5,041
shares
|
$497,345
0.21% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
5,019
shares
|
$495,174
0.03% of portfolio
|
Q2 2025
Reduced 23.15%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
5,016
shares
|
$494,878
0.16% of portfolio
|
Q1 2025
Added 110.67%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
5,013
shares
|
$494,582
0.07% of portfolio
|
Q1 2025
Reduced 25.95%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
5,000
shares
|
$493,300
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,991
shares
|
$492,412
0.12% of portfolio
|
Q3 2024
Added 95.88%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
4,972
shares
|
$490,537
0.16% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Sprott Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
4,958
shares
|
$489,156
0.03% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
4,954
shares
|
$488,761
0.14% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
4,914
shares
|
$484,815
0.11% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,899
shares
|
$483,335
0.46% of portfolio
|
Q1 2023
New holding
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,898
shares
|
$483,236
0.13% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
4,891
shares
|
$482,546
0.06% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
4,876
shares
|
$481,066
0.01% of portfolio
|
Q1 2025
Reduced 98.24%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
4,866
shares
|
$480,079
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
4,853
shares
|
$478,796
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
4,848
shares
|
$478,303
0.13% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
4,844
shares
|
$477,909
0.31% of portfolio
|
Q1 2025
Reduced 15.17%
|