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 |
|---|---|---|---|---|---|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
4,914
shares
|
$494,053
0.11% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,899
shares
|
$492,545
0.46% of portfolio
|
Q1 2023
New holding
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
4,898
shares
|
$492,444
0.11% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
4,897
shares
|
$492,344
0.03% of portfolio
|
Q2 2025
Reduced 44.4%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jul 30, 2025 Q2 2025 |
4,876
shares
|
$490,233
0.26% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
4,848
shares
|
$487,417
0.13% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jul 29, 2025 Q2 2025 |
4,847
shares
|
$487,317
0.39% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
4,820
shares
|
$484,602
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
4,813
shares
|
$483,899
0.09% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
4,811
shares
|
$483,697
0.1% of portfolio
|
Q2 2025
Reduced 33.34%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
4,805
shares
|
$483,094
0.0% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
4,799
shares
|
$482,491
0.23% of portfolio
|
Q2 2025
Added 181.47%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
4,782
shares
|
$480,782
0.03% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
4,768
shares
|
$479,374
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
4,761
shares
|
$478,670
0.39% of portfolio
|
Q2 2022
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
4,755
shares
|
$478,067
0.05% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,743
shares
|
$476,861
0.04% of portfolio
|
Q2 2025
Reduced 32.65%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
4,742
shares
|
$476,760
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
4,739
shares
|
$476,459
0.02% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
4,732
shares
|
$475,755
0.24% of portfolio
|
Q2 2025
Added 16.75%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
4,731
shares
|
$475,654
0.15% of portfolio
|
Q2 2025
Added 57.28%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
4,719
shares
|
$474,448
0.07% of portfolio
|
Q2 2025
Added 18.51%
|
|
|
Mittelman Wealth Management
Andover, MA |
Aug 08, 2025 Q2 2025 |
4,714
shares
|
$473,945
0.39% of portfolio
|
Q2 2025
Reduced 46.71%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
4,713
shares
|
$473,845
0.19% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
4,710
shares
|
$473,543
0.02% of portfolio
|
Q2 2025
Reduced 31.11%
|