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 1.26 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 |
|---|---|---|---|---|---|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
4,815
shares
|
$475,047
0.02% of portfolio
|
Q1 2025
Reduced 28.34%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
4,768
shares
|
$470,410
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
4,761
shares
|
$469,720
0.39% of portfolio
|
Q2 2022
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
4,761
shares
|
$469,720
0.05% of portfolio
|
Q1 2025
Reduced 32.0%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
4,749
shares
|
$468,536
0.02% of portfolio
|
Q4 2024
Reduced 64.95%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
4,731
shares
|
$466,760
0.15% of portfolio
|
Q2 2025
Added 57.28%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
4,713
shares
|
$464,984
0.19% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
4,700
shares
|
$463,702
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
4,680
shares
|
$461,728
0.06% of portfolio
|
Q1 2025
Reduced 18.11%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
4,675
shares
|
$461,235
0.03% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
4,674
shares
|
$461,136
0.1% of portfolio
|
Q1 2025
Reduced 46.27%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
4,673
shares
|
$461,038
0.2% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
4,669
shares
|
$460,643
0.32% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
4,661
shares
|
$459,854
0.05% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,650
shares
|
$458,769
0.11% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
4,633
shares
|
$457,091
0.02% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
4,631
shares
|
$456,894
0.12% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
4,626
shares
|
$456,401
0.16% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4,623
shares
|
$456,105
0.07% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
4,621
shares
|
$455,907
0.07% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
4,614
shares
|
$455,217
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
4,606
shares
|
$454,427
0.15% of portfolio
|
Q3 2024
Added 24.28%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
4,603
shares
|
$454,131
0.22% of portfolio
|
Q1 2025
Reduced 32.95%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
4,550
shares
|
$448,903
0.13% of portfolio
|
Q4 2024
Added 52.99%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
4,531
shares
|
$447,028
0.17% of portfolio
|
Q1 2025
Reduced 21.54%
|