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 |
|---|---|---|---|---|---|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
4,520
shares
|
$445,943
0.15% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
4,503
shares
|
$444,265
0.03% of portfolio
|
Q2 2025
Added 77.91%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
4,495
shares
|
$443,476
0.0% of portfolio
|
Q1 2025
Reduced 26.66%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
4,488
shares
|
$442,786
0.48% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
4,486
shares
|
$442,588
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
4,473
shares
|
$441,306
0.03% of portfolio
|
Q1 2025
Reduced 44.63%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
4,453
shares
|
$439,332
0.05% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
4,442
shares
|
$438,247
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
4,415
shares
|
$435,583
0.12% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
4,408
shares
|
$434,893
0.36% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,386
shares
|
$432,722
0.09% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
4,368
shares
|
$430,946
0.11% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
4,364
shares
|
$430,552
0.21% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
4,343
shares
|
$428,480
0.18% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
4,339
shares
|
$428,085
0.05% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
4,322
shares
|
$426,408
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
4,303
shares
|
$424,533
0.02% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
4,300
shares
|
$424,238
0.06% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
4,279
shares
|
$422,166
0.08% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4,259
shares
|
$420,192
0.06% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
4,246
shares
|
$418,910
0.06% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
4,244
shares
|
$418,713
0.21% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
4,238
shares
|
$418,121
0.33% of portfolio
|
Q1 2025
Added 31.37%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
4,233
shares
|
$417,627
0.19% of portfolio
|
Q4 2023
Added 12.55%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
4,225
shares
|
$416,838
0.21% of portfolio
|
Q1 2025
Added 5.89%
|