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 |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,218
shares
|
$416,147
0.06% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
4,209
shares
|
$415,259
0.15% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
4,199
shares
|
$414,273
0.08% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
4,189
shares
|
$413,286
0.11% of portfolio
|
Q3 2024
Reduced 69.14%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Apr 28, 2025 Q1 2025 |
4,188
shares
|
$413,188
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
4,161
shares
|
$410,524
0.13% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
4,151
shares
|
$409,537
0.02% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,121
shares
|
$406,577
0.01% of portfolio
|
Q4 2024
Reduced 16.76%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,120
shares
|
$406,479
0.03% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
4,117
shares
|
$406,183
0.02% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
4,101
shares
|
$404,604
0.33% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
4,100
shares
|
$404,506
0.41% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
4,095
shares
|
$404,012
0.09% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
4,093
shares
|
$403,815
0.24% of portfolio
|
Q1 2025
Reduced 74.65%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
4,084
shares
|
$402,927
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
4,082
shares
|
$402,730
0.25% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
4,074
shares
|
$401,940
0.17% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
4,053
shares
|
$399,868
0.25% of portfolio
|
Q1 2025
Added 43.32%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
4,052
shares
|
$399,770
0.17% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
4,013
shares
|
$395,922
0.43% of portfolio
|
Q1 2025
Reduced 75.47%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
4,010
shares
|
$395,626
0.02% of portfolio
|
Q1 2025
Reduced 94.98%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
4,004
shares
|
$395,034
0.09% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
3,996
shares
|
$394,245
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
3,992
shares
|
$393,850
0.08% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
3,982
shares
|
$392,864
0.06% of portfolio
|
Q1 2025
Reduced 8.71%
|