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 2,171 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 |
|---|---|---|---|---|---|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
3,744
shares
|
$369,383
0.21% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
3,735
shares
|
$368,495
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
3,718
shares
|
$366,817
0.1% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
3,716
shares
|
$366,620
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
3,712
shares
|
$366,225
0.04% of portfolio
|
Q1 2025
Added 59.86%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
3,709
shares
|
$365,929
0.08% of portfolio
|
Q1 2025
Added 52.38%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,701
shares
|
$365,140
0.12% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
3,697
shares
|
$364,746
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
3,695
shares
|
$364,548
0.23% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
3,671
shares
|
$362,180
0.15% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
3,668
shares
|
$361,884
0.49% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
3,645
shares
|
$359,615
0.53% of portfolio
|
Q3 2023
Added 0.8%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,641
shares
|
$359,221
0.03% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
3,630
shares
|
$358,135
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
3,627
shares
|
$357,839
0.07% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
3,605
shares
|
$355,669
0.27% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
3,603
shares
|
$355,471
0.04% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
3,598
shares
|
$354,978
0.05% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
3,580
shares
|
$353,202
0.41% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
3,566
shares
|
$351,821
0.24% of portfolio
|
Q1 2025
Added 12.85%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
3,557
shares
|
$350,933
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,550
shares
|
$350,243
0.01% of portfolio
|
Q4 2023
Reduced 28.9%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
3,524
shares
|
$347,677
0.38% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
3,523
shares
|
$347,579
0.01% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
3,513
shares
|
$346,592
0.16% of portfolio
|
Q2 2025
New holding
|