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 |
|---|---|---|---|---|---|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
3,580
shares
|
$359,933
0.41% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
3,579
shares
|
$359,832
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
3,578
shares
|
$359,732
0.23% of portfolio
|
Q2 2025
Added 54.36%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Jul 28, 2025 Q2 2025 |
3,558
shares
|
$357,721
0.28% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,550
shares
|
$356,917
0.01% of portfolio
|
Q4 2023
Reduced 28.9%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,543
shares
|
$356,213
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
3,526
shares
|
$354,504
0.07% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
3,523
shares
|
$354,202
0.01% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,517
shares
|
$353,599
0.1% of portfolio
|
Q2 2025
Reduced 93.29%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
3,513
shares
|
$353,197
0.1% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
3,513
shares
|
$353,197
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
3,511
shares
|
$352,995
0.07% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
3,486
shares
|
$350,482
0.04% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
3,471
shares
|
$348,974
0.0% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
3,450
shares
|
$346,863
0.13% of portfolio
|
Q1 2025
Reduced 13.97%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
3,449
shares
|
$346,762
0.01% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
3,446
shares
|
$346,460
0.04% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,446
shares
|
$346,460
0.08% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Aug 11, 2025 Q2 2025 |
3,441
shares
|
$345,958
0.08% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,432
shares
|
$345,053
0.01% of portfolio
|
Q2 2025
Added 741.18%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,427
shares
|
$344,550
0.02% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
3,417
shares
|
$343,545
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
3,414
shares
|
$343,243
0.47% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
3,401
shares
|
$341,936
0.04% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
3,400
shares
|
$341,836
0.02% of portfolio
|
Q2 2025
New holding
|