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 |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
3,474
shares
|
$342,744
0.29% of portfolio
|
Q1 2025
Reduced 40.81%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
3,450
shares
|
$340,377
0.13% of portfolio
|
Q1 2025
Reduced 13.97%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
3,449
shares
|
$340,278
0.01% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
3,446
shares
|
$339,982
0.04% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,446
shares
|
$339,982
0.08% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
3,443
shares
|
$339,686
0.12% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
3,417
shares
|
$337,121
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
3,400
shares
|
$335,444
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
3,392
shares
|
$334,654
0.22% of portfolio
|
Q1 2023
Reduced 16.31%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
3,388
shares
|
$334,260
0.13% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
3,378
shares
|
$333,273
0.02% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
3,378
shares
|
$333,273
0.03% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
3,375
shares
|
$332,977
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
3,365
shares
|
$331,990
0.03% of portfolio
|
Q1 2025
Reduced 36.7%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
3,364
shares
|
$331,892
0.09% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
3,357
shares
|
$331,201
0.04% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
3,357
shares
|
$331,201
0.06% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,347
shares
|
$330,215
0.02% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
3,343
shares
|
$329,820
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,342
shares
|
$329,721
0.05% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,341
shares
|
$329,623
0.19% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
3,331
shares
|
$328,636
0.06% of portfolio
|
Q2 2025
Added 57.87%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
3,326
shares
|
$328,143
0.16% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
3,320
shares
|
$327,551
0.03% of portfolio
|
Q1 2025
Added 142.34%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
3,316
shares
|
$327,156
0.17% of portfolio
|
Q1 2025
New holding
|