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 |
|---|---|---|---|---|---|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
3,392
shares
|
$341,031
0.22% of portfolio
|
Q1 2023
Reduced 16.31%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
3,391
shares
|
$340,931
0.23% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
3,388
shares
|
$340,629
0.13% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
3,378
shares
|
$339,624
0.02% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
3,378
shares
|
$339,624
0.03% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
3,364
shares
|
$338,216
0.09% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
3,361
shares
|
$337,914
0.09% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
3,357
shares
|
$337,512
0.04% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,342
shares
|
$336,004
0.05% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,341
shares
|
$335,904
0.19% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
3,340
shares
|
$335,803
0.01% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
3,331
shares
|
$334,898
0.06% of portfolio
|
Q2 2025
Added 57.87%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
3,330
shares
|
$334,798
0.14% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
3,309
shares
|
$332,686
0.23% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,295
shares
|
$331,279
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,292
shares
|
$330,977
0.17% of portfolio
|
Q1 2023
Reduced 5.78%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
3,289
shares
|
$330,676
0.32% of portfolio
|
Q2 2023
Reduced 65.1%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
3,285
shares
|
$330,273
0.21% of portfolio
|
Q2 2025
Added 116.12%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,284
shares
|
$330,173
0.15% of portfolio
|
Q3 2022
Reduced 54.98%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
3,273
shares
|
$329,067
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
3,250
shares
|
$326,755
0.04% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
3,243
shares
|
$326,051
0.1% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
3,229
shares
|
$324,643
0.17% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,227
shares
|
$324,442
0.16% of portfolio
|
Q2 2025
Added 375.26%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
3,226
shares
|
$324,342
0.72% of portfolio
|
Q3 2022
Reduced 0.65%
|