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 |
|---|---|---|---|---|---|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,295
shares
|
$325,084
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
|
$324,788
0.17% of portfolio
|
Q1 2023
Reduced 5.78%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
3,289
shares
|
$324,492
0.32% of portfolio
|
Q2 2023
Reduced 65.1%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,284
shares
|
$323,999
0.15% of portfolio
|
Q3 2022
Reduced 54.98%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
3,250
shares
|
$320,645
0.04% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
3,247
shares
|
$320,349
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
3,242
shares
|
$319,855
0.17% of portfolio
|
Q1 2025
Reduced 11.61%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
3,233
shares
|
$318,967
0.07% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
3,226
shares
|
$318,277
0.72% of portfolio
|
Q3 2022
Reduced 0.65%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
3,212
shares
|
$316,895
0.05% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,207
shares
|
$316,402
0.01% of portfolio
|
Q1 2023
Reduced 34.11%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
3,200
shares
|
$315,712
0.02% of portfolio
|
Q1 2025
Added 45.45%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
3,194
shares
|
$315,120
0.15% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
3,188
shares
|
$314,528
0.11% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,167
shares
|
$312,456
0.03% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
3,148
shares
|
$310,581
0.13% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
3,139
shares
|
$309,693
0.06% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
3,137
shares
|
$309,496
0.2% of portfolio
|
Q1 2025
Reduced 44.27%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,136
shares
|
$309,397
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,133
shares
|
$309,101
0.11% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
3,124
shares
|
$308,213
0.17% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
3,112
shares
|
$307,029
0.2% of portfolio
|
Q1 2025
Reduced 14.69%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,109
shares
|
$306,733
0.01% of portfolio
|
Q4 2024
Reduced 94.73%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,093
shares
|
$305,155
0.08% of portfolio
|
Q1 2023
Reduced 88.27%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
3,084
shares
|
$304,267
0.1% of portfolio
|
Q1 2025
Reduced 18.0%
|