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 |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
689,535
shares
|
$69.3 Million
1.11% of portfolio
|
Q2 2025
Added 37.24%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
675,358
shares
|
$67.9 Million
15.89% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
672,957
shares
|
$67.7 Million
3.19% of portfolio
|
Q2 2023
Added 10.64%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
672,520
shares
|
$67.6 Million
5.13% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
667,768
shares
|
$67.1 Million
5.87% of portfolio
|
Q2 2025
Added 22.5%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
667,470
shares
|
$67.1 Million
3.17% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
662,686
shares
|
$66.6 Million
5.2% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
658,440
shares
|
$66.2 Million
0.23% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
657,805
shares
|
$66.1 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
647,256
shares
|
$65.1 Million
2.4% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
643,508
shares
|
$64.7 Million
3.71% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
641,130
shares
|
$64.5 Million
7.49% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
630,748
shares
|
$63.4 Million
6.45% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
619,500
shares
|
$62.3 Million
7.58% of portfolio
|
Q2 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
616,915
shares
|
$62 Million
3.32% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
612,978
shares
|
$61.6 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
607,264
shares
|
$61.1 Million
3.59% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
598,277
shares
|
$60.2 Million
10.22% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
596,703
shares
|
$60 Million
3.49% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
595,678
shares
|
$59.9 Million
3.89% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
594,977
shares
|
$59.8 Million
3.78% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
587,842
shares
|
$59.1 Million
0.22% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
585,707
shares
|
$58.9 Million
22.64% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
585,654
shares
|
$58.9 Million
1.3% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
569,687
shares
|
$57.3 Million
0.35% of portfolio
|
Q4 2024
Added 7.88%
|