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 |
|---|---|---|---|---|---|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
3,225
shares
|
$324,241
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
3,212
shares
|
$322,934
0.05% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,207
shares
|
$322,431
0.01% of portfolio
|
Q1 2023
Reduced 34.11%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
3,200
shares
|
$321,728
0.02% of portfolio
|
Q1 2025
Added 45.45%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
3,197
shares
|
$321,426
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
3,194
shares
|
$321,124
0.15% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
3,148
shares
|
$316,499
0.13% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
3,136
shares
|
$315,293
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,133
shares
|
$314,991
0.11% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
3,132
shares
|
$314,891
0.01% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
3,127
shares
|
$314,388
0.04% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
3,124
shares
|
$314,086
0.17% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Wincap Financial LLC
Boston, MA |
Aug 01, 2025 Q2 2025 |
3,114
shares
|
$313,081
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
3,111
shares
|
$312,779
0.04% of portfolio
|
Q2 2025
Added 12.55%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,109
shares
|
$312,578
0.01% of portfolio
|
Q4 2024
Reduced 94.73%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,093
shares
|
$310,970
0.08% of portfolio
|
Q1 2023
Reduced 88.27%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,091
shares
|
$310,769
0.03% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
3,084
shares
|
$310,065
0.1% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,084
shares
|
$310,065
0.03% of portfolio
|
Q2 2025
Reduced 21.79%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
3,078
shares
|
$309,462
0.05% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
3,077
shares
|
$309,361
0.06% of portfolio
|
Q2 2025
Reduced 22.92%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,074
shares
|
$309,059
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Aug 08, 2025 Q2 2025 |
3,072
shares
|
$308,858
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,063
shares
|
$307,954
0.03% of portfolio
|
Q2 2025
Reduced 22.02%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,049
shares
|
$306,546
0.05% of portfolio
|
Q2 2025
Reduced 8.6%
|