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 |
|---|---|---|---|---|---|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,074
shares
|
$303,280
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
May 07, 2025 Q1 2025 |
3,072
shares
|
$303,083
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
3,060
shares
|
$301,899
0.05% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,049
shares
|
$300,814
0.05% of portfolio
|
Q2 2025
Reduced 8.6%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,049
shares
|
$300,814
0.01% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
3,048
shares
|
$300,715
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
3,043
shares
|
$300,222
0.16% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
3,032
shares
|
$299,137
0.16% of portfolio
|
Q4 2020
Added 0.9%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
3,028
shares
|
$298,742
0.05% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,026
shares
|
$298,545
0.16% of portfolio
|
Q1 2023
Added 0.73%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
3,022
shares
|
$298,150
0.07% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
3,012
shares
|
$297,163
0.05% of portfolio
|
Q4 2024
Reduced 56.97%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
3,000
shares
|
$295,980
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Tenret CO LLC
|
May 20, 2025 Q1 2025 |
2,990
shares
|
$294,993
0.18% of portfolio
|
Q1 2025
Added 19.84%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,989
shares
|
$294,894
0.05% of portfolio
|
Q2 2025
Reduced 14.7%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
2,972
shares
|
$293,217
0.04% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
2,969
shares
|
$292,921
0.1% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
2,965
shares
|
$292,526
0.02% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
2,964
shares
|
$292,428
0.09% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
2,959
shares
|
$291,934
0.0% of portfolio
|
Q4 2024
Added 21.92%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,953
shares
|
$291,342
0.11% of portfolio
|
Q3 2024
Added 94.28%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
2,942
shares
|
$290,257
0.14% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
2,940
shares
|
$290,060
0.07% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,931
shares
|
$289,172
0.11% of portfolio
|
Q1 2024
Added 24.19%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
2,912
shares
|
$287,297
0.06% of portfolio
|
Q1 2025
Added 2.61%
|