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 |
|---|---|---|---|---|---|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
2,897
shares
|
$285,818
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,895
shares
|
$285,620
0.04% of portfolio
|
Q2 2024
Reduced 30.46%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
2,892
shares
|
$285,324
0.0% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
2,887
shares
|
$284,831
0.13% of portfolio
|
Q1 2025
Reduced 15.76%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,882
shares
|
$284,338
0.05% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,875
shares
|
$283,647
0.04% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
2,868
shares
|
$282,956
0.05% of portfolio
|
Q1 2025
Reduced 39.82%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,855
shares
|
$281,674
0.21% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,854
shares
|
$281,575
0.08% of portfolio
|
Q2 2025
Reduced 59.48%
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
2,841
shares
|
$280,293
0.17% of portfolio
|
Q1 2025
Reduced 22.95%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
2,835
shares
|
$279,701
0.03% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
2,832
shares
|
$279,405
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
2,827
shares
|
$278,911
0.17% of portfolio
|
Q1 2025
Reduced 53.01%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
2,820
shares
|
$278,221
0.02% of portfolio
|
Q1 2025
Reduced 47.37%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
2,809
shares
|
$277,135
0.11% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
2,805
shares
|
$276,741
0.09% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
2,800
shares
|
$276,248
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
2,792
shares
|
$275,458
0.08% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
2,791
shares
|
$275,360
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
2,789
shares
|
$275,162
0.12% of portfolio
|
Q1 2025
Reduced 14.66%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
2,779
shares
|
$274,176
0.03% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
2,771
shares
|
$273,386
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
2,769
shares
|
$273,189
0.17% of portfolio
|
Q1 2025
Added 154.97%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
2,764
shares
|
$272,696
0.04% of portfolio
|
Q1 2025
Reduced 16.19%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
2,759
shares
|
$272,202
0.04% of portfolio
|
Q1 2025
Added 21.97%
|