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 |
|---|---|---|---|---|---|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
2,732
shares
|
$269,539
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
2,726
shares
|
$268,947
0.23% of portfolio
|
Q1 2025
Reduced 45.06%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,699
shares
|
$266,283
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Surience Private Wealth LLC
|
Apr 24, 2025 Q1 2025 |
2,693
shares
|
$265,691
0.47% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
2,692
shares
|
$265,592
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,686
shares
|
$265,000
0.02% of portfolio
|
Q1 2025
Reduced 49.78%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
2,686
shares
|
$265,000
0.12% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,680
shares
|
$264,408
0.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
2,679
shares
|
$264,310
0.13% of portfolio
|
Q1 2025
Reduced 26.06%
|
|
|
Bnc Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
2,677
shares
|
$264,112
0.1% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
2,665
shares
|
$262,928
0.09% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
2,663
shares
|
$262,731
0.19% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
2,662
shares
|
$262,632
0.1% of portfolio
|
Q1 2025
Reduced 24.14%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
2,657
shares
|
$262,139
0.19% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
2,655
shares
|
$261,942
0.02% of portfolio
|
Q2 2025
Reduced 35.46%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
2,655
shares
|
$261,942
0.28% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,646
shares
|
$261,054
0.1% of portfolio
|
Q1 2024
Reduced 5.16%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
2,634
shares
|
$259,870
0.25% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
2,632
shares
|
$259,673
0.06% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
2,630
shares
|
$259,475
0.06% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
2,629
shares
|
$259,377
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
2,628
shares
|
$259,278
0.11% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
2,619
shares
|
$258,390
0.04% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
2,615
shares
|
$257,995
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,608
shares
|
$257,305
0.06% of portfolio
|
Q1 2025
Reduced 2.5%
|