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 |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,870
shares
|
$288,549
0.04% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
2,868
shares
|
$288,348
0.18% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
2,867
shares
|
$288,248
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,854
shares
|
$286,941
0.08% of portfolio
|
Q2 2025
Reduced 59.48%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jul 30, 2025 Q2 2025 |
2,837
shares
|
$285,231
0.06% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
2,835
shares
|
$285,030
0.02% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
2,832
shares
|
$284,729
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
2,824
shares
|
$283,924
0.05% of portfolio
|
Q2 2025
Added 15.93%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,805
shares
|
$282,014
0.09% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
2,800
shares
|
$281,512
0.02% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
2,792
shares
|
$280,707
0.07% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
2,789
shares
|
$280,406
0.11% of portfolio
|
Q1 2025
Reduced 14.66%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
2,784
shares
|
$279,903
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,769
shares
|
$278,395
0.09% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
2,755
shares
|
$276,987
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
2,750
shares
|
$276,485
0.02% of portfolio
|
Q2 2025
Added 221.26%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
2,740
shares
|
$275,479
0.14% of portfolio
|
Q2 2025
Reduced 50.36%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
2,721
shares
|
$273,569
0.03% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
2,707
shares
|
$272,161
0.01% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
2,692
shares
|
$270,653
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
2,686
shares
|
$270,050
0.11% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,680
shares
|
$269,447
0.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
2,676
shares
|
$269,045
0.19% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
2,666
shares
|
$268,039
0.03% of portfolio
|
Q2 2025
Added 14.91%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
2,666
shares
|
$268,039
0.22% of portfolio
|
Q2 2025
Added 1.21%
|