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 2,172 institutions that hold shares in the stock, with a total of 1.27 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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
2,551
shares
|
$251,452
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
2,546
shares
|
$250,959
0.04% of portfolio
|
Q4 2024
Reduced 20.69%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
2,535
shares
|
$249,874
0.1% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
2,529
shares
|
$249,283
0.02% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
2,525
shares
|
$248,889
0.11% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
2,517
shares
|
$248,100
0.01% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
2,507
shares
|
$247,114
0.15% of portfolio
|
Q2 2025
Reduced 91.25%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
2,505
shares
|
$246,917
0.14% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
2,502
shares
|
$246,622
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
May 15, 2025 Q1 2025 |
2,500
shares
|
$246,424
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
2,492
shares
|
$245,636
0.2% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,484
shares
|
$244,847
0.07% of portfolio
|
Q2 2025
Reduced 11.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,482
shares
|
$244,650
0.15% of portfolio
|
Q2 2023
Reduced 2.86%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
2,481
shares
|
$244,552
0.04% of portfolio
|
Q3 2024
Added 1554.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
2,481
shares
|
$244,552
0.03% of portfolio
|
Q1 2025
Reduced 85.75%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
2,481
shares
|
$244,552
0.03% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
2,481
shares
|
$244,552
0.06% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
2,481
shares
|
$244,552
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,473
shares
|
$243,763
0.13% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,471
shares
|
$243,566
0.16% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
2,456
shares
|
$242,087
0.1% of portfolio
|
Q1 2025
Added 19.98%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
2,448
shares
|
$241,299
0.08% of portfolio
|
Q2 2025
Added 31.4%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
2,437
shares
|
$240,215
0.19% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
2,436
shares
|
$240,116
0.05% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
2,430
shares
|
$239,525
0.09% of portfolio
|
Q1 2025
Reduced 65.88%
|