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 2,164 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 $123 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
2,385
shares
|
$231,917
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,383
shares
|
$231,722
0.13% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,381
shares
|
$231,528
0.07% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
2,381
shares
|
$231,528
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
2,363
shares
|
$229,778
0.03% of portfolio
|
Q2 2022
Reduced 0.96%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,362
shares
|
$229,680
0.0% of portfolio
|
Q2 2022
Reduced 2.54%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
2,359
shares
|
$229,389
0.07% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
2,347
shares
|
$228,222
0.14% of portfolio
|
Q1 2025
Reduced 35.15%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
2,341
shares
|
$227,638
0.04% of portfolio
|
Q1 2025
Reduced 22.74%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
2,340
shares
|
$227,541
0.02% of portfolio
|
Q1 2025
Reduced 30.48%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
May 09, 2025 Q1 2025 |
2,339
shares
|
$227,444
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
2,335
shares
|
$227,055
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
2,334
shares
|
$226,958
0.09% of portfolio
|
Q1 2025
Reduced 98.37%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
2,331
shares
|
$226,666
0.14% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
2,320
shares
|
$225,596
0.03% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
2,319
shares
|
$225,499
0.12% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
2,318
shares
|
$225,402
0.16% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,316
shares
|
$225,207
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Apr 09, 2025 Q1 2025 |
2,310
shares
|
$224,624
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Apr 09, 2025 Q1 2025 |
2,309
shares
|
$224,527
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,298
shares
|
$223,457
0.08% of portfolio
|
Q4 2024
Reduced 31.61%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,287
shares
|
$222,387
0.0% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,274
shares
|
$221,123
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
2,271
shares
|
$220,832
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
2,269
shares
|
$220,637
0.04% of portfolio
|
Q1 2025
Reduced 3.45%
|