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 |
|---|---|---|---|---|---|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
2,502
shares
|
$251,551
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Aug 11, 2025 Q2 2025 |
2,500
shares
|
$251,350
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
2,499
shares
|
$251,249
0.04% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
2,499
shares
|
$251,249
0.04% of portfolio
|
Q2 2025
Added 9155.56%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
2,492
shares
|
$250,545
0.2% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,484
shares
|
$249,741
0.07% of portfolio
|
Q2 2025
Reduced 11.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,482
shares
|
$249,540
0.15% of portfolio
|
Q2 2023
Reduced 2.86%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
2,481
shares
|
$249,439
0.04% of portfolio
|
Q3 2024
Added 1554.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
2,481
shares
|
$249,439
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
|
$249,439
0.03% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
2,481
shares
|
$249,439
0.06% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
2,481
shares
|
$249,439
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,473
shares
|
$248,635
0.13% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
2,455
shares
|
$246,825
0.1% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
2,448
shares
|
$246,121
0.08% of portfolio
|
Q2 2025
Added 31.4%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
2,445
shares
|
$245,820
0.04% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Aug 11, 2025 Q2 2025 |
2,442
shares
|
$245,518
0.38% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
2,441
shares
|
$245,418
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
2,437
shares
|
$245,015
0.17% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
2,434
shares
|
$244,714
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
2,433
shares
|
$244,613
0.07% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
2,430
shares
|
$244,312
0.09% of portfolio
|
Q1 2025
Reduced 65.88%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
2,423
shares
|
$243,608
0.07% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
2,420
shares
|
$243,306
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
2,420
shares
|
$243,306
0.04% of portfolio
|
Q2 2025
Reduced 7.95%
|