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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
2,448
shares
|
$241,519
0.08% of portfolio
|
Q2 2025
Added 31.4%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
2,437
shares
|
$240,434
0.19% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
2,436
shares
|
$240,335
0.05% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
2,430
shares
|
$239,743
0.09% of portfolio
|
Q1 2025
Reduced 65.88%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
2,426
shares
|
$239,349
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
2,423
shares
|
$239,053
0.07% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
2,421
shares
|
$238,855
0.04% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
2,420
shares
|
$238,757
0.04% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Mosaic Advisors LLC
Houston, TX |
May 05, 2025 Q1 2025 |
2,418
shares
|
$238,559
0.37% of portfolio
|
Q1 2025
Reduced 87.08%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
2,407
shares
|
$237,474
0.04% of portfolio
|
Q4 2024
Reduced 63.43%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
2,401
shares
|
$236,882
0.1% of portfolio
|
Q1 2025
Reduced 53.46%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
2,385
shares
|
$235,304
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,383
shares
|
$235,106
0.13% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
2,381
shares
|
$234,909
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
2,363
shares
|
$233,133
0.03% of portfolio
|
Q2 2022
Reduced 0.96%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,362
shares
|
$233,034
0.0% of portfolio
|
Q2 2022
Reduced 2.54%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
2,359
shares
|
$232,738
0.07% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
2,347
shares
|
$231,555
0.14% of portfolio
|
Q1 2025
Reduced 35.15%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
2,341
shares
|
$230,963
0.04% of portfolio
|
Q1 2025
Reduced 22.74%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
2,340
shares
|
$230,864
0.02% of portfolio
|
Q1 2025
Reduced 30.48%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
2,339
shares
|
$230,765
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
2,335
shares
|
$230,371
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
2,334
shares
|
$230,272
0.09% of portfolio
|
Q1 2025
Reduced 98.37%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,334
shares
|
$230,272
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
2,331
shares
|
$229,976
0.14% of portfolio
|
Q1 2025
Added 7.47%
|