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 |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
2,320
shares
|
$228,891
0.03% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
2,319
shares
|
$228,792
0.12% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
2,318
shares
|
$228,693
0.16% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,316
shares
|
$228,496
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,300
shares
|
$226,918
0.06% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,298
shares
|
$226,720
0.08% of portfolio
|
Q4 2024
Reduced 31.61%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
2,288
shares
|
$225,734
0.15% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,287
shares
|
$225,635
0.0% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,274
shares
|
$224,352
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
2,271
shares
|
$224,056
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
2,269
shares
|
$223,859
0.04% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
2,261
shares
|
$223,070
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,247
shares
|
$221,689
0.05% of portfolio
|
Q3 2022
Reduced 99.71%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,247
shares
|
$221,689
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
2,240
shares
|
$220,998
0.02% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
2,231
shares
|
$220,110
0.0% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
2,221
shares
|
$219,123
0.05% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
2,220
shares
|
$219,025
0.14% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
2,217
shares
|
$218,729
0.1% of portfolio
|
Q1 2025
Reduced 30.3%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
2,215
shares
|
$218,531
0.03% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
2,213
shares
|
$218,334
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
2,209
shares
|
$217,939
0.08% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,200
shares
|
$217,052
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,200
shares
|
$217,052
0.06% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
2,200
shares
|
$217,052
0.08% of portfolio
|
Q4 2022
New holding
|