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 |
|---|---|---|---|---|---|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
2,261
shares
|
$219,859
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,247
shares
|
$218,498
0.05% of portfolio
|
Q3 2022
Reduced 99.71%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,247
shares
|
$218,498
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
2,240
shares
|
$217,817
0.02% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
2,231
shares
|
$216,942
0.0% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
2,221
shares
|
$215,970
0.05% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
2,221
shares
|
$215,970
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
2,220
shares
|
$215,872
0.14% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
2,217
shares
|
$215,581
0.1% of portfolio
|
Q1 2025
Reduced 30.3%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
2,213
shares
|
$215,192
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
2,209
shares
|
$214,803
0.08% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
2,208
shares
|
$214,705
0.03% of portfolio
|
Q1 2025
Reduced 70.34%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,200
shares
|
$213,928
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,200
shares
|
$213,928
0.06% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
2,200
shares
|
$213,928
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
2,194
shares
|
$213,344
0.02% of portfolio
|
Q1 2025
Reduced 76.78%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
2,187
shares
|
$212,663
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
2,185
shares
|
$212,469
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
2,177
shares
|
$211,691
0.04% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
2,175
shares
|
$211,497
0.07% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,175
shares
|
$211,497
0.4% of portfolio
|
Q3 2022
Reduced 7.56%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
2,170
shares
|
$211,010
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
2,156
shares
|
$209,649
0.03% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
2,146
shares
|
$208,677
0.1% of portfolio
|
Q1 2025
Reduced 23.79%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,131
shares
|
$207,218
0.32% of portfolio
|
Q1 2025
New holding
|