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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
2,194
shares
|
$216,460
0.02% of portfolio
|
Q1 2025
Reduced 76.78%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
2,187
shares
|
$215,769
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
2,177
shares
|
$214,782
0.04% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
2,175
shares
|
$214,585
0.07% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,175
shares
|
$214,585
0.4% of portfolio
|
Q3 2022
Reduced 7.56%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
2,170
shares
|
$214,092
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
2,156
shares
|
$212,710
0.03% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,131
shares
|
$210,244
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,121
shares
|
$209,257
0.08% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
2,120
shares
|
$209,159
0.19% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
2,114
shares
|
$208,567
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
2,110
shares
|
$208,172
0.04% of portfolio
|
Q1 2025
Reduced 24.4%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 08, 2025 Q2 2025 |
2,108
shares
|
$207,975
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
2,105
shares
|
$207,679
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
2,100
shares
|
$207,186
0.06% of portfolio
|
Q2 2024
Reduced 72.19%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,100
shares
|
$207,186
0.05% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Gouws Capital LLC
|
May 12, 2025 Q1 2025 |
2,100
shares
|
$207,186
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
2,100
shares
|
$207,186
0.19% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
2,098
shares
|
$206,988
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
2,089
shares
|
$206,100
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
2,085
shares
|
$205,706
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
2,080
shares
|
$205,212
0.0% of portfolio
|
Q1 2025
Reduced 23.61%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
2,077
shares
|
$204,916
0.03% of portfolio
|
Q1 2025
Reduced 84.32%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
2,076
shares
|
$204,818
0.03% of portfolio
|
Q1 2025
Reduced 22.07%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
2,065
shares
|
$203,732
0.17% of portfolio
|
Q1 2025
New holding
|