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 |
|---|---|---|---|---|---|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
2,298
shares
|
$231,040
0.07% of portfolio
|
Q4 2024
Reduced 31.61%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
2,288
shares
|
$230,035
0.15% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
2,284
shares
|
$229,633
0.08% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
2,281
shares
|
$229,331
0.01% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
2,277
shares
|
$228,929
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
2,276
shares
|
$228,829
0.09% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
2,274
shares
|
$228,627
0.08% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
2,273
shares
|
$228,527
0.09% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
2,269
shares
|
$228,125
0.04% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
2,265
shares
|
$227,723
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
2,261
shares
|
$227,320
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,247
shares
|
$225,913
0.05% of portfolio
|
Q3 2022
Reduced 99.71%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,247
shares
|
$225,913
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
2,233
shares
|
$224,505
0.0% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
2,222
shares
|
$223,399
0.03% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
2,220
shares
|
$223,198
0.13% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
2,217
shares
|
$222,897
0.07% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,215
shares
|
$222,696
0.03% of portfolio
|
Q2 2025
Reduced 52.07%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
2,215
shares
|
$222,696
0.03% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
2,213
shares
|
$222,495
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,200
shares
|
$221,188
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,200
shares
|
$221,188
0.06% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
2,200
shares
|
$221,188
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
2,180
shares
|
$219,177
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,175
shares
|
$218,674
0.4% of portfolio
|
Q3 2022
Reduced 7.56%
|