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 |
|---|---|---|---|---|---|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
2,175
shares
|
$218,674
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
2,170
shares
|
$218,171
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
2,167
shares
|
$217,870
0.15% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
2,161
shares
|
$217,266
0.03% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
2,155
shares
|
$216,663
0.03% of portfolio
|
Q2 2025
Reduced 76.06%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
2,152
shares
|
$216,362
0.02% of portfolio
|
Q2 2025
Reduced 96.0%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
2,149
shares
|
$216,060
0.06% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
2,148
shares
|
$215,959
0.0% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,131
shares
|
$214,250
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
2,124
shares
|
$213,546
0.18% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,121
shares
|
$213,245
0.08% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 08, 2025 Q2 2025 |
2,108
shares
|
$211,938
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
2,105
shares
|
$211,636
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
2,100
shares
|
$211,134
0.06% of portfolio
|
Q2 2024
Reduced 72.19%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,100
shares
|
$211,134
0.05% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Gouws Capital LLC
|
Aug 07, 2025 Q2 2025 |
2,100
shares
|
$211,134
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
2,100
shares
|
$211,134
0.16% of portfolio
|
Q2 2025
Added 39.91%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
2,100
shares
|
$211,134
0.18% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
2,089
shares
|
$210,028
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
2,076
shares
|
$208,721
0.02% of portfolio
|
Q1 2025
Reduced 22.07%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
2,070
shares
|
$208,117
0.02% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,069
shares
|
$208,017
0.15% of portfolio
|
Q2 2025
Reduced 57.25%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
2,065
shares
|
$207,615
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
2,060
shares
|
$207,112
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
2,058
shares
|
$206,911
0.11% of portfolio
|
Q2 2025
New holding
|