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 |
|---|---|---|---|---|---|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,671
shares
|
$164,860
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
1,666
shares
|
$164,367
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,655
shares
|
$163,282
0.04% of portfolio
|
Q1 2025
Added 263.74%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
1,642
shares
|
$161,999
0.02% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,615
shares
|
$159,335
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
1,596
shares
|
$157,461
0.11% of portfolio
|
Q1 2025
Added 1264.1%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,577
shares
|
$155,586
0.01% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,550
shares
|
$152,923
0.06% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,548
shares
|
$152,725
0.09% of portfolio
|
Q2 2022
Reduced 68.97%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
1,529
shares
|
$150,851
0.06% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,520
shares
|
$149,963
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,501
shares
|
$148,088
0.13% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,493
shares
|
$147,299
0.01% of portfolio
|
Q3 2024
Reduced 29.58%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,463
shares
|
$144,339
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
1,438
shares
|
$141,873
0.1% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,436
shares
|
$141,675
0.06% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,425
shares
|
$140,590
0.06% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
1,422
shares
|
$140,294
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
1,408
shares
|
$138,913
0.06% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
1,400
shares
|
$138,124
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,391
shares
|
$137,236
0.0% of portfolio
|
Q1 2025
Reduced 59.23%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,367
shares
|
$134,868
0.04% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
1,350
shares
|
$133,191
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,349
shares
|
$133,092
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
1,346
shares
|
$132,796
0.16% of portfolio
|
Q1 2025
New holding
|