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 2,172 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 |
|---|---|---|---|---|---|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
1,346
shares
|
$132,796
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,336
shares
|
$131,809
0.01% of portfolio
|
Q1 2025
Reduced 17.28%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
1,319
shares
|
$130,132
0.01% of portfolio
|
Q4 2024
Reduced 22.46%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,300
shares
|
$128,258
0.04% of portfolio
|
Q3 2023
Reduced 65.95%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
1,290
shares
|
$127,271
0.04% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,275
shares
|
$125,791
0.03% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,260
shares
|
$124,311
0.32% of portfolio
|
Q4 2022
Reduced 77.55%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,219
shares
|
$120,266
0.08% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
1,210
shares
|
$119,378
0.08% of portfolio
|
Q1 2025
Added 125.75%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,201
shares
|
$118,490
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
1,180
shares
|
$116,418
0.05% of portfolio
|
Q1 2025
Added 18.0%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,180
shares
|
$116,418
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,130
shares
|
$111,485
0.05% of portfolio
|
Q3 2023
Added 966.04%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
1,100
shares
|
$108,526
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
1,099
shares
|
$108,427
0.06% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
1,083
shares
|
$106,848
0.02% of portfolio
|
Q4 2024
Added 38.31%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
1,052
shares
|
$103,790
0.02% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,038
shares
|
$102,409
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,036
shares
|
$102,211
0.02% of portfolio
|
Q3 2024
Added 38.87%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,033
shares
|
$101,915
0.04% of portfolio
|
Q1 2025
Added 22.68%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,030
shares
|
$101,619
0.0% of portfolio
|
Q1 2024
Reduced 54.59%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
1,009
shares
|
$99,547
0.04% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
1,000
shares
|
$98,660
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
992
shares
|
$97,870
0.1% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
985
shares
|
$97,180
0.03% of portfolio
|
Q1 2025
Reduced 25.38%
|