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 |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,655
shares
|
$166,393
0.04% of portfolio
|
Q1 2025
Added 263.74%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
1,628
shares
|
$163,679
0.09% of portfolio
|
Q2 2025
Added 246.38%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
1,624
shares
|
$163,276
0.1% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,577
shares
|
$158,551
0.01% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,573
shares
|
$158,149
0.01% of portfolio
|
Q2 2025
Added 6192.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,570
shares
|
$157,847
0.05% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
1,558
shares
|
$156,641
0.01% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,553
shares
|
$156,138
0.02% of portfolio
|
Q2 2025
Reduced 39.17%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
1,550
shares
|
$155,837
0.05% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,548
shares
|
$155,635
0.09% of portfolio
|
Q2 2022
Reduced 68.97%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
1,529
shares
|
$153,725
0.09% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
1,496
shares
|
$150,407
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,493
shares
|
$150,106
0.01% of portfolio
|
Q3 2024
Reduced 29.58%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,475
shares
|
$148,296
0.02% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,436
shares
|
$144,375
0.06% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,425
shares
|
$143,269
0.06% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
1,408
shares
|
$141,560
0.06% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
1,400
shares
|
$140,756
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,394
shares
|
$140,152
0.03% of portfolio
|
Q2 2025
Added 34.56%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,370
shares
|
$137,739
0.01% of portfolio
|
Q2 2025
Added 61.94%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,367
shares
|
$137,438
0.04% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
1,346
shares
|
$135,326
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,300
shares
|
$130,702
0.05% of portfolio
|
Q3 2023
Reduced 65.95%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,290
shares
|
$129,696
0.03% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
1,263
shares
|
$126,982
0.01% of portfolio
|
Q2 2025
Added 28.75%
|