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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
545,951
shares
|
$53.9 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
545,128
shares
|
$53.8 Million
4.98% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
530,678
shares
|
$52.4 Million
0.32% of portfolio
|
Q1 2025
Added 95.18%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
529,906
shares
|
$52.3 Million
2.46% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
May 05, 2025 Q1 2025 |
528,459
shares
|
$52.1 Million
22.39% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
P/E Global LLC
|
Jul 10, 2025 Q2 2025 |
513,048
shares
|
$50.6 Million
10.58% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
512,311
shares
|
$50.5 Million
9.55% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
512,059
shares
|
$50.5 Million
9.72% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
510,064
shares
|
$50.3 Million
9.84% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
502,418
shares
|
$49.6 Million
0.87% of portfolio
|
Q1 2025
Added 16.61%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
496,895
shares
|
$49 Million
1.95% of portfolio
|
Q2 2025
Reduced 22.81%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
495,731
shares
|
$48.9 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Apr 21, 2025 Q1 2025 |
493,900
shares
|
$48.7 Million
9.15% of portfolio
|
Q1 2025
Added 22.29%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
488,530
shares
|
$48.2 Million
3.99% of portfolio
|
Q1 2025
Reduced 29.01%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
474,928
shares
|
$46.9 Million
12.07% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Goal Fusion Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
473,921
shares
|
$46.8 Million
25.66% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
472,538
shares
|
$46.6 Million
2.9% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
468,671
shares
|
$46.2 Million
16.99% of portfolio
|
Q4 2023
Added 339.42%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
461,574
shares
|
$45.5 Million
16.27% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
May 14, 2025 Q1 2025 |
460,803
shares
|
$45.5 Million
21.08% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
457,781
shares
|
$45.2 Million
20.64% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
447,558
shares
|
$44.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 38.67%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Apr 28, 2025 Q1 2025 |
445,884
shares
|
$44 Million
19.65% of portfolio
|
Q1 2025
Added 69.86%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
443,826
shares
|
$43.8 Million
1.24% of portfolio
|
Q1 2025
Reduced 17.72%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
440,002
shares
|
$43.4 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.77%
|