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 |
|---|---|---|---|---|---|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
558,748
shares
|
$56.2 Million
0.19% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
555,983
shares
|
$55.9 Million
4.09% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
555,900
shares
|
$55.9 Million
1.0% of portfolio
|
Q2 2025
Reduced 23.89%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
553,973
shares
|
$55.7 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
553,090
shares
|
$55.6 Million
13.9% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
552,328
shares
|
$55.5 Million
0.54% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
541,281
shares
|
$54.4 Million
3.09% of portfolio
|
Q2 2025
Added 208.11%
|
|
|
Rock Creek Group, LP
|
Aug 12, 2025 Q2 2025 |
534,194
shares
|
$53.7 Million
6.24% of portfolio
|
Q2 2025
Reduced 37.83%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
529,906
shares
|
$53.3 Million
2.46% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Aug 11, 2025 Q2 2025 |
522,645
shares
|
$52.5 Million
21.75% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
516,514
shares
|
$51.9 Million
20.1% of portfolio
|
Q2 2025
Added 15.84%
|
|
|
P/E Global LLC
|
Jul 10, 2025 Q2 2025 |
513,048
shares
|
$51.6 Million
10.58% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
512,529
shares
|
$51.5 Million
0.27% of portfolio
|
Q2 2025
Added 38.1%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jul 25, 2025 Q2 2025 |
501,092
shares
|
$50.4 Million
9.0% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
497,468
shares
|
$50 Million
13.31% of portfolio
|
Q2 2025
Added 31.72%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
496,895
shares
|
$50 Million
1.95% of portfolio
|
Q2 2025
Reduced 22.81%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
489,256
shares
|
$49.2 Million
11.66% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Jul 29, 2025 Q2 2025 |
484,860
shares
|
$48.7 Million
10.52% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
484,432
shares
|
$48.7 Million
9.06% of portfolio
|
Q2 2025
Reduced 26.43%
|
|
|
Goal Fusion Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
483,280
shares
|
$48.6 Million
24.66% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
478,908
shares
|
$48.1 Million
0.27% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
472,538
shares
|
$47.5 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
|
$47.1 Million
16.99% of portfolio
|
Q4 2023
Added 339.42%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
468,528
shares
|
$47.1 Million
0.59% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
463,415
shares
|
$46.6 Million
0.57% of portfolio
|
Q2 2025
Added 11.62%
|