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 |
|---|---|---|---|---|---|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,260
shares
|
$126,680
0.32% of portfolio
|
Q4 2022
Reduced 77.55%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,229
shares
|
$123,563
0.0% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,219
shares
|
$122,558
0.01% of portfolio
|
Q2 2025
Reduced 50.45%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,219
shares
|
$122,558
0.08% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
1,205
shares
|
$121,150
0.07% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,201
shares
|
$120,748
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,180
shares
|
$118,637
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,130
shares
|
$113,610
0.05% of portfolio
|
Q3 2023
Added 966.04%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,123
shares
|
$112,906
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
1,100
shares
|
$110,594
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,079
shares
|
$108,482
0.02% of portfolio
|
Q2 2025
Added 70.19%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,065
shares
|
$107,075
0.04% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,038
shares
|
$104,360
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
1,033
shares
|
$103,857
0.02% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,033
shares
|
$103,857
0.04% of portfolio
|
Q1 2025
Added 22.68%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,030
shares
|
$103,556
0.0% of portfolio
|
Q1 2024
Reduced 54.59%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
1,000
shares
|
$100,540
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
992
shares
|
$99,735
0.08% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
939
shares
|
$94,407
0.05% of portfolio
|
Q2 2025
Reduced 64.11%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
938
shares
|
$94,306
0.02% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
917
shares
|
$92,195
0.0% of portfolio
|
Q2 2023
Added 2.23%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
903
shares
|
$90,787
0.05% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
878
shares
|
$88,274
0.06% of portfolio
|
Q2 2025
Reduced 34.91%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
864
shares
|
$86,866
0.02% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
852
shares
|
$85,660
0.04% of portfolio
|
Q2 2025
Added 0.95%
|