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 |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
836
shares
|
$84,051
0.01% of portfolio
|
Q2 2025
Added 67.2%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
820
shares
|
$82,442
0.02% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
805
shares
|
$80,934
0.02% of portfolio
|
Q1 2025
Reduced 93.48%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
796
shares
|
$80,029
0.01% of portfolio
|
Q1 2025
Reduced 47.56%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
764
shares
|
$76,812
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
733
shares
|
$73,695
0.01% of portfolio
|
Q2 2025
Added 275.9%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
721
shares
|
$72,489
0.03% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
720
shares
|
$72,388
0.01% of portfolio
|
Q1 2025
Reduced 48.57%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
704
shares
|
$70,780
0.01% of portfolio
|
Q4 2024
Reduced 23.97%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
700
shares
|
$70,378
0.02% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
699
shares
|
$70,277
0.02% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
693
shares
|
$69,674
0.02% of portfolio
|
Q2 2025
Reduced 73.43%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
688
shares
|
$69,171
0.01% of portfolio
|
Q2 2025
Added 377.78%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
663
shares
|
$66,658
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
655
shares
|
$65,853
0.03% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
655
shares
|
$65,853
0.03% of portfolio
|
Q2 2025
Added 2239.29%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
617
shares
|
$62,033
0.02% of portfolio
|
Q2 2025
Added 252.57%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
604
shares
|
$60,726
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
583
shares
|
$58,614
0.01% of portfolio
|
Q2 2025
Reduced 15.01%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
567
shares
|
$57,006
0.0% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
561
shares
|
$56,402
0.02% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
561
shares
|
$56,402
0.05% of portfolio
|
Q2 2025
Reduced 86.32%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
542
shares
|
$54,492
0.04% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
526
shares
|
$52,884
0.07% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
516
shares
|
$51,878
0.02% of portfolio
|
Q2 2025
Added 21.99%
|