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 |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
512
shares
|
$51,476
0.02% of portfolio
|
Q1 2024
Reduced 17.55%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
509
shares
|
$51,174
0.03% of portfolio
|
Q2 2025
Reduced 29.31%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
484
shares
|
$48,661
0.02% of portfolio
|
Q2 2025
Added 84.73%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
414
shares
|
$41,623
0.02% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
412
shares
|
$41,422
0.01% of portfolio
|
Q2 2025
Reduced 42.05%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
367
shares
|
$36,898
0.02% of portfolio
|
Q2 2025
Reduced 14.45%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
353
shares
|
$35,490
0.01% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
353
shares
|
$35,490
0.02% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
350
shares
|
$35,189
0.0% of portfolio
|
Q2 2022
Added 54.19%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
336
shares
|
$33,781
0.0% of portfolio
|
Q2 2025
Reduced 43.62%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
334
shares
|
$33,580
0.0% of portfolio
|
Q4 2024
Reduced 68.64%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
331
shares
|
$33,278
0.03% of portfolio
|
Q2 2025
Reduced 14.91%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
325
shares
|
$32,675
0.01% of portfolio
|
Q2 2022
Reduced 1.52%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
317
shares
|
$31,871
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
316
shares
|
$31,770
0.0% of portfolio
|
Q2 2025
Reduced 56.23%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
315
shares
|
$31,670
0.0% of portfolio
|
Q2 2025
Added 104.55%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
315
shares
|
$31,670
0.01% of portfolio
|
Q1 2023
Reduced 75.1%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
315
shares
|
$31,670
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
311
shares
|
$31,267
0.02% of portfolio
|
Q2 2024
Reduced 11.14%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
305
shares
|
$30,664
0.01% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
301
shares
|
$30,262
0.01% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
300
shares
|
$30,162
0.0% of portfolio
|
Q1 2025
Reduced 50.41%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
294
shares
|
$29,558
0.01% of portfolio
|
Q2 2025
Added 47.0%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
288
shares
|
$28,955
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
275
shares
|
$27,648
0.01% of portfolio
|
Q2 2025
Reduced 59.14%
|