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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
263
shares
|
$26,442
0.0% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Angeles Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
259
shares
|
$26,039
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
254
shares
|
$25,537
0.02% of portfolio
|
Q1 2023
Reduced 15.89%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
250
shares
|
$25,135
0.02% of portfolio
|
Q4 2024
Reduced 18.83%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
235
shares
|
$23,626
0.01% of portfolio
|
Q3 2023
Added 109.82%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
232
shares
|
$23,325
0.01% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
225
shares
|
$22,621
0.0% of portfolio
|
Q1 2023
Reduced 10.36%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
220
shares
|
$22,118
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
213
shares
|
$21,415
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
212
shares
|
$21,314
0.01% of portfolio
|
Q1 2025
Added 55.88%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
209
shares
|
$21,012
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
206
shares
|
$20,711
0.01% of portfolio
|
Q1 2025
Reduced 63.21%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
206
shares
|
$20,711
0.02% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
204
shares
|
$20,510
0.0% of portfolio
|
Q1 2025
Reduced 95.37%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
203
shares
|
$20,409
0.0% of portfolio
|
Q1 2025
Added 76.52%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
200
shares
|
$20,108
0.01% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
199
shares
|
$20,007
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
194
shares
|
$19,504
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
191
shares
|
$19,203
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
190
shares
|
$19,102
0.01% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
189
shares
|
$19,002
0.01% of portfolio
|
Q1 2025
Reduced 69.86%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
186
shares
|
$18,700
0.0% of portfolio
|
Q1 2025
Reduced 60.34%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
180
shares
|
$18,097
0.01% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
177
shares
|
$17,795
0.0% of portfolio
|
Q1 2025
Reduced 68.62%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
176
shares
|
$17,695
0.0% of portfolio
|
Q2 2025
Reduced 49.13%
|