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 2,172 institutions that hold shares in the stock, with a total of 1.26 Billion shares, which have been reported (via 13F filing form) to have a value of $125 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
219
shares
|
$21,606
0.0% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
213
shares
|
$21,014
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
212
shares
|
$20,915
0.01% of portfolio
|
Q1 2025
Added 55.88%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
209
shares
|
$20,619
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
206
shares
|
$20,323
0.02% of portfolio
|
Q1 2025
Reduced 63.21%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
205
shares
|
$20,225
0.02% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
204
shares
|
$20,126
0.0% of portfolio
|
Q1 2025
Reduced 95.37%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
203
shares
|
$20,027
0.0% of portfolio
|
Q1 2025
Added 76.52%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
200
shares
|
$19,732
0.01% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
200
shares
|
$19,732
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
199
shares
|
$19,633
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
194
shares
|
$19,140
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
190
shares
|
$18,745
0.01% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
189
shares
|
$18,646
0.01% of portfolio
|
Q1 2025
Reduced 69.86%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
186
shares
|
$18,350
0.0% of portfolio
|
Q1 2025
Reduced 60.34%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
182
shares
|
$17,956
0.01% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
177
shares
|
$17,462
0.0% of portfolio
|
Q1 2025
Reduced 68.62%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
175
shares
|
$17,265
0.0% of portfolio
|
Q3 2024
Reduced 36.82%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
159
shares
|
$15,686
0.01% of portfolio
|
Q1 2025
Reduced 85.56%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
155
shares
|
$15,292
0.0% of portfolio
|
Q3 2022
Added 6.16%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
154
shares
|
$15,193
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
153
shares
|
$15,094
0.01% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
153
shares
|
$15,094
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
149
shares
|
$14,700
0.01% of portfolio
|
Q4 2024
Reduced 95.67%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
148
shares
|
$14,601
0.01% of portfolio
|
Q1 2025
New holding
|