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 |
|---|---|---|---|---|---|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
173
shares
|
$17,393
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
166
shares
|
$16,689
0.0% of portfolio
|
Q2 2025
Reduced 24.2%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
159
shares
|
$15,985
0.01% of portfolio
|
Q1 2025
Reduced 85.56%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
155
shares
|
$15,583
0.0% of portfolio
|
Q3 2022
Added 6.16%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
153
shares
|
$15,382
0.01% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
149
shares
|
$14,980
0.01% of portfolio
|
Q4 2024
Reduced 95.67%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
148
shares
|
$14,879
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
142
shares
|
$14,276
0.01% of portfolio
|
Q1 2025
Reduced 29.35%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
141
shares
|
$14,176
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
133
shares
|
$13,371
0.01% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
130
shares
|
$13,070
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
121
shares
|
$12,165
0.0% of portfolio
|
Q2 2025
Reduced 33.52%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
117
shares
|
$11,763
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
114
shares
|
$11,461
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
114
shares
|
$11,461
0.03% of portfolio
|
Q3 2024
Reduced 83.45%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
105
shares
|
$10,556
0.01% of portfolio
|
Q2 2010
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
103
shares
|
$10,355
0.0% of portfolio
|
Q2 2025
Added 221.88%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
101
shares
|
$10,154
0.0% of portfolio
|
Q1 2025
Reduced 97.77%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
100
shares
|
$10,054
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
95
shares
|
$9,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
89
shares
|
$8,948
0.0% of portfolio
|
Q4 2024
Added 1599086.5%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
88
shares
|
$8,847
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
87
shares
|
$8,746
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
86
shares
|
$8,646
0.0% of portfolio
|
Q1 2025
Reduced 98.99%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
84
shares
|
$8,445
0.0% of portfolio
|
Q2 2025
Reduced 72.46%
|