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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
78
shares
|
$7,695
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
78
shares
|
$7,695
0.02% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
70
shares
|
$6,906
0.0% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
65
shares
|
$6,412
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
64
shares
|
$6,314
0.0% of portfolio
|
Q1 2025
Reduced 81.18%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
63
shares
|
$6,215
0.0% of portfolio
|
Q4 2023
Added 21.15%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
60
shares
|
$5,919
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
59
shares
|
$5,820
0.0% of portfolio
|
Q2 2024
Reduced 64.24%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
59
shares
|
$5,820
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
54
shares
|
$5,327
0.0% of portfolio
|
Q1 2025
Added 134.78%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
50
shares
|
$4,933
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
50
shares
|
$4,933
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$4,834
0.0% of portfolio
|
Q3 2023
Added 2.08%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
48
shares
|
$4,735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
48
shares
|
$4,735
0.0% of portfolio
|
Q4 2024
Reduced 69.81%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
45
shares
|
$4,439
0.0% of portfolio
|
Q1 2023
Reduced 65.12%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
39
shares
|
$3,847
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
38
shares
|
$3,749
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
38
shares
|
$3,749
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
37
shares
|
$3,650
0.0% of portfolio
|
Q2 2025
Reduced 17.78%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
36
shares
|
$3,551
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
32
shares
|
$3,157
0.0% of portfolio
|
Q1 2025
Added 966.67%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
32
shares
|
$3,157
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
31
shares
|
$3,058
0.0% of portfolio
|
Q2 2024
Reduced 96.47%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
31
shares
|
$3,058
0.0% of portfolio
|
Q3 2024
Added 6.9%
|