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 |
|---|---|---|---|---|---|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
82
shares
|
$8,244
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
82
shares
|
$8,244
0.0% of portfolio
|
Q2 2025
Reduced 20.39%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
78
shares
|
$7,842
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
77
shares
|
$7,741
0.02% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
75
shares
|
$7,540
0.01% of portfolio
|
Q2 2025
Reduced 82.88%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
72
shares
|
$7,238
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
65
shares
|
$6,535
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
64
shares
|
$6,434
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
63
shares
|
$6,334
0.0% of portfolio
|
Q4 2023
Added 21.15%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
61
shares
|
$6,132
0.0% of portfolio
|
Q2 2025
Reduced 22.78%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
60
shares
|
$6,032
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
59
shares
|
$5,931
0.0% of portfolio
|
Q2 2024
Reduced 64.24%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
59
shares
|
$5,931
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
50
shares
|
$5,027
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$4,926
0.0% of portfolio
|
Q3 2023
Added 2.08%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
49
shares
|
$4,926
0.0% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
48
shares
|
$4,825
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
45
shares
|
$4,524
0.0% of portfolio
|
Q1 2023
Reduced 65.12%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
45
shares
|
$4,524
0.0% of portfolio
|
Q2 2025
Reduced 98.45%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
39
shares
|
$3,921
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
39
shares
|
$3,921
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
37
shares
|
$3,719
0.0% of portfolio
|
Q2 2025
Reduced 17.78%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
36
shares
|
$3,619
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
31
shares
|
$3,116
0.0% of portfolio
|
Q2 2025
Reduced 95.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
31
shares
|
$3,116
0.0% of portfolio
|
Q2 2024
Reduced 96.47%
|