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 |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
31
shares
|
$3,116
0.0% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
30
shares
|
$3,016
0.0% of portfolio
|
Q1 2024
Reduced 99.64%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
29
shares
|
$2,915
0.0% of portfolio
|
Q1 2022
Reduced 92.51%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
29
shares
|
$2,915
0.0% of portfolio
|
Q2 2025
Added 31.82%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
29
shares
|
$2,915
0.0% of portfolio
|
Q1 2024
Reduced 99.28%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
28
shares
|
$2,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
27
shares
|
$2,714
0.0% of portfolio
|
Q3 2021
Added 3.85%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
27
shares
|
$2,714
0.0% of portfolio
|
Q1 2023
Added 800.0%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
26
shares
|
$2,614
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
25
shares
|
$2,513
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
21
shares
|
$2,111
0.0% of portfolio
|
Q2 2025
Reduced 97.65%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
20
shares
|
$2,010
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
20
shares
|
$2,010
0.0% of portfolio
|
Q2 2022
Reduced 96.26%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
19
shares
|
$1,910
0.0% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
18
shares
|
$1,809
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
18
shares
|
$1,809
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
16
shares
|
$1,608
0.0% of portfolio
|
Q2 2025
Reduced 68.0%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
14
shares
|
$1,407
0.0% of portfolio
|
Q1 2023
Reduced 98.25%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
13
shares
|
$1,307
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
12
shares
|
$1,206
0.0% of portfolio
|
Q1 2024
Reduced 98.99%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
12
shares
|
$1,206
0.0% of portfolio
|
Q4 2024
Reduced 98.75%
|
|
|
Ge Investment Management Corp.
Norwalk, CT |
Aug 14, 2025 Q2 2025 |
10
shares
|
$1,005
0.0% of portfolio
|
Q3 2024
Reduced 99.91%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
10
shares
|
$1,005
0.0% of portfolio
|
Q2 2025
Reduced 99.05%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
9
shares
|
$904
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
9
shares
|
$904
0.0% of portfolio
|
Q1 2024
Reduced 99.89%
|