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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
462,544
shares
|
$46.5 Million
1.2% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
457,945
shares
|
$46 Million
3.69% of portfolio
|
Q2 2025
Reduced 21.48%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
457,781
shares
|
$46 Million
20.64% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
455,627
shares
|
$45.8 Million
0.16% of portfolio
|
Q2 2025
Reduced 44.19%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
455,368
shares
|
$45.8 Million
0.49% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
447,869
shares
|
$45 Million
0.22% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
440,414
shares
|
$44.3 Million
6.94% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
436,900
shares
|
$43.9 Million
0.22% of portfolio
|
Q2 2025
Added 58.03%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
435,125
shares
|
$43.7 Million
0.05% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Verger Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
434,889
shares
|
$43.7 Million
16.98% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
434,865
shares
|
$43.7 Million
6.84% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
430,836
shares
|
$43.3 Million
0.24% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
429,245
shares
|
$43.2 Million
2.49% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
428,982
shares
|
$43.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
425,625
shares
|
$42.8 Million
26.2% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
423,355
shares
|
$42.6 Million
3.57% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
422,926
shares
|
$42.5 Million
7.84% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
420,922
shares
|
$42.3 Million
2.79% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Mtc Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
418,264
shares
|
$42.1 Million
20.04% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
417,263
shares
|
$42 Million
0.19% of portfolio
|
Q4 2024
Reduced 73.55%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
416,153
shares
|
$41.8 Million
8.22% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
414,305
shares
|
$41.7 Million
1.01% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
414,026
shares
|
$41.6 Million
8.68% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
412,232
shares
|
$41.4 Million
7.61% of portfolio
|
Q2 2025
Reduced 19.18%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
411,337
shares
|
$41.4 Million
36.97% of portfolio
|
Q2 2025
Added 2.05%
|