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 |
|---|---|---|---|---|---|
|
Mtc Wealth Management LLC
|
May 02, 2025 Q1 2025 |
431,946
shares
|
$42.6 Million
20.99% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
429,015
shares
|
$42.3 Million
0.08% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
427,509
shares
|
$42.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Verger Capital Management LLC
|
May 14, 2025 Q1 2025 |
426,511
shares
|
$42.1 Million
18.56% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
425,625
shares
|
$42 Million
26.2% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
422,926
shares
|
$41.7 Million
7.84% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
420,180
shares
|
$41.5 Million
0.24% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
418,011
shares
|
$41.2 Million
1.19% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
417,769
shares
|
$41.2 Million
3.89% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
417,691
shares
|
$41.2 Million
7.63% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
416,153
shares
|
$41.1 Million
8.22% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
415,175
shares
|
$41 Million
0.78% of portfolio
|
Q1 2025
Added 27.46%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
415,055
shares
|
$40.9 Million
0.48% of portfolio
|
Q1 2025
Added 13.15%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
414,877
shares
|
$40.9 Million
3.2% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
413,983
shares
|
$40.8 Million
3.38% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
411,077
shares
|
$40.6 Million
0.08% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
410,943
shares
|
$40.5 Million
7.68% of portfolio
|
Q1 2025
Added 131.3%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
408,258
shares
|
$40.3 Million
2.62% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
405,627
shares
|
$40 Million
11.37% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
405,452
shares
|
$40 Million
9.09% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Db Fitzpatrick & Co, Inc
|
Apr 21, 2025 Q1 2025 |
403,078
shares
|
$39.8 Million
38.53% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
401,172
shares
|
$39.6 Million
0.25% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
400,985
shares
|
$39.6 Million
1.09% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
399,164
shares
|
$39.4 Million
7.84% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
397,767
shares
|
$39.2 Million
3.09% of portfolio
|
Q1 2025
Reduced 10.74%
|