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 2,167 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 $130 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
369,384
shares
|
$36.5 Million
6.37% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
365,310
shares
|
$36.1 Million
7.47% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
361,547
shares
|
$35.8 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
358,901
shares
|
$35.5 Million
0.63% of portfolio
|
Q2 2025
Added 14.31%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
358,649
shares
|
$35.5 Million
5.75% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
356,904
shares
|
$35.3 Million
3.24% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
356,438
shares
|
$35.3 Million
0.43% of portfolio
|
Q2 2025
Reduced 61.05%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
354,774
shares
|
$35.1 Million
0.22% of portfolio
|
Q2 2025
Added 52.58%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
351,574
shares
|
$34.8 Million
15.12% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
350,499
shares
|
$34.7 Million
2.07% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
349,960
shares
|
$34.6 Million
1.31% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
345,872
shares
|
$34.2 Million
1.12% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Strategic Investment Management, LLC
|
Jul 29, 2025 Q2 2025 |
345,050
shares
|
$34.1 Million
19.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
334,015
shares
|
$33 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
333,891
shares
|
$33 Million
2.75% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
333,656
shares
|
$33 Million
10.73% of portfolio
|
Q2 2025
Reduced 27.71%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
332,569
shares
|
$32.9 Million
4.71% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
332,131
shares
|
$32.9 Million
0.08% of portfolio
|
Q2 2025
Reduced 51.12%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
331,822
shares
|
$32.8 Million
2.38% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
331,232
shares
|
$32.8 Million
2.85% of portfolio
|
Q4 2022
Reduced 9.71%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
330,018
shares
|
$32.7 Million
18.17% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
329,260
shares
|
$32.6 Million
0.7% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
325,521
shares
|
$32.2 Million
0.25% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
323,173
shares
|
$32 Million
1.51% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
322,654
shares
|
$31.9 Million
4.98% of portfolio
|
Q2 2025
Reduced 11.64%
|