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 2,157 institutions that hold shares in the stock, with a total of 1.3 Billion shares, which have been reported (via 13F filing form) to have a value of $128 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 |
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
316,728
shares
|
$31.3 Million
6.47% of portfolio
|
Q4 2022
Added 143.23%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
316,728
shares
|
$31.3 Million
6.45% of portfolio
|
Q4 2022
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
314,328
shares
|
$31.1 Million
5.71% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
313,812
shares
|
$31 Million
3.8% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
312,313
shares
|
$30.9 Million
0.08% of portfolio
|
Q1 2025
Added 740.68%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
311,642
shares
|
$30.8 Million
2.12% of portfolio
|
Q2 2025
Added 523.53%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
308,652
shares
|
$30.5 Million
5.48% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
304,871
shares
|
$30.2 Million
2.07% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
298,023
shares
|
$29.5 Million
4.77% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
297,119
shares
|
$29.4 Million
0.37% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
ETF Portfolio Partners, Inc.
|
Jul 23, 2025 Q2 2025 |
297,039
shares
|
$29.4 Million
8.19% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
294,737
shares
|
$29.2 Million
1.08% of portfolio
|
Q2 2025
Reduced 12.08%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
294,184
shares
|
$29.1 Million
5.34% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
294,142
shares
|
$29.1 Million
0.7% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
293,823
shares
|
$29.1 Million
1.75% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
287,208
shares
|
$28.4 Million
4.16% of portfolio
|
Q2 2025
Added 30.99%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
286,016
shares
|
$28.3 Million
3.35% of portfolio
|
Q2 2025
Reduced 17.11%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
285,460
shares
|
$28.2 Million
0.91% of portfolio
|
Q2 2025
Added 125.88%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
285,425
shares
|
$28.2 Million
0.46% of portfolio
|
Q4 2023
Reduced 31.79%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
282,786
shares
|
$28 Million
6.69% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
282,254
shares
|
$27.9 Million
0.66% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
280,968
shares
|
$27.8 Million
0.54% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Gp Brinson Investments LLC
|
Jun 30, 2025 Q2 2025 |
280,650
shares
|
$27.8 Million
11.88% of portfolio
|
Q4 2023
Added 160.61%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
279,342
shares
|
$27.6 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
278,026
shares
|
$27.5 Million
4.93% of portfolio
|
Q2 2025
Added 7.52%
|