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 |
|
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%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
281,602
shares
|
$27.9 Million
1.84% of portfolio
|
Q2 2025
Added 24.64%
|
|
|
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%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
278,910
shares
|
$27.6 Million
0.04% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
278,026
shares
|
$27.5 Million
4.93% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
277,487
shares
|
$27.5 Million
0.17% of portfolio
|
Q2 2023
Reduced 94.26%
|
|
|
Fort Henry Capital, LLC
|
Jul 15, 2025 Q2 2025 |
277,071
shares
|
$27.4 Million
18.53% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
272,892
shares
|
$27 Million
5.97% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
272,763
shares
|
$27 Million
2.61% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
272,588
shares
|
$27 Million
2.05% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
271,216
shares
|
$26.8 Million
4.72% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
269,276
shares
|
$26.6 Million
1.19% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
269,270
shares
|
$26.6 Million
6.46% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
268,186
shares
|
$26.5 Million
1.75% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
267,641
shares
|
$26.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
267,599
shares
|
$26.5 Million
2.12% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
264,844
shares
|
$26.2 Million
0.41% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
263,990
shares
|
$26.1 Million
6.47% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
263,824
shares
|
$26.1 Million
0.04% of portfolio
|
Q2 2025
Added 27.07%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
263,211
shares
|
$26 Million
10.16% of portfolio
|
Q4 2023
Added 64.64%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
263,175
shares
|
$26 Million
7.67% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
257,135
shares
|
$25.4 Million
2.46% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
256,849
shares
|
$25.4 Million
0.32% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
256,714
shares
|
$25.4 Million
0.18% of portfolio
|
Q2 2025
Added 1.03%
|