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 |
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
248,740
shares
|
$24.6 Million
9.47% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
247,071
shares
|
$24.4 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
246,991
shares
|
$24.4 Million
0.41% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
246,272
shares
|
$24.4 Million
15.68% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
245,113
shares
|
$24.3 Million
2.2% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
245,076
shares
|
$24.2 Million
0.44% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
242,014
shares
|
$23.9 Million
0.29% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
241,866
shares
|
$23.9 Million
4.03% of portfolio
|
Q2 2025
Reduced 27.32%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
241,108
shares
|
$23.9 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
238,850
shares
|
$23.6 Million
1.37% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
238,714
shares
|
$23.6 Million
14.52% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
238,708
shares
|
$23.6 Million
3.77% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
238,564
shares
|
$23.6 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
238,300
shares
|
$23.6 Million
2.13% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
236,340
shares
|
$23.4 Million
2.05% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
233,919
shares
|
$23.1 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
233,818
shares
|
$23.1 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
232,512
shares
|
$23 Million
0.2% of portfolio
|
Q1 2025
Added 622.06%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jul 07, 2025 Q2 2025 |
231,361
shares
|
$22.9 Million
25.08% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
230,007
shares
|
$22.8 Million
0.47% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
229,649
shares
|
$22.7 Million
6.64% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
229,644
shares
|
$22.7 Million
4.44% of portfolio
|
Q3 2024
Added 129.41%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
228,714
shares
|
$22.6 Million
1.6% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
225,957
shares
|
$22.4 Million
0.64% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
225,936
shares
|
$22.4 Million
1.82% of portfolio
|
Q1 2025
Reduced 31.64%
|