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 2,160 institutions that hold shares in the stock, with a total of 1.29 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 |
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
847,280
shares
|
$83.8 Million
3.8% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
831,431
shares
|
$82.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 30.62%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
817,022
shares
|
$80.8 Million
5.96% of portfolio
|
Q4 2023
Added 20.04%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
816,385
shares
|
$80.8 Million
0.32% of portfolio
|
Q1 2025
Added 296.81%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
816,303
shares
|
$80.8 Million
9.8% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
810,494
shares
|
$80.2 Million
3.86% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
786,211
shares
|
$77.8 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
779,962
shares
|
$77.2 Million
0.74% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
772,570
shares
|
$76.4 Million
6.39% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
770,608
shares
|
$76.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
769,046
shares
|
$76.1 Million
12.18% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
765,073
shares
|
$75.7 Million
8.83% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
754,512
shares
|
$74.7 Million
0.65% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
739,526
shares
|
$73.2 Million
5.56% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
738,097
shares
|
$73 Million
1.32% of portfolio
|
Q2 2025
Added 4026.21%
|
|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
Aug 06, 2025 Q2 2025 |
736,489
shares
|
$72.9 Million
17.81% of portfolio
|
Q4 2023
Reduced 46.83%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
735,175
shares
|
$72.7 Million
0.78% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
735,175
shares
|
$72.7 Million
0.78% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
734,676
shares
|
$72.7 Million
14.82% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
720,405
shares
|
$71.3 Million
0.01% of portfolio
|
Q1 2025
Added 31.29%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
715,708
shares
|
$70.8 Million
1.62% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
715,569
shares
|
$70.8 Million
1.07% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
697,093
shares
|
$69 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
692,660
shares
|
$68.5 Million
2.35% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
690,035
shares
|
$68.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.03%
|