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 |
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
6,179
shares
|
$611,350
0.13% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
6,177
shares
|
$611,152
0.16% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
6,175
shares
|
$610,954
0.0% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
6,168
shares
|
$610,261
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
6,150
shares
|
$608,481
0.09% of portfolio
|
Q2 2025
Added 33.03%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
6,137
shares
|
$607,194
0.52% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
6,126
shares
|
$606,106
0.02% of portfolio
|
Q2 2025
Added 42.37%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
6,081
shares
|
$601,654
0.06% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,076
shares
|
$601,159
0.25% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
6,042
shares
|
$597,795
0.07% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
6,040
shares
|
$597,597
0.15% of portfolio
|
Q2 2025
Reduced 55.67%
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,014
shares
|
$595,025
0.21% of portfolio
|
Q2 2025
Reduced 69.6%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
6,013
shares
|
$594,926
0.38% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,984
shares
|
$592,056
0.36% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
5,978
shares
|
$591,463
0.03% of portfolio
|
Q2 2025
Reduced 97.39%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
5,931
shares
|
$586,813
0.37% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
5,927
shares
|
$586,417
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
5,899
shares
|
$583,647
0.37% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
5,877
shares
|
$581,470
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
5,853
shares
|
$579,095
0.05% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
5,848
shares
|
$578,601
0.07% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
5,796
shares
|
$573,456
0.12% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
5,740
shares
|
$567,915
0.24% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
5,735
shares
|
$567,420
0.06% of portfolio
|
Q3 2022
Added 157.29%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
5,700
shares
|
$563,958
0.32% of portfolio
|
Q2 2025
Reduced 9.47%
|