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 |
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
5,692
shares
|
$563,166
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
5,688
shares
|
$562,770
0.16% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
5,671
shares
|
$561,088
0.1% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
5,669
shares
|
$560,890
0.14% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5,649
shares
|
$558,912
0.05% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
5,645
shares
|
$558,516
0.21% of portfolio
|
Q2 2025
Reduced 18.39%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
5,620
shares
|
$556,042
0.16% of portfolio
|
Q2 2024
Added 62.43%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,616
shares
|
$555,647
0.29% of portfolio
|
Q2 2022
Added 91.22%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
5,584
shares
|
$552,480
0.08% of portfolio
|
Q2 2025
Reduced 40.25%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
5,578
shares
|
$551,887
0.06% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
5,575
shares
|
$551,590
0.89% of portfolio
|
Q1 2023
Reduced 77.79%
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
5,520
shares
|
$546,148
7.8% of portfolio
|
Q2 2020
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
5,514
shares
|
$545,555
0.17% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
5,510
shares
|
$545,159
0.14% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,468
shares
|
$541,003
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,459
shares
|
$540,113
0.13% of portfolio
|
Q1 2024
Added 26.89%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
5,457
shares
|
$539,915
0.07% of portfolio
|
Q2 2025
Added 29.37%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
5,424
shares
|
$536,650
0.42% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
5,415
shares
|
$535,760
0.04% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
5,415
shares
|
$535,760
0.19% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
5,412
shares
|
$535,463
0.23% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
5,395
shares
|
$533,781
0.04% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
5,390
shares
|
$533,286
0.04% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
5,373
shares
|
$531,604
0.08% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
5,350
shares
|
$529,329
0.19% of portfolio
|
Q2 2025
Reduced 6.63%
|