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 |
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
5,294
shares
|
$523,788
0.06% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
5,246
shares
|
$519,039
0.2% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,244
shares
|
$518,841
0.2% of portfolio
|
Q4 2022
Reduced 98.97%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
5,244
shares
|
$518,841
0.0% of portfolio
|
Q2 2025
Reduced 96.6%
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,208
shares
|
$515,279
0.16% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
5,203
shares
|
$514,784
0.11% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
5,200
shares
|
$514,488
0.07% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
5,191
shares
|
$513,597
0.07% of portfolio
|
Q2 2025
Added 21.88%
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
5,176
shares
|
$512,113
0.01% of portfolio
|
Q2 2025
Added 59.41%
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
5,166
shares
|
$511,124
0.23% of portfolio
|
Q2 2025
New holding
|
|
Sprott Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
5,160
shares
|
$510,530
0.03% of portfolio
|
Q2 2025
Added 4.07%
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
5,124
shares
|
$506,968
0.39% of portfolio
|
Q2 2025
Reduced 15.86%
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
5,113
shares
|
$505,880
0.17% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
5,104
shares
|
$504,989
0.04% of portfolio
|
Q2 2025
Added 32.92%
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
5,048
shares
|
$499,449
0.11% of portfolio
|
Q3 2023
Reduced 4.34%
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
5,034
shares
|
$498,063
0.04% of portfolio
|
Q2 2025
New holding
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
5,019
shares
|
$496,579
0.03% of portfolio
|
Q2 2025
Reduced 23.15%
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
5,000
shares
|
$494,700
0.47% of portfolio
|
Q4 2024
New holding
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,991
shares
|
$493,809
0.12% of portfolio
|
Q3 2024
Added 95.88%
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,975
shares
|
$492,226
0.04% of portfolio
|
Q2 2025
Reduced 53.69%
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
4,954
shares
|
$490,148
0.05% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
4,954
shares
|
$490,148
0.14% of portfolio
|
Q2 2025
Added 0.53%
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
4,936
shares
|
$488,367
0.23% of portfolio
|
Q2 2025
New holding
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
4,914
shares
|
$486,191
0.11% of portfolio
|
Q2 2025
Added 0.08%
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,899
shares
|
$484,707
0.46% of portfolio
|
Q1 2023
New holding
|