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 |
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
4,693
shares
|
$464,325
0.1% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,675
shares
|
$462,544
0.02% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
4,673
shares
|
$462,346
0.19% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,650
shares
|
$460,071
0.11% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
4,626
shares
|
$457,696
0.14% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
4,606
shares
|
$455,717
0.15% of portfolio
|
Q3 2024
Added 24.28%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
4,605
shares
|
$455,618
0.11% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
4,592
shares
|
$454,332
0.0% of portfolio
|
Q2 2025
Reduced 20.14%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
4,591
shares
|
$454,233
0.0% of portfolio
|
Q2 2025
Reduced 35.04%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
4,579
shares
|
$453,046
0.05% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
4,575
shares
|
$452,650
0.22% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
4,523
shares
|
$447,505
0.21% of portfolio
|
Q2 2025
Reduced 25.84%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
4,522
shares
|
$447,406
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
4,503
shares
|
$445,526
0.03% of portfolio
|
Q2 2025
Added 77.91%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
4,491
shares
|
$444,339
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
4,491
shares
|
$444,339
0.37% of portfolio
|
Q2 2025
Added 3805.22%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
4,488
shares
|
$444,042
0.48% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2025 Q2 2025 |
4,486
shares
|
$443,844
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
4,473
shares
|
$442,558
0.03% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
4,470
shares
|
$442,261
0.02% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
4,435
shares
|
$438,798
0.06% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
4,420
shares
|
$437,314
0.03% of portfolio
|
Q2 2025
Added 33.13%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
4,415
shares
|
$436,820
0.11% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
4,400
shares
|
$435,336
0.19% of portfolio
|
Q2 2025
Reduced 52.7%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
4,400
shares
|
$435,336
0.34% of portfolio
|
Q2 2025
Reduced 0.18%
|