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 |
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
4,378
shares
|
$433,159
0.25% of portfolio
|
Q2 2025
Reduced 19.37%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
4,363
shares
|
$431,675
0.13% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
4,343
shares
|
$429,696
0.23% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,294
shares
|
$424,848
0.02% of portfolio
|
Q2 2025
Reduced 27.65%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
4,292
shares
|
$424,650
0.22% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
4,289
shares
|
$424,353
0.05% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
4,258
shares
|
$421,286
0.3% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
4,233
shares
|
$418,813
0.19% of portfolio
|
Q4 2023
Added 12.55%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
4,215
shares
|
$417,032
0.07% of portfolio
|
Q2 2025
Added 46.97%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
4,209
shares
|
$416,438
0.08% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
4,208
shares
|
$416,339
0.02% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
4,190
shares
|
$414,558
0.11% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
4,189
shares
|
$414,459
0.11% of portfolio
|
Q3 2024
Reduced 69.14%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Aug 11, 2025 Q2 2025 |
4,165
shares
|
$412,085
0.25% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
4,161
shares
|
$411,689
0.13% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
4,156
shares
|
$411,194
0.06% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
4,143
shares
|
$409,908
0.05% of portfolio
|
Q2 2025
Added 524.89%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,121
shares
|
$407,731
0.01% of portfolio
|
Q4 2024
Reduced 16.76%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
4,121
shares
|
$407,731
0.15% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,120
shares
|
$407,632
0.03% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
4,120
shares
|
$407,632
0.01% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
4,117
shares
|
$407,335
0.02% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
4,082
shares
|
$403,873
0.1% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
4,082
shares
|
$403,873
0.25% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
4,018
shares
|
$397,540
0.08% of portfolio
|
Q2 2025
Added 0.35%
|