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 |
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
4,003
shares
|
$396,056
0.4% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
4,000
shares
|
$395,760
0.21% of portfolio
|
Q2 2025
Reduced 25.23%
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
4,000
shares
|
$395,760
0.33% of portfolio
|
Q2 2025
Reduced 18.78%
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
3,996
shares
|
$395,364
0.03% of portfolio
|
Q1 2023
New holding
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
3,993
shares
|
$395,067
0.13% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
3,981
shares
|
$393,880
0.04% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
3,958
shares
|
$391,604
0.07% of portfolio
|
Q4 2024
Added 6.97%
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
3,957
shares
|
$391,505
0.09% of portfolio
|
Q2 2023
New holding
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
3,950
shares
|
$390,813
0.08% of portfolio
|
Q2 2025
Added 209.8%
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,944
shares
|
$390,219
0.1% of portfolio
|
Q4 2024
Added 94.0%
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
3,919
shares
|
$387,745
0.39% of portfolio
|
Q4 2022
Added 61.74%
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
3,912
shares
|
$387,053
0.11% of portfolio
|
Q2 2025
Reduced 22.01%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,906
shares
|
$386,459
0.09% of portfolio
|
Q1 2024
Reduced 57.08%
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,854
shares
|
$381,314
0.25% of portfolio
|
Q2 2025
Added 4.96%
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
3,853
shares
|
$381,215
0.13% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,848
shares
|
$380,721
0.07% of portfolio
|
Q3 2023
Reduced 51.85%
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
3,841
shares
|
$380,028
0.01% of portfolio
|
Q2 2025
Reduced 55.88%
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
3,840
shares
|
$379,929
0.09% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
3,834
shares
|
$379,335
0.02% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
3,793
shares
|
$375,279
0.18% of portfolio
|
Q2 2025
Reduced 22.05%
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
3,773
shares
|
$373,300
0.14% of portfolio
|
Q1 2025
New holding
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,771
shares
|
$373,102
0.11% of portfolio
|
Q2 2025
Added 1.89%
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
3,764
shares
|
$372,410
0.28% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
3,748
shares
|
$370,827
0.27% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
3,730
shares
|
$369,046
0.08% of portfolio
|
Q2 2025
Added 0.57%
|