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 |
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
3,722
shares
|
$368,254
0.09% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
3,720
shares
|
$368,056
0.15% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
3,716
shares
|
$367,661
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
3,679
shares
|
$364,000
0.02% of portfolio
|
Q2 2025
Reduced 41.41%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
3,678
shares
|
$363,901
0.46% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
3,678
shares
|
$363,901
0.19% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
3,674
shares
|
$363,505
0.11% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
3,671
shares
|
$363,208
0.14% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
3,669
shares
|
$363,010
0.21% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,655
shares
|
$361,625
0.01% of portfolio
|
Q2 2025
Reduced 34.2%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,655
shares
|
$361,625
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
3,645
shares
|
$360,636
0.53% of portfolio
|
Q3 2023
Added 0.8%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,641
shares
|
$360,240
0.03% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
3,630
shares
|
$359,152
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
3,627
shares
|
$358,855
0.07% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,624
shares
|
$358,558
0.06% of portfolio
|
Q2 2025
Reduced 28.63%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
3,610
shares
|
$357,173
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
3,605
shares
|
$356,678
0.24% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
3,603
shares
|
$356,480
0.05% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
3,602
shares
|
$356,381
0.04% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
3,600
shares
|
$356,184
0.16% of portfolio
|
Q2 2025
Reduced 17.51%
|
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2025 Q2 2025 |
3,585
shares
|
$354,699
0.12% of portfolio
|
Q2 2025
Reduced 97.97%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
3,580
shares
|
$354,205
0.41% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
3,579
shares
|
$354,106
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
3,578
shares
|
$354,007
0.23% of portfolio
|
Q2 2025
Added 54.36%
|