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 2,157 institutions that hold shares in the stock, with a total of 1.3 Billion shares, which have been reported (via 13F filing form) to have a value of $128 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 |
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,517
shares
|
$347,971
0.1% of portfolio
|
Q2 2025
Reduced 93.29%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
3,513
shares
|
$347,576
0.1% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
3,513
shares
|
$347,576
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
3,511
shares
|
$347,378
0.07% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
3,486
shares
|
$344,904
0.04% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
3,471
shares
|
$343,420
0.0% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
3,450
shares
|
$341,343
0.13% of portfolio
|
Q1 2025
Reduced 13.97%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
3,449
shares
|
$341,244
0.01% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
3,446
shares
|
$340,947
0.04% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,446
shares
|
$340,947
0.08% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Aug 11, 2025 Q2 2025 |
3,441
shares
|
$340,452
0.08% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,432
shares
|
$339,562
0.01% of portfolio
|
Q2 2025
Added 741.18%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,427
shares
|
$339,067
0.02% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
3,417
shares
|
$338,077
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
3,414
shares
|
$337,781
0.47% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
3,401
shares
|
$336,494
0.04% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
3,400
shares
|
$336,396
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
3,392
shares
|
$335,604
0.22% of portfolio
|
Q1 2023
Reduced 16.31%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
3,388
shares
|
$335,208
0.13% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
3,378
shares
|
$334,219
0.02% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
3,378
shares
|
$334,219
0.03% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
3,364
shares
|
$332,834
0.09% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
3,361
shares
|
$332,537
0.09% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
3,357
shares
|
$332,141
0.04% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,342
shares
|
$330,657
0.05% of portfolio
|
Q4 2024
Added 6.91%
|