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 |
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,341
shares
|
$330,558
0.19% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
3,340
shares
|
$330,459
0.01% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
3,331
shares
|
$329,569
0.06% of portfolio
|
Q2 2025
Added 57.87%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
3,330
shares
|
$329,470
0.14% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
3,316
shares
|
$328,085
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
3,309
shares
|
$327,392
0.23% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,295
shares
|
$326,007
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,292
shares
|
$325,710
0.17% of portfolio
|
Q1 2023
Reduced 5.78%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
3,289
shares
|
$325,413
0.32% of portfolio
|
Q2 2023
Reduced 65.1%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,284
shares
|
$324,918
0.15% of portfolio
|
Q3 2022
Reduced 54.98%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
3,250
shares
|
$321,555
0.04% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
3,247
shares
|
$321,258
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
3,243
shares
|
$320,862
0.1% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
3,229
shares
|
$319,477
0.17% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,227
shares
|
$319,279
0.16% of portfolio
|
Q2 2025
Added 375.26%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
3,226
shares
|
$319,180
0.72% of portfolio
|
Q3 2022
Reduced 0.65%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
3,212
shares
|
$317,795
0.05% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,207
shares
|
$317,300
0.01% of portfolio
|
Q1 2023
Reduced 34.11%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
3,200
shares
|
$316,608
0.02% of portfolio
|
Q1 2025
Added 45.45%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
3,197
shares
|
$316,311
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
3,194
shares
|
$316,014
0.15% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
3,148
shares
|
$311,463
0.13% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
3,136
shares
|
$310,275
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,133
shares
|
$309,979
0.11% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
3,132
shares
|
$309,880
0.01% of portfolio
|
Q2 2025
Added 2.72%
|