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 2,160 institutions that hold shares in the stock, with a total of 1.29 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 |
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
689,535
shares
|
$68.2 Million
1.11% of portfolio
|
Q2 2025
Added 37.24%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
675,358
shares
|
$66.8 Million
15.89% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
672,957
shares
|
$66.6 Million
3.19% of portfolio
|
Q2 2023
Added 10.64%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
672,520
shares
|
$66.5 Million
5.13% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
667,768
shares
|
$66.1 Million
5.87% of portfolio
|
Q2 2025
Added 22.5%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
667,470
shares
|
$66 Million
3.17% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
662,686
shares
|
$65.6 Million
5.2% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
658,440
shares
|
$65.1 Million
0.23% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
658,423
shares
|
$65.1 Million
17.87% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
658,246
shares
|
$65.1 Million
0.28% of portfolio
|
Q1 2025
Reduced 23.5%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
657,805
shares
|
$65.1 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 15, 2025 Q1 2025 |
657,216
shares
|
$65 Million
25.32% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
643,508
shares
|
$63.7 Million
3.71% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
641,130
shares
|
$63.4 Million
7.49% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
632,270
shares
|
$62.6 Million
2.59% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
630,748
shares
|
$62.4 Million
6.45% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
612,978
shares
|
$60.6 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
608,635
shares
|
$60.2 Million
0.22% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
607,264
shares
|
$60.1 Million
3.59% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
598,277
shares
|
$59.2 Million
10.22% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
595,678
shares
|
$58.9 Million
3.89% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
594,977
shares
|
$58.9 Million
3.78% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
585,654
shares
|
$57.9 Million
1.3% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
583,255
shares
|
$57.7 Million
4.66% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
578,176
shares
|
$57.2 Million
4.16% of portfolio
|
Q1 2025
Added 7.69%
|