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 |
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
3,127
shares
|
$309,385
0.04% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
3,124
shares
|
$309,088
0.17% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Wincap Financial LLC
Boston, MA |
Aug 01, 2025 Q2 2025 |
3,114
shares
|
$308,099
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,109
shares
|
$307,604
0.01% of portfolio
|
Q4 2024
Reduced 94.73%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,093
shares
|
$306,021
0.08% of portfolio
|
Q1 2023
Reduced 88.27%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,091
shares
|
$305,823
0.03% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
3,084
shares
|
$305,130
0.1% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,084
shares
|
$305,130
0.03% of portfolio
|
Q2 2025
Reduced 21.79%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
3,078
shares
|
$304,537
0.05% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
3,077
shares
|
$304,438
0.06% of portfolio
|
Q2 2025
Reduced 22.92%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,074
shares
|
$304,141
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Aug 08, 2025 Q2 2025 |
3,072
shares
|
$303,943
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,063
shares
|
$303,053
0.03% of portfolio
|
Q2 2025
Reduced 22.02%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,049
shares
|
$301,668
0.05% of portfolio
|
Q2 2025
Reduced 8.6%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
3,048
shares
|
$301,569
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
3,046
shares
|
$301,371
0.01% of portfolio
|
Q2 2025
Added 79.07%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
3,043
shares
|
$301,074
0.16% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
3,042
shares
|
$300,975
0.02% of portfolio
|
Q2 2025
Reduced 73.08%
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
3,032
shares
|
$299,986
0.14% of portfolio
|
Q4 2020
Added 0.9%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
3,028
shares
|
$299,590
0.05% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,026
shares
|
$299,392
0.16% of portfolio
|
Q1 2023
Added 0.73%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
3,012
shares
|
$298,007
0.05% of portfolio
|
Q4 2024
Reduced 56.97%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
3,000
shares
|
$296,820
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
2,990
shares
|
$295,830
0.16% of portfolio
|
Q1 2025
Added 19.84%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
2,990
shares
|
$295,830
0.16% of portfolio
|
Q2 2025
Added 5.24%
|