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 |
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,019
shares
|
$298,699
0.02% of portfolio
|
Q2 2025
Added 125.97%
|
|
|
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%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,989
shares
|
$295,731
0.05% of portfolio
|
Q2 2025
Reduced 14.7%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,975
shares
|
$294,346
0.05% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
2,969
shares
|
$293,752
0.1% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
2,955
shares
|
$292,367
0.11% of portfolio
|
Q2 2025
Reduced 41.38%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,953
shares
|
$292,169
0.11% of portfolio
|
Q3 2024
Added 94.28%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,931
shares
|
$289,993
0.11% of portfolio
|
Q1 2024
Added 24.19%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2,924
shares
|
$289,300
0.04% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
2,910
shares
|
$287,915
0.01% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
2,905
shares
|
$287,420
0.06% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
2,904
shares
|
$287,321
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
2,902
shares
|
$287,123
0.13% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,895
shares
|
$286,431
0.04% of portfolio
|
Q2 2024
Reduced 30.46%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
2,892
shares
|
$286,134
0.0% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,889
shares
|
$285,837
0.01% of portfolio
|
Q2 2025
Reduced 71.4%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,870
shares
|
$283,957
0.04% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
2,868
shares
|
$283,759
0.18% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
2,867
shares
|
$283,660
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,854
shares
|
$282,374
0.08% of portfolio
|
Q2 2025
Reduced 59.48%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jul 30, 2025 Q2 2025 |
2,837
shares
|
$280,692
0.06% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
2,835
shares
|
$280,494
0.02% of portfolio
|
Q4 2024
Reduced 5.97%
|