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 |
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
2,644
shares
|
$261,597
0.07% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
2,632
shares
|
$260,410
0.06% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Cadinha & CO LLC
|
Jul 30, 2025 Q2 2025 |
2,631
shares
|
$260,311
0.04% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
2,618
shares
|
$259,024
0.15% of portfolio
|
Q2 2025
Reduced 48.24%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,612
shares
|
$258,431
0.04% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
2,600
shares
|
$257,244
0.0% of portfolio
|
Q2 2024
Reduced 46.94%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
2,570
shares
|
$254,275
0.01% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
2,563
shares
|
$253,583
0.1% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
2,545
shares
|
$251,802
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
2,544
shares
|
$251,703
0.05% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
2,535
shares
|
$250,812
0.1% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
2,515
shares
|
$248,834
0.1% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
2,509
shares
|
$248,240
0.09% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
2,507
shares
|
$248,042
0.15% of portfolio
|
Q2 2025
Reduced 91.25%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
2,505
shares
|
$247,844
0.14% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
2,502
shares
|
$247,547
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Aug 11, 2025 Q2 2025 |
2,500
shares
|
$247,350
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
2,499
shares
|
$247,251
0.04% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
2,499
shares
|
$247,251
0.04% of portfolio
|
Q2 2025
Added 9155.56%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
2,492
shares
|
$246,558
0.2% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,484
shares
|
$245,766
0.07% of portfolio
|
Q2 2025
Reduced 11.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,482
shares
|
$245,569
0.15% of portfolio
|
Q2 2023
Reduced 2.86%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
2,481
shares
|
$245,470
0.04% of portfolio
|
Q3 2024
Added 1554.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
2,481
shares
|
$245,470
0.03% of portfolio
|
Q1 2025
Reduced 85.75%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
2,481
shares
|
$245,470
0.03% of portfolio
|
Q2 2025
Reduced 1.04%
|