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 |
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
2,481
shares
|
$245,470
0.06% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
2,481
shares
|
$245,470
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,473
shares
|
$244,678
0.13% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,471
shares
|
$244,480
0.16% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
2,455
shares
|
$242,897
0.1% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
2,448
shares
|
$242,205
0.08% of portfolio
|
Q2 2025
Added 31.4%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
2,445
shares
|
$241,908
0.04% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Aug 11, 2025 Q2 2025 |
2,442
shares
|
$241,611
0.38% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
2,441
shares
|
$241,512
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
2,437
shares
|
$241,116
0.17% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
2,434
shares
|
$240,819
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
2,433
shares
|
$240,721
0.07% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
2,430
shares
|
$240,424
0.09% of portfolio
|
Q1 2025
Reduced 65.88%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
2,423
shares
|
$239,731
0.07% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
2,421
shares
|
$239,533
0.04% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
2,420
shares
|
$239,434
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
2,420
shares
|
$239,434
0.04% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,407
shares
|
$238,148
0.02% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
2,404
shares
|
$237,851
0.1% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
2,403
shares
|
$237,752
0.02% of portfolio
|
Q2 2025
Reduced 38.84%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,383
shares
|
$235,774
0.13% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
2,370
shares
|
$234,487
0.03% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
2,367
shares
|
$234,190
0.03% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
2,363
shares
|
$233,795
0.03% of portfolio
|
Q2 2022
Reduced 0.96%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,362
shares
|
$233,696
0.0% of portfolio
|
Q2 2022
Reduced 2.54%
|