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 |
|
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%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
2,366
shares
|
$234,092
0.04% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
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%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
2,350
shares
|
$232,509
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Forward, LLC
Fargo, ND |
Aug 07, 2025 Q2 2025 |
2,346
shares
|
$232,113
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,339
shares
|
$231,420
0.01% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
2,339
shares
|
$231,420
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
2,338
shares
|
$231,321
0.1% of portfolio
|
Q2 2025
Added 416.11%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,334
shares
|
$230,925
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
2,331
shares
|
$230,629
0.14% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
2,324
shares
|
$229,936
0.02% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
2,322
shares
|
$229,738
0.02% of portfolio
|
Q2 2025
Reduced 37.45%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
2,319
shares
|
$229,441
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
2,319
shares
|
$229,441
0.11% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,316
shares
|
$229,145
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
2,309
shares
|
$228,452
0.04% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
2,303
shares
|
$227,858
0.02% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
2,302
shares
|
$227,759
0.02% of portfolio
|
Q2 2025
Reduced 75.94%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,300
shares
|
$227,562
0.06% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
2,298
shares
|
$227,364
0.07% of portfolio
|
Q4 2024
Reduced 31.61%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
2,288
shares
|
$226,374
0.15% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
2,284
shares
|
$225,978
0.08% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
2,281
shares
|
$225,682
0.01% of portfolio
|
Q2 2025
Added 1.83%
|