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 |
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
2,274
shares
|
$224,989
0.08% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
2,273
shares
|
$224,890
0.09% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
2,269
shares
|
$224,494
0.04% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
2,261
shares
|
$223,703
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,247
shares
|
$222,318
0.05% of portfolio
|
Q3 2022
Reduced 99.71%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,247
shares
|
$222,318
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
2,233
shares
|
$220,933
0.0% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
2,222
shares
|
$219,844
0.03% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
2,221
shares
|
$219,745
0.05% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
2,220
shares
|
$219,646
0.13% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
2,217
shares
|
$219,349
0.07% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,215
shares
|
$219,152
0.03% of portfolio
|
Q2 2025
Reduced 52.07%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
2,215
shares
|
$219,152
0.03% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
2,213
shares
|
$218,954
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,200
shares
|
$217,668
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,200
shares
|
$217,668
0.06% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
2,200
shares
|
$217,668
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
2,194
shares
|
$217,074
0.02% of portfolio
|
Q1 2025
Reduced 76.78%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
2,180
shares
|
$215,689
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,175
shares
|
$215,194
0.4% of portfolio
|
Q3 2022
Reduced 7.56%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
2,170
shares
|
$214,699
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
2,167
shares
|
$214,402
0.15% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
2,161
shares
|
$213,809
0.03% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
2,155
shares
|
$213,215
0.03% of portfolio
|
Q2 2025
Reduced 76.06%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
2,152
shares
|
$212,918
0.02% of portfolio
|
Q2 2025
Reduced 96.0%
|