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 2,154 institutions that hold shares in the stock, with a total of 1.24 Billion shares, which have been reported (via 13F filing form) to have a value of $123 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 |
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
530,678
shares
|
$52.5 Million
0.32% of portfolio
|
Q1 2025
Added 95.18%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
May 05, 2025 Q1 2025 |
528,459
shares
|
$52.3 Million
22.39% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 11, 2025 Q1 2025 |
521,090
shares
|
$51.6 Million
14.46% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
512,311
shares
|
$50.7 Million
9.55% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
512,059
shares
|
$50.7 Million
9.72% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
510,064
shares
|
$50.5 Million
9.84% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
Feb 14, 2025 Q4 2024 |
503,085
shares
|
$49.8 Million
17.78% of portfolio
|
Q4 2024
Added 44.87%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
502,418
shares
|
$49.7 Million
0.87% of portfolio
|
Q1 2025
Added 16.61%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
495,731
shares
|
$49.1 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Apr 21, 2025 Q1 2025 |
493,900
shares
|
$48.9 Million
9.15% of portfolio
|
Q1 2025
Added 22.29%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
488,530
shares
|
$48.4 Million
3.99% of portfolio
|
Q1 2025
Reduced 29.01%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
483,125
shares
|
$47.8 Million
3.77% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
474,928
shares
|
$47 Million
12.07% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
P/E Global LLC
|
Apr 17, 2025 Q1 2025 |
474,097
shares
|
$46.9 Million
10.61% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Goal Fusion Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
473,921
shares
|
$46.9 Million
25.66% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
472,538
shares
|
$46.8 Million
2.9% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
468,671
shares
|
$46.4 Million
16.99% of portfolio
|
Q4 2023
Added 339.42%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
461,574
shares
|
$45.7 Million
16.27% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
May 14, 2025 Q1 2025 |
460,803
shares
|
$45.6 Million
21.08% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
447,558
shares
|
$44.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 38.67%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Apr 28, 2025 Q1 2025 |
445,884
shares
|
$44.1 Million
19.65% of portfolio
|
Q1 2025
Added 69.86%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
443,826
shares
|
$43.9 Million
1.24% of portfolio
|
Q1 2025
Reduced 17.72%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
440,002
shares
|
$43.6 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
May 01, 2025 Q1 2025 |
432,524
shares
|
$42.8 Million
22.42% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Mtc Wealth Management LLC
|
May 02, 2025 Q1 2025 |
431,946
shares
|
$42.8 Million
20.99% of portfolio
|
Q1 2025
Reduced 3.72%
|