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 2,160 institutions that hold shares in the stock, with a total of 1.29 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 |
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
64
shares
|
$6,332
0.0% of portfolio
|
Q1 2025
Reduced 81.18%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
63
shares
|
$6,233
0.0% of portfolio
|
Q4 2023
Added 21.15%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
61
shares
|
$6,035
0.0% of portfolio
|
Q2 2025
Reduced 22.78%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
60
shares
|
$5,936
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
59
shares
|
$5,837
0.0% of portfolio
|
Q2 2024
Reduced 64.24%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
59
shares
|
$5,837
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
50
shares
|
$4,947
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$4,848
0.0% of portfolio
|
Q3 2023
Added 2.08%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
48
shares
|
$4,749
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
48
shares
|
$4,749
0.0% of portfolio
|
Q4 2024
Reduced 69.81%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
45
shares
|
$4,452
0.0% of portfolio
|
Q1 2023
Reduced 65.12%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
45
shares
|
$4,452
0.0% of portfolio
|
Q2 2025
Reduced 98.45%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
39
shares
|
$3,858
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
39
shares
|
$3,858
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
37
shares
|
$3,660
0.0% of portfolio
|
Q2 2025
Reduced 17.78%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
36
shares
|
$3,561
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
31
shares
|
$3,067
0.0% of portfolio
|
Q2 2024
Reduced 96.47%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
31
shares
|
$3,067
0.0% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
30
shares
|
$2,968
0.0% of portfolio
|
Q1 2024
Reduced 99.64%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
29
shares
|
$2,869
0.0% of portfolio
|
Q1 2022
Reduced 92.51%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
29
shares
|
$2,869
0.0% of portfolio
|
Q2 2025
Added 31.82%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
29
shares
|
$2,869
0.0% of portfolio
|
Q1 2024
Reduced 99.28%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
28
shares
|
$2,770
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
27
shares
|
$2,671
0.0% of portfolio
|
Q3 2021
Added 3.85%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
27
shares
|
$2,671
0.0% of portfolio
|
Q1 2023
Added 800.0%
|