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 |
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
427,509
shares
|
$42.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Verger Capital Management LLC
|
May 14, 2025 Q1 2025 |
426,511
shares
|
$42.2 Million
18.56% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
424,717
shares
|
$42 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
422,926
shares
|
$41.9 Million
7.84% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
420,180
shares
|
$41.6 Million
0.24% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
418,011
shares
|
$41.4 Million
1.19% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
417,769
shares
|
$41.4 Million
3.89% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
417,691
shares
|
$41.3 Million
7.63% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
415,055
shares
|
$41.1 Million
0.48% of portfolio
|
Q1 2025
Added 13.15%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
413,983
shares
|
$41 Million
3.38% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
411,077
shares
|
$40.7 Million
0.08% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
410,943
shares
|
$40.7 Million
7.68% of portfolio
|
Q1 2025
Added 131.3%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
408,258
shares
|
$40.4 Million
2.62% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Apr 11, 2025 Q1 2025 |
406,537
shares
|
$40.2 Million
25.73% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
405,452
shares
|
$40.1 Million
9.09% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Db Fitzpatrick & Co, Inc
|
Apr 21, 2025 Q1 2025 |
403,078
shares
|
$39.9 Million
38.53% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
401,172
shares
|
$39.7 Million
0.25% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
400,985
shares
|
$39.7 Million
1.09% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
397,767
shares
|
$39.4 Million
3.09% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
397,134
shares
|
$39.3 Million
8.67% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
396,742
shares
|
$39.3 Million
0.39% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
396,440
shares
|
$39.2 Million
3.09% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
395,718
shares
|
$39.2 Million
21.05% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Twele Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
395,511
shares
|
$39.2 Million
8.3% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
395,057
shares
|
$39.1 Million
5.32% of portfolio
|
Q1 2025
Added 37.62%
|