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 2,243 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 $130 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
405,219
shares
|
$40.5 Million
7.55% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
404,909
shares
|
$40.5 Million
1.91% of portfolio
|
Q2 2024
Reduced 43.61%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2026 Q4 2025 |
403,111
shares
|
$40.3 Million
36.84% of portfolio
|
Q4 2025
Reduced 0.66%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
402,623
shares
|
$40.3 Million
5.14% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
402,341
shares
|
$40.2 Million
19.78% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
399,036
shares
|
$39.9 Million
0.94% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
395,666
shares
|
$39.6 Million
0.98% of portfolio
|
Q3 2025
Added 5030.52%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
395,444
shares
|
$39.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 82.35%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
394,546
shares
|
$39.5 Million
4.45% of portfolio
|
Q3 2025
Added 22.28%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
392,574
shares
|
$39.3 Million
3.72% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
389,333
shares
|
$38.9 Million
1.95% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
386,240
shares
|
$38.6 Million
0.8% of portfolio
|
Q4 2025
Reduced 7.74%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
385,520
shares
|
$38.6 Million
3.31% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
384,827
shares
|
$38.5 Million
2.54% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
382,740
shares
|
$38.3 Million
8.27% of portfolio
|
Q4 2025
Reduced 0.31%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
380,391
shares
|
$38 Million
0.54% of portfolio
|
Q3 2023
Reduced 2.66%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
378,887
shares
|
$37.9 Million
2.0% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
373,584
shares
|
$37.4 Million
5.55% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
372,345
shares
|
$37.2 Million
4.82% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
372,039
shares
|
$37.2 Million
1.9% of portfolio
|
Q3 2025
Added 47.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
371,300
shares
|
$37.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
367,255
shares
|
$36.7 Million
1.65% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
366,824
shares
|
$36.7 Million
0.17% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
366,262
shares
|
$36.6 Million
0.19% of portfolio
|
Q3 2025
Reduced 23.52%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
365,310
shares
|
$36.5 Million
7.47% of portfolio
|
Q2 2024
Reduced 1.56%
|
|