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 2,193 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 $130 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
406,396
shares
|
$40.9 Million
3.18% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
405,779
shares
|
$40.8 Million
37.52% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
405,219
shares
|
$40.8 Million
7.55% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
403,906
shares
|
$40.7 Million
0.35% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
402,623
shares
|
$40.5 Million
5.14% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
401,098
shares
|
$40.4 Million
3.99% of portfolio
|
Q2 2025
Added 42.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
399,185
shares
|
$40.2 Million
0.95% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
399,164
shares
|
$40.2 Million
7.84% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
399,036
shares
|
$40.2 Million
0.94% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
397,534
shares
|
$40 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
395,666
shares
|
$39.8 Million
0.98% of portfolio
|
Q3 2025
Added 5030.52%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
390,114
shares
|
$39.3 Million
3.34% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
385,520
shares
|
$38.8 Million
3.31% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
385,184
shares
|
$38.8 Million
1.25% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
384,827
shares
|
$38.7 Million
2.54% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Brave Asset Management Inc
|
Oct 21, 2025 Q3 2025 |
383,923
shares
|
$38.6 Million
9.4% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
First Washington Corp
Seattle, WA |
Aug 12, 2025 Q2 2025 |
383,767
shares
|
$38.6 Million
13.14% of portfolio
|
Q1 2025
Added 18.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
382,859
shares
|
$38.5 Million
1.95% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
382,337
shares
|
$38.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 29.99%
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
381,936
shares
|
$38.4 Million
15.98% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
380,391
shares
|
$38.3 Million
0.54% of portfolio
|
Q3 2023
Reduced 2.66%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
378,434
shares
|
$38.1 Million
2.78% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
374,285
shares
|
$37.7 Million
18.97% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
373,584
shares
|
$37.6 Million
5.55% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
373,265
shares
|
$37.6 Million
1.88% of portfolio
|
Q2 2025
Added 10.07%
|