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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
370,441
shares
|
$37.3 Million
0.07% of portfolio
|
Q2 2025
Added 121.51%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
365,310
shares
|
$36.8 Million
7.47% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
363,294
shares
|
$36.6 Million
3.39% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
361,547
shares
|
$36.4 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
358,079
shares
|
$36 Million
5.09% of portfolio
|
Q1 2025
Reduced 37.17%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Sep 29, 2025 Q2 2025 |
356,572
shares
|
$35.9 Million
15.96% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
356,438
shares
|
$35.9 Million
0.08% of portfolio
|
Q2 2025
Reduced 61.05%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
354,774
shares
|
$35.7 Million
0.22% of portfolio
|
Q2 2025
Added 52.58%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
353,100
shares
|
$35.5 Million
2.16% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Oct 24, 2025 Q3 2025 |
352,546
shares
|
$35.5 Million
7.29% of portfolio
|
Q3 2025
Reduced 27.29%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
349,960
shares
|
$35.2 Million
1.31% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
345,872
shares
|
$34.8 Million
1.12% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
345,590
shares
|
$34.8 Million
5.59% of portfolio
|
Q3 2025
Added 11.97%
|
|
|
Strategic Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
344,640
shares
|
$34.7 Million
19.31% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
336,222
shares
|
$33.8 Million
4.55% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
334,015
shares
|
$33.6 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
333,656
shares
|
$33.6 Million
10.73% of portfolio
|
Q2 2025
Reduced 27.71%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
332,544
shares
|
$33.5 Million
2.61% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
332,131
shares
|
$33.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 51.12%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
332,039
shares
|
$33.4 Million
5.67% of portfolio
|
Q3 2025
Added 19.43%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
331,232
shares
|
$33.3 Million
2.85% of portfolio
|
Q4 2022
Reduced 9.71%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
330,018
shares
|
$33.2 Million
18.17% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
329,260
shares
|
$33.1 Million
0.7% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
329,165
shares
|
$33.1 Million
2.31% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
325,521
shares
|
$32.8 Million
0.25% of portfolio
|
Q1 2025
Added 6.9%
|