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 2,246 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 |
|---|---|---|---|---|---|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
363,294
shares
|
$36.3 Million
3.39% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
358,805
shares
|
$35.9 Million
1.14% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Nov 10, 2025 Q3 2025 |
353,529
shares
|
$35.4 Million
17.32% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
353,100
shares
|
$35.3 Million
2.16% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 16, 2026 Q4 2025 |
352,836
shares
|
$35.3 Million
1.46% of portfolio
|
Q4 2025
Added 25.85%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Oct 24, 2025 Q3 2025 |
352,546
shares
|
$35.3 Million
7.29% of portfolio
|
Q3 2025
Reduced 27.29%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
352,147
shares
|
$35.2 Million
0.54% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
349,960
shares
|
$35 Million
1.31% of portfolio
|
Q4 2023
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
347,283
shares
|
$34.7 Million
5.5% of portfolio
|
Q4 2025
Added 4.59%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
345,590
shares
|
$34.6 Million
5.59% of portfolio
|
Q3 2025
Added 11.97%
|
|
|
Strategic Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
344,640
shares
|
$34.5 Million
19.31% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
E Cio, Inc.
Madison, WI |
Jan 20, 2026 Q4 2025 |
342,999
shares
|
$34.3 Million
15.95% of portfolio
|
Q4 2025
Reduced 16.2%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
341,112
shares
|
$34.1 Million
8.21% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
339,552
shares
|
$34 Million
3.73% of portfolio
|
Q4 2025
Added 21.03%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
338,563
shares
|
$33.9 Million
7.82% of portfolio
|
Q3 2025
New holding
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
336,222
shares
|
$33.6 Million
4.55% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
332,544
shares
|
$33.3 Million
2.61% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
332,166
shares
|
$33.2 Million
4.63% of portfolio
|
Q4 2025
Added 9.55%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
331,574
shares
|
$33.2 Million
1.91% of portfolio
|
Q4 2025
Added 2.43%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
331,232
shares
|
$33.1 Million
2.85% of portfolio
|
Q4 2022
Reduced 9.71%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
327,224
shares
|
$32.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 20.4%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
323,746
shares
|
$32.4 Million
1.96% of portfolio
|
Q3 2025
Added 41.55%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
323,485
shares
|
$32.3 Million
5.91% of portfolio
|
Q3 2025
Added 20.13%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
321,417
shares
|
$32.1 Million
2.06% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
320,022
shares
|
$32 Million
2.15% of portfolio
|
Q4 2025
Reduced 2.78%
|
|