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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
284,976
shares
|
$28.7 Million
0.61% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Fort Henry Capital, LLC
|
Oct 14, 2025 Q3 2025 |
282,459
shares
|
$28.4 Million
18.07% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
282,314
shares
|
$28.4 Million
5.77% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
281,602
shares
|
$28.3 Million
1.84% of portfolio
|
Q2 2025
Added 24.64%
|
|
|
Gp Brinson Investments LLC
|
Oct 01, 2025 Q3 2025 |
280,650
shares
|
$28.3 Million
11.57% of portfolio
|
Q4 2023
Added 160.61%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
280,541
shares
|
$28.2 Million
4.71% of portfolio
|
Q3 2025
Added 27.65%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
280,368
shares
|
$28.2 Million
1.19% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
278,957
shares
|
$28.1 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
278,910
shares
|
$28.1 Million
0.04% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
278,680
shares
|
$28.1 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
277,487
shares
|
$27.9 Million
0.17% of portfolio
|
Q2 2023
Reduced 94.26%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
272,892
shares
|
$27.5 Million
5.97% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
272,763
shares
|
$27.5 Million
2.61% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
272,387
shares
|
$27.4 Million
0.58% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
270,613
shares
|
$27.2 Million
2.74% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
267,641
shares
|
$26.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
267,176
shares
|
$26.9 Million
2.81% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
266,873
shares
|
$26.9 Million
4.59% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
264,844
shares
|
$26.7 Million
0.41% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
264,548
shares
|
$26.6 Million
4.06% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
263,990
shares
|
$26.6 Million
6.47% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
263,824
shares
|
$26.6 Million
0.04% of portfolio
|
Q2 2025
Added 27.07%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
263,211
shares
|
$26.5 Million
10.16% of portfolio
|
Q4 2023
Added 64.64%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
261,518
shares
|
$26.3 Million
7.22% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
260,534
shares
|
$26.2 Million
4.09% of portfolio
|
Q3 2025
Added 9.14%
|