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 2,252 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 16, 2026 Q4 2025 |
260,844
shares
|
$26.1 Million
16.14% of portfolio
|
Q4 2025
Added 3.81%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
259,456
shares
|
$25.9 Million
2.87% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
259,104
shares
|
$25.9 Million
1.8% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 23, 2026 Q4 2025 |
255,659
shares
|
$25.6 Million
3.62% of portfolio
|
Q4 2025
Added 48.09%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
255,450
shares
|
$25.5 Million
0.48% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
253,743
shares
|
$25.4 Million
9.16% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
253,509
shares
|
$25.4 Million
0.42% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
253,204
shares
|
$25.3 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
248,874
shares
|
$24.9 Million
2.17% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
247,531
shares
|
$24.8 Million
1.26% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
246,574
shares
|
$24.7 Million
1.48% of portfolio
|
Q4 2025
Reduced 15.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
245,606
shares
|
$24.6 Million
0.05% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 20, 2026 Q4 2025 |
243,616
shares
|
$24.4 Million
0.67% of portfolio
|
Q4 2025
Added 7.65%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jan 09, 2026 Q4 2025 |
243,154
shares
|
$24.3 Million
24.97% of portfolio
|
Q4 2025
Added 1.69%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
238,113
shares
|
$23.8 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
237,926
shares
|
$23.8 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
237,828
shares
|
$23.8 Million
3.26% of portfolio
|
Q4 2025
Added 7.28%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
236,340
shares
|
$23.6 Million
2.05% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
235,199
shares
|
$23.5 Million
0.56% of portfolio
|
Q4 2025
Added 28.99%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
235,154
shares
|
$23.5 Million
13.29% of portfolio
|
Q3 2025
Added 57.48%
|
|
|
Snider Financial Group
Bellevue, WA |
Jan 21, 2026 Q4 2025 |
234,810
shares
|
$23.5 Million
6.31% of portfolio
|
Q4 2025
Added 0.59%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
233,633
shares
|
$23.4 Million
2.0% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
232,805
shares
|
$23.3 Million
1.51% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
229,717
shares
|
$23 Million
0.9% of portfolio
|
Q4 2025
Added 11.9%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
229,644
shares
|
$23 Million
4.44% of portfolio
|
Q3 2024
Added 129.41%
|
|