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 |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
259,882
shares
|
$26.2 Million
2.56% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
259,456
shares
|
$26.1 Million
2.87% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
259,104
shares
|
$26.1 Million
1.8% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
257,135
shares
|
$25.9 Million
2.46% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
256,849
shares
|
$25.9 Million
0.32% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
256,714
shares
|
$25.8 Million
0.18% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
253,509
shares
|
$25.5 Million
0.42% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
253,204
shares
|
$25.5 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
253,014
shares
|
$25.5 Million
1.38% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
252,082
shares
|
$25.4 Million
2.69% of portfolio
|
Q2 2025
Added 140.24%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 15, 2025 Q3 2025 |
251,269
shares
|
$25.3 Million
16.06% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
248,874
shares
|
$25.1 Million
2.17% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
248,740
shares
|
$25 Million
9.47% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
247,071
shares
|
$24.9 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
246,991
shares
|
$24.9 Million
0.41% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
245,154
shares
|
$24.7 Million
1.29% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
242,014
shares
|
$24.4 Million
0.29% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
241,108
shares
|
$24.3 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Oct 14, 2025 Q3 2025 |
239,111
shares
|
$24.1 Million
23.98% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
238,714
shares
|
$24 Million
14.52% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
238,564
shares
|
$24 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
237,808
shares
|
$23.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 83.04%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
236,340
shares
|
$23.8 Million
2.05% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
233,633
shares
|
$23.5 Million
2.0% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
233,324
shares
|
$23.5 Million
2.53% of portfolio
|
Q2 2025
Added 17.65%
|