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 |
|---|---|---|---|---|---|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
229,649
shares
|
$23.1 Million
6.64% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
229,644
shares
|
$23.1 Million
4.44% of portfolio
|
Q3 2024
Added 129.41%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
229,072
shares
|
$23.1 Million
0.3% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
227,513
shares
|
$22.9 Million
1.67% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
226,313
shares
|
$22.8 Million
0.65% of portfolio
|
Q3 2025
Added 30.45%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
225,957
shares
|
$22.7 Million
0.64% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
225,061
shares
|
$22.7 Million
2.21% of portfolio
|
Q2 2023
Added 6.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
223,656
shares
|
$22.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.69%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
222,163
shares
|
$22.4 Million
0.83% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
221,699
shares
|
$22.3 Million
2.9% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 28, 2025 Q3 2025 |
220,918
shares
|
$22.2 Million
11.7% of portfolio
|
Q3 2025
Added 21.72%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
220,762
shares
|
$22.2 Million
6.83% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
219,635
shares
|
$22.1 Million
1.6% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
219,467
shares
|
$22.1 Million
1.02% of portfolio
|
Q2 2025
Added 51.17%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
219,459
shares
|
$22.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
219,448
shares
|
$22.1 Million
0.38% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
216,766
shares
|
$21.8 Million
1.43% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
216,341
shares
|
$21.8 Million
1.59% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
215,692
shares
|
$21.7 Million
11.24% of portfolio
|
Q2 2025
Added 69.29%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
215,551
shares
|
$21.7 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
213,454
shares
|
$21.5 Million
3.32% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
209,358
shares
|
$21.1 Million
3.79% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Western Asset Management Company, LLC
Pasadena, CA |
Aug 12, 2025 Q2 2025 |
208,047
shares
|
$20.9 Million
60.37% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
205,284
shares
|
$20.7 Million
0.84% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
204,249
shares
|
$20.6 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.84%
|