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 |
|---|---|---|---|---|---|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
182,902
shares
|
$18.4 Million
0.99% of portfolio
|
Q2 2025
Reduced 33.87%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
182,336
shares
|
$18.4 Million
0.46% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
181,763
shares
|
$18.3 Million
1.71% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
180,113
shares
|
$18.1 Million
8.52% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
179,963
shares
|
$18.1 Million
0.77% of portfolio
|
Q2 2025
Added 381.48%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
177,751
shares
|
$17.9 Million
0.65% of portfolio
|
Q3 2025
Added 244.75%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
176,204
shares
|
$17.7 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
175,616
shares
|
$17.7 Million
7.54% of portfolio
|
Q2 2025
Added 74.56%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Aug 05, 2025 Q2 2025 |
175,340
shares
|
$17.7 Million
2.21% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
173,576
shares
|
$17.5 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
172,641
shares
|
$17.4 Million
2.61% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
172,567
shares
|
$17.4 Million
0.18% of portfolio
|
Q2 2025
Added 83.41%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
171,607
shares
|
$17.3 Million
4.62% of portfolio
|
Q3 2023
Added 4351.54%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
171,245
shares
|
$17.2 Million
1.16% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
171,125
shares
|
$17.2 Million
6.06% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
170,425
shares
|
$17.2 Million
2.23% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Agincourt Capital Management, LLC
|
Jan 10, 2025 Q4 2024 |
170,360
shares
|
$17.2 Million
16.53% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
169,319
shares
|
$17 Million
14.87% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
169,150
shares
|
$17 Million
4.64% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
166,322
shares
|
$16.7 Million
5.9% of portfolio
|
Q2 2025
Reduced 25.27%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
165,630
shares
|
$16.7 Million
0.47% of portfolio
|
Q2 2025
Added 1637.44%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
165,545
shares
|
$16.7 Million
0.9% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
165,008
shares
|
$16.6 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
164,783
shares
|
$16.6 Million
1.63% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
164,297
shares
|
$16.5 Million
5.21% of portfolio
|
Q3 2025
Added 3.91%
|