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 2,243 institutions that hold shares in the stock, with a total of 1.3 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 |
|---|---|---|---|---|---|
|
Sunesis Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
164,358
shares
|
$16.4 Million
7.87% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
164,297
shares
|
$16.4 Million
5.21% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
162,919
shares
|
$16.3 Million
0.21% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
162,236
shares
|
$16.2 Million
0.19% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
161,504
shares
|
$16.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 49.08%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
160,499
shares
|
$16 Million
10.4% of portfolio
|
Q2 2022
Reduced 3.55%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
159,492
shares
|
$15.9 Million
1.9% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
159,362
shares
|
$15.9 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
158,047
shares
|
$15.8 Million
0.29% of portfolio
|
Q4 2025
Reduced 61.75%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
157,491
shares
|
$15.7 Million
0.48% of portfolio
|
Q3 2025
Added 205.41%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
157,355
shares
|
$15.7 Million
6.14% of portfolio
|
Q3 2025
Reduced 65.63%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
156,592
shares
|
$15.7 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
156,464
shares
|
$15.6 Million
1.89% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
155,662
shares
|
$15.6 Million
2.42% of portfolio
|
Q3 2025
Added 165.3%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
153,614
shares
|
$15.4 Million
1.92% of portfolio
|
Q3 2025
Added 16.23%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
153,185
shares
|
$15.3 Million
1.74% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
152,548
shares
|
$15.3 Million
0.28% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
151,570
shares
|
$15.2 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
151,151
shares
|
$15.1 Million
4.89% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
150,531
shares
|
$15.1 Million
3.95% of portfolio
|
Q3 2022
Reduced 1.84%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
150,501
shares
|
$15.1 Million
0.18% of portfolio
|
Q3 2025
Added 14.3%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 12, 2026 Q4 2025 |
148,767
shares
|
$14.9 Million
4.83% of portfolio
|
Q4 2025
Reduced 1.97%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
148,043
shares
|
$14.8 Million
0.99% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
147,983
shares
|
$14.8 Million
0.56% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
147,856
shares
|
$14.8 Million
6.23% of portfolio
|
Q3 2025
Added 23.93%
|
|