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 2,246 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
147,568
shares
|
$14.8 Million
0.37% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Tide Cove Capital Partners LLC
San Diego, CA |
Nov 07, 2025 Q3 2025 |
146,759
shares
|
$14.7 Million
11.32% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
146,462
shares
|
$14.6 Million
0.16% of portfolio
|
Q3 2025
Reduced 11.24%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
146,381
shares
|
$14.6 Million
0.52% of portfolio
|
Q4 2025
Added 16.84%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
145,536
shares
|
$14.6 Million
5.18% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
144,485
shares
|
$14.4 Million
0.22% of portfolio
|
Q3 2025
Reduced 33.95%
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
144,353
shares
|
$14.4 Million
6.34% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
144,198
shares
|
$14.4 Million
4.33% of portfolio
|
Q4 2025
Added 3.05%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
143,849
shares
|
$14.4 Million
3.73% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Aquire Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
143,524
shares
|
$14.4 Million
3.79% of portfolio
|
Q4 2025
Reduced 9.91%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 16, 2026 Q4 2025 |
143,439
shares
|
$14.3 Million
7.21% of portfolio
|
Q4 2025
Added 6.89%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
142,875
shares
|
$14.3 Million
4.87% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
142,314
shares
|
$14.2 Million
11.17% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
141,923
shares
|
$14.2 Million
1.11% of portfolio
|
Q3 2025
Added 17.45%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
141,826
shares
|
$14.2 Million
2.3% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
141,370
shares
|
$14.1 Million
0.65% of portfolio
|
Q3 2025
Reduced 78.82%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
140,915
shares
|
$14.1 Million
1.88% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 21, 2026 Q4 2025 |
140,291
shares
|
$14 Million
4.27% of portfolio
|
Q4 2025
Added 13.61%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
139,883
shares
|
$14 Million
2.06% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
139,233
shares
|
$13.9 Million
1.68% of portfolio
|
Q4 2025
Added 22.29%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Nov 12, 2025 Q3 2025 |
139,214
shares
|
$13.9 Million
13.11% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
138,582
shares
|
$13.9 Million
2.7% of portfolio
|
Q4 2025
Added 1.68%
|
|
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
Nov 12, 2025 Q3 2025 |
138,580
shares
|
$13.9 Million
13.72% of portfolio
|
Q3 2025
New holding
|
|