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 |
|---|---|---|---|---|---|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 07, 2025 Q3 2025 |
127,161
shares
|
$12.8 Million
10.92% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
125,435
shares
|
$12.6 Million
0.01% of portfolio
|
Q2 2023
Reduced 8.37%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
124,120
shares
|
$12.5 Million
8.47% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
123,778
shares
|
$12.5 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jul 23, 2025 Q2 2025 |
123,241
shares
|
$12.4 Million
8.75% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
123,085
shares
|
$12.4 Million
0.27% of portfolio
|
Q2 2025
Added 62.95%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
123,071
shares
|
$12.4 Million
5.12% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
123,041
shares
|
$12.4 Million
4.41% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
123,028
shares
|
$12.4 Million
5.47% of portfolio
|
Q2 2025
Added 45.09%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
122,455
shares
|
$12.3 Million
0.03% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
122,057
shares
|
$12.3 Million
1.24% of portfolio
|
Q2 2022
Added 1.44%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
121,900
shares
|
$12.3 Million
6.83% of portfolio
|
Q3 2025
Reduced 12.24%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
120,868
shares
|
$12.2 Million
4.14% of portfolio
|
Q3 2025
Added 41.15%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
120,838
shares
|
$12.2 Million
1.01% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Central Bank & Trust CO
|
Oct 09, 2025 Q3 2025 |
120,778
shares
|
$12.2 Million
2.0% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
120,657
shares
|
$12.1 Million
7.41% of portfolio
|
Q3 2025
New holding
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
120,571
shares
|
$12.1 Million
2.46% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
120,254
shares
|
$12.1 Million
0.35% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
120,236
shares
|
$12.1 Million
0.67% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
118,910
shares
|
$12 Million
0.04% of portfolio
|
Q3 2025
Added 51.25%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
118,326
shares
|
$11.9 Million
0.14% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
117,466
shares
|
$11.8 Million
6.88% of portfolio
|
Q2 2024
Added 2.21%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
117,154
shares
|
$11.8 Million
2.09% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
117,135
shares
|
$11.8 Million
0.99% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
117,077
shares
|
$11.8 Million
1.64% of portfolio
|
Q3 2025
Added 2.19%
|