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 2,277 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 $129 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
130,499
shares
|
$13 Million
0.98% of portfolio
|
Q3 2025
Added 16.59%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
130,387
shares
|
$13 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
130,301
shares
|
$13 Million
1.48% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
129,356
shares
|
$12.9 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
128,716
shares
|
$12.9 Million
2.09% of portfolio
|
Q4 2025
Added 6.57%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
128,326
shares
|
$12.8 Million
0.36% of portfolio
|
Q1 2024
Added 3.32%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
128,144
shares
|
$12.8 Million
0.31% of portfolio
|
Q3 2025
Reduced 84.13%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
127,569
shares
|
$12.8 Million
0.04% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
126,909
shares
|
$12.7 Million
0.71% of portfolio
|
Q4 2025
Added 5.55%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
126,535
shares
|
$12.7 Million
4.33% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
125,672
shares
|
$12.6 Million
8.46% of portfolio
|
Q4 2025
Added 1.25%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
125,435
shares
|
$12.5 Million
0.01% of portfolio
|
Q2 2023
Reduced 8.37%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jan 29, 2026 Q4 2025 |
125,288
shares
|
$12.5 Million
0.41% of portfolio
|
Q4 2025
Added 11.88%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
125,171
shares
|
$12.5 Million
0.1% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 28, 2026 Q4 2025 |
124,458
shares
|
$12.4 Million
4.5% of portfolio
|
Q4 2025
Reduced 20.91%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
122,640
shares
|
$12.3 Million
1.65% of portfolio
|
Q4 2025
Added 4.75%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
122,057
shares
|
$12.2 Million
1.24% of portfolio
|
Q2 2022
Added 1.44%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
121,939
shares
|
$12.2 Million
0.25% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
121,900
shares
|
$12.2 Million
6.83% of portfolio
|
Q3 2025
Reduced 12.24%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
120,868
shares
|
$12.1 Million
4.14% of portfolio
|
Q3 2025
Added 41.15%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
120,807
shares
|
$12.1 Million
5.36% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
120,762
shares
|
$12.1 Million
0.88% of portfolio
|
Q3 2025
Added 2446.11%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
120,338
shares
|
$12 Million
2.03% of portfolio
|
Q4 2025
Added 6.54%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
119,407
shares
|
$11.9 Million
2.23% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
119,311
shares
|
$11.9 Million
2.88% of portfolio
|
Q3 2025
Added 5.05%
|
|