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 |
|---|---|---|---|---|---|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
97,588
shares
|
$9.82 Million
5.53% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
96,628
shares
|
$9.73 Million
3.57% of portfolio
|
Q2 2025
Added 1343.29%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
96,540
shares
|
$9.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 56.42%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
94,782
shares
|
$9.54 Million
1.98% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
94,442
shares
|
$9.51 Million
1.66% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
94,264
shares
|
$9.49 Million
3.5% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
94,065
shares
|
$9.47 Million
0.87% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 28, 2025 Q3 2025 |
93,724
shares
|
$9.44 Million
8.66% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
93,190
shares
|
$9.38 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
92,912
shares
|
$9.35 Million
0.64% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
91,629
shares
|
$9.22 Million
2.23% of portfolio
|
Q2 2025
New holding
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
91,540
shares
|
$9.22 Million
1.11% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
90,929
shares
|
$9.15 Million
0.52% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
90,741
shares
|
$9.13 Million
13.73% of portfolio
|
Q4 2022
Reduced 18.97%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
90,275
shares
|
$9.09 Million
5.22% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
89,620
shares
|
$9.02 Million
2.11% of portfolio
|
Q3 2025
Added 324.78%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
89,528
shares
|
$9.01 Million
2.71% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
89,477
shares
|
$9.01 Million
11.16% of portfolio
|
Q2 2022
Reduced 14.24%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
88,874
shares
|
$8.95 Million
4.91% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Oct 17, 2025 Q3 2025 |
88,857
shares
|
$8.95 Million
5.46% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
88,642
shares
|
$8.92 Million
0.96% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
88,395
shares
|
$8.9 Million
3.04% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
87,919
shares
|
$8.85 Million
7.52% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
87,794
shares
|
$8.84 Million
0.42% of portfolio
|
Q3 2025
Added 42.52%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
87,581
shares
|
$8.82 Million
5.32% of portfolio
|
Q2 2025
Added 45.36%
|