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 |
|---|---|---|---|---|---|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
83,358
shares
|
$8.34 Million
1.65% of portfolio
|
Q3 2025
Added 41.82%
|
|
|
Financial Planning Navigators Corp
Maple Grove, MN |
Jan 16, 2026 Q4 2025 |
83,053
shares
|
$8.31 Million
3.81% of portfolio
|
Q4 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
83,015
shares
|
$8.3 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
82,735
shares
|
$8.27 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
82,735
shares
|
$8.27 Million
0.51% of portfolio
|
Q3 2025
Added 18.33%
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
82,500
shares
|
$8.25 Million
0.96% of portfolio
|
Q4 2025
Reduced 9.88%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
82,196
shares
|
$8.22 Million
1.44% of portfolio
|
Q3 2025
Added 89.82%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
81,994
shares
|
$8.2 Million
0.56% of portfolio
|
Q3 2025
Added 14.91%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
81,722
shares
|
$8.17 Million
0.14% of portfolio
|
Q2 2024
Added 17.97%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
81,301
shares
|
$8.13 Million
7.53% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
81,178
shares
|
$8.12 Million
0.37% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
81,069
shares
|
$8.11 Million
2.73% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Nov 05, 2025 Q3 2025 |
80,713
shares
|
$8.07 Million
5.95% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
80,654
shares
|
$8.07 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
80,436
shares
|
$8.04 Million
2.12% of portfolio
|
Q3 2025
Reduced 37.92%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
80,197
shares
|
$8.02 Million
6.9% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
79,983
shares
|
$8 Million
0.32% of portfolio
|
Q4 2025
Added 4.29%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
79,321
shares
|
$7.93 Million
0.11% of portfolio
|
Q3 2025
Reduced 27.73%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
79,180
shares
|
$7.92 Million
1.97% of portfolio
|
Q2 2025
Added 100.5%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
79,095
shares
|
$7.91 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
78,922
shares
|
$7.89 Million
1.92% of portfolio
|
Q4 2025
Reduced 1.64%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
78,447
shares
|
$7.84 Million
0.72% of portfolio
|
Q3 2025
Added 13.8%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
78,414
shares
|
$7.84 Million
3.0% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
78,137
shares
|
$7.81 Million
3.96% of portfolio
|
Q2 2023
Added 156.37%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
77,646
shares
|
$7.76 Million
0.7% of portfolio
|
Q3 2022
Added 61.31%
|
|