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 |
|---|---|---|---|---|---|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
56,389
shares
|
$5.64 Million
1.66% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
56,118
shares
|
$5.61 Million
0.93% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
56,050
shares
|
$5.61 Million
3.9% of portfolio
|
Q2 2024
Reduced 6.39%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
55,959
shares
|
$5.6 Million
1.73% of portfolio
|
Q3 2025
Added 189.82%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
55,851
shares
|
$5.59 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
55,850
shares
|
$5.59 Million
0.63% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
55,444
shares
|
$5.54 Million
0.96% of portfolio
|
Q4 2025
Added 9.34%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
55,258
shares
|
$5.53 Million
0.49% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
54,820
shares
|
$5.48 Million
2.19% of portfolio
|
Q3 2025
New holding
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
54,642
shares
|
$5.46 Million
0.46% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
54,549
shares
|
$5.45 Million
0.84% of portfolio
|
Q4 2025
Added 200.94%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2026 Q4 2025 |
53,934
shares
|
$5.39 Million
4.91% of portfolio
|
Q4 2025
Added 205.09%
|
|
|
Moneda S.A. Administradora General De Fondos
|
Dec 05, 2025 Q3 2025 |
53,752
shares
|
$5.38 Million
6.27% of portfolio
|
Q3 2025
Reduced 20.62%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
53,403
shares
|
$5.34 Million
1.66% of portfolio
|
Q4 2025
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
52,647
shares
|
$5.26 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
52,634
shares
|
$5.26 Million
1.24% of portfolio
|
Q2 2023
Reduced 3.55%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
52,439
shares
|
$5.24 Million
3.79% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
52,214
shares
|
$5.22 Million
2.59% of portfolio
|
Q4 2024
New holding
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
52,002
shares
|
$5.2 Million
0.91% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
51,414
shares
|
$5.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.92%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
51,355
shares
|
$5.14 Million
3.86% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Jan 20, 2026 Q4 2025 |
51,301
shares
|
$5.13 Million
2.68% of portfolio
|
Q4 2025
Added 3.94%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
51,109
shares
|
$5.11 Million
0.08% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
50,973
shares
|
$5.1 Million
0.03% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
50,907
shares
|
$5.09 Million
4.62% of portfolio
|
Q3 2025
Reduced 41.87%
|
|