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 |
|---|---|---|---|---|---|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
50,821
shares
|
$5.08 Million
1.23% of portfolio
|
Q4 2023
Reduced 87.44%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
50,763
shares
|
$5.08 Million
0.25% of portfolio
|
Q4 2025
Added 257.76%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
50,752
shares
|
$5.08 Million
0.18% of portfolio
|
Q4 2025
Added 72.66%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,491
shares
|
$5.05 Million
0.21% of portfolio
|
Q3 2022
Reduced 13.55%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
50,403
shares
|
$5.04 Million
2.5% of portfolio
|
Q4 2025
Reduced 7.95%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
50,056
shares
|
$5.01 Million
0.56% of portfolio
|
Q4 2025
Reduced 71.84%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
50,004
shares
|
$5 Million
0.27% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
49,538
shares
|
$4.95 Million
1.78% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
49,337
shares
|
$4.93 Million
1.68% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
49,321
shares
|
$4.93 Million
1.2% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
49,213
shares
|
$4.92 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
49,125
shares
|
$4.91 Million
6.9% of portfolio
|
Q3 2025
New holding
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
49,063
shares
|
$4.91 Million
1.01% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
48,865
shares
|
$4.89 Million
1.45% of portfolio
|
Q4 2025
Added 1.68%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
48,830
shares
|
$4.88 Million
0.41% of portfolio
|
Q4 2023
Added 21.88%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
48,779
shares
|
$4.88 Million
2.22% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
48,700
shares
|
$4.87 Million
0.97% of portfolio
|
Q2 2025
Reduced 50.42%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
48,430
shares
|
$4.84 Million
1.01% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
47,770
shares
|
$4.78 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
47,702
shares
|
$4.77 Million
2.51% of portfolio
|
Q4 2025
Added 21.84%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
47,639
shares
|
$4.76 Million
1.89% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
47,617
shares
|
$4.76 Million
0.05% of portfolio
|
Q4 2025
Added 8.71%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
47,397
shares
|
$4.74 Million
2.05% of portfolio
|
Q1 2024
Added 39.93%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
47,222
shares
|
$4.72 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
47,158
shares
|
$4.72 Million
1.68% of portfolio
|
Q3 2025
Reduced 3.72%
|
|