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 |
|---|---|---|---|---|---|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
47,068
shares
|
$4.71 Million
5.29% of portfolio
|
Q4 2023
Reduced 26.0%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
46,868
shares
|
$4.69 Million
0.65% of portfolio
|
Q4 2025
Added 11.48%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
46,819
shares
|
$4.68 Million
1.36% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
46,797
shares
|
$4.68 Million
1.07% of portfolio
|
Q4 2025
Added 140.9%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
46,675
shares
|
$4.67 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
46,655
shares
|
$4.67 Million
1.58% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
46,622
shares
|
$4.66 Million
4.39% of portfolio
|
Q4 2022
Reduced 13.8%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
46,585
shares
|
$4.66 Million
0.18% of portfolio
|
Q3 2025
Added 94.42%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
46,460
shares
|
$4.65 Million
3.53% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
46,430
shares
|
$4.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
46,399
shares
|
$4.64 Million
1.11% of portfolio
|
Q4 2025
Reduced 13.15%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
46,327
shares
|
$4.63 Million
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
46,163
shares
|
$4.62 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
46,035
shares
|
$4.6 Million
0.51% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
45,664
shares
|
$4.57 Million
0.37% of portfolio
|
Q3 2025
Added 90.05%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
45,496
shares
|
$4.55 Million
0.66% of portfolio
|
Q3 2025
Added 64.01%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
45,467
shares
|
$4.55 Million
6.96% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
45,335
shares
|
$4.53 Million
0.64% of portfolio
|
Q3 2025
Added 13.88%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
45,243
shares
|
$4.52 Million
0.35% of portfolio
|
Q3 2025
Added 1453.14%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
45,215
shares
|
$4.52 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
44,992
shares
|
$4.5 Million
1.85% of portfolio
|
Q3 2023
Reduced 26.25%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Oct 07, 2025 Q3 2025 |
44,948
shares
|
$4.49 Million
1.77% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
44,887
shares
|
$4.49 Million
0.36% of portfolio
|
Q3 2022
Reduced 15.72%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
44,804
shares
|
$4.48 Million
2.84% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
44,696
shares
|
$4.47 Million
0.3% of portfolio
|
Q3 2025
Reduced 13.91%
|
|