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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
44,674
shares
|
$4.47 Million
0.15% of portfolio
|
Q3 2025
Added 70.19%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
44,628
shares
|
$4.46 Million
1.58% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
44,612
shares
|
$4.46 Million
0.78% of portfolio
|
Q4 2025
Reduced 6.13%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
44,439
shares
|
$4.44 Million
0.3% of portfolio
|
Q4 2025
Added 2.49%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
44,298
shares
|
$4.43 Million
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
43,924
shares
|
$4.39 Million
3.57% of portfolio
|
Q3 2025
New holding
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
43,662
shares
|
$4.37 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
43,659
shares
|
$4.37 Million
1.1% of portfolio
|
Q4 2022
Reduced 44.7%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
43,651
shares
|
$4.37 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
43,591
shares
|
$4.36 Million
2.0% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
43,550
shares
|
$4.36 Million
2.02% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
43,540
shares
|
$4.35 Million
2.23% of portfolio
|
Q4 2022
Added 20.18%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2026 Q4 2025 |
43,453
shares
|
$4.35 Million
3.16% of portfolio
|
Q4 2025
Added 40.65%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
43,289
shares
|
$4.33 Million
2.74% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
43,255
shares
|
$4.33 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
42,859
shares
|
$4.29 Million
2.63% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
42,641
shares
|
$4.26 Million
0.41% of portfolio
|
Q4 2022
Reduced 7.83%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
42,595
shares
|
$4.26 Million
1.15% of portfolio
|
Q3 2025
Added 24.15%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
42,542
shares
|
$4.25 Million
1.17% of portfolio
|
Q3 2025
Added 19.17%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
42,524
shares
|
$4.25 Million
0.02% of portfolio
|
Q4 2025
Added 10.06%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
42,476
shares
|
$4.25 Million
3.22% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
42,429
shares
|
$4.24 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
42,318
shares
|
$4.23 Million
3.41% of portfolio
|
Q2 2023
Reduced 3.28%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
42,084
shares
|
$4.21 Million
1.43% of portfolio
|
Q4 2025
Reduced 45.75%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
41,785
shares
|
$4.18 Million
1.7% of portfolio
|
Q3 2025
Added 8.02%
|
|