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 |
|---|---|---|---|---|---|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
41,785
shares
|
$4.18 Million
1.7% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
41,761
shares
|
$4.18 Million
1.21% of portfolio
|
Q4 2025
Added 5.24%
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
41,719
shares
|
$4.17 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
41,705
shares
|
$4.17 Million
1.87% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
41,697
shares
|
$4.17 Million
7.07% of portfolio
|
Q3 2025
Added 20.62%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
41,598
shares
|
$4.16 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
41,481
shares
|
$4.15 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
41,395
shares
|
$4.14 Million
0.12% of portfolio
|
Q4 2025
Reduced 2.99%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
41,087
shares
|
$4.11 Million
0.33% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
40,985
shares
|
$4.1 Million
1.92% of portfolio
|
Q4 2025
Added 5.23%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
40,889
shares
|
$4.09 Million
0.99% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
40,593
shares
|
$4.06 Million
0.98% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
40,469
shares
|
$4.05 Million
1.18% of portfolio
|
Q4 2025
Reduced 2.31%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
40,099
shares
|
$4.01 Million
0.3% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
39,734
shares
|
$3.97 Million
0.06% of portfolio
|
Q3 2025
Added 1842.98%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
39,509
shares
|
$3.95 Million
0.06% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
39,483
shares
|
$3.95 Million
0.31% of portfolio
|
Q4 2025
Reduced 11.3%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
39,337
shares
|
$3.93 Million
1.72% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
39,175
shares
|
$3.92 Million
0.48% of portfolio
|
Q4 2025
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
39,140
shares
|
$3.91 Million
0.92% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
39,041
shares
|
$3.9 Million
1.46% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
38,954
shares
|
$3.9 Million
2.06% of portfolio
|
Q3 2025
Added 36.32%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
38,944
shares
|
$3.89 Million
0.37% of portfolio
|
Q3 2025
Reduced 14.96%
|
|
|
Legacy Wealth Management, Inc
|
Jan 20, 2026 Q4 2025 |
38,943
shares
|
$3.89 Million
0.23% of portfolio
|
Q4 2025
Reduced -0.0%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
38,925
shares
|
$3.89 Million
0.99% of portfolio
|
Q4 2025
Added 13.85%
|
|