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 |
|---|---|---|---|---|---|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
38,868
shares
|
$3.89 Million
0.48% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
38,847
shares
|
$3.88 Million
0.41% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
38,439
shares
|
$3.84 Million
3.22% of portfolio
|
Q4 2025
Added 7.05%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
38,424
shares
|
$3.84 Million
0.5% of portfolio
|
Q4 2025
Reduced 1.02%
|
|
|
Trustees Of The Smith College
|
Nov 12, 2024 Q3 2024 |
38,355
shares
|
$3.84 Million
21.37% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
38,293
shares
|
$3.83 Million
0.97% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
38,258
shares
|
$3.83 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
38,183
shares
|
$3.82 Million
0.13% of portfolio
|
Q4 2025
Added 1.44%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
38,034
shares
|
$3.8 Million
2.54% of portfolio
|
Q3 2025
Added 35.02%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
37,950
shares
|
$3.8 Million
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
37,929
shares
|
$3.79 Million
1.68% of portfolio
|
Q2 2025
Added 72.77%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
37,761
shares
|
$3.78 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
37,739
shares
|
$3.77 Million
1.7% of portfolio
|
Q3 2025
Reduced 32.97%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
37,699
shares
|
$3.77 Million
2.2% of portfolio
|
Q1 2025
Reduced 16.78%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
37,544
shares
|
$3.75 Million
0.11% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
37,510
shares
|
$3.75 Million
2.93% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
37,495
shares
|
$3.75 Million
1.19% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
37,377
shares
|
$3.74 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
37,177
shares
|
$3.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jan 14, 2026 Q4 2025 |
37,110
shares
|
$3.71 Million
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,925
shares
|
$3.69 Million
0.1% of portfolio
|
Q4 2023
Added 1102.77%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
36,775
shares
|
$3.68 Million
2.54% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
36,762
shares
|
$3.68 Million
1.99% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Jan 20, 2026 Q4 2025 |
36,745
shares
|
$3.67 Million
1.28% of portfolio
|
Q4 2025
Added 5.63%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
36,695
shares
|
$3.67 Million
1.25% of portfolio
|
Q1 2025
Added 177.19%
|
|