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 |
|---|---|---|---|---|---|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2026 Q4 2025 |
36,674
shares
|
$3.67 Million
2.54% of portfolio
|
Q4 2025
Added 4.05%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2026 Q4 2025 |
36,644
shares
|
$3.66 Million
1.88% of portfolio
|
Q4 2025
Added 13.3%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
36,641
shares
|
$3.66 Million
0.49% of portfolio
|
Q4 2025
Reduced 1.44%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
36,623
shares
|
$3.66 Million
2.66% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
36,593
shares
|
$3.66 Million
3.46% of portfolio
|
Q2 2023
Added 1.98%
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
36,577
shares
|
$3.66 Million
0.9% of portfolio
|
Q4 2025
Added 37.65%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
36,418
shares
|
$3.64 Million
0.64% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
36,298
shares
|
$3.63 Million
0.3% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
36,143
shares
|
$3.61 Million
0.99% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
36,073
shares
|
$3.61 Million
3.12% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
35,688
shares
|
$3.57 Million
0.12% of portfolio
|
Q3 2025
Added 20.42%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
35,606
shares
|
$3.56 Million
0.77% of portfolio
|
Q3 2025
Added 42.92%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
35,246
shares
|
$3.52 Million
0.38% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
35,054
shares
|
$3.51 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Nyl Investors LLC
New York, NY |
Nov 04, 2025 Q3 2025 |
34,676
shares
|
$3.47 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
34,542
shares
|
$3.45 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Chandler Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
34,482
shares
|
$3.45 Million
0.57% of portfolio
|
Q3 2025
Added 64.95%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
34,098
shares
|
$3.41 Million
1.15% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 14, 2026 Q4 2025 |
34,024
shares
|
$3.4 Million
1.23% of portfolio
|
Q4 2025
New holding
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
33,632
shares
|
$3.36 Million
1.41% of portfolio
|
Q3 2025
Added 24.71%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 07, 2026 Q4 2025 |
33,577
shares
|
$3.36 Million
1.77% of portfolio
|
Q4 2025
Added 27.33%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
33,035
shares
|
$3.3 Million
0.99% of portfolio
|
Q3 2025
Added 15.03%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
32,901
shares
|
$3.29 Million
0.36% of portfolio
|
Q4 2025
Added 3.25%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
32,901
shares
|
$3.29 Million
2.03% of portfolio
|
Q4 2025
Added 7.53%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
32,660
shares
|
$3.27 Million
2.5% of portfolio
|
Q3 2023
Reduced 12.09%
|
|