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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
32,614
shares
|
$3.26 Million
0.11% of portfolio
|
Q3 2025
Added 40.26%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
32,605
shares
|
$3.26 Million
0.21% of portfolio
|
Q3 2025
Reduced 22.39%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
32,531
shares
|
$3.25 Million
1.52% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
32,430
shares
|
$3.24 Million
0.25% of portfolio
|
Q3 2023
Reduced 30.54%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
32,426
shares
|
$3.24 Million
1.58% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
32,421
shares
|
$3.24 Million
0.28% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
31,947
shares
|
$3.19 Million
0.86% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
31,657
shares
|
$3.17 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.14%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
31,566
shares
|
$3.16 Million
0.75% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
31,430
shares
|
$3.14 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
31,330
shares
|
$3.13 Million
1.81% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
31,304
shares
|
$3.13 Million
0.28% of portfolio
|
Q4 2025
Added 3.12%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
30,966
shares
|
$3.1 Million
1.5% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
30,960
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
30,936
shares
|
$3.09 Million
2.15% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Northstar Advisory Group, LLC
|
Jan 15, 2026 Q4 2025 |
30,517
shares
|
$3.05 Million
1.08% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
30,369
shares
|
$3.04 Million
1.73% of portfolio
|
Q3 2025
Added 21.05%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
30,197
shares
|
$3.02 Million
0.66% of portfolio
|
Q3 2025
Reduced 66.35%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
30,194
shares
|
$3.02 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
30,020
shares
|
$3 Million
1.23% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Ndwm LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
29,990
shares
|
$3 Million
2.04% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
29,989
shares
|
$3 Million
0.51% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
29,941
shares
|
$2.99 Million
0.15% of portfolio
|
Q3 2025
Added 73.52%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
29,925
shares
|
$2.99 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
29,902
shares
|
$2.99 Million
0.09% of portfolio
|
Q3 2025
Added 306.28%
|
|