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 2,187 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 $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,001,439
shares
|
$201 Million
1.39% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
1,996,428
shares
|
$201 Million
1.93% of portfolio
|
Q3 2025
Added 52.39%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
1,907,915
shares
|
$192 Million
23.92% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,808,043
shares
|
$182 Million
14.27% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,797,043
shares
|
$181 Million
0.34% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
1,749,580
shares
|
$176 Million
4.27% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
1,722,151
shares
|
$173 Million
3.83% of portfolio
|
Q3 2025
Added 70.54%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
1,630,984
shares
|
$164 Million
7.13% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,609,970
shares
|
$162 Million
0.63% of portfolio
|
Q2 2025
Added 144.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
1,594,509
shares
|
$161 Million
3.0% of portfolio
|
Q2 2025
Added 25.01%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
1,537,274
shares
|
$155 Million
2.47% of portfolio
|
Q2 2025
Added 390.78%
|
|
|
Geisinger Health
Danville, PA |
Aug 14, 2024 Q2 2024 |
1,529,816
shares
|
$154 Million
43.16% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
1,459,869
shares
|
$147 Million
4.39% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,442,415
shares
|
$145 Million
3.04% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
1,413,455
shares
|
$142 Million
0.32% of portfolio
|
Q1 2023
Reduced 6.09%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
1,412,774
shares
|
$142 Million
0.2% of portfolio
|
Q2 2025
Added 7255.9%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
1,371,949
shares
|
$138 Million
11.96% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,371,172
shares
|
$138 Million
0.39% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
1,356,028
shares
|
$137 Million
8.2% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
1,334,404
shares
|
$134 Million
4.03% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
1,288,686
shares
|
$130 Million
6.25% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,239,231
shares
|
$125 Million
0.37% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,237,908
shares
|
$125 Million
1.0% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,226,174
shares
|
$123 Million
0.29% of portfolio
|
Q3 2025
Added 15.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,207,095
shares
|
$122 Million
2.25% of portfolio
|
Q2 2025
Added 14.7%
|