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 |
|---|---|---|---|---|---|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
27,602
shares
|
$2.76 Million
0.57% of portfolio
|
Q4 2025
Added 134.69%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
27,506
shares
|
$2.75 Million
0.26% of portfolio
|
Q3 2025
Reduced 16.07%
|
|
|
Elevatus Welath Management
Victor, NY |
Jan 14, 2026 Q4 2025 |
27,425
shares
|
$2.74 Million
0.75% of portfolio
|
Q4 2025
Added 346.66%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
27,315
shares
|
$2.73 Million
0.3% of portfolio
|
Q3 2025
Added 14.08%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
27,241
shares
|
$2.72 Million
0.39% of portfolio
|
Q3 2022
Added 1.49%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
27,239
shares
|
$2.72 Million
0.35% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
27,220
shares
|
$2.72 Million
1.07% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
27,194
shares
|
$2.72 Million
1.97% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
27,154
shares
|
$2.72 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
27,131
shares
|
$2.71 Million
1.24% of portfolio
|
Q3 2025
Added 287.48%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 20, 2026 Q4 2025 |
27,089
shares
|
$2.71 Million
1.98% of portfolio
|
Q4 2025
Added 3.14%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
26,877
shares
|
$2.69 Million
1.36% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
26,710
shares
|
$2.67 Million
1.96% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
26,600
shares
|
$2.66 Million
0.11% of portfolio
|
Q4 2025
Reduced 20.79%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
26,546
shares
|
$2.65 Million
0.75% of portfolio
|
Q3 2025
Added 44.36%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
26,513
shares
|
$2.65 Million
0.34% of portfolio
|
Q3 2025
Added 26.21%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
26,503
shares
|
$2.65 Million
0.75% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
26,414
shares
|
$2.64 Million
0.75% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
26,378
shares
|
$2.64 Million
1.76% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
26,204
shares
|
$2.62 Million
0.1% of portfolio
|
Q3 2025
Added 30.16%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
26,159
shares
|
$2.62 Million
0.09% of portfolio
|
Q4 2025
Added 74.94%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
26,156
shares
|
$2.62 Million
0.31% of portfolio
|
Q3 2025
Reduced 9.96%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
25,905
shares
|
$2.59 Million
3.02% of portfolio
|
Q3 2025
Reduced 61.3%
|
|
|
Ntv Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
25,899
shares
|
$2.59 Million
0.28% of portfolio
|
Q4 2025
Added 4.37%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
25,838
shares
|
$2.58 Million
1.14% of portfolio
|
Q4 2025
Added 30.9%
|
|