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 2,256 institutions that hold shares in the stock, with a total of 1.29 Billion shares, which have been reported (via 13F filing form) to have a value of $129 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
24,255
shares
|
$2.43 Million
2.14% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
24,251
shares
|
$2.43 Million
1.06% of portfolio
|
Q4 2025
Reduced 2.96%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
Nov 14, 2025 Q3 2025 |
24,041
shares
|
$2.4 Million
6.25% of portfolio
|
Q3 2025
Added 99.01%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
24,000
shares
|
$2.4 Million
0.19% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
23,968
shares
|
$2.4 Million
0.12% of portfolio
|
Q3 2025
Added 202.82%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
23,948
shares
|
$2.39 Million
0.58% of portfolio
|
Q4 2025
Added 9.16%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
23,915
shares
|
$2.39 Million
0.11% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
23,844
shares
|
$2.38 Million
0.06% of portfolio
|
Q4 2025
Reduced 44.1%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
23,668
shares
|
$2.37 Million
0.16% of portfolio
|
Q3 2025
Added 42.34%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
23,660
shares
|
$2.37 Million
1.32% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
23,599
shares
|
$2.36 Million
0.27% of portfolio
|
Q1 2025
Reduced 41.12%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
23,517
shares
|
$2.35 Million
19.67% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
23,317
shares
|
$2.33 Million
0.19% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
C2 C Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
23,212
shares
|
$2.32 Million
1.85% of portfolio
|
Q4 2025
Reduced 0.57%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
23,169
shares
|
$2.32 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
23,129
shares
|
$2.31 Million
0.09% of portfolio
|
Q4 2025
Reduced 24.93%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
23,027
shares
|
$2.3 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
22,954
shares
|
$2.3 Million
1.82% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
22,902
shares
|
$2.29 Million
0.27% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
22,762
shares
|
$2.28 Million
0.05% of portfolio
|
Q3 2025
Added 62.13%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
22,696
shares
|
$2.27 Million
1.04% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
22,629
shares
|
$2.26 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
22,591
shares
|
$2.26 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
22,495
shares
|
$2.25 Million
0.45% of portfolio
|
Q4 2025
Added 32.8%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
22,459
shares
|
$2.25 Million
0.29% of portfolio
|
Q3 2025
Added 5.92%
|
|