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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
22,442
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
22,192
shares
|
$2.22 Million
1.3% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
22,119
shares
|
$2.21 Million
0.26% of portfolio
|
Q3 2025
Reduced 23.52%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
22,107
shares
|
$2.21 Million
0.4% of portfolio
|
Q3 2025
Reduced 21.29%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
22,083
shares
|
$2.21 Million
0.08% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
22,065
shares
|
$2.21 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
22,035
shares
|
$2.2 Million
0.54% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
21,974
shares
|
$2.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
21,968
shares
|
$2.2 Million
0.85% of portfolio
|
Q4 2025
Added 16.41%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
21,963
shares
|
$2.2 Million
0.3% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Auour Investments LLC
Wenham, MA |
Jan 12, 2026 Q4 2025 |
21,926
shares
|
$2.19 Million
0.75% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
21,900
shares
|
$2.19 Million
1.3% of portfolio
|
Q3 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
21,677
shares
|
$2.17 Million
0.05% of portfolio
|
Q3 2025
Added 221.76%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
21,646
shares
|
$2.16 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
21,532
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
21,453
shares
|
$2.15 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
21,368
shares
|
$2.14 Million
0.57% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
21,250
shares
|
$2.13 Million
0.37% of portfolio
|
Q4 2025
Added 14.15%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
21,133
shares
|
$2.11 Million
1.06% of portfolio
|
Q3 2025
Added 115.05%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
21,016
shares
|
$2.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 20.94%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
20,971
shares
|
$2.1 Million
1.13% of portfolio
|
Q4 2025
Added 7.39%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
20,782
shares
|
$2.08 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
20,694
shares
|
$2.07 Million
0.36% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
20,688
shares
|
$2.07 Million
1.12% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
20,645
shares
|
$2.06 Million
0.2% of portfolio
|
Q3 2025
Added 12.29%
|
|