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 |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
20,610
shares
|
$2.06 Million
0.13% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
20,601
shares
|
$2.06 Million
0.03% of portfolio
|
Q2 2023
Added 0.47%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
20,517
shares
|
$2.05 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
20,488
shares
|
$2.05 Million
0.08% of portfolio
|
Q3 2025
Reduced 21.33%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
20,433
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
20,382
shares
|
$2.04 Million
0.5% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
20,316
shares
|
$2.03 Million
0.6% of portfolio
|
Q3 2025
Reduced 8.54%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
20,088
shares
|
$2.01 Million
0.87% of portfolio
|
Q3 2025
Reduced 94.29%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
19,968
shares
|
$2 Million
1.75% of portfolio
|
Q2 2025
Reduced 43.94%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
19,882
shares
|
$1.99 Million
0.45% of portfolio
|
Q4 2022
Reduced 5.46%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
19,688
shares
|
$1.97 Million
0.33% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
19,627
shares
|
$1.96 Million
0.58% of portfolio
|
Q3 2025
Added 13.41%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
19,607
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2025
Reduced 88.16%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
19,592
shares
|
$1.96 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
19,515
shares
|
$1.95 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 13, 2026 Q4 2025 |
19,348
shares
|
$1.93 Million
1.18% of portfolio
|
Q4 2025
Added 15.08%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
19,227
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2025
Reduced 98.64%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
19,143
shares
|
$1.91 Million
0.58% of portfolio
|
Q1 2023
Added 20.71%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
19,120
shares
|
$1.91 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
19,064
shares
|
$1.91 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 20, 2026 Q4 2025 |
19,022
shares
|
$1.9 Million
0.64% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
18,899
shares
|
$1.89 Million
0.08% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
18,781
shares
|
$1.88 Million
0.63% of portfolio
|
Q4 2025
Reduced 1.55%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
18,775
shares
|
$1.88 Million
0.05% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
18,755
shares
|
$1.88 Million
0.46% of portfolio
|
Q3 2025
Added 3.0%
|
|