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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
17,131
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Added 20.79%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
17,075
shares
|
$1.71 Million
0.16% of portfolio
|
Q3 2025
Added 14.85%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
17,072
shares
|
$1.71 Million
1.15% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Oct 27, 2025 Q3 2025 |
16,953
shares
|
$1.7 Million
2.68% of portfolio
|
Q3 2025
Added 18.91%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
16,877
shares
|
$1.69 Million
0.33% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
October Effect LTD
Virginia Beach, VA |
Jan 20, 2026 Q4 2025 |
16,854
shares
|
$1.69 Million
1.85% of portfolio
|
Q4 2025
Reduced 3.61%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
16,694
shares
|
$1.67 Million
0.42% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
16,648
shares
|
$1.66 Million
0.35% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
16,619
shares
|
$1.66 Million
0.3% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
16,594
shares
|
$1.66 Million
0.59% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Jan 08, 2026 Q4 2025 |
16,514
shares
|
$1.65 Million
1.4% of portfolio
|
Q2 2025
Reduced 11.0%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
16,497
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
16,472
shares
|
$1.65 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
16,434
shares
|
$1.64 Million
1.9% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
Nov 14, 2025 Q3 2025 |
16,372
shares
|
$1.64 Million
8.86% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
16,315
shares
|
$1.63 Million
0.41% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
16,287
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Culbertson A N & CO Inc
|
Jan 21, 2026 Q4 2025 |
16,262
shares
|
$1.63 Million
0.23% of portfolio
|
Q4 2025
Reduced 5.48%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
16,250
shares
|
$1.63 Million
0.25% of portfolio
|
Q3 2025
Reduced 12.62%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 20, 2026 Q4 2025 |
16,237
shares
|
$1.62 Million
0.18% of portfolio
|
Q4 2025
Added 11.56%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
16,103
shares
|
$1.61 Million
0.4% of portfolio
|
Q4 2025
Added 40.5%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
16,054
shares
|
$1.61 Million
0.28% of portfolio
|
Q1 2023
Added 1.44%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
15,914
shares
|
$1.59 Million
0.16% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
15,873
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2025
Reduced 17.28%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
15,871
shares
|
$1.59 Million
0.36% of portfolio
|
Q3 2025
Added 8.24%
|
|