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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
15,845
shares
|
$1.58 Million
0.03% of portfolio
|
Q4 2025
Added 11.28%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
15,822
shares
|
$1.58 Million
0.05% of portfolio
|
Q4 2025
Added 14.45%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
15,782
shares
|
$1.58 Million
0.14% of portfolio
|
Q4 2025
Reduced 0.11%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
15,770
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.9%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
15,717
shares
|
$1.57 Million
0.13% of portfolio
|
Q3 2025
Reduced 29.97%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
15,708
shares
|
$1.57 Million
0.09% of portfolio
|
Q4 2025
Reduced 64.52%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
15,681
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 03, 2025 Q3 2025 |
15,523
shares
|
$1.55 Million
0.59% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
15,467
shares
|
$1.55 Million
0.47% of portfolio
|
Q3 2025
Reduced 16.95%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
15,416
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
15,402
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
15,393
shares
|
$1.54 Million
0.47% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
15,334
shares
|
$1.53 Million
0.22% of portfolio
|
Q4 2025
Added 7.57%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
15,237
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2025
Added 53.65%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
15,115
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2025
Reduced 14.92%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
15,101
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2025
Added 11.89%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
15,063
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
15,039
shares
|
$1.5 Million
2.62% of portfolio
|
Q2 2022
Reduced 22.52%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
15,028
shares
|
$1.5 Million
0.47% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
14,994
shares
|
$1.5 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
14,964
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Added 225.87%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
14,962
shares
|
$1.5 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
14,918
shares
|
$1.49 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
14,916
shares
|
$1.49 Million
0.86% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
14,881
shares
|
$1.49 Million
0.34% of portfolio
|
Q1 2023
Reduced 2.16%
|
|