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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
14,827
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2025
Added 16.22%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
14,826
shares
|
$1.48 Million
0.15% of portfolio
|
Q3 2025
Added 145.38%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
14,778
shares
|
$1.48 Million
0.98% of portfolio
|
Q4 2025
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
14,623
shares
|
$1.46 Million
1.12% of portfolio
|
Q3 2023
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
14,622
shares
|
$1.46 Million
1.33% of portfolio
|
Q3 2025
Reduced 64.27%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
14,604
shares
|
$1.46 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
14,473
shares
|
$1.45 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
14,468
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
14,455
shares
|
$1.45 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
14,269
shares
|
$1.43 Million
1.58% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
14,232
shares
|
$1.42 Million
0.1% of portfolio
|
Q4 2025
Added 22.39%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
14,201
shares
|
$1.42 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jan 15, 2026 Q4 2025 |
14,086
shares
|
$1.41 Million
0.93% of portfolio
|
Q4 2025
Added 26.33%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
14,018
shares
|
$1.4 Million
0.19% of portfolio
|
Q3 2025
Added 74.88%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
13,986
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
13,949
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Private Wealth Group, LLC
|
Jan 12, 2026 Q4 2025 |
13,886
shares
|
$1.39 Million
0.67% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
13,812
shares
|
$1.38 Million
0.52% of portfolio
|
Q3 2023
Reduced 15.6%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
13,797
shares
|
$1.38 Million
0.16% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
13,782
shares
|
$1.38 Million
0.32% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
13,759
shares
|
$1.38 Million
0.24% of portfolio
|
Q3 2025
Added 61.97%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
13,754
shares
|
$1.38 Million
0.27% of portfolio
|
Q3 2025
Reduced 24.11%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,587
shares
|
$1.36 Million
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
13,570
shares
|
$1.36 Million
0.9% of portfolio
|
Q4 2025
Reduced 3.68%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
13,549
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2025
Added 9.82%
|
|