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 2,252 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
13,540
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
13,506
shares
|
$1.35 Million
0.19% of portfolio
|
Q4 2025
Added 30.22%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
13,486
shares
|
$1.35 Million
0.12% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
13,479
shares
|
$1.35 Million
0.4% of portfolio
|
Q2 2022
Reduced 0.69%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
13,322
shares
|
$1.33 Million
0.18% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Weil Company, Inc.
|
Jan 14, 2026 Q4 2025 |
13,175
shares
|
$1.32 Million
0.37% of portfolio
|
Q4 2025
Added 7.53%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
13,157
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Oct 23, 2025 Q3 2025 |
13,044
shares
|
$1.3 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
13,015
shares
|
$1.3 Million
0.1% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
12,980
shares
|
$1.3 Million
0.58% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
12,850
shares
|
$1.29 Million
1.07% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
12,790
shares
|
$1.28 Million
0.54% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
12,757
shares
|
$1.28 Million
0.25% of portfolio
|
Q3 2025
Added 24.34%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
12,706
shares
|
$1.27 Million
0.97% of portfolio
|
Q4 2025
Added 34.11%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
12,600
shares
|
$1.26 Million
0.62% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
12,595
shares
|
$1.26 Million
0.64% of portfolio
|
Q4 2024
Reduced 29.98%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
12,587
shares
|
$1.26 Million
0.48% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
12,556
shares
|
$1.26 Million
0.13% of portfolio
|
Q3 2025
Added 20.27%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
12,538
shares
|
$1.25 Million
1.02% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
12,499
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2023
Reduced 15.94%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
12,481
shares
|
$1.25 Million
0.98% of portfolio
|
Q2 2023
Reduced 3.44%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
12,427
shares
|
$1.24 Million
0.45% of portfolio
|
Q3 2025
Added 42.54%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
12,408
shares
|
$1.24 Million
0.84% of portfolio
|
Q4 2025
Reduced 0.97%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
12,401
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Added 161.68%
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
12,390
shares
|
$1.24 Million
0.85% of portfolio
|
Q3 2025
Added 4.21%
|
|