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 2,193 institutions that hold shares in the stock, with a total of 1.29 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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
850,718
shares
|
$85.6 Million
3.3% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
843,229
shares
|
$84.9 Million
1.68% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
841,391
shares
|
$84.7 Million
0.1% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
828,890
shares
|
$83.4 Million
0.45% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
824,609
shares
|
$83 Million
15.07% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
824,036
shares
|
$83 Million
11.93% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
817,022
shares
|
$82.2 Million
5.96% of portfolio
|
Q4 2023
Added 20.04%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
816,303
shares
|
$82.2 Million
9.8% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
807,235
shares
|
$81.3 Million
1.38% of portfolio
|
Q3 2025
Added 45.21%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Oct 30, 2025 Q3 2025 |
781,059
shares
|
$78.6 Million
1.07% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
765,073
shares
|
$77 Million
8.83% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
761,767
shares
|
$76.7 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
760,978
shares
|
$76.6 Million
5.38% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
746,095
shares
|
$75.1 Million
1.04% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
740,794
shares
|
$74.6 Million
5.55% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
739,801
shares
|
$74.5 Million
1.28% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
738,330
shares
|
$74.3 Million
0.01% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
Oct 23, 2025 Q3 2025 |
736,489
shares
|
$74.1 Million
17.47% of portfolio
|
Q4 2023
Reduced 46.83%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
735,175
shares
|
$74 Million
0.78% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
715,708
shares
|
$72.1 Million
1.62% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
715,653
shares
|
$72 Million
1.28% of portfolio
|
Q3 2025
Reduced 92.79%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
710,584
shares
|
$71.5 Million
0.58% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
697,732
shares
|
$70.2 Million
4.87% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
694,167
shares
|
$69.9 Million
0.02% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
692,660
shares
|
$69.7 Million
2.35% of portfolio
|
Q2 2025
Added 3.85%
|