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 2,243 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 |
|---|---|---|---|---|---|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
5,465
shares
|
$546,500
0.12% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,459
shares
|
$545,900
0.13% of portfolio
|
Q1 2024
Added 26.89%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
5,454
shares
|
$545,400
0.01% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
5,434
shares
|
$543,400
0.13% of portfolio
|
Q3 2025
Reduced 21.52%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,424
shares
|
$542,400
0.05% of portfolio
|
Q3 2025
Added 75.48%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
5,372
shares
|
$537,200
0.04% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
5,369
shares
|
$536,900
0.08% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
5,367
shares
|
$536,700
0.03% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
5,365
shares
|
$536,500
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
5,345
shares
|
$534,500
0.03% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
5,335
shares
|
$533,500
0.05% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
5,314
shares
|
$531,400
0.39% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
5,313
shares
|
$531,300
0.05% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,244
shares
|
$524,400
0.2% of portfolio
|
Q4 2022
Reduced 98.97%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
5,241
shares
|
$524,100
0.16% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
5,230
shares
|
$523,000
0.0% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
5,203
shares
|
$520,300
0.08% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
5,200
shares
|
$520,000
0.07% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
5,162
shares
|
$516,200
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
5,128
shares
|
$512,800
0.17% of portfolio
|
Q3 2025
Added 1603.65%
|
|
|
Sprott Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
5,115
shares
|
$511,500
0.02% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
5,113
shares
|
$511,300
0.17% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
5,093
shares
|
$509,300
0.14% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
5,076
shares
|
$507,600
0.06% of portfolio
|
Q3 2025
Reduced 40.73%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
5,056
shares
|
$505,600
0.06% of portfolio
|
Q3 2025
Added 40.37%
|
|