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 |
|---|---|---|---|---|---|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
4,695
shares
|
$469,500
0.03% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
4,678
shares
|
$467,800
0.08% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,675
shares
|
$467,500
0.02% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
4,673
shares
|
$467,300
0.17% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
4,658
shares
|
$465,800
0.09% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
4,656
shares
|
$465,600
0.01% of portfolio
|
Q3 2025
Reduced 28.33%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,650
shares
|
$465,000
0.11% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
4,640
shares
|
$464,000
0.05% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
4,613
shares
|
$461,300
0.16% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
4,606
shares
|
$460,600
0.15% of portfolio
|
Q3 2024
Added 24.28%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
4,603
shares
|
$460,300
0.17% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
4,593
shares
|
$459,300
0.17% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
4,591
shares
|
$459,100
0.0% of portfolio
|
Q2 2025
Reduced 35.04%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
4,518
shares
|
$451,800
0.05% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
4,515
shares
|
$451,500
0.02% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
4,512
shares
|
$451,200
0.48% of portfolio
|
Q3 2025
Reduced 72.27%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
4,501
shares
|
$450,100
0.03% of portfolio
|
Q3 2025
Reduced 48.06%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
4,501
shares
|
$450,100
0.18% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
4,497
shares
|
$449,700
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
4,491
shares
|
$449,100
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Nov 10, 2025 Q3 2025 |
4,486
shares
|
$448,600
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
4,477
shares
|
$447,700
0.23% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
4,467
shares
|
$446,700
0.04% of portfolio
|
Q3 2025
Reduced 10.21%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
4,418
shares
|
$441,800
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
4,418
shares
|
$441,800
0.61% of portfolio
|
Q3 2025
Reduced 34.04%
|
|