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 |
|---|---|---|---|---|---|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
4,120
shares
|
$412,000
0.06% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,120
shares
|
$412,000
0.03% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
4,120
shares
|
$412,000
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
4,117
shares
|
$411,700
0.02% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
4,112
shares
|
$411,200
0.26% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
4,094
shares
|
$409,400
0.1% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
4,082
shares
|
$408,200
0.19% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
4,079
shares
|
$407,900
0.14% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
4,078
shares
|
$407,800
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Manuka Financial, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
4,078
shares
|
$407,800
0.25% of portfolio
|
Q3 2025
Reduced 16.37%
|
|
|
Goodman Financial Corp
Houston, TX |
Jan 08, 2026 Q4 2025 |
4,048
shares
|
$404,800
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
4,045
shares
|
$404,500
0.28% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
4,012
shares
|
$401,200
0.03% of portfolio
|
Q4 2025
Reduced 2.48%
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
4,010
shares
|
$401,000
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Gouws Capital LLC
|
Oct 30, 2025 Q3 2025 |
4,000
shares
|
$400,000
0.22% of portfolio
|
Q3 2025
Added 90.48%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
3,996
shares
|
$399,600
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
3,983
shares
|
$398,300
0.03% of portfolio
|
Q4 2025
Reduced 8.37%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
3,981
shares
|
$398,100
0.04% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
3,972
shares
|
$397,200
0.24% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
3,957
shares
|
$395,700
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
3,950
shares
|
$395,000
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
3,950
shares
|
$395,000
0.08% of portfolio
|
Q2 2025
Added 209.8%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,944
shares
|
$394,400
0.1% of portfolio
|
Q4 2024
Added 94.0%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
3,924
shares
|
$392,400
0.18% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
3,920
shares
|
$392,000
0.05% of portfolio
|
Q3 2025
Added 34.06%
|
|