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 |
|---|---|---|---|---|---|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
3,919
shares
|
$391,900
0.39% of portfolio
|
Q4 2022
Added 61.74%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,906
shares
|
$390,600
0.09% of portfolio
|
Q1 2024
Reduced 57.08%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
3,905
shares
|
$390,500
0.01% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,902
shares
|
$390,200
0.06% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
3,899
shares
|
$389,900
0.35% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
3,869
shares
|
$386,900
0.16% of portfolio
|
Q4 2025
Added 11.72%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,848
shares
|
$384,800
0.07% of portfolio
|
Q3 2023
Reduced 51.85%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
3,843
shares
|
$384,300
0.13% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
3,805
shares
|
$380,500
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
3,780
shares
|
$378,000
0.12% of portfolio
|
Q4 2025
Added 13.38%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
3,757
shares
|
$375,700
0.38% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
3,747
shares
|
$374,700
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
3,741
shares
|
$374,100
0.22% of portfolio
|
Q3 2025
Added 13.88%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
3,731
shares
|
$373,100
0.08% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
3,726
shares
|
$372,600
0.09% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
3,720
shares
|
$372,000
0.14% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
3,716
shares
|
$371,600
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
3,706
shares
|
$370,600
0.05% of portfolio
|
Q3 2025
Added 13.23%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,700
shares
|
$370,000
0.0% of portfolio
|
Q3 2025
Reduced 28.52%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,682
shares
|
$368,200
0.03% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
3,681
shares
|
$368,100
0.1% of portfolio
|
Q4 2025
Reduced 41.09%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
3,679
shares
|
$367,900
0.5% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,679
shares
|
$367,900
0.02% of portfolio
|
Q2 2025
Reduced 41.41%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
3,679
shares
|
$367,900
0.14% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
3,677
shares
|
$367,700
0.06% of portfolio
|
Q4 2025
Added 0.96%
|
|