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 |
|---|---|---|---|---|---|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
3,500
shares
|
$350,000
0.17% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,487
shares
|
$348,700
0.02% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
3,482
shares
|
$348,200
0.13% of portfolio
|
Q3 2025
Added 40.8%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
3,478
shares
|
$347,800
0.12% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Nov 05, 2025 Q3 2025 |
3,475
shares
|
$347,500
0.08% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
3,472
shares
|
$347,200
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Retireful, LLC
|
Jan 15, 2026 Q4 2025 |
3,471
shares
|
$347,100
0.46% of portfolio
|
Q4 2025
Reduced 75.7%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
3,462
shares
|
$346,200
0.04% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
3,451
shares
|
$345,100
0.04% of portfolio
|
Q3 2025
Added 45.8%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
3,449
shares
|
$344,900
0.01% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,446
shares
|
$344,600
0.08% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
3,444
shares
|
$344,400
0.23% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
3,440
shares
|
$344,000
0.09% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Life Planning Partners, Inc
|
Jan 16, 2026 Q4 2025 |
3,399
shares
|
$339,900
0.28% of portfolio
|
Q4 2025
Added 59.2%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
3,392
shares
|
$339,200
0.22% of portfolio
|
Q1 2023
Reduced 16.31%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
3,391
shares
|
$339,100
0.11% of portfolio
|
Q4 2025
Reduced 17.71%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
3,389
shares
|
$338,900
0.12% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
3,387
shares
|
$338,700
0.01% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
3,378
shares
|
$337,800
0.03% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
3,356
shares
|
$335,600
0.04% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
3,355
shares
|
$335,500
0.06% of portfolio
|
Q3 2025
Added 82.63%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
3,343
shares
|
$334,300
0.19% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,342
shares
|
$334,200
0.05% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
3,313
shares
|
$331,300
0.1% of portfolio
|
Q3 2025
Reduced 61.54%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,295
shares
|
$329,500
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|
|