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 |
|---|---|---|---|---|---|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
3,120
shares
|
$312,000
0.22% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
3,111
shares
|
$311,100
0.04% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
3,111
shares
|
$311,100
0.04% of portfolio
|
Q2 2025
Added 12.55%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,109
shares
|
$310,900
0.01% of portfolio
|
Q4 2024
Reduced 94.73%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
3,094
shares
|
$309,400
0.07% of portfolio
|
Q4 2025
Added 0.81%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,093
shares
|
$309,300
0.08% of portfolio
|
Q1 2023
Reduced 88.27%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
3,084
shares
|
$308,400
0.1% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,074
shares
|
$307,400
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 21, 2025 Q3 2025 |
3,072
shares
|
$307,200
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
3,069
shares
|
$306,900
0.05% of portfolio
|
Q4 2025
Reduced 16.92%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
3,068
shares
|
$306,800
0.03% of portfolio
|
Q4 2025
Added 29.62%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
3,058
shares
|
$305,800
0.15% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
3,048
shares
|
$304,800
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
3,048
shares
|
$304,800
0.07% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
3,043
shares
|
$304,300
0.16% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
3,042
shares
|
$304,200
0.02% of portfolio
|
Q2 2025
Reduced 73.08%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
3,032
shares
|
$303,200
0.04% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
3,031
shares
|
$303,100
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,026
shares
|
$302,600
0.16% of portfolio
|
Q1 2023
Added 0.73%
|
|
|
Wincap Financial LLC
Boston, MA |
Jan 14, 2026 Q4 2025 |
3,025
shares
|
$302,500
0.21% of portfolio
|
Q4 2025
Added 3.31%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
3,023
shares
|
$302,300
0.13% of portfolio
|
Q3 2025
Added 29.69%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
3,014
shares
|
$301,400
0.01% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
3,003
shares
|
$300,300
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
3,001
shares
|
$300,100
0.19% of portfolio
|
Q3 2025
Reduced 12.17%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
3,000
shares
|
$300,000
0.13% of portfolio
|
Q4 2024
New holding
|
|