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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,992
shares
|
$299,200
0.02% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
2,990
shares
|
$299,000
0.16% of portfolio
|
Q1 2025
Added 19.84%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
2,967
shares
|
$296,700
0.13% of portfolio
|
Q3 2025
Reduced 19.33%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Nov 13, 2025 Q3 2025 |
2,967
shares
|
$296,700
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,953
shares
|
$295,300
0.11% of portfolio
|
Q3 2024
Added 94.28%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 16, 2026 Q4 2025 |
2,951
shares
|
$295,100
0.15% of portfolio
|
Q4 2025
Added 7.98%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
2,945
shares
|
$294,500
0.1% of portfolio
|
Q3 2025
Added 17.38%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,941
shares
|
$294,100
0.01% of portfolio
|
Q3 2025
Reduced 87.73%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
2,940
shares
|
$294,000
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
2,931
shares
|
$293,100
0.19% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,931
shares
|
$293,100
0.11% of portfolio
|
Q1 2024
Added 24.19%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,895
shares
|
$289,500
0.04% of portfolio
|
Q2 2024
Reduced 30.46%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
2,892
shares
|
$289,200
0.0% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
2,888
shares
|
$288,800
0.01% of portfolio
|
Q3 2025
Reduced 24.81%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
2,876
shares
|
$287,600
0.06% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
2,876
shares
|
$287,600
0.15% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
2,873
shares
|
$287,300
0.03% of portfolio
|
Q3 2025
Reduced 37.26%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
2,870
shares
|
$287,000
0.04% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
2,868
shares
|
$286,800
0.08% of portfolio
|
Q4 2025
Added 0.74%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
2,863
shares
|
$286,300
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
2,846
shares
|
$284,600
0.27% of portfolio
|
Q3 2025
Added 111.44%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
2,836
shares
|
$283,600
0.02% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
2,829
shares
|
$282,900
0.11% of portfolio
|
Q3 2025
Added 30.07%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Jan 15, 2026 Q4 2025 |
2,827
shares
|
$282,700
0.09% of portfolio
|
Q4 2025
Added 23.61%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,806
shares
|
$280,600
0.08% of portfolio
|
Q3 2025
Added 0.04%
|
|