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 |
|---|---|---|---|---|---|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
2,801
shares
|
$280,100
0.1% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
2,800
shares
|
$280,000
0.02% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
2,792
shares
|
$279,200
0.06% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
2,789
shares
|
$278,900
0.04% of portfolio
|
Q3 2025
Added 11.6%
|
|
|
Kendall Capital Management
|
Jan 16, 2026 Q4 2025 |
2,785
shares
|
$278,500
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
2,777
shares
|
$277,700
0.05% of portfolio
|
Q3 2025
Added 14.09%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,769
shares
|
$276,900
0.12% of portfolio
|
Q3 2025
Added 16.2%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
2,760
shares
|
$276,000
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
2,755
shares
|
$275,500
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Polaris Investment Advisors, LLC
Framingham, MA |
Jan 15, 2026 Q4 2025 |
2,749
shares
|
$274,900
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
2,735
shares
|
$273,500
0.05% of portfolio
|
Q3 2025
Added 52.54%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
2,734
shares
|
$273,400
0.15% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
2,708
shares
|
$270,800
0.1% of portfolio
|
Q4 2025
Added 782.08%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
2,696
shares
|
$269,600
0.04% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
2,694
shares
|
$269,400
0.01% of portfolio
|
Q4 2025
Reduced 31.22%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
2,682
shares
|
$268,200
0.12% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,680
shares
|
$268,000
0.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
2,674
shares
|
$267,400
0.09% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
2,666
shares
|
$266,600
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
2,663
shares
|
$266,300
0.1% of portfolio
|
Q4 2025
Reduced 8.24%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
2,660
shares
|
$266,000
0.25% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
2,655
shares
|
$265,500
0.02% of portfolio
|
Q2 2025
Reduced 35.46%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
2,655
shares
|
$265,500
0.18% of portfolio
|
Q4 2025
Added 2.51%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
2,653
shares
|
$265,300
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,646
shares
|
$264,600
0.1% of portfolio
|
Q1 2024
Reduced 5.16%
|
|