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 |
|---|---|---|---|---|---|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
2,635
shares
|
$263,500
0.02% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
2,633
shares
|
$263,300
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,631
shares
|
$263,100
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
2,626
shares
|
$262,600
0.07% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
2,617
shares
|
$261,700
0.07% of portfolio
|
Q3 2025
Reduced 43.43%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,615
shares
|
$261,500
0.07% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
2,615
shares
|
$261,500
0.05% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,600
shares
|
$260,000
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
2,600
shares
|
$260,000
0.0% of portfolio
|
Q2 2024
Reduced 46.94%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
2,582
shares
|
$258,200
0.12% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
2,581
shares
|
$258,100
0.05% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
2,581
shares
|
$258,100
0.05% of portfolio
|
Q4 2025
Added 10.96%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
2,580
shares
|
$258,000
0.04% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,574
shares
|
$257,400
0.03% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
2,571
shares
|
$257,100
0.14% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
2,570
shares
|
$257,000
0.01% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
2,563
shares
|
$256,300
0.1% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
2,553
shares
|
$255,300
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
2,547
shares
|
$254,700
0.04% of portfolio
|
Q4 2025
Added 15.46%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
2,542
shares
|
$254,200
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
2,534
shares
|
$253,400
0.02% of portfolio
|
Q3 2025
Added 268.31%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
2,523
shares
|
$252,300
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
2,521
shares
|
$252,100
0.04% of portfolio
|
Q3 2025
Added 17.15%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
2,516
shares
|
$251,600
0.01% of portfolio
|
Q3 2025
Reduced 28.58%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
2,505
shares
|
$250,500
0.15% of portfolio
|
Q4 2025
New holding
|
|