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 |
|---|---|---|---|---|---|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
2,501
shares
|
$250,100
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Jan 12, 2026 Q4 2025 |
2,500
shares
|
$250,000
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
2,499
shares
|
$249,900
0.06% of portfolio
|
Q4 2025
Reduced 10.69%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
2,497
shares
|
$249,700
0.09% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
2,492
shares
|
$249,200
0.2% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
2,489
shares
|
$248,900
0.04% of portfolio
|
Q3 2025
Reduced 16.73%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,483
shares
|
$248,300
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,482
shares
|
$248,200
0.15% of portfolio
|
Q2 2023
Reduced 2.86%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
2,456
shares
|
$245,600
0.24% of portfolio
|
Q3 2025
Added 27.39%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
2,455
shares
|
$245,500
0.09% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,452
shares
|
$245,200
0.03% of portfolio
|
Q3 2025
Reduced 23.66%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
2,448
shares
|
$244,800
0.05% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
2,443
shares
|
$244,300
0.02% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 20, 2026 Q4 2025 |
2,441
shares
|
$244,100
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,441
shares
|
$244,100
0.01% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
2,430
shares
|
$243,000
0.07% of portfolio
|
Q4 2025
Reduced 28.06%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
2,423
shares
|
$242,300
0.07% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
2,423
shares
|
$242,300
0.03% of portfolio
|
Q4 2025
Added 9.1%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
2,411
shares
|
$241,100
0.09% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
2,411
shares
|
$241,100
0.12% of portfolio
|
Q4 2025
Added 1.3%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
2,410
shares
|
$241,000
0.04% of portfolio
|
Q3 2025
Reduced 21.68%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,407
shares
|
$240,700
0.02% of portfolio
|
Q3 2025
Reduced 69.53%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
2,395
shares
|
$239,500
0.07% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
2,384
shares
|
$238,400
0.02% of portfolio
|
Q4 2025
Reduced 5.25%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
2,384
shares
|
$238,400
0.04% of portfolio
|
Q3 2025
Added 10.94%
|
|