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 2,193 institutions that hold shares in the stock, with a total of 1.29 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 |
|---|---|---|---|---|---|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
2,265
shares
|
$228,017
0.09% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
2,265
shares
|
$228,017
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
2,261
shares
|
$227,614
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,247
shares
|
$226,205
0.05% of portfolio
|
Q3 2022
Reduced 99.71%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,247
shares
|
$226,205
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
2,240
shares
|
$225,500
0.08% of portfolio
|
Q3 2025
Reduced 16.6%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
2,237
shares
|
$225,198
0.04% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
2,221
shares
|
$223,588
0.03% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
2,220
shares
|
$223,487
0.13% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
2,217
shares
|
$223,185
0.07% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,215
shares
|
$222,984
0.03% of portfolio
|
Q2 2025
Reduced 52.07%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
2,213
shares
|
$222,782
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
2,210
shares
|
$222,480
0.0% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
2,206
shares
|
$222,078
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,200
shares
|
$221,474
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,200
shares
|
$221,474
0.06% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
2,200
shares
|
$221,474
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
2,199
shares
|
$221,373
0.02% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
2,181
shares
|
$219,561
0.08% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
2,180
shares
|
$219,460
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,175
shares
|
$218,957
0.4% of portfolio
|
Q3 2022
Reduced 7.56%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
2,175
shares
|
$218,957
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
2,161
shares
|
$217,547
0.03% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
2,155
shares
|
$216,943
0.03% of portfolio
|
Q2 2025
Reduced 76.06%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
2,152
shares
|
$216,641
0.02% of portfolio
|
Q2 2025
Reduced 96.0%
|