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 |
|---|---|---|---|---|---|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 16, 2026 Q4 2025 |
2,382
shares
|
$238,200
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
2,373
shares
|
$237,300
0.02% of portfolio
|
Q4 2025
Reduced 12.24%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
2,364
shares
|
$236,400
0.02% of portfolio
|
Q4 2025
Reduced 5.93%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
2,363
shares
|
$236,300
0.03% of portfolio
|
Q2 2022
Reduced 0.96%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,362
shares
|
$236,200
0.0% of portfolio
|
Q2 2022
Reduced 2.54%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
2,358
shares
|
$235,800
0.17% of portfolio
|
Q3 2025
Reduced 11.55%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
2,350
shares
|
$235,000
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
2,339
shares
|
$233,900
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
2,335
shares
|
$233,500
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
2,335
shares
|
$233,500
0.08% of portfolio
|
Q3 2025
Reduced 20.98%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
2,332
shares
|
$233,200
0.04% of portfolio
|
Q3 2025
Added 5082.22%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
2,328
shares
|
$232,800
0.03% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
2,322
shares
|
$232,200
0.02% of portfolio
|
Q2 2025
Reduced 37.45%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
2,319
shares
|
$231,900
0.1% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,316
shares
|
$231,600
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Cassilly Financial Group LLC
Severna Park, MD |
Jan 15, 2026 Q4 2025 |
2,314
shares
|
$231,400
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
2,310
shares
|
$231,000
0.14% of portfolio
|
Q3 2025
Reduced 60.84%
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,309
shares
|
$230,900
0.04% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
2,307
shares
|
$230,700
0.01% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,300
shares
|
$230,000
0.05% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
2,300
shares
|
$230,000
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
2,298
shares
|
$229,800
0.09% of portfolio
|
Q4 2024
Reduced 31.61%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
2,291
shares
|
$229,100
0.09% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
2,280
shares
|
$228,000
0.09% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
2,265
shares
|
$226,500
0.09% of portfolio
|
Q3 2025
Reduced 9.94%
|
|