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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
2,262
shares
|
$226,200
0.05% of portfolio
|
Q3 2025
Added 226.41%
|
|
|
Banque Pictet & Cie Sa
|
Jan 16, 2026 Q4 2025 |
2,261
shares
|
$226,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
2,251
shares
|
$225,100
0.02% of portfolio
|
Q4 2025
Reduced 8.05%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
2,248
shares
|
$224,800
0.02% of portfolio
|
Q4 2025
Added 2.23%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,247
shares
|
$224,700
0.05% of portfolio
|
Q3 2022
Reduced 99.71%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,247
shares
|
$224,700
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
2,240
shares
|
$224,000
0.08% of portfolio
|
Q3 2025
Reduced 16.6%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
2,237
shares
|
$223,700
0.04% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
2,227
shares
|
$222,700
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
2,220
shares
|
$222,000
0.13% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,215
shares
|
$221,500
0.04% of portfolio
|
Q2 2025
Reduced 52.07%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
2,213
shares
|
$221,300
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
2,210
shares
|
$221,000
0.0% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,200
shares
|
$220,000
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,200
shares
|
$220,000
0.06% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
2,200
shares
|
$220,000
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
2,190
shares
|
$219,000
0.13% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
2,181
shares
|
$218,100
0.08% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
2,177
shares
|
$217,700
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,175
shares
|
$217,500
0.4% of portfolio
|
Q3 2022
Reduced 7.56%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
2,173
shares
|
$217,300
0.02% of portfolio
|
Q3 2025
Reduced 20.14%
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,165
shares
|
$216,500
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
2,161
shares
|
$216,100
0.03% of portfolio
|
Q2 2025
Reduced 0.73%
|
|