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 |
|---|---|---|---|---|---|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
2,149
shares
|
$216,339
0.06% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
2,148
shares
|
$216,239
0.0% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
2,135
shares
|
$214,930
0.17% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,131
shares
|
$214,527
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,121
shares
|
$213,521
0.08% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
2,115
shares
|
$212,917
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
2,110
shares
|
$212,413
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
2,105
shares
|
$211,910
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
2,104
shares
|
$211,809
0.02% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
2,100
shares
|
$211,407
0.06% of portfolio
|
Q2 2024
Reduced 72.19%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
2,100
shares
|
$211,407
0.03% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
2,100
shares
|
$211,407
0.16% of portfolio
|
Q2 2025
Added 39.91%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
2,100
shares
|
$211,407
0.18% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
2,097
shares
|
$211,104
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
2,091
shares
|
$210,500
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
2,089
shares
|
$210,299
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
2,076
shares
|
$208,990
0.02% of portfolio
|
Q1 2025
Reduced 22.07%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,070
shares
|
$208,386
0.14% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
2,066
shares
|
$207,984
0.04% of portfolio
|
Q3 2025
Reduced 27.18%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 20, 2025 Q3 2025 |
2,065
shares
|
$207,883
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
2,060
shares
|
$207,380
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
2,058
shares
|
$207,178
0.2% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
2,047
shares
|
$206,071
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,045
shares
|
$205,870
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
2,034
shares
|
$204,762
0.02% of portfolio
|
Q2 2025
New holding
|