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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
2,144
shares
|
$214,400
0.01% of portfolio
|
Q4 2025
Added 12.08%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
2,134
shares
|
$213,400
0.07% of portfolio
|
Q2 2025
Added 290.72%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
2,131
shares
|
$213,100
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,131
shares
|
$213,100
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
2,128
shares
|
$212,800
0.19% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,121
shares
|
$212,100
0.08% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
2,117
shares
|
$211,700
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
2,115
shares
|
$211,500
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
2,114
shares
|
$211,400
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
2,110
shares
|
$211,000
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
2,108
shares
|
$210,800
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
2,104
shares
|
$210,400
0.02% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
2,100
shares
|
$210,000
0.05% of portfolio
|
Q2 2024
Reduced 72.19%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
2,100
shares
|
$210,000
0.03% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
2,100
shares
|
$210,000
0.16% of portfolio
|
Q2 2025
Added 39.91%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
2,099
shares
|
$209,900
0.01% of portfolio
|
Q3 2025
Reduced 27.72%
|
|
|
Essex LLC
|
Jan 16, 2026 Q4 2025 |
2,098
shares
|
$209,800
0.04% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
2,097
shares
|
$209,700
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
2,089
shares
|
$208,900
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
2,076
shares
|
$207,600
0.02% of portfolio
|
Q1 2025
Reduced 22.07%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,070
shares
|
$207,000
0.14% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
2,066
shares
|
$206,600
0.11% of portfolio
|
Q4 2025
Reduced 45.1%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
2,066
shares
|
$206,600
0.04% of portfolio
|
Q3 2025
Reduced 27.18%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
2,065
shares
|
$206,500
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,064
shares
|
$206,400
0.05% of portfolio
|
Q4 2025
New holding
|
|