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 |
|---|---|---|---|---|---|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
560,906
shares
|
$56.5 Million
2.45% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
558,965
shares
|
$56.3 Million
3.94% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
558,748
shares
|
$56.2 Million
0.19% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 09, 2025 Q3 2025 |
554,366
shares
|
$55.8 Million
13.92% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
552,328
shares
|
$55.6 Million
0.54% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
544,398
shares
|
$54.8 Million
1.95% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
541,281
shares
|
$54.5 Million
3.09% of portfolio
|
Q2 2025
Added 208.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
540,598
shares
|
$54.4 Million
0.55% of portfolio
|
Q3 2025
Added 18.72%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Oct 29, 2025 Q3 2025 |
535,246
shares
|
$53.9 Million
21.61% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Rock Creek Group, LP
|
Aug 12, 2025 Q2 2025 |
534,194
shares
|
$53.8 Million
6.24% of portfolio
|
Q2 2025
Reduced 37.83%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
533,312
shares
|
$53.7 Million
13.61% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
P/E Global LLC
|
Oct 22, 2025 Q3 2025 |
526,584
shares
|
$53 Million
10.56% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
516,514
shares
|
$52 Million
20.1% of portfolio
|
Q2 2025
Added 15.84%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
512,529
shares
|
$51.6 Million
0.27% of portfolio
|
Q2 2025
Added 38.1%
|
|
|
Goal Fusion Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
502,507
shares
|
$50.6 Million
24.12% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 20, 2025 Q3 2025 |
501,092
shares
|
$50.4 Million
8.28% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
495,713
shares
|
$49.9 Million
11.38% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
485,689
shares
|
$48.9 Million
0.8% of portfolio
|
Q3 2025
Added 35.33%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
484,432
shares
|
$48.8 Million
9.06% of portfolio
|
Q2 2025
Reduced 26.43%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
478,908
shares
|
$48.2 Million
0.27% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
478,545
shares
|
$48.2 Million
0.57% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Oct 14, 2025 Q3 2025 |
475,247
shares
|
$47.8 Million
27.07% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
473,087
shares
|
$47.6 Million
1.07% of portfolio
|
Q3 2025
Added 14.19%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
472,538
shares
|
$47.6 Million
2.9% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
468,671
shares
|
$47.2 Million
16.99% of portfolio
|
Q4 2023
Added 339.42%
|