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 |
|---|---|---|---|---|---|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
1,651
shares
|
$166,206
0.1% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
1,624
shares
|
$163,488
0.1% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
1,612
shares
|
$162,280
0.08% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,577
shares
|
$158,756
0.01% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,573
shares
|
$158,353
0.01% of portfolio
|
Q2 2025
Added 6192.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,570
shares
|
$158,051
0.05% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
1,558
shares
|
$156,843
0.01% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
1,550
shares
|
$156,038
0.05% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,550
shares
|
$156,038
0.02% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,548
shares
|
$155,837
0.09% of portfolio
|
Q2 2022
Reduced 68.97%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
1,519
shares
|
$152,917
0.05% of portfolio
|
Q3 2025
Reduced 33.2%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
1,510
shares
|
$152,011
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
1,496
shares
|
$150,602
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
1,495
shares
|
$150,501
0.04% of portfolio
|
Q3 2025
Reduced 38.93%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
1,493
shares
|
$150,300
0.01% of portfolio
|
Q3 2024
Reduced 29.58%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,463
shares
|
$147,280
0.02% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
1,436
shares
|
$144,562
0.06% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
1,429
shares
|
$143,857
0.06% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
1,372
shares
|
$138,119
0.04% of portfolio
|
Q3 2025
Reduced 24.7%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,367
shares
|
$137,615
0.04% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,308
shares
|
$131,676
0.04% of portfolio
|
Q3 2025
Added 22.82%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,290
shares
|
$129,864
0.03% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
1,263
shares
|
$127,146
0.01% of portfolio
|
Q2 2025
Added 28.75%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,260
shares
|
$126,844
0.32% of portfolio
|
Q4 2022
Reduced 77.55%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,229
shares
|
$123,723
0.0% of portfolio
|
Q2 2025
Reduced 11.65%
|