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 |
|---|---|---|---|---|---|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
2,058
shares
|
$205,800
0.2% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
2,056
shares
|
$205,600
0.03% of portfolio
|
Q4 2025
Reduced 26.99%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
2,047
shares
|
$204,700
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
2,043
shares
|
$204,300
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
2,042
shares
|
$204,200
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
2,028
shares
|
$202,800
0.05% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
2,026
shares
|
$202,600
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
2,026
shares
|
$202,600
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
2,025
shares
|
$202,500
0.02% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
2,022
shares
|
$202,200
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
2,020
shares
|
$202,000
0.07% of portfolio
|
Q3 2025
Added 55.38%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
2,019
shares
|
$201,900
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
2,012
shares
|
$201,200
0.05% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$200,000
0.0% of portfolio
|
Q3 2025
Reduced 87.95%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
1,995
shares
|
$199,500
0.1% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,981
shares
|
$198,100
0.13% of portfolio
|
Q3 2024
Added 91.4%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,941
shares
|
$194,100
0.15% of portfolio
|
Q2 2022
Reduced 51.33%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,911
shares
|
$191,100
0.02% of portfolio
|
Q3 2025
Added 3032.79%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
1,881
shares
|
$188,100
0.07% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
1,842
shares
|
$184,200
0.08% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
1,797
shares
|
$179,700
0.08% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,784
shares
|
$178,400
0.13% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
1,769
shares
|
$176,900
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,741
shares
|
$174,100
0.15% of portfolio
|
Q4 2024
Added 76.39%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,723
shares
|
$172,300
0.1% of portfolio
|
Q1 2025
Reduced 1.09%
|
|