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 |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,219
shares
|
$122,716
0.01% of portfolio
|
Q2 2025
Reduced 50.45%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,219
shares
|
$122,716
0.08% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
1,205
shares
|
$121,307
0.07% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,201
shares
|
$120,904
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,180
shares
|
$118,790
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
1,177
shares
|
$118,488
0.04% of portfolio
|
Q3 2025
Reduced 88.8%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,130
shares
|
$113,757
0.05% of portfolio
|
Q3 2023
Added 966.04%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,123
shares
|
$113,052
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
1,100
shares
|
$110,737
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,079
shares
|
$108,622
0.02% of portfolio
|
Q2 2025
Added 70.19%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
1,039
shares
|
$104,596
0.06% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,036
shares
|
$104,294
0.02% of portfolio
|
Q3 2025
Reduced 25.68%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
1,033
shares
|
$103,992
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
1,033
shares
|
$103,992
0.04% of portfolio
|
Q1 2025
Added 22.68%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,030
shares
|
$103,690
0.0% of portfolio
|
Q1 2024
Reduced 54.59%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
1,023
shares
|
$102,985
0.02% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
1,000
shares
|
$100,670
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
992
shares
|
$99,864
0.08% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
981
shares
|
$98,757
0.05% of portfolio
|
Q3 2025
Added 15.14%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
938
shares
|
$94,428
0.02% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
917
shares
|
$92,314
0.0% of portfolio
|
Q2 2023
Added 2.23%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
903
shares
|
$90,905
0.05% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
897
shares
|
$90,300
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
887
shares
|
$89,294
0.01% of portfolio
|
Q3 2025
Added 163.99%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
878
shares
|
$88,388
0.06% of portfolio
|
Q2 2025
Reduced 34.91%
|