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 |
|---|---|---|---|---|---|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
864
shares
|
$86,978
0.02% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
836
shares
|
$84,160
0.01% of portfolio
|
Q2 2025
Added 67.2%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
836
shares
|
$84,160
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
820
shares
|
$82,549
0.02% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
811
shares
|
$81,643
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
805
shares
|
$81,039
0.02% of portfolio
|
Q1 2025
Reduced 93.48%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
764
shares
|
$76,911
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
758
shares
|
$76,307
0.01% of portfolio
|
Q3 2025
Added 33.69%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
720
shares
|
$72,482
0.01% of portfolio
|
Q1 2025
Reduced 48.57%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
704
shares
|
$70,871
0.01% of portfolio
|
Q4 2024
Reduced 23.97%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
699
shares
|
$70,368
0.02% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
693
shares
|
$69,764
0.02% of portfolio
|
Q2 2025
Reduced 73.43%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
666
shares
|
$67,046
0.01% of portfolio
|
Q3 2025
Reduced 16.33%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
663
shares
|
$66,744
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
655
shares
|
$65,938
0.01% of portfolio
|
Q3 2025
Reduced 84.19%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
655
shares
|
$65,938
0.03% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
655
shares
|
$65,938
0.03% of portfolio
|
Q2 2025
Added 2239.29%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
650
shares
|
$65,435
0.02% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
617
shares
|
$62,113
0.02% of portfolio
|
Q2 2025
Added 252.57%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
604
shares
|
$60,804
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
583
shares
|
$58,690
0.01% of portfolio
|
Q2 2025
Reduced 15.01%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
561
shares
|
$56,475
0.02% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
542
shares
|
$54,563
0.03% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
524
shares
|
$52,751
0.0% of portfolio
|
Q3 2025
Added 509.3%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
516
shares
|
$51,945
0.02% of portfolio
|
Q2 2025
Added 21.99%
|