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 |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
663
shares
|
$66,300
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
655
shares
|
$65,500
0.01% of portfolio
|
Q3 2025
Reduced 84.19%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
650
shares
|
$65,000
0.02% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
621
shares
|
$62,100
0.01% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
610
shares
|
$61,000
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
604
shares
|
$60,400
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
561
shares
|
$56,100
0.02% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
542
shares
|
$54,200
0.03% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
540
shares
|
$54,000
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
516
shares
|
$51,600
0.02% of portfolio
|
Q2 2025
Added 21.99%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
512
shares
|
$51,200
0.02% of portfolio
|
Q1 2024
Reduced 17.55%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
491
shares
|
$49,100
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
465
shares
|
$46,500
0.01% of portfolio
|
Q3 2025
Reduced 77.91%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
450
shares
|
$45,000
0.0% of portfolio
|
Q3 2025
Reduced 94.3%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
415
shares
|
$41,500
0.02% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
410
shares
|
$41,000
0.01% of portfolio
|
Q3 2025
Added 4000.0%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
404
shares
|
$40,400
0.03% of portfolio
|
Q4 2025
Added 20.96%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
401
shares
|
$40,100
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
389
shares
|
$38,900
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
376
shares
|
$37,600
0.03% of portfolio
|
Q4 2025
Added 478.46%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
374
shares
|
$37,400
0.01% of portfolio
|
Q3 2025
Reduced 65.34%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
366
shares
|
$36,600
0.02% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
362
shares
|
$36,200
0.0% of portfolio
|
Q4 2025
Reduced 30.92%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
350
shares
|
$35,000
0.0% of portfolio
|
Q2 2022
Added 54.19%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
337
shares
|
$33,700
0.0% of portfolio
|
Q3 2025
Reduced 18.2%
|
|