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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
263
shares
|
$26,476
0.0% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Angeles Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
259
shares
|
$26,073
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
254
shares
|
$25,570
0.02% of portfolio
|
Q1 2023
Reduced 15.89%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
250
shares
|
$25,167
0.02% of portfolio
|
Q4 2024
Reduced 18.83%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
250
shares
|
$25,167
0.0% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
235
shares
|
$23,657
0.01% of portfolio
|
Q3 2023
Added 109.82%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
235
shares
|
$23,657
0.01% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
225
shares
|
$22,650
0.0% of portfolio
|
Q1 2023
Reduced 10.36%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
221
shares
|
$22,248
0.0% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
220
shares
|
$22,147
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
212
shares
|
$21,342
0.01% of portfolio
|
Q1 2025
Added 55.88%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
206
shares
|
$20,738
0.02% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
204
shares
|
$20,536
0.0% of portfolio
|
Q1 2025
Reduced 95.37%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
203
shares
|
$20,436
0.0% of portfolio
|
Q1 2025
Added 76.52%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
200
shares
|
$20,134
0.01% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
199
shares
|
$20,033
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
196
shares
|
$19,731
0.01% of portfolio
|
Q3 2025
Added 23.27%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
194
shares
|
$19,529
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
191
shares
|
$19,227
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
190
shares
|
$19,127
0.01% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
189
shares
|
$19,026
0.01% of portfolio
|
Q1 2025
Reduced 69.86%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
186
shares
|
$18,724
0.0% of portfolio
|
Q1 2025
Reduced 60.34%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
180
shares
|
$18,120
0.01% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
177
shares
|
$17,818
0.0% of portfolio
|
Q1 2025
Reduced 68.62%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
176
shares
|
$17,717
0.0% of portfolio
|
Q2 2025
Reduced 49.13%
|