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 |
|---|---|---|---|---|---|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
173
shares
|
$17,415
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
172
shares
|
$17,315
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
166
shares
|
$16,711
0.0% of portfolio
|
Q2 2025
Reduced 24.2%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
166
shares
|
$16,711
0.01% of portfolio
|
Q3 2025
Reduced 68.44%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
155
shares
|
$15,603
0.0% of portfolio
|
Q3 2022
Added 6.16%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
153
shares
|
$15,402
0.01% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
149
shares
|
$14,999
0.01% of portfolio
|
Q4 2024
Reduced 95.67%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
148
shares
|
$14,899
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
141
shares
|
$14,194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
133
shares
|
$13,389
0.01% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
123
shares
|
$12,382
0.0% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
115
shares
|
$11,577
0.0% of portfolio
|
Q3 2025
Added 210.81%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
114
shares
|
$11,476
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
114
shares
|
$11,476
0.03% of portfolio
|
Q3 2024
Reduced 83.45%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
105
shares
|
$10,570
0.01% of portfolio
|
Q2 2010
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
104
shares
|
$10,469
0.0% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
103
shares
|
$10,369
0.0% of portfolio
|
Q2 2025
Added 221.88%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
100
shares
|
$10,067
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
89
shares
|
$8,959
0.0% of portfolio
|
Q4 2024
Added 1599086.5%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
88
shares
|
$8,858
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
87
shares
|
$8,758
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
86
shares
|
$8,657
0.0% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
84
shares
|
$8,456
0.0% of portfolio
|
Q2 2025
Reduced 72.46%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
83
shares
|
$8,355
0.0% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
82
shares
|
$8,254
0.0% of portfolio
|
Q1 2025
Added 1.23%
|