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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
331
shares
|
$33,100
0.0% of portfolio
|
Q4 2025
Added 77.96%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
331
shares
|
$33,100
0.02% of portfolio
|
Q2 2025
Reduced 14.91%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
325
shares
|
$32,500
0.01% of portfolio
|
Q2 2022
Reduced 1.52%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
317
shares
|
$31,700
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
315
shares
|
$31,500
0.01% of portfolio
|
Q1 2023
Reduced 75.1%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
314
shares
|
$31,400
0.02% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
313
shares
|
$31,300
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
312
shares
|
$31,200
0.0% of portfolio
|
Q4 2025
Reduced 58.84%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
311
shares
|
$31,100
0.02% of portfolio
|
Q2 2024
Reduced 11.14%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
309
shares
|
$30,900
0.01% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
307
shares
|
$30,700
0.06% of portfolio
|
Q3 2025
Reduced 58.12%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
300
shares
|
$30,000
0.0% of portfolio
|
Q1 2025
Reduced 50.41%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
294
shares
|
$29,400
0.01% of portfolio
|
Q2 2025
Added 47.0%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
287
shares
|
$28,700
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
259
shares
|
$25,900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
254
shares
|
$25,400
0.0% of portfolio
|
Q3 2025
Reduced 19.62%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
254
shares
|
$25,400
0.01% of portfolio
|
Q1 2023
Reduced 15.89%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
250
shares
|
$25,000
0.02% of portfolio
|
Q4 2024
Reduced 18.83%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
250
shares
|
$25,000
0.0% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
235
shares
|
$23,500
0.01% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
225
shares
|
$22,500
0.0% of portfolio
|
Q1 2023
Reduced 10.36%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
225
shares
|
$22,500
0.01% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
221
shares
|
$22,100
0.0% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
220
shares
|
$22,000
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
212
shares
|
$21,200
0.01% of portfolio
|
Q1 2025
Added 55.88%
|
|