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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
78
shares
|
$7,852
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
77
shares
|
$7,751
0.02% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
77
shares
|
$7,751
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
75
shares
|
$7,550
0.01% of portfolio
|
Q2 2025
Reduced 82.88%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
72
shares
|
$7,248
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
66
shares
|
$6,644
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
65
shares
|
$6,543
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
64
shares
|
$6,442
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
64
shares
|
$6,442
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
60
shares
|
$6,040
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
59
shares
|
$5,939
0.0% of portfolio
|
Q2 2024
Reduced 64.24%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
59
shares
|
$5,939
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
52
shares
|
$5,234
0.0% of portfolio
|
Q3 2025
Reduced 17.46%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
50
shares
|
$5,033
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$4,932
0.0% of portfolio
|
Q3 2023
Added 2.08%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
49
shares
|
$4,932
0.0% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
48
shares
|
$4,832
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
45
shares
|
$4,530
0.0% of portfolio
|
Q1 2023
Reduced 65.12%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
45
shares
|
$4,530
0.0% of portfolio
|
Q2 2025
Reduced 98.45%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
39
shares
|
$3,926
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
39
shares
|
$3,926
0.0% of portfolio
|
Q3 2025
Reduced 88.43%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
39
shares
|
$3,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
36
shares
|
$3,624
0.0% of portfolio
|
Q3 2025
Reduced 98.14%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
35
shares
|
$3,523
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
31
shares
|
$3,120
0.0% of portfolio
|
Q2 2025
Reduced 95.0%
|