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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
207
shares
|
$20,700
0.02% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
205
shares
|
$20,500
0.02% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
204
shares
|
$20,400
0.0% of portfolio
|
Q1 2025
Reduced 95.37%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
203
shares
|
$20,300
0.0% of portfolio
|
Q1 2025
Added 76.52%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
200
shares
|
$20,000
0.01% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
200
shares
|
$20,000
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
199
shares
|
$19,900
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
198
shares
|
$19,800
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
197
shares
|
$19,700
0.01% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
196
shares
|
$19,600
0.01% of portfolio
|
Q3 2025
Added 23.27%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
194
shares
|
$19,400
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
193
shares
|
$19,300
0.0% of portfolio
|
Q3 2025
Reduced 94.38%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
190
shares
|
$19,000
0.01% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
186
shares
|
$18,600
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
176
shares
|
$17,600
0.0% of portfolio
|
Q2 2025
Reduced 49.13%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
173
shares
|
$17,300
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
172
shares
|
$17,200
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
166
shares
|
$16,600
0.0% of portfolio
|
Q2 2025
Reduced 24.2%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
166
shares
|
$16,600
0.01% of portfolio
|
Q3 2025
Reduced 68.44%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
164
shares
|
$16,400
0.01% of portfolio
|
Q3 2025
Added 88.51%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
155
shares
|
$15,500
0.0% of portfolio
|
Q3 2022
Added 6.16%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
153
shares
|
$15,300
0.01% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
149
shares
|
$14,900
0.01% of portfolio
|
Q4 2024
Reduced 95.67%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
148
shares
|
$14,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
141
shares
|
$14,100
0.0% of portfolio
|
Q4 2024
New holding
|
|