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 |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
140
shares
|
$14,000
0.0% of portfolio
|
Q3 2025
Reduced 20.9%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
139
shares
|
$13,900
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
134
shares
|
$13,400
0.01% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
132
shares
|
$13,200
0.01% of portfolio
|
Q3 2025
Reduced 97.11%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
123
shares
|
$12,300
0.0% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
114
shares
|
$11,400
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
105
shares
|
$10,500
0.01% of portfolio
|
Q2 2010
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
104
shares
|
$10,400
0.0% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
103
shares
|
$10,300
0.0% of portfolio
|
Q2 2025
Added 221.88%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
100
shares
|
$10,000
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
100
shares
|
$10,000
0.03% of portfolio
|
Q3 2025
Reduced 98.6%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
89
shares
|
$8,900
0.0% of portfolio
|
Q3 2025
Reduced 66.16%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
89
shares
|
$8,900
0.0% of portfolio
|
Q4 2024
Added 1599086.5%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
88
shares
|
$8,800
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
86
shares
|
$8,600
0.0% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
84
shares
|
$8,400
0.0% of portfolio
|
Q2 2025
Reduced 72.46%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
83
shares
|
$8,300
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
83
shares
|
$8,300
0.0% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
78
shares
|
$7,800
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
77
shares
|
$7,700
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
76
shares
|
$7,600
0.0% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
66
shares
|
$6,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
66
shares
|
$6,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
60
shares
|
$6,000
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
59
shares
|
$5,900
0.0% of portfolio
|
Q2 2024
Reduced 64.24%
|
|