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 |
|---|---|---|---|---|---|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
463,415
shares
|
$46.7 Million
0.57% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
462,544
shares
|
$46.6 Million
1.2% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
457,945
shares
|
$46.1 Million
3.69% of portfolio
|
Q2 2025
Reduced 21.48%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
455,627
shares
|
$45.9 Million
0.16% of portfolio
|
Q2 2025
Reduced 44.19%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
447,869
shares
|
$45.1 Million
0.22% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Twele Capital Management, Inc.
|
Oct 15, 2025 Q3 2025 |
447,643
shares
|
$45.1 Million
8.33% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
440,414
shares
|
$44.3 Million
6.94% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
437,996
shares
|
$44.1 Million
7.73% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
436,900
shares
|
$44 Million
0.22% of portfolio
|
Q2 2025
Added 58.03%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
435,125
shares
|
$43.8 Million
0.05% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
434,865
shares
|
$43.8 Million
6.84% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
430,836
shares
|
$43.4 Million
0.24% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
429,245
shares
|
$43.2 Million
2.49% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
428,982
shares
|
$43.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
423,964
shares
|
$42.7 Million
1.05% of portfolio
|
Q3 2025
Added 17.44%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
422,926
shares
|
$42.6 Million
7.84% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
422,653
shares
|
$42.5 Million
7.7% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
420,922
shares
|
$42.4 Million
2.79% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
420,665
shares
|
$42.3 Million
10.56% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Mtc Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
418,264
shares
|
$42.1 Million
20.04% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
417,263
shares
|
$42 Million
0.19% of portfolio
|
Q4 2024
Reduced 73.55%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
412,908
shares
|
$41.6 Million
1.56% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
411,077
shares
|
$41.4 Million
0.08% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
409,503
shares
|
$41.2 Million
6.79% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Passaic Partners LLC
|
Aug 08, 2025 Q2 2025 |
408,903
shares
|
$41.2 Million
4.96% of portfolio
|
Q2 2025
Added 38.61%
|