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 |
|---|---|---|---|---|---|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
3
shares
|
$300
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
2
shares
|
$200
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
2
shares
|
$200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
1
shares
|
$100
0.0% of portfolio
|
Q1 2023
Added 7100.0%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
1
shares
|
$100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|
|
Deere & CO
Moline, IL |
Oct 21, 2025 Q3 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rebel Financial LLC
Groveport, OH |
Oct 24, 2025 Q3 2025 |
0
shares
|
$0
5.88% of portfolio
|
Q3 2025
Closed
|