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 2,277 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 $129 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
2,135,000
shares
|
$214 Million
8.01% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,894,657
shares
|
$189 Million
3.54% of portfolio
|
Q3 2025
Reduced 44.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,890,101
shares
|
$189 Million
0.28% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 10, 2025 Q3 2025 |
1,868,699
shares
|
$187 Million
22.8% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
1,859,432
shares
|
$186 Million
4.07% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 23, 2026 Q4 2025 |
1,849,735
shares
|
$185 Million
14.61% of portfolio
|
Q4 2025
Added 2.31%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
1,772,568
shares
|
$177 Million
7.36% of portfolio
|
Q4 2025
Added 8.68%
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
1,748,071
shares
|
$175 Million
3.14% of portfolio
|
Q4 2025
Added 1.51%
|
|
|
Howard Capital Management Inc.
|
Jan 22, 2026 Q4 2025 |
1,734,237
shares
|
$173 Million
1.6% of portfolio
|
Q4 2025
Reduced -0.0%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
1,538,979
shares
|
$154 Million
4.39% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Geisinger Health
Danville, PA |
Aug 14, 2024 Q2 2024 |
1,529,816
shares
|
$153 Million
43.16% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,442,415
shares
|
$144 Million
3.04% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
1,426,143
shares
|
$143 Million
4.08% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
1,419,940
shares
|
$142 Million
8.29% of portfolio
|
Q4 2025
Added 4.71%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
1,413,455
shares
|
$141 Million
0.32% of portfolio
|
Q1 2023
Reduced 6.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
1,400,997
shares
|
$140 Million
0.41% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
1,371,949
shares
|
$137 Million
11.96% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,323,132
shares
|
$132 Million
0.36% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
1,316,435
shares
|
$132 Million
2.35% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,311,530
shares
|
$131 Million
2.17% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
1,288,891
shares
|
$129 Million
1.8% of portfolio
|
Q3 2025
Added 45.74%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
1,272,483
shares
|
$127 Million
0.08% of portfolio
|
Q3 2025
Added 40.71%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
1,265,868
shares
|
$127 Million
0.27% of portfolio
|
Q4 2025
Added 167.59%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
1,263,553
shares
|
$126 Million
5.47% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,226,174
shares
|
$123 Million
0.29% of portfolio
|
Q3 2025
Added 15.19%
|
|