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 2,221 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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
367,255
shares
|
$36.7 Million
1.65% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
366,824
shares
|
$36.7 Million
0.17% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
366,262
shares
|
$36.6 Million
0.19% of portfolio
|
Q3 2025
Reduced 23.52%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
365,310
shares
|
$36.5 Million
7.47% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
363,294
shares
|
$36.3 Million
3.39% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
358,805
shares
|
$35.9 Million
1.14% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Nov 10, 2025 Q3 2025 |
353,529
shares
|
$35.4 Million
17.32% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
353,100
shares
|
$35.3 Million
2.16% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Oct 24, 2025 Q3 2025 |
352,546
shares
|
$35.3 Million
7.29% of portfolio
|
Q3 2025
Reduced 27.29%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
352,147
shares
|
$35.2 Million
0.54% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
349,960
shares
|
$35 Million
1.31% of portfolio
|
Q4 2023
New holding
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
345,590
shares
|
$34.6 Million
5.59% of portfolio
|
Q3 2025
Added 11.97%
|
|
|
Strategic Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
344,640
shares
|
$34.5 Million
19.31% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
341,112
shares
|
$34.1 Million
8.21% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
338,563
shares
|
$33.9 Million
7.82% of portfolio
|
Q3 2025
New holding
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
336,222
shares
|
$33.6 Million
4.55% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
332,544
shares
|
$33.3 Million
2.61% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
332,039
shares
|
$33.2 Million
5.67% of portfolio
|
Q3 2025
Added 19.43%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
331,232
shares
|
$33.1 Million
2.85% of portfolio
|
Q4 2022
Reduced 9.71%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
329,165
shares
|
$32.9 Million
2.31% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
327,224
shares
|
$32.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 20.4%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
323,746
shares
|
$32.4 Million
1.96% of portfolio
|
Q3 2025
Added 41.55%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
323,723
shares
|
$32.4 Million
1.95% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
323,485
shares
|
$32.3 Million
5.91% of portfolio
|
Q3 2025
Added 20.13%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
321,417
shares
|
$32.1 Million
2.06% of portfolio
|
Q4 2024
Added 0.97%
|
|