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 |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
318,010
shares
|
$31.8 Million
1.96% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
316,728
shares
|
$31.7 Million
6.47% of portfolio
|
Q4 2022
Added 143.23%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
316,728
shares
|
$31.7 Million
6.45% of portfolio
|
Q4 2022
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
314,328
shares
|
$31.4 Million
5.71% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
308,204
shares
|
$30.8 Million
3.74% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
306,143
shares
|
$30.6 Million
8.19% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
305,151
shares
|
$30.5 Million
0.68% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
303,197
shares
|
$30.3 Million
4.46% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
302,182
shares
|
$30.2 Million
2.73% of portfolio
|
Q3 2025
Added 17.52%
|
|
|
First Bank & Trust
|
Oct 10, 2025 Q3 2025 |
302,124
shares
|
$30.2 Million
5.19% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
300,717
shares
|
$30.1 Million
4.3% of portfolio
|
Q3 2025
Reduced 31.72%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
297,832
shares
|
$29.8 Million
10.65% of portfolio
|
Q3 2025
Reduced 49.15%
|
|
|
First Citizens Investor Services, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
297,831
shares
|
$29.8 Million
11.54% of portfolio
|
Q3 2025
New holding
|
|
|
First Washington Corp
Seattle, WA |
Nov 13, 2025 Q3 2025 |
297,782
shares
|
$29.8 Million
8.54% of portfolio
|
Q3 2025
Reduced 22.41%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
295,988
shares
|
$29.6 Million
0.45% of portfolio
|
Q3 2025
Added 19.84%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
290,826
shares
|
$29.1 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
290,583
shares
|
$29.1 Million
1.77% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
289,103
shares
|
$28.9 Million
1.2% of portfolio
|
Q3 2025
Added 31.73%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
287,893
shares
|
$28.8 Million
0.48% of portfolio
|
Q3 2025
Added 19.4%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
287,270
shares
|
$28.7 Million
1.55% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
285,425
shares
|
$28.5 Million
0.46% of portfolio
|
Q4 2023
Reduced 31.79%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
285,398
shares
|
$28.5 Million
0.05% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
284,976
shares
|
$28.5 Million
0.61% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
284,924
shares
|
$28.5 Million
0.35% of portfolio
|
Q3 2025
Added 55.27%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
283,768
shares
|
$28.4 Million
1.69% of portfolio
|
Q3 2025
Reduced 2.41%
|
|