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 |
|---|---|---|---|---|---|
|
Fort Henry Capital, LLC
|
Oct 14, 2025 Q3 2025 |
282,459
shares
|
$28.2 Million
18.07% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
282,314
shares
|
$28.2 Million
5.77% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Gp Brinson Investments LLC
|
Oct 01, 2025 Q3 2025 |
280,650
shares
|
$28.1 Million
11.57% of portfolio
|
Q4 2023
Added 160.61%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
280,541
shares
|
$28.1 Million
4.71% of portfolio
|
Q3 2025
Added 27.65%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
280,368
shares
|
$28 Million
1.19% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
278,957
shares
|
$27.9 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
278,680
shares
|
$27.9 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
277,487
shares
|
$27.7 Million
0.17% of portfolio
|
Q2 2023
Reduced 94.26%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
274,430
shares
|
$27.4 Million
0.51% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
272,892
shares
|
$27.3 Million
5.97% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
272,387
shares
|
$27.2 Million
0.58% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
270,613
shares
|
$27.1 Million
2.74% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
269,103
shares
|
$26.9 Million
0.87% of portfolio
|
Q3 2025
Added 21.13%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
268,062
shares
|
$26.8 Million
0.39% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
267,176
shares
|
$26.7 Million
2.81% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
267,061
shares
|
$26.7 Million
2.47% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
266,962
shares
|
$26.7 Million
0.04% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
266,873
shares
|
$26.7 Million
4.59% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
265,103
shares
|
$26.5 Million
2.96% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
264,548
shares
|
$26.5 Million
4.06% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
263,211
shares
|
$26.3 Million
10.16% of portfolio
|
Q4 2023
Added 64.64%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
261,518
shares
|
$26.2 Million
7.22% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
260,851
shares
|
$26.1 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
260,534
shares
|
$26.1 Million
4.09% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
259,882
shares
|
$26 Million
2.56% of portfolio
|
Q3 2025
Added 1.89%
|
|