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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
259,456
shares
|
$25.9 Million
2.87% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
259,104
shares
|
$25.9 Million
1.8% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
255,450
shares
|
$25.5 Million
0.48% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
253,743
shares
|
$25.4 Million
9.16% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
253,509
shares
|
$25.4 Million
0.42% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
253,204
shares
|
$25.3 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 15, 2025 Q3 2025 |
251,269
shares
|
$25.1 Million
16.06% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Financial Designs Corp
Claremont, CA |
Nov 07, 2025 Q3 2025 |
249,290
shares
|
$24.9 Million
14.51% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
248,874
shares
|
$24.9 Million
2.17% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
247,531
shares
|
$24.8 Million
1.26% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
245,606
shares
|
$24.6 Million
0.05% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Oct 14, 2025 Q3 2025 |
239,111
shares
|
$23.9 Million
23.98% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
238,113
shares
|
$23.8 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
237,926
shares
|
$23.8 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
236,340
shares
|
$23.6 Million
2.05% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
235,154
shares
|
$23.5 Million
13.29% of portfolio
|
Q3 2025
Added 57.48%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
233,633
shares
|
$23.4 Million
2.0% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
233,422
shares
|
$23.3 Million
6.51% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
232,805
shares
|
$23.3 Million
1.51% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
229,644
shares
|
$23 Million
4.44% of portfolio
|
Q3 2024
Added 129.41%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
229,072
shares
|
$22.9 Million
0.3% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
227,579
shares
|
$22.8 Million
6.47% of portfolio
|
Q3 2025
Added 1529.76%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
227,513
shares
|
$22.8 Million
1.67% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
226,482
shares
|
$22.6 Million
2.74% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
226,313
shares
|
$22.6 Million
0.65% of portfolio
|
Q3 2025
Added 30.45%
|
|