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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
225,061
shares
|
$22.5 Million
2.21% of portfolio
|
Q2 2023
Added 6.51%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
225,015
shares
|
$22.5 Million
0.23% of portfolio
|
Q3 2025
Reduced 12.39%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
221,699
shares
|
$22.2 Million
2.9% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 28, 2025 Q3 2025 |
220,918
shares
|
$22.1 Million
11.7% of portfolio
|
Q3 2025
Added 21.72%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
220,762
shares
|
$22.1 Million
6.83% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
217,271
shares
|
$21.7 Million
6.78% of portfolio
|
Q3 2025
Reduced 17.7%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
216,775
shares
|
$21.7 Million
1.02% of portfolio
|
Q3 2025
Added 18.52%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
216,766
shares
|
$21.7 Million
1.43% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
216,341
shares
|
$21.6 Million
1.59% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
215,692
shares
|
$21.6 Million
11.24% of portfolio
|
Q2 2025
Added 69.29%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
213,454
shares
|
$21.3 Million
3.32% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
210,884
shares
|
$21.1 Million
1.53% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
210,842
shares
|
$21.1 Million
0.21% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
210,763
shares
|
$21.1 Million
8.28% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
209,358
shares
|
$20.9 Million
3.79% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
207,585
shares
|
$20.8 Million
0.53% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
205,712
shares
|
$20.6 Million
0.32% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
205,284
shares
|
$20.5 Million
0.84% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
205,248
shares
|
$20.5 Million
5.69% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
203,319
shares
|
$20.3 Million
2.75% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
201,376
shares
|
$20.1 Million
5.35% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
200,769
shares
|
$20.1 Million
0.21% of portfolio
|
Q3 2025
Reduced 30.31%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 31, 2025 Q3 2025 |
200,483
shares
|
$20 Million
2.41% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
200,021
shares
|
$20 Million
3.2% of portfolio
|
Q3 2025
Added 37.96%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
200,000
shares
|
$20 Million
0.02% of portfolio
|
Q3 2025
Added 51.04%
|
|