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 |
|---|---|---|---|---|---|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
200,000
shares
|
$20 Million
0.02% of portfolio
|
Q3 2025
Added 51.04%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
199,588
shares
|
$20 Million
0.75% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
198,319
shares
|
$19.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 28.89%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
198,270
shares
|
$19.8 Million
8.94% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
197,903
shares
|
$19.8 Million
1.3% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
197,739
shares
|
$19.8 Million
5.88% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
195,008
shares
|
$19.5 Million
7.57% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
194,250
shares
|
$19.4 Million
0.09% of portfolio
|
Q4 2022
Added 257.35%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
194,015
shares
|
$19.4 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
193,343
shares
|
$19.3 Million
0.48% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
193,127
shares
|
$19.3 Million
0.49% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
192,114
shares
|
$19.2 Million
4.08% of portfolio
|
Q2 2025
Reduced 20.27%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
192,007
shares
|
$19.2 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
190,298
shares
|
$19 Million
11.96% of portfolio
|
Q4 2023
Added 42.29%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
188,921
shares
|
$18.9 Million
0.69% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
187,926
shares
|
$18.8 Million
0.23% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
187,751
shares
|
$18.8 Million
13.19% of portfolio
|
Q3 2023
Added 1.73%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
187,424
shares
|
$18.7 Million
0.25% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
186,772
shares
|
$18.7 Million
4.71% of portfolio
|
Q3 2025
Added 78.75%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
186,088
shares
|
$18.6 Million
0.71% of portfolio
|
Q3 2025
Reduced 48.53%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
185,050
shares
|
$18.5 Million
0.03% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
184,372
shares
|
$18.4 Million
0.44% of portfolio
|
Q2 2025
Reduced 33.63%
|
|
|
Passaic Partners LLC
|
Nov 13, 2025 Q3 2025 |
182,465
shares
|
$18.2 Million
2.24% of portfolio
|
Q3 2025
Reduced 55.38%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
182,336
shares
|
$18.2 Million
0.46% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
181,911
shares
|
$18.2 Million
1.01% of portfolio
|
Q3 2025
Reduced 3.96%
|
|