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 |
|---|---|---|---|---|---|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
181,006
shares
|
$18.1 Million
1.3% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
180,430
shares
|
$18 Million
5.18% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
180,226
shares
|
$18 Million
0.91% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
177,751
shares
|
$17.8 Million
0.65% of portfolio
|
Q3 2025
Added 244.75%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
177,725
shares
|
$17.8 Million
0.24% of portfolio
|
Q3 2025
Reduced 19.02%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
177,306
shares
|
$17.7 Million
4.5% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
175,585
shares
|
$17.6 Million
14.2% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
174,866
shares
|
$17.5 Million
5.85% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
174,583
shares
|
$17.5 Million
5.38% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
174,160
shares
|
$17.4 Million
2.14% of portfolio
|
Q3 2025
Reduced 39.36%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
174,144
shares
|
$17.4 Million
1.47% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
173,727
shares
|
$17.4 Million
7.15% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
172,974
shares
|
$17.3 Million
11.28% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
172,641
shares
|
$17.3 Million
2.61% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
172,567
shares
|
$17.3 Million
0.18% of portfolio
|
Q2 2025
Added 83.41%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
171,607
shares
|
$17.2 Million
4.62% of portfolio
|
Q3 2023
Added 4351.54%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
171,245
shares
|
$17.1 Million
1.16% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
170,425
shares
|
$17 Million
2.23% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Agincourt Capital Management, LLC
|
Jan 10, 2025 Q4 2024 |
170,360
shares
|
$17 Million
16.53% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
169,888
shares
|
$17 Million
0.01% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
169,541
shares
|
$17 Million
0.02% of portfolio
|
Q3 2025
Added 96.93%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
168,069
shares
|
$16.8 Million
0.51% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
167,012
shares
|
$16.7 Million
0.56% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
166,560
shares
|
$16.7 Million
1.94% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
164,783
shares
|
$16.5 Million
1.63% of portfolio
|
Q3 2025
Added 4.65%
|
|