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 |
|---|---|---|---|---|---|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
147,856
shares
|
$14.8 Million
6.23% of portfolio
|
Q3 2025
Added 23.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
147,568
shares
|
$14.8 Million
0.37% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Tide Cove Capital Partners LLC
San Diego, CA |
Nov 07, 2025 Q3 2025 |
146,759
shares
|
$14.7 Million
11.32% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
146,462
shares
|
$14.6 Million
0.16% of portfolio
|
Q3 2025
Reduced 11.24%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
145,536
shares
|
$14.6 Million
5.18% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
144,485
shares
|
$14.4 Million
0.22% of portfolio
|
Q3 2025
Reduced 33.95%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
143,849
shares
|
$14.4 Million
3.73% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
143,398
shares
|
$14.3 Million
6.3% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
142,875
shares
|
$14.3 Million
4.87% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
142,486
shares
|
$14.2 Million
2.26% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
142,314
shares
|
$14.2 Million
11.17% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
141,995
shares
|
$14.2 Million
3.18% of portfolio
|
Q3 2025
Added 27.96%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
141,923
shares
|
$14.2 Million
1.11% of portfolio
|
Q3 2025
Added 17.45%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
141,370
shares
|
$14.1 Million
0.65% of portfolio
|
Q3 2025
Reduced 78.82%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
140,915
shares
|
$14.1 Million
1.88% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
139,927
shares
|
$14 Million
4.24% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
139,883
shares
|
$14 Million
2.06% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Nov 12, 2025 Q3 2025 |
139,214
shares
|
$13.9 Million
13.11% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
Nov 12, 2025 Q3 2025 |
138,580
shares
|
$13.9 Million
13.72% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
138,363
shares
|
$13.8 Million
0.98% of portfolio
|
Q3 2025
Added 29.41%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
138,314
shares
|
$13.8 Million
3.06% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
138,159
shares
|
$13.8 Million
1.7% of portfolio
|
Q3 2025
Reduced 67.15%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
137,885
shares
|
$13.8 Million
2.69% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
137,467
shares
|
$13.7 Million
5.5% of portfolio
|
Q3 2025
Added 11.74%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
137,379
shares
|
$13.7 Million
0.08% of portfolio
|
Q3 2025
Added 4.41%
|
|