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 |
|---|---|---|---|---|---|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
136,918
shares
|
$13.7 Million
2.97% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
136,838
shares
|
$13.7 Million
3.91% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Oct 17, 2025 Q3 2025 |
136,297
shares
|
$13.6 Million
2.55% of portfolio
|
Q3 2025
Reduced 26.13%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
136,030
shares
|
$13.6 Million
1.82% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
134,963
shares
|
$13.5 Million
3.49% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
134,400
shares
|
$13.4 Million
0.94% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
134,194
shares
|
$13.4 Million
7.32% of portfolio
|
Q3 2025
Added 15.75%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
134,116
shares
|
$13.4 Million
0.39% of portfolio
|
Q3 2022
Added 4.01%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
133,863
shares
|
$13.4 Million
7.95% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
133,616
shares
|
$13.4 Million
0.78% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
133,014
shares
|
$13.3 Million
2.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
132,727
shares
|
$13.3 Million
1.58% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
132,100
shares
|
$13.2 Million
0.1% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
131,352
shares
|
$13.1 Million
0.26% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Easterly Investment Partners LLC
|
Nov 12, 2025 Q3 2025 |
131,350
shares
|
$13.1 Million
0.9% of portfolio
|
Q1 2024
Added 3.96%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
131,278
shares
|
$13.1 Million
0.26% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
131,126
shares
|
$13.1 Million
5.04% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
130,499
shares
|
$13 Million
0.98% of portfolio
|
Q3 2025
Added 16.59%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
130,387
shares
|
$13 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
130,301
shares
|
$13 Million
1.48% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
129,356
shares
|
$12.9 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
128,326
shares
|
$12.8 Million
0.36% of portfolio
|
Q1 2024
Added 3.32%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
128,306
shares
|
$12.8 Million
0.09% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
128,144
shares
|
$12.8 Million
0.31% of portfolio
|
Q3 2025
Reduced 84.13%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
127,569
shares
|
$12.8 Million
0.04% of portfolio
|
Q3 2025
Added 4.18%
|
|