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 |
|---|---|---|---|---|---|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 07, 2025 Q3 2025 |
127,161
shares
|
$12.7 Million
10.92% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Dec 01, 2025 Q3 2025 |
126,823
shares
|
$12.7 Million
8.62% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
126,535
shares
|
$12.7 Million
4.33% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
125,435
shares
|
$12.5 Million
0.01% of portfolio
|
Q2 2023
Reduced 8.37%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
125,283
shares
|
$12.5 Million
0.43% of portfolio
|
Q3 2025
Added 82.29%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
125,171
shares
|
$12.5 Million
0.1% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
124,120
shares
|
$12.4 Million
8.47% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
123,486
shares
|
$12.3 Million
4.12% of portfolio
|
Q3 2025
Reduced 25.75%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
122,057
shares
|
$12.2 Million
1.24% of portfolio
|
Q2 2022
Added 1.44%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
121,939
shares
|
$12.2 Million
0.25% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
121,900
shares
|
$12.2 Million
6.83% of portfolio
|
Q3 2025
Reduced 12.24%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
120,868
shares
|
$12.1 Million
4.14% of portfolio
|
Q3 2025
Added 41.15%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
120,807
shares
|
$12.1 Million
5.36% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Central Bank & Trust CO
|
Oct 09, 2025 Q3 2025 |
120,778
shares
|
$12.1 Million
2.0% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
120,762
shares
|
$12.1 Million
0.88% of portfolio
|
Q3 2025
Added 2446.11%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
120,657
shares
|
$12.1 Million
7.41% of portfolio
|
Q3 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
120,236
shares
|
$12 Million
0.67% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
119,407
shares
|
$11.9 Million
2.23% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
119,311
shares
|
$11.9 Million
2.88% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
118,910
shares
|
$11.9 Million
0.04% of portfolio
|
Q3 2025
Added 51.25%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
117,846
shares
|
$11.8 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
117,466
shares
|
$11.7 Million
6.88% of portfolio
|
Q2 2024
Added 2.21%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
117,154
shares
|
$11.7 Million
2.09% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
117,135
shares
|
$11.7 Million
0.99% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
117,077
shares
|
$11.7 Million
1.64% of portfolio
|
Q3 2025
Added 2.19%
|
|