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 |
|---|---|---|---|---|---|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
116,038
shares
|
$11.6 Million
6.29% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
115,887
shares
|
$11.6 Million
4.87% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
115,633
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Oct 16, 2025 Q3 2025 |
115,580
shares
|
$11.6 Million
7.76% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
115,403
shares
|
$11.5 Million
3.22% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
115,036
shares
|
$11.5 Million
3.88% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
114,851
shares
|
$11.5 Million
2.39% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
114,649
shares
|
$11.5 Million
0.27% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
114,578
shares
|
$11.5 Million
1.35% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
114,344
shares
|
$11.4 Million
1.07% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
114,201
shares
|
$11.4 Million
5.34% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
113,857
shares
|
$11.4 Million
1.52% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
113,167
shares
|
$11.3 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
112,950
shares
|
$11.3 Million
2.13% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
112,944
shares
|
$11.3 Million
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
112,423
shares
|
$11.2 Million
0.07% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
111,983
shares
|
$11.2 Million
0.38% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
110,873
shares
|
$11.1 Million
0.14% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
110,671
shares
|
$11.1 Million
8.14% of portfolio
|
Q3 2025
Reduced 16.69%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
110,227
shares
|
$11 Million
0.29% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
110,226
shares
|
$11 Million
8.87% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
110,162
shares
|
$11 Million
4.84% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
109,579
shares
|
$11 Million
0.71% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
109,570
shares
|
$11 Million
2.68% of portfolio
|
Q3 2025
Added 24.14%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
109,295
shares
|
$10.9 Million
0.87% of portfolio
|
Q3 2025
Added 1.0%
|
|