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 |
|---|---|---|---|---|---|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
98,975
shares
|
$9.9 Million
4.26% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Oct 24, 2025 Q3 2025 |
98,560
shares
|
$9.86 Million
3.35% of portfolio
|
Q2 2022
Reduced 70.63%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 14, 2025 Q3 2025 |
97,745
shares
|
$9.77 Million
6.1% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
97,588
shares
|
$9.76 Million
5.53% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
96,906
shares
|
$9.69 Million
0.27% of portfolio
|
Q3 2025
Reduced 12.58%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
96,628
shares
|
$9.66 Million
3.57% of portfolio
|
Q2 2025
Added 1343.29%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
95,504
shares
|
$9.55 Million
1.32% of portfolio
|
Q3 2025
Added 10.49%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
95,259
shares
|
$9.53 Million
0.46% of portfolio
|
Q3 2025
Added 194.48%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
94,782
shares
|
$9.48 Million
1.98% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
94,442
shares
|
$9.44 Million
1.66% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
94,332
shares
|
$9.43 Million
0.28% of portfolio
|
Q3 2025
Added 864.15%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
94,065
shares
|
$9.41 Million
0.87% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
94,008
shares
|
$9.4 Million
3.97% of portfolio
|
Q3 2025
Added 29.68%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 28, 2025 Q3 2025 |
93,724
shares
|
$9.37 Million
8.66% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
93,291
shares
|
$9.33 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
93,232
shares
|
$9.32 Million
0.04% of portfolio
|
Q3 2025
Added 4494.97%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
93,190
shares
|
$9.32 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
92,912
shares
|
$9.29 Million
0.64% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
92,050
shares
|
$9.21 Million
0.0% of portfolio
|
Q3 2025
Added 148.11%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
91,762
shares
|
$9.18 Million
2.08% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
91,756
shares
|
$9.18 Million
4.16% of portfolio
|
Q3 2025
New holding
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
91,540
shares
|
$9.15 Million
1.11% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
91,503
shares
|
$9.15 Million
0.5% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
90,901
shares
|
$9.09 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
90,857
shares
|
$9.09 Million
0.4% of portfolio
|
Q3 2025
Added 77.17%
|
|