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 |
|---|---|---|---|---|---|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
90,741
shares
|
$9.07 Million
13.73% of portfolio
|
Q4 2022
Reduced 18.97%
|
|
|
Epiq Partners, LLC
|
Nov 12, 2025 Q3 2025 |
90,566
shares
|
$9.06 Million
5.04% of portfolio
|
Q3 2025
Added 10.56%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
90,500
shares
|
$9.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 87.74%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
90,185
shares
|
$9.02 Million
1.42% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
89,620
shares
|
$8.96 Million
2.11% of portfolio
|
Q3 2025
Added 324.78%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
89,477
shares
|
$8.95 Million
11.16% of portfolio
|
Q2 2022
Reduced 14.24%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Oct 17, 2025 Q3 2025 |
88,857
shares
|
$8.89 Million
5.46% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
88,642
shares
|
$8.86 Million
0.96% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
88,395
shares
|
$8.84 Million
3.04% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
88,284
shares
|
$8.83 Million
2.66% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
87,919
shares
|
$8.79 Million
7.52% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
87,794
shares
|
$8.78 Million
0.42% of portfolio
|
Q3 2025
Added 42.52%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
87,445
shares
|
$8.74 Million
3.78% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
87,375
shares
|
$8.74 Million
0.91% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
87,372
shares
|
$8.74 Million
1.4% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
87,366
shares
|
$8.74 Million
0.44% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
86,791
shares
|
$8.68 Million
0.44% of portfolio
|
Q4 2024
Added 12.96%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Oct 16, 2025 Q3 2025 |
86,496
shares
|
$8.65 Million
5.79% of portfolio
|
Q3 2025
Added 44.77%
|
|
|
Act Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
86,365
shares
|
$8.64 Million
3.06% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
85,439
shares
|
$8.54 Million
0.09% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
85,346
shares
|
$8.53 Million
1.31% of portfolio
|
Q3 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
85,175
shares
|
$8.52 Million
3.48% of portfolio
|
Q1 2023
Added 11.72%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
84,823
shares
|
$8.48 Million
0.53% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
84,813
shares
|
$8.48 Million
0.25% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
84,811
shares
|
$8.48 Million
0.1% of portfolio
|
Q3 2025
Added 44.41%
|
|