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 |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
77,646
shares
|
$7.76 Million
0.7% of portfolio
|
Q3 2022
Added 61.31%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
77,568
shares
|
$7.76 Million
2.42% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
77,038
shares
|
$7.7 Million
1.78% of portfolio
|
Q4 2022
Added 489.11%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
77,031
shares
|
$7.7 Million
1.4% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
76,912
shares
|
$7.69 Million
4.21% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
76,770
shares
|
$7.68 Million
1.28% of portfolio
|
Q3 2025
Added 36.84%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
76,692
shares
|
$7.67 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
76,623
shares
|
$7.66 Million
0.52% of portfolio
|
Q3 2022
Added 59.11%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
75,860
shares
|
$7.59 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
75,764
shares
|
$7.58 Million
0.0% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
75,580
shares
|
$7.56 Million
2.36% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
73,899
shares
|
$7.39 Million
0.4% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
73,678
shares
|
$7.37 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
73,572
shares
|
$7.36 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
73,524
shares
|
$7.35 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
73,296
shares
|
$7.33 Million
2.39% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Oct 07, 2025 Q3 2025 |
72,969
shares
|
$7.3 Million
7.29% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
72,957
shares
|
$7.3 Million
1.68% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
72,854
shares
|
$7.29 Million
0.21% of portfolio
|
Q3 2025
Added 18.67%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
72,692
shares
|
$7.27 Million
2.89% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
72,545
shares
|
$7.25 Million
1.45% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
72,329
shares
|
$7.23 Million
3.91% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
72,000
shares
|
$7.2 Million
0.24% of portfolio
|
Q4 2020
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
71,625
shares
|
$7.16 Million
0.36% of portfolio
|
Q3 2025
Added 24.06%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
71,620
shares
|
$7.16 Million
3.84% of portfolio
|
Q3 2025
Added 5.44%
|
|