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 |
|---|---|---|---|---|---|
|
Astoria Strategic Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
71,550
shares
|
$7.16 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
71,106
shares
|
$7.11 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
70,620
shares
|
$7.06 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
70,578
shares
|
$7.06 Million
3.14% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Oct 27, 2025 Q3 2025 |
70,458
shares
|
$7.05 Million
4.44% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
70,369
shares
|
$7.04 Million
0.18% of portfolio
|
Q3 2025
Reduced 28.96%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
70,132
shares
|
$7.01 Million
1.75% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
70,048
shares
|
$7 Million
2.2% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
69,672
shares
|
$6.97 Million
0.51% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 20, 2025 Q3 2025 |
69,600
shares
|
$6.96 Million
3.14% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
69,515
shares
|
$6.95 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
69,246
shares
|
$6.92 Million
1.74% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
69,090
shares
|
$6.91 Million
3.78% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
69,034
shares
|
$6.9 Million
2.32% of portfolio
|
Q3 2025
Added 81.42%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
68,910
shares
|
$6.89 Million
1.15% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
68,863
shares
|
$6.89 Million
0.47% of portfolio
|
Q3 2025
Added 18.82%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
68,575
shares
|
$6.86 Million
0.05% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
68,562
shares
|
$6.86 Million
0.0% of portfolio
|
Q3 2025
Added 1207.44%
|
|
|
Sovereign Investment Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
68,284
shares
|
$6.83 Million
2.07% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Nov 03, 2025 Q3 2025 |
67,788
shares
|
$6.78 Million
3.97% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
67,606
shares
|
$6.76 Million
0.05% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
67,574
shares
|
$6.76 Million
2.02% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Alamar Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
67,261
shares
|
$6.73 Million
3.69% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
67,131
shares
|
$6.71 Million
4.43% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
66,765
shares
|
$6.68 Million
4.42% of portfolio
|
Q3 2025
Added 1.43%
|
|