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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
66,242
shares
|
$6.62 Million
0.53% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
66,227
shares
|
$6.62 Million
15.7% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
66,195
shares
|
$6.62 Million
1.96% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
66,088
shares
|
$6.61 Million
0.57% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
65,690
shares
|
$6.57 Million
6.94% of portfolio
|
Q3 2023
Reduced 21.52%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
65,524
shares
|
$6.55 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
65,194
shares
|
$6.52 Million
0.58% of portfolio
|
Q3 2025
Added 86.67%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
65,178
shares
|
$6.52 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
64,926
shares
|
$6.49 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
64,812
shares
|
$6.48 Million
0.94% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
64,676
shares
|
$6.47 Million
0.15% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
64,591
shares
|
$6.46 Million
0.29% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
64,337
shares
|
$6.43 Million
3.0% of portfolio
|
Q3 2025
Reduced 13.47%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
64,246
shares
|
$6.42 Million
0.26% of portfolio
|
Q3 2025
Reduced 64.3%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
64,115
shares
|
$6.41 Million
0.47% of portfolio
|
Q3 2025
Added 1333.38%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
63,253
shares
|
$6.33 Million
0.15% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
63,124
shares
|
$6.31 Million
0.07% of portfolio
|
Q3 2025
Reduced 31.42%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
62,832
shares
|
$6.28 Million
1.87% of portfolio
|
Q3 2025
Added 22.95%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
62,542
shares
|
$6.25 Million
7.54% of portfolio
|
Q3 2025
Added 113.48%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
62,527
shares
|
$6.25 Million
2.92% of portfolio
|
Q3 2025
New holding
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
62,488
shares
|
$6.25 Million
4.47% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
62,392
shares
|
$6.24 Million
1.41% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
62,229
shares
|
$6.22 Million
0.17% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
61,526
shares
|
$6.15 Million
1.16% of portfolio
|
Q3 2024
Added 16.75%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
61,456
shares
|
$6.15 Million
0.6% of portfolio
|
Q3 2025
Added 6.43%
|
|