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 |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
61,235
shares
|
$6.12 Million
2.81% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
61,232
shares
|
$6.12 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
61,040
shares
|
$6.1 Million
0.46% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
60,957
shares
|
$6.1 Million
4.84% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
60,717
shares
|
$6.07 Million
2.13% of portfolio
|
Q1 2024
Added 10.7%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
60,626
shares
|
$6.06 Million
1.39% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
60,497
shares
|
$6.05 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
59,911
shares
|
$5.99 Million
0.14% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
59,595
shares
|
$5.96 Million
0.13% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
59,487
shares
|
$5.95 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
59,210
shares
|
$5.92 Million
0.26% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Toews Corp
|
Oct 24, 2025 Q3 2025 |
59,124
shares
|
$5.91 Million
0.86% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
58,948
shares
|
$5.89 Million
0.97% of portfolio
|
Q3 2025
Added 44.18%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
58,796
shares
|
$5.88 Million
1.27% of portfolio
|
Q3 2025
Added 19.72%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
58,411
shares
|
$5.84 Million
1.49% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
58,405
shares
|
$5.84 Million
0.92% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
58,134
shares
|
$5.81 Million
0.11% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Nov 04, 2025 Q3 2025 |
57,768
shares
|
$5.78 Million
5.03% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Shelter Mutual Insurance CO
|
Oct 31, 2025 Q3 2025 |
57,660
shares
|
$5.77 Million
1.35% of portfolio
|
Q2 2023
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
57,431
shares
|
$5.74 Million
3.99% of portfolio
|
Q4 2023
Added 3.53%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
57,011
shares
|
$5.7 Million
0.68% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
56,875
shares
|
$5.69 Million
0.34% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
56,718
shares
|
$5.67 Million
3.47% of portfolio
|
Q1 2024
Added 7.31%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
56,654
shares
|
$5.67 Million
1.6% of portfolio
|
Q3 2025
Added 108.16%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
56,389
shares
|
$5.64 Million
1.66% of portfolio
|
Q3 2025
Added 0.19%
|
|