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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
50,004
shares
|
$5 Million
0.27% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
49,538
shares
|
$4.95 Million
1.78% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Oct 30, 2025 Q3 2025 |
49,355
shares
|
$4.94 Million
2.72% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
49,337
shares
|
$4.93 Million
1.68% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
49,321
shares
|
$4.93 Million
1.2% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
49,213
shares
|
$4.92 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
49,125
shares
|
$4.91 Million
6.9% of portfolio
|
Q3 2025
New holding
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
49,063
shares
|
$4.91 Million
1.01% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
48,830
shares
|
$4.88 Million
0.41% of portfolio
|
Q4 2023
Added 21.88%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
48,779
shares
|
$4.88 Million
2.22% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
48,700
shares
|
$4.87 Million
0.97% of portfolio
|
Q2 2025
Reduced 50.42%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
48,500
shares
|
$4.85 Million
0.55% of portfolio
|
Q3 2025
Added 90.56%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
48,430
shares
|
$4.84 Million
1.01% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Oct 27, 2025 Q3 2025 |
48,057
shares
|
$4.81 Million
1.45% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
47,770
shares
|
$4.78 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
47,639
shares
|
$4.76 Million
1.89% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
47,524
shares
|
$4.75 Million
0.85% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
47,397
shares
|
$4.74 Million
2.05% of portfolio
|
Q1 2024
Added 39.93%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
47,222
shares
|
$4.72 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
47,158
shares
|
$4.72 Million
1.68% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
47,068
shares
|
$4.71 Million
5.29% of portfolio
|
Q4 2023
Reduced 26.0%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
46,819
shares
|
$4.68 Million
1.36% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
46,675
shares
|
$4.67 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
46,655
shares
|
$4.67 Million
1.58% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
46,622
shares
|
$4.66 Million
4.39% of portfolio
|
Q4 2022
Reduced 13.8%
|
|