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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
46,585
shares
|
$4.66 Million
0.18% of portfolio
|
Q3 2025
Added 94.42%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
46,460
shares
|
$4.65 Million
3.53% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
46,430
shares
|
$4.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
46,327
shares
|
$4.63 Million
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
46,163
shares
|
$4.62 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
46,035
shares
|
$4.6 Million
0.51% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
45,664
shares
|
$4.57 Million
0.37% of portfolio
|
Q3 2025
Added 90.05%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
45,496
shares
|
$4.55 Million
0.66% of portfolio
|
Q3 2025
Added 64.01%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
45,467
shares
|
$4.55 Million
6.96% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
45,335
shares
|
$4.53 Million
0.64% of portfolio
|
Q3 2025
Added 13.88%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
45,243
shares
|
$4.52 Million
0.35% of portfolio
|
Q3 2025
Added 1453.14%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
45,215
shares
|
$4.52 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
44,992
shares
|
$4.5 Million
1.85% of portfolio
|
Q3 2023
Reduced 26.25%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Oct 07, 2025 Q3 2025 |
44,948
shares
|
$4.49 Million
1.77% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
44,887
shares
|
$4.49 Million
0.36% of portfolio
|
Q3 2022
Reduced 15.72%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
44,804
shares
|
$4.48 Million
2.84% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
44,696
shares
|
$4.47 Million
0.3% of portfolio
|
Q3 2025
Reduced 13.91%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
44,674
shares
|
$4.47 Million
0.15% of portfolio
|
Q3 2025
Added 70.19%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
44,560
shares
|
$4.46 Million
1.61% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
44,515
shares
|
$4.45 Million
0.4% of portfolio
|
Q3 2025
Reduced 76.87%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
44,298
shares
|
$4.43 Million
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
44,274
shares
|
$4.43 Million
0.27% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
43,924
shares
|
$4.39 Million
3.57% of portfolio
|
Q3 2025
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
43,800
shares
|
$4.38 Million
0.05% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
43,662
shares
|
$4.37 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.8%
|
|