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 |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
43,659
shares
|
$4.37 Million
1.1% of portfolio
|
Q4 2022
Reduced 44.7%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
43,651
shares
|
$4.37 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
43,591
shares
|
$4.36 Million
2.0% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
43,550
shares
|
$4.36 Million
2.02% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
43,540
shares
|
$4.35 Million
2.23% of portfolio
|
Q4 2022
Added 20.18%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
43,360
shares
|
$4.34 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
43,289
shares
|
$4.33 Million
2.74% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
43,255
shares
|
$4.33 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
42,859
shares
|
$4.29 Million
2.63% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
42,670
shares
|
$4.27 Million
0.13% of portfolio
|
Q3 2025
Added 16.15%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
42,653
shares
|
$4.27 Million
0.11% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
42,641
shares
|
$4.26 Million
0.41% of portfolio
|
Q4 2022
Reduced 7.83%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
42,595
shares
|
$4.26 Million
1.15% of portfolio
|
Q3 2025
Added 24.15%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
42,542
shares
|
$4.25 Million
1.17% of portfolio
|
Q3 2025
Added 19.17%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
42,476
shares
|
$4.25 Million
3.22% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
42,429
shares
|
$4.24 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
42,318
shares
|
$4.23 Million
3.41% of portfolio
|
Q2 2023
Reduced 3.28%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
42,040
shares
|
$4.2 Million
0.59% of portfolio
|
Q3 2025
Added 10.79%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
41,785
shares
|
$4.18 Million
1.7% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
41,719
shares
|
$4.17 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
41,705
shares
|
$4.17 Million
1.87% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
41,697
shares
|
$4.17 Million
7.07% of portfolio
|
Q3 2025
Added 20.62%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
41,598
shares
|
$4.16 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
41,481
shares
|
$4.15 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
41,428
shares
|
$4.14 Million
1.17% of portfolio
|
Q3 2025
Added 113.88%
|
|