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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
41,087
shares
|
$4.11 Million
0.33% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
40,889
shares
|
$4.09 Million
0.99% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
40,593
shares
|
$4.06 Million
0.98% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
40,099
shares
|
$4.01 Million
0.3% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
40,037
shares
|
$4 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
39,734
shares
|
$3.97 Million
0.06% of portfolio
|
Q3 2025
Added 1842.98%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
39,683
shares
|
$3.97 Million
1.21% of portfolio
|
Q3 2025
Added 18.9%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
39,509
shares
|
$3.95 Million
0.06% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
39,337
shares
|
$3.93 Million
1.72% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
39,151
shares
|
$3.92 Million
2.3% of portfolio
|
Q3 2025
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
39,140
shares
|
$3.91 Million
0.92% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
39,122
shares
|
$3.91 Million
0.34% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
39,041
shares
|
$3.9 Million
1.46% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
38,954
shares
|
$3.9 Million
2.06% of portfolio
|
Q3 2025
Added 36.32%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
38,949
shares
|
$3.89 Million
1.79% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
38,944
shares
|
$3.89 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
38,944
shares
|
$3.89 Million
0.37% of portfolio
|
Q3 2025
Reduced 14.96%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
38,868
shares
|
$3.89 Million
0.48% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
38,847
shares
|
$3.88 Million
0.41% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Lake Street Financial LLC
|
Nov 10, 2025 Q3 2025 |
38,820
shares
|
$3.88 Million
0.53% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
38,636
shares
|
$3.86 Million
0.02% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Trustees Of The Smith College
|
Nov 12, 2024 Q3 2024 |
38,355
shares
|
$3.84 Million
21.37% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
38,293
shares
|
$3.83 Million
0.97% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
38,258
shares
|
$3.83 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
38,034
shares
|
$3.8 Million
2.54% of portfolio
|
Q3 2025
Added 35.02%
|
|