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 |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
37,950
shares
|
$3.8 Million
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
37,929
shares
|
$3.79 Million
1.68% of portfolio
|
Q2 2025
Added 72.77%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
37,761
shares
|
$3.78 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
37,739
shares
|
$3.77 Million
1.7% of portfolio
|
Q3 2025
Reduced 32.97%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
37,699
shares
|
$3.77 Million
2.2% of portfolio
|
Q1 2025
Reduced 16.78%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
37,641
shares
|
$3.76 Million
0.11% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
37,544
shares
|
$3.75 Million
0.11% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 16, 2025 Q3 2025 |
37,542
shares
|
$3.75 Million
2.38% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
37,510
shares
|
$3.75 Million
2.93% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
37,495
shares
|
$3.75 Million
1.19% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
37,377
shares
|
$3.74 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
37,177
shares
|
$3.72 Million
0.53% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
37,177
shares
|
$3.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Nov 07, 2025 Q3 2025 |
37,110
shares
|
$3.71 Million
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 31, 2025 Q3 2025 |
37,000
shares
|
$3.7 Million
2.57% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
36,996
shares
|
$3.7 Million
0.6% of portfolio
|
Q2 2025
Added 56.65%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,925
shares
|
$3.69 Million
0.1% of portfolio
|
Q4 2023
Added 1102.77%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
36,762
shares
|
$3.68 Million
1.99% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
36,695
shares
|
$3.67 Million
1.25% of portfolio
|
Q1 2025
Added 177.19%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
36,623
shares
|
$3.66 Million
2.66% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
36,593
shares
|
$3.66 Million
3.46% of portfolio
|
Q2 2023
Added 1.98%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
36,418
shares
|
$3.64 Million
0.64% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
36,298
shares
|
$3.63 Million
0.3% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
36,143
shares
|
$3.61 Million
0.99% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
36,073
shares
|
$3.61 Million
3.12% of portfolio
|
Q2 2025
Reduced 0.69%
|
|