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 |
|---|---|---|---|---|---|
|
Sincerus Advisory, LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
35,906
shares
|
$3.59 Million
3.08% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
35,688
shares
|
$3.57 Million
0.12% of portfolio
|
Q3 2025
Added 20.42%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
35,606
shares
|
$3.56 Million
0.77% of portfolio
|
Q3 2025
Added 42.92%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Oct 15, 2025 Q3 2025 |
35,247
shares
|
$3.52 Million
2.57% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
35,246
shares
|
$3.52 Million
0.38% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
35,054
shares
|
$3.51 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
34,785
shares
|
$3.48 Million
1.24% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Nyl Investors LLC
New York, NY |
Nov 04, 2025 Q3 2025 |
34,676
shares
|
$3.47 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
34,542
shares
|
$3.45 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Chandler Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
34,482
shares
|
$3.45 Million
0.57% of portfolio
|
Q3 2025
Added 64.95%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
34,190
shares
|
$3.42 Million
0.92% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
34,098
shares
|
$3.41 Million
1.17% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
33,632
shares
|
$3.36 Million
1.41% of portfolio
|
Q3 2025
Added 24.71%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
33,583
shares
|
$3.36 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
33,035
shares
|
$3.3 Million
0.99% of portfolio
|
Q3 2025
Added 15.03%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
32,660
shares
|
$3.27 Million
2.5% of portfolio
|
Q3 2023
Reduced 12.09%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
32,614
shares
|
$3.26 Million
0.11% of portfolio
|
Q3 2025
Added 40.26%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
32,605
shares
|
$3.26 Million
0.21% of portfolio
|
Q3 2025
Reduced 22.39%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
32,531
shares
|
$3.25 Million
1.52% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
32,430
shares
|
$3.24 Million
0.25% of portfolio
|
Q3 2023
Reduced 30.54%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
32,426
shares
|
$3.24 Million
1.58% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
32,421
shares
|
$3.24 Million
0.28% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Sterling Investment Advisors LLC
|
Oct 29, 2025 Q3 2025 |
32,342
shares
|
$3.23 Million
1.69% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
31,947
shares
|
$3.19 Million
0.86% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
31,865
shares
|
$3.19 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.89%
|
|