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 |
|---|---|---|---|---|---|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
31,657
shares
|
$3.17 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.14%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
31,566
shares
|
$3.16 Million
0.75% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Nov 12, 2025 Q3 2025 |
31,538
shares
|
$3.15 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
31,430
shares
|
$3.14 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
31,330
shares
|
$3.13 Million
1.81% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
30,966
shares
|
$3.1 Million
1.5% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
30,960
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
30,936
shares
|
$3.09 Million
2.15% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
30,810
shares
|
$3.08 Million
0.13% of portfolio
|
Q3 2025
Reduced 26.7%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
30,598
shares
|
$3.06 Million
1.97% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Northstar Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
30,587
shares
|
$3.06 Million
1.29% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
30,369
shares
|
$3.04 Million
1.73% of portfolio
|
Q3 2025
Added 21.05%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
30,356
shares
|
$3.04 Million
0.28% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
30,321
shares
|
$3.03 Million
0.65% of portfolio
|
Q3 2025
Added 59.2%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
30,197
shares
|
$3.02 Million
0.66% of portfolio
|
Q3 2025
Reduced 66.35%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
30,194
shares
|
$3.02 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
30,052
shares
|
$3.01 Million
1.46% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
30,020
shares
|
$3 Million
1.23% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Ndwm LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
29,990
shares
|
$3 Million
2.04% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
29,989
shares
|
$3 Million
0.51% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
29,941
shares
|
$2.99 Million
0.15% of portfolio
|
Q3 2025
Added 73.52%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
29,925
shares
|
$2.99 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
29,902
shares
|
$2.99 Million
0.09% of portfolio
|
Q3 2025
Added 306.28%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
29,728
shares
|
$2.97 Million
0.53% of portfolio
|
Q1 2024
Reduced 31.48%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
29,555
shares
|
$2.96 Million
2.31% of portfolio
|
Q3 2025
Added 2.37%
|
|