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 |
|---|---|---|---|---|---|
|
Hickory Point Bank & Trust
Decatur, IL |
Oct 06, 2025 Q3 2025 |
29,550
shares
|
$2.96 Million
2.21% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
29,516
shares
|
$2.95 Million
0.84% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
29,394
shares
|
$2.94 Million
0.1% of portfolio
|
Q3 2025
Added 598.53%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
29,240
shares
|
$2.92 Million
0.19% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
29,144
shares
|
$2.91 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
28,994
shares
|
$2.9 Million
0.37% of portfolio
|
Q3 2025
Added 334.69%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
28,949
shares
|
$2.89 Million
0.66% of portfolio
|
Q3 2025
Added 68.14%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
28,799
shares
|
$2.88 Million
0.3% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
28,778
shares
|
$2.88 Million
0.89% of portfolio
|
Q3 2025
Added 64.01%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
28,608
shares
|
$2.86 Million
1.88% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
28,403
shares
|
$2.84 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
28,226
shares
|
$2.82 Million
0.94% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
28,223
shares
|
$2.82 Million
0.05% of portfolio
|
Q3 2025
Added 13.85%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
28,023
shares
|
$2.8 Million
0.47% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
27,852
shares
|
$2.79 Million
0.46% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
27,843
shares
|
$2.78 Million
0.2% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
27,627
shares
|
$2.76 Million
0.81% of portfolio
|
Q3 2025
Added 34.13%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
27,622
shares
|
$2.76 Million
0.56% of portfolio
|
Q3 2025
Added 17.5%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
27,605
shares
|
$2.76 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
27,506
shares
|
$2.75 Million
0.26% of portfolio
|
Q3 2025
Reduced 16.07%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
27,315
shares
|
$2.73 Million
0.3% of portfolio
|
Q3 2025
Added 14.08%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
27,241
shares
|
$2.72 Million
0.39% of portfolio
|
Q3 2022
Added 1.49%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
27,239
shares
|
$2.72 Million
0.35% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
27,220
shares
|
$2.72 Million
1.07% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
27,194
shares
|
$2.72 Million
1.97% of portfolio
|
Q3 2025
Added 10.12%
|
|