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 |
|---|---|---|---|---|---|
|
Cambridge Associates LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,894,657
shares
|
$189 Million
3.54% of portfolio
|
Q3 2025
Reduced 44.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,890,101
shares
|
$189 Million
0.28% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 10, 2025 Q3 2025 |
1,868,699
shares
|
$187 Million
22.8% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
1,859,432
shares
|
$186 Million
4.07% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,808,043
shares
|
$181 Million
14.27% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
1,734,251
shares
|
$173 Million
1.99% of portfolio
|
Q3 2025
Added 52.72%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
1,722,151
shares
|
$172 Million
3.83% of portfolio
|
Q3 2025
Added 70.54%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,684,804
shares
|
$168 Million
0.65% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
1,630,984
shares
|
$163 Million
7.13% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
1,538,979
shares
|
$154 Million
4.39% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Geisinger Health
Danville, PA |
Aug 14, 2024 Q2 2024 |
1,529,816
shares
|
$153 Million
43.16% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,442,415
shares
|
$144 Million
3.04% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
1,426,143
shares
|
$143 Million
4.08% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
1,413,455
shares
|
$141 Million
0.32% of portfolio
|
Q1 2023
Reduced 6.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
1,400,997
shares
|
$140 Million
0.41% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
1,371,949
shares
|
$137 Million
11.96% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
1,356,028
shares
|
$136 Million
8.2% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,323,132
shares
|
$132 Million
0.36% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
1,316,435
shares
|
$132 Million
2.35% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,311,530
shares
|
$131 Million
2.17% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
1,288,891
shares
|
$129 Million
1.8% of portfolio
|
Q3 2025
Added 45.74%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
1,272,483
shares
|
$127 Million
0.08% of portfolio
|
Q3 2025
Added 40.71%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
1,263,553
shares
|
$126 Million
5.47% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,226,174
shares
|
$123 Million
0.29% of portfolio
|
Q3 2025
Added 15.19%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
1,192,992
shares
|
$119 Million
2.08% of portfolio
|
Q3 2025
Reduced 25.18%
|
|