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 |
|---|---|---|---|---|---|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
27,154
shares
|
$2.72 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
27,131
shares
|
$2.71 Million
1.24% of portfolio
|
Q3 2025
Added 287.48%
|
|
|
Retirement Systems Of Alabama
|
Oct 31, 2025 Q3 2025 |
27,114
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
26,877
shares
|
$2.69 Million
1.36% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
26,710
shares
|
$2.67 Million
1.96% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
26,572
shares
|
$2.66 Million
0.68% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Surience Private Wealth LLC
|
Oct 09, 2025 Q3 2025 |
26,569
shares
|
$2.66 Million
2.57% of portfolio
|
Q3 2025
New holding
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
26,546
shares
|
$2.65 Million
0.75% of portfolio
|
Q3 2025
Added 44.36%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
26,513
shares
|
$2.65 Million
0.34% of portfolio
|
Q3 2025
Added 26.21%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
26,507
shares
|
$2.65 Million
0.34% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
26,503
shares
|
$2.65 Million
0.75% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
26,414
shares
|
$2.64 Million
0.75% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
26,384
shares
|
$2.64 Million
0.48% of portfolio
|
Q3 2025
Added 18.01%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
26,378
shares
|
$2.64 Million
1.76% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
26,371
shares
|
$2.64 Million
1.52% of portfolio
|
Q3 2025
Added 15.64%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
26,265
shares
|
$2.63 Million
1.97% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
26,204
shares
|
$2.62 Million
0.1% of portfolio
|
Q3 2025
Added 30.16%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
26,156
shares
|
$2.62 Million
0.31% of portfolio
|
Q3 2025
Reduced 9.96%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
25,905
shares
|
$2.59 Million
3.02% of portfolio
|
Q3 2025
Reduced 61.3%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
25,819
shares
|
$2.58 Million
4.1% of portfolio
|
Q4 2023
Reduced 35.86%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
25,749
shares
|
$2.57 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
25,733
shares
|
$2.57 Million
0.32% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,400
shares
|
$2.54 Million
0.02% of portfolio
|
Q3 2025
Reduced 77.8%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
25,253
shares
|
$2.53 Million
0.71% of portfolio
|
Q3 2025
Added 8.96%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
25,221
shares
|
$2.52 Million
2.22% of portfolio
|
Q3 2025
New holding
|
|