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 |
|---|---|---|---|---|---|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
23,599
shares
|
$2.36 Million
0.27% of portfolio
|
Q1 2025
Reduced 41.12%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
23,517
shares
|
$2.35 Million
19.67% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
23,345
shares
|
$2.33 Million
2.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
23,317
shares
|
$2.33 Million
0.19% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
23,169
shares
|
$2.32 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
23,027
shares
|
$2.3 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
22,954
shares
|
$2.3 Million
1.82% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
22,902
shares
|
$2.29 Million
0.27% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
22,762
shares
|
$2.28 Million
0.05% of portfolio
|
Q3 2025
Added 62.13%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
22,696
shares
|
$2.27 Million
1.04% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
22,629
shares
|
$2.26 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
22,591
shares
|
$2.26 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
22,459
shares
|
$2.25 Million
0.29% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
22,442
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
22,417
shares
|
$2.24 Million
1.48% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
22,192
shares
|
$2.22 Million
1.3% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
22,119
shares
|
$2.21 Million
0.26% of portfolio
|
Q3 2025
Reduced 23.52%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
22,107
shares
|
$2.21 Million
0.4% of portfolio
|
Q3 2025
Reduced 21.29%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
22,083
shares
|
$2.21 Million
0.08% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
22,065
shares
|
$2.21 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
22,035
shares
|
$2.2 Million
0.54% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
21,974
shares
|
$2.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
21,963
shares
|
$2.2 Million
0.3% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
21,939
shares
|
$2.19 Million
0.6% of portfolio
|
Q3 2025
Added 41.57%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
21,900
shares
|
$2.19 Million
1.3% of portfolio
|
Q3 2025
New holding
|
|