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 |
|---|---|---|---|---|---|
|
Auour Investments LLC
Wenham, MA |
Oct 29, 2025 Q3 2025 |
21,840
shares
|
$2.18 Million
0.76% of portfolio
|
Q3 2025
Added 24.48%
|
|
|
Iowa State Bank
|
Oct 03, 2025 Q3 2025 |
21,735
shares
|
$2.17 Million
0.42% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
21,677
shares
|
$2.17 Million
0.05% of portfolio
|
Q3 2025
Added 221.76%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
21,646
shares
|
$2.16 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
21,532
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
21,453
shares
|
$2.15 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
21,368
shares
|
$2.14 Million
0.57% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
21,133
shares
|
$2.11 Million
1.06% of portfolio
|
Q3 2025
Added 115.05%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
21,016
shares
|
$2.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 20.94%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
20,782
shares
|
$2.08 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
20,694
shares
|
$2.07 Million
0.36% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
20,688
shares
|
$2.07 Million
1.12% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
20,645
shares
|
$2.06 Million
0.2% of portfolio
|
Q3 2025
Added 12.29%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
20,610
shares
|
$2.06 Million
0.13% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
20,601
shares
|
$2.06 Million
0.03% of portfolio
|
Q2 2023
Added 0.47%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
20,517
shares
|
$2.05 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
20,488
shares
|
$2.05 Million
0.08% of portfolio
|
Q3 2025
Reduced 21.33%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
20,433
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
20,382
shares
|
$2.04 Million
0.5% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
20,316
shares
|
$2.03 Million
0.6% of portfolio
|
Q3 2025
Reduced 8.54%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
20,088
shares
|
$2.01 Million
0.87% of portfolio
|
Q3 2025
Reduced 94.29%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
19,968
shares
|
$2 Million
1.75% of portfolio
|
Q2 2025
Reduced 43.94%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
19,882
shares
|
$1.99 Million
0.45% of portfolio
|
Q4 2022
Reduced 5.46%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
19,738
shares
|
$1.97 Million
0.99% of portfolio
|
Q3 2025
Reduced 23.96%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 10, 2025 Q3 2025 |
19,688
shares
|
$1.97 Million
0.34% of portfolio
|
Q3 2025
Added 2.3%
|
|