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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
19,627
shares
|
$1.96 Million
0.58% of portfolio
|
Q3 2025
Added 13.41%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
19,607
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2025
Reduced 88.16%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
19,592
shares
|
$1.96 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
19,527
shares
|
$1.95 Million
1.09% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
19,515
shares
|
$1.95 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
19,426
shares
|
$1.94 Million
0.47% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
19,227
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2025
Reduced 98.64%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
19,143
shares
|
$1.91 Million
0.58% of portfolio
|
Q1 2023
Added 20.71%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
19,120
shares
|
$1.91 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Nov 12, 2025 Q3 2025 |
19,076
shares
|
$1.91 Million
0.66% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
19,064
shares
|
$1.91 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
18,957
shares
|
$1.9 Million
0.64% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
18,899
shares
|
$1.89 Million
0.08% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
18,871
shares
|
$1.89 Million
0.74% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
18,857
shares
|
$1.89 Million
0.76% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
18,775
shares
|
$1.88 Million
0.05% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
18,755
shares
|
$1.88 Million
0.46% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
18,748
shares
|
$1.87 Million
0.39% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
18,616
shares
|
$1.86 Million
0.12% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
18,616
shares
|
$1.86 Million
0.34% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
18,609
shares
|
$1.86 Million
0.2% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
18,593
shares
|
$1.86 Million
0.85% of portfolio
|
Q3 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
18,583
shares
|
$1.86 Million
0.34% of portfolio
|
Q1 2024
Added 89.64%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
18,159
shares
|
$1.82 Million
0.26% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
18,079
shares
|
$1.81 Million
0.09% of portfolio
|
Q3 2025
Added 17.53%
|
|