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 |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
17,980
shares
|
$1.8 Million
1.07% of portfolio
|
Q3 2025
Reduced 35.22%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
17,928
shares
|
$1.79 Million
0.18% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
17,923
shares
|
$1.79 Million
0.2% of portfolio
|
Q3 2025
Added 108.65%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
17,821
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2025
Added 17.41%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
17,820
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2025
Reduced 21.7%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
17,810
shares
|
$1.78 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
17,801
shares
|
$1.78 Million
0.84% of portfolio
|
Q3 2025
New holding
|
|
|
Rba Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
17,699
shares
|
$1.77 Million
0.62% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
17,680
shares
|
$1.77 Million
0.09% of portfolio
|
Q3 2025
Added 13.63%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 14, 2025 Q3 2025 |
17,678
shares
|
$1.77 Million
1.87% of portfolio
|
Q3 2025
Added 28.46%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
17,499
shares
|
$1.75 Million
0.31% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
October Effect LTD
Virginia Beach, VA |
Oct 31, 2025 Q3 2025 |
17,486
shares
|
$1.75 Million
1.93% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
17,422
shares
|
$1.74 Million
0.31% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Oct 09, 2025 Q3 2025 |
17,295
shares
|
$1.73 Million
0.4% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
17,205
shares
|
$1.72 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
17,168
shares
|
$1.72 Million
0.92% of portfolio
|
Q4 2023
Added 23.22%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
17,131
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Added 20.79%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
17,075
shares
|
$1.71 Million
0.16% of portfolio
|
Q3 2025
Added 14.85%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
17,072
shares
|
$1.71 Million
1.15% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Oct 27, 2025 Q3 2025 |
16,953
shares
|
$1.7 Million
2.68% of portfolio
|
Q3 2025
Added 18.91%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
16,939
shares
|
$1.69 Million
0.49% of portfolio
|
Q3 2025
Reduced 23.73%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 21, 2025 Q3 2025 |
16,906
shares
|
$1.69 Million
1.11% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Oct 30, 2025 Q3 2025 |
16,812
shares
|
$1.68 Million
1.05% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
16,769
shares
|
$1.68 Million
0.31% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
16,714
shares
|
$1.67 Million
0.14% of portfolio
|
Q3 2025
Reduced 98.92%
|
|