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 |
|---|---|---|---|---|---|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
16,694
shares
|
$1.67 Million
0.42% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
16,663
shares
|
$1.67 Million
0.33% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
16,648
shares
|
$1.66 Million
0.35% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
16,619
shares
|
$1.66 Million
0.3% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
16,594
shares
|
$1.66 Million
0.59% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Nov 10, 2025 Q3 2025 |
16,514
shares
|
$1.65 Million
1.44% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
16,497
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
16,472
shares
|
$1.65 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
16,434
shares
|
$1.64 Million
1.9% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Bakala Capital Management LLC
Greenville, SC |
Nov 14, 2025 Q3 2025 |
16,372
shares
|
$1.64 Million
8.86% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
16,315
shares
|
$1.63 Million
0.41% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
16,287
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
16,250
shares
|
$1.63 Million
0.25% of portfolio
|
Q3 2025
Reduced 12.62%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
16,054
shares
|
$1.61 Million
0.28% of portfolio
|
Q1 2023
Added 1.44%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
15,946
shares
|
$1.59 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
15,914
shares
|
$1.59 Million
0.16% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
15,873
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2025
Reduced 17.28%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
15,871
shares
|
$1.59 Million
0.36% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
15,799
shares
|
$1.58 Million
0.14% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
15,770
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.9%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
15,717
shares
|
$1.57 Million
0.13% of portfolio
|
Q3 2025
Reduced 29.97%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
15,681
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 03, 2025 Q3 2025 |
15,523
shares
|
$1.55 Million
0.59% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
15,467
shares
|
$1.55 Million
0.47% of portfolio
|
Q3 2025
Reduced 16.95%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
15,416
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2025
Added 13.1%
|
|