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 |
|---|---|---|---|---|---|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
15,402
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
15,393
shares
|
$1.54 Million
0.47% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
15,237
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2025
Added 53.65%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
15,115
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2025
Reduced 14.92%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
15,063
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
15,039
shares
|
$1.5 Million
2.62% of portfolio
|
Q2 2022
Reduced 22.52%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
15,028
shares
|
$1.5 Million
0.47% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
14,994
shares
|
$1.5 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
14,964
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Added 225.87%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
14,962
shares
|
$1.5 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
14,953
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
14,918
shares
|
$1.49 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
14,916
shares
|
$1.49 Million
0.86% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
14,891
shares
|
$1.49 Million
0.59% of portfolio
|
Q3 2025
Reduced 11.98%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
14,881
shares
|
$1.49 Million
0.34% of portfolio
|
Q1 2023
Reduced 2.16%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
14,827
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2025
Added 16.22%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
14,826
shares
|
$1.48 Million
0.15% of portfolio
|
Q3 2025
Added 145.38%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
14,623
shares
|
$1.46 Million
1.12% of portfolio
|
Q3 2023
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
14,622
shares
|
$1.46 Million
1.33% of portfolio
|
Q3 2025
Reduced 64.27%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
14,604
shares
|
$1.46 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
14,554
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
14,473
shares
|
$1.45 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
14,468
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
14,455
shares
|
$1.45 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Retireful, LLC
|
Oct 17, 2025 Q3 2025 |
14,282
shares
|
$1.43 Million
1.45% of portfolio
|
Q3 2025
New holding
|
|