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 |
|---|---|---|---|---|---|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
14,269
shares
|
$1.43 Million
1.58% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
14,255
shares
|
$1.43 Million
0.21% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
14,239
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
14,201
shares
|
$1.42 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
14,189
shares
|
$1.42 Million
0.08% of portfolio
|
Q3 2025
Reduced 10.38%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
14,088
shares
|
$1.41 Million
0.97% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
14,018
shares
|
$1.4 Million
0.19% of portfolio
|
Q3 2025
Added 74.88%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
13,986
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
13,949
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
13,899
shares
|
$1.39 Million
0.49% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Private Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
13,886
shares
|
$1.39 Million
0.7% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
13,824
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
13,812
shares
|
$1.38 Million
0.52% of portfolio
|
Q3 2023
Reduced 15.6%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
13,797
shares
|
$1.38 Million
0.16% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
13,782
shares
|
$1.38 Million
0.32% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
13,759
shares
|
$1.38 Million
0.24% of portfolio
|
Q3 2025
Added 61.97%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
13,754
shares
|
$1.38 Million
0.27% of portfolio
|
Q3 2025
Reduced 24.11%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,587
shares
|
$1.36 Million
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
13,549
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2025
Added 9.82%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
13,540
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
13,496
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
13,486
shares
|
$1.35 Million
0.12% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
13,479
shares
|
$1.35 Million
0.4% of portfolio
|
Q2 2022
Reduced 0.69%
|
|
|
Presidio Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
13,465
shares
|
$1.35 Million
0.48% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
13,322
shares
|
$1.33 Million
0.18% of portfolio
|
Q3 2025
Added 3.1%
|
|