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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
13,157
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Oct 23, 2025 Q3 2025 |
13,044
shares
|
$1.3 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
13,015
shares
|
$1.3 Million
0.1% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
12,980
shares
|
$1.3 Million
0.58% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
12,850
shares
|
$1.29 Million
1.07% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
12,790
shares
|
$1.28 Million
0.54% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
12,757
shares
|
$1.28 Million
0.25% of portfolio
|
Q3 2025
Added 24.34%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
12,600
shares
|
$1.26 Million
0.62% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
12,595
shares
|
$1.26 Million
0.67% of portfolio
|
Q4 2024
Reduced 29.98%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
12,587
shares
|
$1.26 Million
0.48% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
12,556
shares
|
$1.26 Million
0.13% of portfolio
|
Q3 2025
Added 20.27%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
12,538
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
12,538
shares
|
$1.25 Million
1.02% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
12,530
shares
|
$1.25 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
12,499
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2023
Reduced 15.94%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
12,481
shares
|
$1.25 Million
0.98% of portfolio
|
Q2 2023
Reduced 3.44%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
12,427
shares
|
$1.24 Million
0.45% of portfolio
|
Q3 2025
Added 42.54%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
12,401
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Added 161.68%
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
12,390
shares
|
$1.24 Million
0.85% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
12,380
shares
|
$1.24 Million
0.36% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
12,379
shares
|
$1.24 Million
0.6% of portfolio
|
Q1 2024
Added 24.22%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
12,365
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
12,356
shares
|
$1.24 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
12,298
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
12,266
shares
|
$1.23 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.22%
|
|