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 |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
1,177,835
shares
|
$118 Million
0.04% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
1,164,965
shares
|
$116 Million
2.43% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
1,152,137
shares
|
$115 Million
2.29% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
1,121,553
shares
|
$112 Million
0.2% of portfolio
|
Q3 2025
Added 34.89%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
1,110,392
shares
|
$111 Million
0.98% of portfolio
|
Q3 2025
Added 19.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,079,490
shares
|
$108 Million
0.17% of portfolio
|
Q3 2025
Added 16.43%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,056,344
shares
|
$106 Million
1.6% of portfolio
|
Q3 2025
Added 53.2%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
1,055,792
shares
|
$106 Million
4.9% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
1,030,954
shares
|
$103 Million
4.72% of portfolio
|
Q3 2025
Added 55.57%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
1,026,969
shares
|
$103 Million
11.55% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,018,029
shares
|
$102 Million
8.12% of portfolio
|
Q4 2022
Reduced 1.54%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
1,017,268
shares
|
$102 Million
0.36% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
1,016,268
shares
|
$102 Million
1.78% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
1,014,010
shares
|
$101 Million
2.16% of portfolio
|
Q3 2025
Reduced 34.04%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
999,011
shares
|
$99.9 Million
10.74% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
992,594
shares
|
$99.3 Million
0.06% of portfolio
|
Q4 2022
Reduced 8.06%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
989,763
shares
|
$99 Million
3.45% of portfolio
|
Q3 2025
Added 16.34%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
948,261
shares
|
$94.8 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
945,638
shares
|
$94.6 Million
0.21% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
905,502
shares
|
$90.6 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
899,646
shares
|
$90 Million
0.29% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
892,128
shares
|
$89.2 Million
5.84% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
891,875
shares
|
$89.2 Million
17.5% of portfolio
|
Q3 2025
Added 84.11%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Nov 13, 2025 Q3 2025 |
891,738
shares
|
$89.2 Million
26.19% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
877,509
shares
|
$87.8 Million
3.9% of portfolio
|
Q3 2025
Added 8.27%
|
|