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 2,231 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
12,255
shares
|
$1.23 Million
0.37% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
Weil Company, Inc.
|
Nov 06, 2025 Q3 2025 |
12,252
shares
|
$1.23 Million
0.36% of portfolio
|
Q3 2025
Added 33.54%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
12,232
shares
|
$1.22 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
12,228
shares
|
$1.22 Million
0.07% of portfolio
|
Q1 2025
Added 45.81%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
12,211
shares
|
$1.22 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,169
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2023
Added 14.13%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
12,160
shares
|
$1.22 Million
0.76% of portfolio
|
Q2 2025
Added 20.29%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
12,063
shares
|
$1.21 Million
0.32% of portfolio
|
Q3 2025
Reduced 38.48%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
11,990
shares
|
$1.2 Million
0.33% of portfolio
|
Q4 2025
Reduced 3.15%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
11,958
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
11,951
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
11,934
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2025
Added 40.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
11,887
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2025
Reduced 36.43%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,872
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2025
Reduced 52.92%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
11,869
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2023
Reduced 0.78%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
11,798
shares
|
$1.18 Million
0.17% of portfolio
|
Q3 2025
Added 95.33%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
11,719
shares
|
$1.17 Million
0.6% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
11,697
shares
|
$1.17 Million
0.24% of portfolio
|
Q3 2025
Reduced 54.06%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
11,607
shares
|
$1.16 Million
0.5% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
11,564
shares
|
$1.16 Million
1.23% of portfolio
|
Q3 2025
Reduced 40.01%
|
|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
11,556
shares
|
$1.16 Million
0.68% of portfolio
|
Q3 2025
Reduced 29.65%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
11,549
shares
|
$1.15 Million
0.21% of portfolio
|
Q3 2025
Added 4.72%
|
|