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 |
|---|---|---|---|---|---|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
11,329
shares
|
$1.13 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
11,327
shares
|
$1.13 Million
0.4% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
11,327
shares
|
$1.13 Million
0.85% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
11,313
shares
|
$1.13 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,277
shares
|
$1.13 Million
0.37% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
11,275
shares
|
$1.13 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
11,242
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2025
Reduced 16.09%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
11,230
shares
|
$1.12 Million
0.4% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
11,216
shares
|
$1.12 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
11,210
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2025
Reduced 63.23%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
11,169
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Nov 24, 2025 Q3 2025 |
11,150
shares
|
$1.12 Million
0.93% of portfolio
|
Q3 2025
Reduced 12.85%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
11,144
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2023
Added 2.87%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
11,143
shares
|
$1.11 Million
0.86% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
11,125
shares
|
$1.11 Million
0.14% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
11,120
shares
|
$1.11 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
11,110
shares
|
$1.11 Million
0.16% of portfolio
|
Q3 2025
Added 27.47%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Oct 16, 2025 Q3 2025 |
11,107
shares
|
$1.11 Million
0.8% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
11,105
shares
|
$1.11 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
11,099
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 39.4%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
11,061
shares
|
$1.11 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
10,988
shares
|
$1.1 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,985
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 29.01%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
10,975
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
10,956
shares
|
$1.1 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.37%
|
|