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 |
|---|---|---|---|---|---|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
10,946
shares
|
$1.09 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
10,928
shares
|
$1.09 Million
0.48% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
10,901
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Added 15.2%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
10,805
shares
|
$1.08 Million
0.5% of portfolio
|
Q3 2025
Added 17.91%
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
10,798
shares
|
$1.08 Million
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
10,705
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
10,648
shares
|
$1.06 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
10,580
shares
|
$1.06 Million
0.98% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
10,544
shares
|
$1.05 Million
0.28% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
10,538
shares
|
$1.05 Million
0.12% of portfolio
|
Q1 2025
Reduced 36.0%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
10,498
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2025
Added 29.48%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
10,448
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Oct 09, 2025 Q3 2025 |
10,408
shares
|
$1.04 Million
0.76% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
10,385
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2025
Reduced 87.4%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
10,372
shares
|
$1.04 Million
0.16% of portfolio
|
Q3 2025
Added 25.51%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
10,367
shares
|
$1.04 Million
0.36% of portfolio
|
Q3 2025
Added 40.19%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
10,352
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Brookmont Capital Management
Dallas, TX |
Nov 10, 2025 Q3 2025 |
10,323
shares
|
$1.03 Million
0.58% of portfolio
|
Q3 2025
Reduced 13.51%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
10,296
shares
|
$1.03 Million
0.56% of portfolio
|
Q1 2023
Reduced 10.1%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
10,262
shares
|
$1.03 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
10,164
shares
|
$1.02 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
10,070
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Shuttleworth & CO
Powell, OH |
Nov 14, 2025 Q3 2025 |
10,024
shares
|
$1 Million
0.91% of portfolio
|
Q3 2025
New holding
|
|
|
Bowie Capital Management, LLC
Richardson, TX |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$1 Million
0.04% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
9,954
shares
|
$995,400
0.06% of portfolio
|
Q3 2025
Reduced 0.99%
|
|