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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
9,947
shares
|
$994,700
0.09% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
9,931
shares
|
$993,100
0.52% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
9,913
shares
|
$991,300
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
9,906
shares
|
$990,600
0.02% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
9,881
shares
|
$988,100
0.27% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
9,870
shares
|
$987,000
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
9,858
shares
|
$985,800
0.22% of portfolio
|
Q3 2025
Added 13.66%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
9,849
shares
|
$984,900
0.31% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
9,840
shares
|
$984,000
0.04% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
9,767
shares
|
$976,700
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
9,764
shares
|
$976,400
0.12% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
9,746
shares
|
$974,600
0.12% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
9,744
shares
|
$974,400
0.27% of portfolio
|
Q3 2025
Added 19.24%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
9,666
shares
|
$966,600
0.64% of portfolio
|
Q2 2023
Reduced 3.44%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
9,643
shares
|
$964,300
0.04% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
9,624
shares
|
$962,400
0.12% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,577
shares
|
$957,700
0.38% of portfolio
|
Q2 2022
Added 3.88%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
9,540
shares
|
$954,000
0.13% of portfolio
|
Q2 2025
Reduced 15.88%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
9,531
shares
|
$953,100
0.25% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
9,498
shares
|
$949,800
0.17% of portfolio
|
Q3 2022
Added 0.55%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
9,489
shares
|
$948,900
0.16% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
9,474
shares
|
$947,400
0.73% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
9,416
shares
|
$941,600
0.43% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
9,399
shares
|
$939,900
0.25% of portfolio
|
Q3 2025
Reduced 91.53%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
9,349
shares
|
$934,900
0.0% of portfolio
|
Q3 2025
Reduced 4.75%
|
|