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 |
|---|---|---|---|---|---|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
9,340
shares
|
$934,000
0.8% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
9,306
shares
|
$930,600
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
9,301
shares
|
$930,100
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
9,301
shares
|
$930,100
0.15% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,279
shares
|
$927,900
0.15% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
9,247
shares
|
$924,700
0.15% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
9,200
shares
|
$920,000
0.0% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
9,160
shares
|
$916,000
0.18% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
9,052
shares
|
$905,200
0.12% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
9,050
shares
|
$905,000
0.03% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
9,043
shares
|
$904,300
0.15% of portfolio
|
Q3 2025
Reduced 27.83%
|
|
|
Evergreen Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
9,035
shares
|
$903,500
0.24% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,014
shares
|
$901,400
0.16% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,999
shares
|
$899,900
0.01% of portfolio
|
Q2 2024
Reduced 47.97%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
8,937
shares
|
$893,700
0.41% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Nov 06, 2025 Q3 2025 |
8,923
shares
|
$892,300
0.69% of portfolio
|
Q3 2025
Added 27.8%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
8,921
shares
|
$892,100
0.06% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
8,910
shares
|
$891,000
0.41% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,909
shares
|
$890,900
0.48% of portfolio
|
Q4 2022
Reduced 0.55%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
8,908
shares
|
$890,800
0.24% of portfolio
|
Q3 2025
Added 23.12%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
8,850
shares
|
$885,000
0.17% of portfolio
|
Q3 2025
Reduced 13.29%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
8,845
shares
|
$884,500
0.16% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
8,835
shares
|
$883,500
0.43% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
8,832
shares
|
$883,200
0.42% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
8,830
shares
|
$883,000
0.56% of portfolio
|
Q3 2025
Reduced 0.99%
|
|