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 |
|---|---|---|---|---|---|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
8,797
shares
|
$879,700
0.08% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
8,793
shares
|
$879,300
0.6% of portfolio
|
Q2 2025
Reduced 80.35%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
8,769
shares
|
$876,900
0.01% of portfolio
|
Q3 2025
Reduced 25.03%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
8,727
shares
|
$872,700
0.03% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
8,716
shares
|
$871,600
0.03% of portfolio
|
Q3 2025
Added 102.98%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
8,665
shares
|
$866,500
0.63% of portfolio
|
Q1 2023
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
8,655
shares
|
$865,500
0.07% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
8,651
shares
|
$865,100
0.86% of portfolio
|
Q3 2025
New holding
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
8,638
shares
|
$863,800
0.08% of portfolio
|
Q3 2025
Added 25.59%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
8,584
shares
|
$858,400
0.28% of portfolio
|
Q3 2025
Added 13.35%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
8,564
shares
|
$856,400
0.35% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
8,547
shares
|
$854,700
0.08% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
8,540
shares
|
$854,000
0.33% of portfolio
|
Q3 2025
Added 36.03%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
8,531
shares
|
$853,100
0.1% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
8,514
shares
|
$851,400
0.02% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
8,500
shares
|
$850,000
0.49% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,483
shares
|
$848,300
0.2% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
8,469
shares
|
$846,900
0.02% of portfolio
|
Q3 2025
Added 19.79%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
8,450
shares
|
$845,000
0.4% of portfolio
|
Q2 2025
Added 55.1%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
8,410
shares
|
$841,000
0.48% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
8,407
shares
|
$840,700
0.69% of portfolio
|
Q4 2022
Added 37.77%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Oct 28, 2025 Q3 2025 |
8,340
shares
|
$834,000
0.68% of portfolio
|
Q3 2025
Added 29.97%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
8,316
shares
|
$831,600
0.04% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
8,306
shares
|
$830,600
0.01% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
8,295
shares
|
$829,500
0.38% of portfolio
|
Q2 2025
Reduced 0.14%
|
|