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 |
|---|---|---|---|---|---|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
8,284
shares
|
$828,400
0.07% of portfolio
|
Q3 2025
Reduced 42.29%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
8,235
shares
|
$823,500
0.11% of portfolio
|
Q3 2025
Reduced 19.84%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
8,234
shares
|
$823,400
0.05% of portfolio
|
Q3 2025
Reduced 25.1%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
8,221
shares
|
$822,100
0.08% of portfolio
|
Q3 2025
Added 13.41%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
8,201
shares
|
$820,100
0.41% of portfolio
|
Q3 2025
Added 28.02%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
8,170
shares
|
$817,000
0.21% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
8,129
shares
|
$812,900
0.28% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
8,103
shares
|
$810,300
0.53% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
8,092
shares
|
$809,200
0.26% of portfolio
|
Q3 2025
Added 25.34%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
8,061
shares
|
$806,100
0.14% of portfolio
|
Q4 2022
Added 43.05%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
8,046
shares
|
$804,600
0.23% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
8,000
shares
|
$800,000
0.01% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 09, 2025 Q3 2025 |
7,971
shares
|
$797,100
0.25% of portfolio
|
Q4 2024
Reduced 24.79%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,947
shares
|
$794,700
0.36% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
7,937
shares
|
$793,700
0.0% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
7,922
shares
|
$792,200
0.0% of portfolio
|
Q3 2022
Reduced 14.85%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
7,896
shares
|
$789,600
0.19% of portfolio
|
Q3 2025
Reduced 17.76%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2025 Q3 2025 |
7,895
shares
|
$789,500
0.15% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
7,883
shares
|
$788,300
0.12% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
7,870
shares
|
$787,000
0.08% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
7,864
shares
|
$786,400
0.81% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
7,838
shares
|
$783,800
0.35% of portfolio
|
Q2 2025
Added 46.86%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Nov 07, 2025 Q3 2025 |
7,827
shares
|
$782,700
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
7,824
shares
|
$782,400
0.37% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
7,810
shares
|
$781,000
0.34% of portfolio
|
Q3 2025
Reduced 6.52%
|
|