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 |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
7,787
shares
|
$778,700
0.02% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
7,764
shares
|
$776,400
0.17% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Dock Street Asset Management Inc
|
Oct 23, 2025 Q3 2025 |
7,731
shares
|
$773,100
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
7,726
shares
|
$772,600
0.57% of portfolio
|
Q2 2022
Added 0.35%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
7,715
shares
|
$771,500
0.28% of portfolio
|
Q3 2025
Reduced 20.28%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Oct 22, 2025 Q3 2025 |
7,705
shares
|
$770,500
0.72% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
7,619
shares
|
$761,900
0.07% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
7,616
shares
|
$761,600
0.27% of portfolio
|
Q3 2025
Added 40.65%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 14, 2025 Q3 2025 |
7,616
shares
|
$761,600
0.23% of portfolio
|
Q3 2025
Added 156.52%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
7,615
shares
|
$761,500
0.07% of portfolio
|
Q3 2025
Added 11.59%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
7,600
shares
|
$760,000
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
7,578
shares
|
$757,800
0.41% of portfolio
|
Q3 2025
Added 15.89%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
7,577
shares
|
$757,700
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
7,570
shares
|
$757,000
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
7,568
shares
|
$756,800
0.05% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,555
shares
|
$755,500
0.0% of portfolio
|
Q2 2025
Reduced 85.68%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
7,551
shares
|
$755,100
0.47% of portfolio
|
Q3 2025
Reduced 16.6%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
7,521
shares
|
$752,100
0.03% of portfolio
|
Q3 2025
Added 22.77%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
7,509
shares
|
$750,900
0.21% of portfolio
|
Q3 2025
Reduced 96.11%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
7,505
shares
|
$750,500
0.15% of portfolio
|
Q2 2024
Added 25.87%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
7,464
shares
|
$746,400
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
7,445
shares
|
$744,500
0.2% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,413
shares
|
$741,300
0.19% of portfolio
|
Q3 2025
Added 129.72%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
7,404
shares
|
$740,400
0.63% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,396
shares
|
$739,600
0.0% of portfolio
|
Q3 2025
Reduced 44.88%
|
|