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 |
|---|---|---|---|---|---|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,364
shares
|
$736,400
0.08% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
7,364
shares
|
$736,400
0.22% of portfolio
|
Q3 2025
Reduced 72.37%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
7,335
shares
|
$733,500
0.25% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
7,298
shares
|
$729,800
0.12% of portfolio
|
Q3 2025
Added 192.04%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Oct 28, 2025 Q3 2025 |
7,257
shares
|
$725,700
0.43% of portfolio
|
Q3 2025
Added 12.46%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
7,256
shares
|
$725,600
0.24% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
7,246
shares
|
$724,600
0.09% of portfolio
|
Q3 2025
Reduced 43.54%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
7,193
shares
|
$719,300
0.42% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
7,145
shares
|
$714,500
0.0% of portfolio
|
Q3 2025
Added 232.64%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
7,143
shares
|
$714,300
0.05% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
7,132
shares
|
$713,200
0.54% of portfolio
|
Q3 2025
Reduced 22.41%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
7,124
shares
|
$712,400
0.31% of portfolio
|
Q3 2025
Added 50.55%
|
|
|
Investure, LLC
Charlottesville, VA |
Nov 07, 2025 Q3 2025 |
7,110
shares
|
$711,000
0.04% of portfolio
|
Q3 2025
Added 14.0%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
7,063
shares
|
$706,300
0.29% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7,052
shares
|
$705,200
0.06% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
7,050
shares
|
$705,000
0.31% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Augustine Asset Management Inc
|
Oct 22, 2025 Q3 2025 |
7,049
shares
|
$704,900
0.15% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,044
shares
|
$704,400
0.11% of portfolio
|
Q2 2023
Added 3352.94%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,043
shares
|
$704,300
0.0% of portfolio
|
Q2 2022
Reduced 10.75%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
7,004
shares
|
$700,400
0.07% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Nov 14, 2025 Q3 2025 |
6,975
shares
|
$697,500
0.38% of portfolio
|
Q3 2025
Added 16.8%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
6,962
shares
|
$696,200
0.21% of portfolio
|
Q1 2023
Added 42.49%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,954
shares
|
$695,400
0.05% of portfolio
|
Q2 2025
Reduced 23.6%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
6,948
shares
|
$694,800
0.09% of portfolio
|
Q3 2025
Reduced 64.17%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
6,933
shares
|
$693,300
0.49% of portfolio
|
Q3 2025
Added 3.37%
|
|