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 2,223 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 |
|---|---|---|---|---|---|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
6,933
shares
|
$693,300
0.49% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
6,933
shares
|
$693,300
0.19% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
6,925
shares
|
$692,500
0.27% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
6,912
shares
|
$691,200
0.06% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
6,898
shares
|
$689,800
0.27% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
6,888
shares
|
$688,800
0.4% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
6,794
shares
|
$679,400
0.32% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Oct 27, 2025 Q3 2025 |
6,784
shares
|
$678,400
0.3% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
6,778
shares
|
$677,800
0.25% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
6,760
shares
|
$676,000
0.21% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
6,728
shares
|
$672,800
0.48% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,686
shares
|
$668,600
0.01% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
6,686
shares
|
$668,600
0.13% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
6,682
shares
|
$668,200
0.07% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
6,677
shares
|
$667,700
0.07% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Vigilare Wealth Management
|
Oct 01, 2025 Q3 2025 |
6,667
shares
|
$666,700
0.29% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
6,622
shares
|
$662,200
0.08% of portfolio
|
Q3 2025
Added 13.24%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
6,605
shares
|
$660,500
0.06% of portfolio
|
Q3 2025
Reduced 25.61%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
6,591
shares
|
$659,100
0.04% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
6,591
shares
|
$659,100
0.38% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
6,591
shares
|
$659,100
0.42% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
6,580
shares
|
$658,000
0.37% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
6,566
shares
|
$656,600
0.07% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,548
shares
|
$654,800
0.08% of portfolio
|
Q4 2023
Added 15.18%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
6,538
shares
|
$653,800
0.92% of portfolio
|
Q3 2025
New holding
|
|