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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
874,721
shares
|
$87.5 Million
0.43% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
859,168
shares
|
$85.9 Million
11.95% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
843,229
shares
|
$84.3 Million
1.68% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
841,391
shares
|
$84.1 Million
0.1% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
828,084
shares
|
$82.8 Million
0.27% of portfolio
|
Q3 2025
Added 25.89%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
824,609
shares
|
$82.5 Million
15.07% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
817,022
shares
|
$81.7 Million
5.96% of portfolio
|
Q4 2023
Added 20.04%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
816,303
shares
|
$81.6 Million
9.8% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
789,409
shares
|
$78.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 22.86%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Oct 30, 2025 Q3 2025 |
781,059
shares
|
$78.1 Million
1.07% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
778,826
shares
|
$77.9 Million
0.69% of portfolio
|
Q3 2025
Reduced 22.12%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
770,699
shares
|
$77.1 Million
2.4% of portfolio
|
Q3 2025
Added 11.27%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
766,720
shares
|
$76.7 Million
8.78% of portfolio
|
Q3 2025
Added 23.76%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
761,200
shares
|
$76.1 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
760,978
shares
|
$76.1 Million
5.38% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
756,348
shares
|
$75.6 Million
8.95% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
746,095
shares
|
$74.6 Million
1.04% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
739,801
shares
|
$74 Million
1.28% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
Oct 23, 2025 Q3 2025 |
736,489
shares
|
$73.6 Million
17.47% of portfolio
|
Q4 2023
Reduced 46.83%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
735,175
shares
|
$73.5 Million
0.78% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
721,354
shares
|
$72.1 Million
0.54% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
715,653
shares
|
$71.6 Million
1.28% of portfolio
|
Q3 2025
Reduced 92.79%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
697,732
shares
|
$69.8 Million
4.87% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
697,156
shares
|
$69.7 Million
5.73% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
682,154
shares
|
$68.2 Million
14.75% of portfolio
|
Q3 2025
Added 1.01%
|
|