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 2,226 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 |
|---|---|---|---|---|---|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
6,216
shares
|
$621,600
0.12% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
6,210
shares
|
$621,000
0.21% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
6,199
shares
|
$619,900
0.25% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
6,195
shares
|
$619,500
0.01% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
6,175
shares
|
$617,500
0.0% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
6,160
shares
|
$616,000
0.01% of portfolio
|
Q3 2025
Added 401.22%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
6,150
shares
|
$615,000
0.06% of portfolio
|
Q2 2025
Added 33.03%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 13, 2025 Q3 2025 |
6,140
shares
|
$614,000
0.18% of portfolio
|
Q3 2025
Added 71.27%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
6,127
shares
|
$612,700
0.51% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
6,104
shares
|
$610,400
0.49% of portfolio
|
Q3 2025
Reduced 28.47%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
6,058
shares
|
$605,800
0.05% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
6,031
shares
|
$603,100
0.14% of portfolio
|
Q3 2025
Reduced 63.27%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
6,027
shares
|
$602,700
0.35% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
6,019
shares
|
$601,900
0.67% of portfolio
|
Q3 2025
Reduced 80.18%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
6,014
shares
|
$601,400
0.19% of portfolio
|
Q2 2025
Reduced 69.6%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
5,986
shares
|
$598,600
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,984
shares
|
$598,400
0.36% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
5,931
shares
|
$593,100
0.37% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
5,927
shares
|
$592,700
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
5,877
shares
|
$587,700
0.04% of portfolio
|
Q3 2025
Added 20.01%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
5,848
shares
|
$584,800
0.2% of portfolio
|
Q3 2025
Reduced 26.38%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
5,829
shares
|
$582,900
0.05% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
5,800
shares
|
$580,000
0.22% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
5,796
shares
|
$579,600
0.09% of portfolio
|
Q3 2025
Reduced 14.34%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
5,780
shares
|
$578,000
0.02% of portfolio
|
Q3 2025
Added 113.52%
|
|