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 2,231 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
5,735
shares
|
$573,500
0.06% of portfolio
|
Q3 2022
Added 157.29%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
5,735
shares
|
$573,500
0.01% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
5,733
shares
|
$573,300
0.07% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
5,708
shares
|
$570,800
0.21% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
5,700
shares
|
$570,000
0.3% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 12, 2026 Q4 2025 |
5,692
shares
|
$569,200
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
5,687
shares
|
$568,700
0.1% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
5,674
shares
|
$567,400
0.03% of portfolio
|
Q3 2025
Reduced 11.01%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
5,629
shares
|
$562,900
0.13% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
5,620
shares
|
$562,000
0.16% of portfolio
|
Q2 2024
Added 62.43%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,616
shares
|
$561,600
0.29% of portfolio
|
Q2 2022
Added 91.22%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
5,597
shares
|
$559,700
0.14% of portfolio
|
Q3 2025
Reduced 83.19%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
5,597
shares
|
$559,700
0.06% of portfolio
|
Q3 2025
Reduced 21.19%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
5,584
shares
|
$558,400
0.07% of portfolio
|
Q2 2025
Reduced 40.25%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
5,575
shares
|
$557,500
0.89% of portfolio
|
Q1 2023
Reduced 77.79%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
5,545
shares
|
$554,500
0.99% of portfolio
|
Q3 2025
Reduced 67.89%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
5,532
shares
|
$553,200
0.07% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
5,520
shares
|
$552,000
7.8% of portfolio
|
Q2 2020
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
5,514
shares
|
$551,400
0.16% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
5,468
shares
|
$546,800
0.35% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
5,465
shares
|
$546,500
0.12% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,459
shares
|
$545,900
0.13% of portfolio
|
Q1 2024
Added 26.89%
|
|