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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
5,698
shares
|
$569,800
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Nov 03, 2025 Q3 2025 |
5,692
shares
|
$569,200
0.24% 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
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
5,518
shares
|
$551,800
0.54% of portfolio
|
Q3 2025
Added 22.95%
|
|
|
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%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
5,454
shares
|
$545,400
0.01% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
5,442
shares
|
$544,200
0.2% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
5,434
shares
|
$543,400
0.13% of portfolio
|
Q3 2025
Reduced 21.52%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,424
shares
|
$542,400
0.05% of portfolio
|
Q3 2025
Added 75.48%
|
|