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 |
|---|---|---|---|---|---|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
4,988
shares
|
$498,800
0.12% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
4,957
shares
|
$495,700
0.03% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
4,943
shares
|
$494,300
0.05% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
4,928
shares
|
$492,800
0.03% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
4,923
shares
|
$492,300
0.03% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,899
shares
|
$489,900
0.46% of portfolio
|
Q1 2023
New holding
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
4,898
shares
|
$489,800
0.11% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
4,893
shares
|
$489,300
0.28% of portfolio
|
Q3 2025
Added 17.48%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
4,885
shares
|
$488,500
0.17% of portfolio
|
Q3 2025
Added 29.47%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
4,820
shares
|
$482,000
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
4,819
shares
|
$481,900
0.19% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
4,767
shares
|
$476,700
0.1% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
4,761
shares
|
$476,100
0.39% of portfolio
|
Q2 2022
New holding
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
4,755
shares
|
$475,500
0.1% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
4,745
shares
|
$474,500
0.06% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
4,739
shares
|
$473,900
0.06% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
4,728
shares
|
$472,800
0.33% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
4,724
shares
|
$472,400
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
4,695
shares
|
$469,500
0.03% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
4,678
shares
|
$467,800
0.08% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,675
shares
|
$467,500
0.02% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
4,673
shares
|
$467,300
0.17% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
4,658
shares
|
$465,800
0.09% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
4,656
shares
|
$465,600
0.01% of portfolio
|
Q3 2025
Reduced 28.33%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,650
shares
|
$465,000
0.11% of portfolio
|
Q2 2024
Added 0.06%
|
|