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 2,223 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 |
|---|---|---|---|---|---|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,379
shares
|
$437,900
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
4,369
shares
|
$436,900
0.23% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
4,321
shares
|
$432,100
0.05% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
4,314
shares
|
$431,400
0.04% of portfolio
|
Q4 2025
Added 0.87%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
4,301
shares
|
$430,100
0.29% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
4,273
shares
|
$427,300
0.18% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
4,257
shares
|
$425,700
0.35% of portfolio
|
Q3 2025
Added 48.48%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
4,233
shares
|
$423,300
0.19% of portfolio
|
Q4 2023
Added 12.55%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
4,230
shares
|
$423,000
0.07% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
4,225
shares
|
$422,500
0.02% of portfolio
|
Q3 2025
Added 26.5%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
4,222
shares
|
$422,200
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
4,222
shares
|
$422,200
0.16% of portfolio
|
Q3 2025
Added 26.79%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
4,209
shares
|
$420,900
0.02% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
4,208
shares
|
$420,800
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
4,207
shares
|
$420,700
0.1% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
4,202
shares
|
$420,200
0.13% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
4,193
shares
|
$419,300
0.12% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
4,189
shares
|
$418,900
0.11% of portfolio
|
Q3 2024
Reduced 69.14%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
4,156
shares
|
$415,600
0.05% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
4,140
shares
|
$414,000
0.25% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
4,138
shares
|
$413,800
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
4,136
shares
|
$413,600
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,121
shares
|
$412,100
0.01% of portfolio
|
Q4 2024
Reduced 16.76%
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
4,121
shares
|
$412,100
0.14% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
4,120
shares
|
$412,000
0.06% of portfolio
|
Q3 2025
Reduced 2.25%
|
|