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 2,224 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 |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,906
shares
|
$390,600
0.09% of portfolio
|
Q1 2024
Reduced 57.08%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
3,905
shares
|
$390,500
0.01% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,902
shares
|
$390,200
0.06% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
3,899
shares
|
$389,900
0.35% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,848
shares
|
$384,800
0.07% of portfolio
|
Q3 2023
Reduced 51.85%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
3,843
shares
|
$384,300
0.13% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
3,805
shares
|
$380,500
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
3,780
shares
|
$378,000
0.12% of portfolio
|
Q4 2025
Added 13.38%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
3,763
shares
|
$376,300
0.2% of portfolio
|
Q3 2025
Added 43.74%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
3,751
shares
|
$375,100
0.08% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
3,747
shares
|
$374,700
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
3,741
shares
|
$374,100
0.22% of portfolio
|
Q3 2025
Added 13.88%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
3,736
shares
|
$373,600
0.4% of portfolio
|
Q3 2025
Added 113.12%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
3,731
shares
|
$373,100
0.08% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
3,726
shares
|
$372,600
0.09% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
3,720
shares
|
$372,000
0.14% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
3,716
shares
|
$371,600
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
3,706
shares
|
$370,600
0.05% of portfolio
|
Q3 2025
Added 13.23%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,700
shares
|
$370,000
0.0% of portfolio
|
Q3 2025
Reduced 28.52%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
3,694
shares
|
$369,400
0.07% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,682
shares
|
$368,200
0.03% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
3,679
shares
|
$367,900
0.5% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,679
shares
|
$367,900
0.02% of portfolio
|
Q2 2025
Reduced 41.41%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
3,679
shares
|
$367,900
0.14% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
3,674
shares
|
$367,400
0.1% of portfolio
|
Q2 2025
Reduced 4.65%
|
|