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 |
|---|---|---|---|---|---|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
3,669
shares
|
$366,900
0.2% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
3,668
shares
|
$366,800
0.15% of portfolio
|
Q3 2025
Reduced 16.64%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
3,661
shares
|
$366,100
0.02% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
3,645
shares
|
$364,500
0.53% of portfolio
|
Q3 2023
Added 0.8%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
3,642
shares
|
$364,200
0.06% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
3,630
shares
|
$363,000
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
3,629
shares
|
$362,900
0.06% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
3,620
shares
|
$362,000
0.02% of portfolio
|
Q3 2025
Added 24.4%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
3,620
shares
|
$362,000
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
3,603
shares
|
$360,300
0.04% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
3,590
shares
|
$359,000
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
3,580
shares
|
$358,000
0.41% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
3,579
shares
|
$357,900
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
3,561
shares
|
$356,100
0.09% of portfolio
|
Q3 2025
Reduced 8.97%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Oct 24, 2025 Q3 2025 |
3,558
shares
|
$355,800
0.26% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,551
shares
|
$355,100
0.09% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,550
shares
|
$355,000
0.01% of portfolio
|
Q4 2023
Reduced 28.9%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,550
shares
|
$355,000
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,543
shares
|
$354,300
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
3,518
shares
|
$351,800
0.21% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
3,515
shares
|
$351,500
0.24% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
3,501
shares
|
$350,100
0.05% of portfolio
|
Q3 2025
Added 44.67%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
3,500
shares
|
$350,000
0.17% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,487
shares
|
$348,700
0.02% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
3,482
shares
|
$348,200
0.13% of portfolio
|
Q3 2025
Added 40.8%
|
|