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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
682,039
shares
|
$68.2 Million
9.68% of portfolio
|
Q3 2025
Added 1531.05%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
681,686
shares
|
$68.2 Million
0.21% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
678,007
shares
|
$67.8 Million
0.13% of portfolio
|
Q3 2025
Added 90.22%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
672,957
shares
|
$67.3 Million
3.19% of portfolio
|
Q2 2023
Added 10.64%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
667,066
shares
|
$66.7 Million
2.37% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
666,450
shares
|
$66.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
662,244
shares
|
$66.2 Million
7.1% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
653,441
shares
|
$65.3 Million
1.33% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
648,841
shares
|
$64.9 Million
10.22% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
647,528
shares
|
$64.8 Million
3.56% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
630,748
shares
|
$63.1 Million
6.45% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
622,586
shares
|
$62.3 Million
3.9% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
620,891
shares
|
$62.1 Million
3.51% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
613,711
shares
|
$61.4 Million
3.63% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
612,892
shares
|
$61.3 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
610,516
shares
|
$61.1 Million
0.48% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
610,296
shares
|
$61 Million
0.57% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Verger Capital Management LLC
|
Oct 22, 2025 Q3 2025 |
609,042
shares
|
$60.9 Million
19.82% of portfolio
|
Q3 2025
Added 40.05%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
605,293
shares
|
$60.5 Million
3.54% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Rock Creek Group, LP
|
Nov 12, 2025 Q3 2025 |
596,362
shares
|
$59.6 Million
6.35% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
588,930
shares
|
$58.9 Million
0.19% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
585,654
shares
|
$58.6 Million
1.3% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
569,687
shares
|
$57 Million
0.35% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
560,906
shares
|
$56.1 Million
2.45% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
558,965
shares
|
$55.9 Million
3.94% of portfolio
|
Q3 2025
Added 0.54%
|
|