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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
3,479
shares
|
$347,900
0.04% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
3,478
shares
|
$347,800
0.12% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Nov 05, 2025 Q3 2025 |
3,475
shares
|
$347,500
0.08% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
3,472
shares
|
$347,200
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
3,463
shares
|
$346,300
0.14% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
3,451
shares
|
$345,100
0.04% of portfolio
|
Q3 2025
Added 45.8%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
3,449
shares
|
$344,900
0.01% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,446
shares
|
$344,600
0.08% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
3,444
shares
|
$344,400
0.23% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
3,440
shares
|
$344,000
0.09% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Nov 05, 2025 Q3 2025 |
3,437
shares
|
$343,700
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
3,392
shares
|
$339,200
0.22% of portfolio
|
Q1 2023
Reduced 16.31%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
3,389
shares
|
$338,900
0.12% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
3,387
shares
|
$338,700
0.01% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
3,378
shares
|
$337,800
0.09% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
3,378
shares
|
$337,800
0.03% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
3,364
shares
|
$336,400
0.03% of portfolio
|
Q3 2025
Reduced 57.58%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
3,356
shares
|
$335,600
0.04% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
3,355
shares
|
$335,500
0.06% of portfolio
|
Q3 2025
Added 82.63%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
3,343
shares
|
$334,300
0.19% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,342
shares
|
$334,200
0.05% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
3,313
shares
|
$331,300
0.1% of portfolio
|
Q3 2025
Reduced 61.54%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,295
shares
|
$329,500
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,292
shares
|
$329,200
0.17% of portfolio
|
Q1 2023
Reduced 5.78%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
3,289
shares
|
$328,900
0.32% of portfolio
|
Q2 2023
Reduced 65.1%
|
|