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 2,229 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
3,284
shares
|
$328,400
0.13% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,284
shares
|
$328,400
0.15% of portfolio
|
Q3 2022
Reduced 54.98%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
3,281
shares
|
$328,100
0.18% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
3,279
shares
|
$327,900
0.03% of portfolio
|
Q4 2025
Reduced 5.75%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
3,275
shares
|
$327,500
0.08% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
3,270
shares
|
$327,000
0.15% of portfolio
|
Q3 2025
Added 1612.04%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
3,250
shares
|
$325,000
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
3,250
shares
|
$325,000
0.04% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
3,248
shares
|
$324,800
0.22% of portfolio
|
Q3 2025
Reduced 13.34%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
3,231
shares
|
$323,100
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
3,226
shares
|
$322,600
0.72% of portfolio
|
Q3 2022
Reduced 0.65%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,207
shares
|
$320,700
0.01% of portfolio
|
Q1 2023
Reduced 34.11%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
3,200
shares
|
$320,000
0.02% of portfolio
|
Q1 2025
Added 45.45%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
3,197
shares
|
$319,700
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
3,196
shares
|
$319,600
0.13% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
3,164
shares
|
$316,400
0.03% of portfolio
|
Q3 2025
Added 55.56%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,155
shares
|
$315,500
0.02% of portfolio
|
Q3 2025
Added 23.24%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
3,141
shares
|
$314,100
0.07% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,136
shares
|
$313,600
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,131
shares
|
$313,100
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
3,127
shares
|
$312,700
0.03% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
3,120
shares
|
$312,000
0.22% of portfolio
|
Q3 2025
Added 0.94%
|
|