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 2,226 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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
3,094
shares
|
$309,400
0.07% of portfolio
|
Q4 2025
Added 0.81%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,093
shares
|
$309,300
0.08% of portfolio
|
Q1 2023
Reduced 88.27%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
3,085
shares
|
$308,500
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
3,084
shares
|
$308,400
0.1% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,074
shares
|
$307,400
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 21, 2025 Q3 2025 |
3,072
shares
|
$307,200
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
3,068
shares
|
$306,800
0.03% of portfolio
|
Q4 2025
Added 29.62%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
3,061
shares
|
$306,100
0.07% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
3,058
shares
|
$305,800
0.15% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
3,043
shares
|
$304,300
0.16% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
3,042
shares
|
$304,200
0.02% of portfolio
|
Q2 2025
Reduced 73.08%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
3,032
shares
|
$303,200
0.04% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,026
shares
|
$302,600
0.16% of portfolio
|
Q1 2023
Added 0.73%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
3,023
shares
|
$302,300
0.13% of portfolio
|
Q3 2025
Added 29.69%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
3,014
shares
|
$301,400
0.01% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
3,003
shares
|
$300,300
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
3,001
shares
|
$300,100
0.19% of portfolio
|
Q3 2025
Reduced 12.17%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
3,000
shares
|
$300,000
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,992
shares
|
$299,200
0.02% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
2,990
shares
|
$299,000
0.16% of portfolio
|
Q1 2025
Added 19.84%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
2,967
shares
|
$296,700
0.13% of portfolio
|
Q3 2025
Reduced 19.33%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Nov 13, 2025 Q3 2025 |
2,967
shares
|
$296,700
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,953
shares
|
$295,300
0.11% of portfolio
|
Q3 2024
Added 94.28%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
2,945
shares
|
$294,500
0.1% of portfolio
|
Q3 2025
Added 17.38%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,941
shares
|
$294,100
0.01% of portfolio
|
Q3 2025
Reduced 87.73%
|
|