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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
2,940
shares
|
$294,000
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
2,931
shares
|
$293,100
0.19% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,931
shares
|
$293,100
0.11% of portfolio
|
Q1 2024
Added 24.19%
|
|
|
Wincap Financial LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
2,928
shares
|
$292,800
0.2% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,895
shares
|
$289,500
0.04% of portfolio
|
Q2 2024
Reduced 30.46%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
2,892
shares
|
$289,200
0.0% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
2,888
shares
|
$288,800
0.01% of portfolio
|
Q3 2025
Reduced 24.81%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
2,876
shares
|
$287,600
0.06% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
2,876
shares
|
$287,600
0.15% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
2,873
shares
|
$287,300
0.03% of portfolio
|
Q3 2025
Reduced 37.26%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
2,870
shares
|
$287,000
0.04% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
2,868
shares
|
$286,800
0.08% of portfolio
|
Q4 2025
Added 0.74%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
2,863
shares
|
$286,300
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
2,846
shares
|
$284,600
0.27% of portfolio
|
Q3 2025
Added 111.44%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
2,836
shares
|
$283,600
0.02% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
2,829
shares
|
$282,900
0.11% of portfolio
|
Q3 2025
Added 30.07%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
2,816
shares
|
$281,600
0.04% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,806
shares
|
$280,600
0.08% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
2,801
shares
|
$280,100
0.1% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
2,800
shares
|
$280,000
0.02% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Benin Management Corp
|
Oct 20, 2025 Q3 2025 |
2,792
shares
|
$279,200
0.07% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
2,789
shares
|
$278,900
0.04% of portfolio
|
Q3 2025
Added 11.6%
|
|