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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
2,782
shares
|
$278,200
0.0% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
2,777
shares
|
$277,700
0.05% of portfolio
|
Q3 2025
Added 14.09%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,769
shares
|
$276,900
0.12% of portfolio
|
Q3 2025
Added 16.2%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
2,760
shares
|
$276,000
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
2,755
shares
|
$275,500
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
2,735
shares
|
$273,500
0.05% of portfolio
|
Q3 2025
Added 52.54%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
2,734
shares
|
$273,400
0.16% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Swp Financial LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
2,733
shares
|
$273,300
0.14% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
2,696
shares
|
$269,600
0.04% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
2,694
shares
|
$269,400
0.01% of portfolio
|
Q4 2025
Reduced 31.22%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
2,682
shares
|
$268,200
0.12% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,680
shares
|
$268,000
0.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
2,674
shares
|
$267,400
0.09% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
2,666
shares
|
$266,600
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
2,663
shares
|
$266,300
0.1% of portfolio
|
Q4 2025
Reduced 8.24%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
2,660
shares
|
$266,000
0.25% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
2,655
shares
|
$265,500
0.02% of portfolio
|
Q2 2025
Reduced 35.46%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,646
shares
|
$264,600
0.1% of portfolio
|
Q1 2024
Reduced 5.16%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
2,635
shares
|
$263,500
0.02% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
2,633
shares
|
$263,300
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,631
shares
|
$263,100
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
2,626
shares
|
$262,600
0.07% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
2,617
shares
|
$261,700
0.07% of portfolio
|
Q3 2025
Reduced 43.43%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,615
shares
|
$261,500
0.07% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
2,615
shares
|
$261,500
0.05% of portfolio
|
Q3 2025
Added 2.79%
|
|