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 |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,483
shares
|
$248,300
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,482
shares
|
$248,200
0.15% of portfolio
|
Q2 2023
Reduced 2.86%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
2,456
shares
|
$245,600
0.24% of portfolio
|
Q3 2025
Added 27.39%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
2,455
shares
|
$245,500
0.09% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,452
shares
|
$245,200
0.03% of portfolio
|
Q3 2025
Reduced 23.66%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
2,448
shares
|
$244,800
0.02% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
2,448
shares
|
$244,800
0.05% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
2,443
shares
|
$244,300
0.02% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
2,441
shares
|
$244,100
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,441
shares
|
$244,100
0.01% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
2,423
shares
|
$242,300
0.07% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
2,411
shares
|
$241,100
0.09% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
2,410
shares
|
$241,000
0.04% of portfolio
|
Q3 2025
Reduced 21.68%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,407
shares
|
$240,700
0.02% of portfolio
|
Q3 2025
Reduced 69.53%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
2,395
shares
|
$239,500
0.07% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
2,384
shares
|
$238,400
0.04% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,380
shares
|
$238,000
0.12% of portfolio
|
Q3 2025
Added 15.65%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
2,373
shares
|
$237,300
0.02% of portfolio
|
Q4 2025
Reduced 12.24%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
2,363
shares
|
$236,300
0.03% of portfolio
|
Q2 2022
Reduced 0.96%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,362
shares
|
$236,200
0.0% of portfolio
|
Q2 2022
Reduced 2.54%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
2,358
shares
|
$235,800
0.17% of portfolio
|
Q3 2025
Reduced 11.55%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
2,350
shares
|
$235,000
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
2,339
shares
|
$233,900
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
2,335
shares
|
$233,500
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
2,335
shares
|
$233,500
0.08% of portfolio
|
Q3 2025
Reduced 20.98%
|
|