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 |
|---|---|---|---|---|---|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
2,328
shares
|
$232,800
0.03% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
2,322
shares
|
$232,200
0.02% of portfolio
|
Q2 2025
Reduced 37.45%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
2,319
shares
|
$231,900
0.1% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,316
shares
|
$231,600
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
2,310
shares
|
$231,000
0.14% of portfolio
|
Q3 2025
Reduced 60.84%
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,309
shares
|
$230,900
0.04% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
2,307
shares
|
$230,700
0.01% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,300
shares
|
$230,000
0.05% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
2,300
shares
|
$230,000
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
2,298
shares
|
$229,800
0.09% of portfolio
|
Q4 2024
Reduced 31.61%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
2,291
shares
|
$229,100
0.09% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
2,287
shares
|
$228,700
0.08% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
2,280
shares
|
$228,000
0.09% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
2,265
shares
|
$226,500
0.09% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
2,262
shares
|
$226,200
0.05% of portfolio
|
Q3 2025
Added 226.41%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
2,261
shares
|
$226,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,247
shares
|
$224,700
0.05% of portfolio
|
Q3 2022
Reduced 99.71%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,247
shares
|
$224,700
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
2,240
shares
|
$224,000
0.08% of portfolio
|
Q3 2025
Reduced 16.6%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
2,237
shares
|
$223,700
0.04% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
2,227
shares
|
$222,700
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
2,221
shares
|
$222,100
0.03% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
2,220
shares
|
$222,000
0.13% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,215
shares
|
$221,500
0.04% of portfolio
|
Q2 2025
Reduced 52.07%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
2,213
shares
|
$221,300
0.01% of portfolio
|
Q3 2024
New holding
|
|