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 2,228 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 |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
2,210
shares
|
$221,000
0.0% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
2,206
shares
|
$220,600
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,200
shares
|
$220,000
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,200
shares
|
$220,000
0.06% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
2,200
shares
|
$220,000
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
2,199
shares
|
$219,900
0.02% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
2,190
shares
|
$219,000
0.13% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
2,181
shares
|
$218,100
0.08% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
2,177
shares
|
$217,700
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,175
shares
|
$217,500
0.4% of portfolio
|
Q3 2022
Reduced 7.56%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
2,173
shares
|
$217,300
0.02% of portfolio
|
Q3 2025
Reduced 20.14%
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,165
shares
|
$216,500
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
2,161
shares
|
$216,100
0.03% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
2,149
shares
|
$214,900
0.28% of portfolio
|
Q3 2025
Reduced 37.05%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
2,135
shares
|
$213,500
0.17% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
2,134
shares
|
$213,400
0.07% of portfolio
|
Q2 2025
Added 290.72%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
2,131
shares
|
$213,100
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,131
shares
|
$213,100
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
2,128
shares
|
$212,800
0.19% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,121
shares
|
$212,100
0.08% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
2,117
shares
|
$211,700
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
2,115
shares
|
$211,500
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
2,114
shares
|
$211,400
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
2,110
shares
|
$211,000
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
2,108
shares
|
$210,800
0.02% of portfolio
|
Q3 2025
New holding
|
|