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 |
|---|---|---|---|---|---|
|
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
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
2,104
shares
|
$210,400
0.02% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
2,100
shares
|
$210,000
0.05% of portfolio
|
Q2 2024
Reduced 72.19%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
2,100
shares
|
$210,000
0.03% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
2,100
shares
|
$210,000
0.16% of portfolio
|
Q2 2025
Added 39.91%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
2,099
shares
|
$209,900
0.01% of portfolio
|
Q3 2025
Reduced 27.72%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
2,097
shares
|
$209,700
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
2,089
shares
|
$208,900
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
2,076
shares
|
$207,600
0.02% of portfolio
|
Q1 2025
Reduced 22.07%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,070
shares
|
$207,000
0.14% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
2,066
shares
|
$206,600
0.04% of portfolio
|
Q3 2025
Reduced 27.18%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
2,065
shares
|
$206,500
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,064
shares
|
$206,400
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
2,061
shares
|
$206,100
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
2,058
shares
|
$205,800
0.2% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
2,056
shares
|
$205,600
0.03% of portfolio
|
Q4 2025
Reduced 26.99%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
2,047
shares
|
$204,700
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
2,043
shares
|
$204,300
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
2,042
shares
|
$204,200
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
2,028
shares
|
$202,800
0.05% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
2,026
shares
|
$202,600
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
2,026
shares
|
$202,600
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
2,025
shares
|
$202,500
0.02% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
2,022
shares
|
$202,200
0.08% of portfolio
|
Q3 2025
New holding
|
|