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 2,221 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 |
|---|---|---|---|---|---|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Nov 10, 2025 Q3 2025 |
557,327
shares
|
$55.7 Million
19.82% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 09, 2025 Q3 2025 |
554,366
shares
|
$55.4 Million
13.92% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
554,316
shares
|
$55.4 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
544,398
shares
|
$54.4 Million
1.95% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
540,598
shares
|
$54.1 Million
0.55% of portfolio
|
Q3 2025
Added 18.72%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Oct 29, 2025 Q3 2025 |
535,246
shares
|
$53.5 Million
21.61% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
533,312
shares
|
$53.3 Million
13.61% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 07, 2025 Q3 2025 |
526,803
shares
|
$52.7 Million
0.41% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
P/E Global LLC
|
Oct 22, 2025 Q3 2025 |
526,584
shares
|
$52.7 Million
10.56% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
518,398
shares
|
$51.8 Million
0.04% of portfolio
|
Q3 2025
Added 35.59%
|
|
|
Goal Fusion Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
502,507
shares
|
$50.3 Million
24.12% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 20, 2025 Q3 2025 |
501,092
shares
|
$50.1 Million
8.28% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
495,713
shares
|
$49.6 Million
11.38% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
487,575
shares
|
$48.8 Million
0.22% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
486,379
shares
|
$48.6 Million
0.26% of portfolio
|
Q3 2025
Added 12.89%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
485,689
shares
|
$48.6 Million
0.8% of portfolio
|
Q3 2025
Added 35.33%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
478,545
shares
|
$47.9 Million
0.57% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Oct 14, 2025 Q3 2025 |
475,247
shares
|
$47.5 Million
27.07% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
473,087
shares
|
$47.3 Million
1.07% of portfolio
|
Q3 2025
Added 14.19%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
473,068
shares
|
$47.3 Million
0.1% of portfolio
|
Q3 2025
Added 42.43%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
472,538
shares
|
$47.3 Million
2.9% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
469,663
shares
|
$47 Million
2.25% of portfolio
|
Q3 2025
Added 50.71%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
468,671
shares
|
$46.9 Million
16.99% of portfolio
|
Q4 2023
Added 339.42%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
463,919
shares
|
$46.4 Million
0.23% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
462,544
shares
|
$46.3 Million
1.2% of portfolio
|
Q2 2025
Added 4.22%
|
|