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 2,231 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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,624
shares
|
$162,400
0.01% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
1,612
shares
|
$161,200
0.08% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,582
shares
|
$158,200
0.01% of portfolio
|
Q3 2025
Added 17477.78%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,573
shares
|
$157,300
0.01% of portfolio
|
Q2 2025
Added 6192.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,550
shares
|
$155,000
0.02% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,548
shares
|
$154,800
0.09% of portfolio
|
Q2 2022
Reduced 68.97%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,535
shares
|
$153,500
0.05% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
1,519
shares
|
$151,900
0.05% of portfolio
|
Q3 2025
Reduced 33.2%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
1,510
shares
|
$151,000
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
1,496
shares
|
$149,600
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
1,495
shares
|
$149,500
0.04% of portfolio
|
Q3 2025
Reduced 38.93%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
1,493
shares
|
$149,300
0.01% of portfolio
|
Q3 2024
Reduced 29.58%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,463
shares
|
$146,300
0.02% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
1,436
shares
|
$143,600
0.06% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
1,429
shares
|
$142,900
0.06% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
1,372
shares
|
$137,200
0.04% of portfolio
|
Q3 2025
Reduced 24.7%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,367
shares
|
$136,700
0.04% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
1,311
shares
|
$131,100
0.07% of portfolio
|
Q4 2025
Added 218.98%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,308
shares
|
$130,800
0.04% of portfolio
|
Q3 2025
Added 22.82%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
1,290
shares
|
$129,000
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
1,290
shares
|
$129,000
0.03% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
1,275
shares
|
$127,500
0.01% of portfolio
|
Q3 2025
Reduced 18.16%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
1,268
shares
|
$126,800
0.04% of portfolio
|
Q3 2025
Reduced 74.45%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,260
shares
|
$126,000
0.32% of portfolio
|
Q4 2022
Reduced 77.55%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,219
shares
|
$121,900
0.01% of portfolio
|
Q2 2025
Reduced 50.45%
|
|