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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,219
shares
|
$121,900
0.08% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,201
shares
|
$120,100
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,180
shares
|
$118,000
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
1,177
shares
|
$117,700
0.04% of portfolio
|
Q3 2025
Reduced 88.8%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
1,159
shares
|
$115,900
0.05% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
1,143
shares
|
$114,300
0.01% of portfolio
|
Q3 2025
Reduced 99.85%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,130
shares
|
$113,000
0.05% of portfolio
|
Q3 2023
Added 966.04%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
1,100
shares
|
$110,000
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
1,039
shares
|
$103,900
0.06% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,036
shares
|
$103,600
0.02% of portfolio
|
Q3 2025
Reduced 25.68%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
1,033
shares
|
$103,300
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
1,033
shares
|
$103,300
0.04% of portfolio
|
Q1 2025
Added 22.68%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,030
shares
|
$103,000
0.0% of portfolio
|
Q1 2024
Reduced 54.59%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,027
shares
|
$102,700
0.04% of portfolio
|
Q3 2025
Added 190.93%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
1,023
shares
|
$102,300
0.02% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$100,000
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
981
shares
|
$98,100
0.05% of portfolio
|
Q3 2025
Added 15.14%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
960
shares
|
$96,000
0.02% of portfolio
|
Q3 2025
Reduced 83.12%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
920
shares
|
$92,000
0.04% of portfolio
|
Q3 2025
Added 40.46%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
917
shares
|
$91,700
0.0% of portfolio
|
Q2 2023
Added 2.23%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
907
shares
|
$90,700
0.01% of portfolio
|
Q3 2025
Reduced 28.19%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
903
shares
|
$90,300
0.05% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
897
shares
|
$89,700
0.02% of portfolio
|
Q3 2025
New holding
|
|