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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
840
shares
|
$84,000
0.02% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
836
shares
|
$83,600
0.01% of portfolio
|
Q2 2025
Added 67.2%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
836
shares
|
$83,600
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
820
shares
|
$82,000
0.02% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
811
shares
|
$81,100
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
805
shares
|
$80,500
0.02% of portfolio
|
Q1 2025
Reduced 93.48%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
804
shares
|
$80,400
0.17% of portfolio
|
Q3 2025
Added 944.16%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
788
shares
|
$78,800
0.02% of portfolio
|
Q4 2025
Reduced 37.01%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
764
shares
|
$76,400
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
737
shares
|
$73,700
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
727
shares
|
$72,700
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
720
shares
|
$72,000
0.01% of portfolio
|
Q1 2025
Reduced 48.57%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
719
shares
|
$71,900
0.05% of portfolio
|
Q3 2025
Reduced 27.52%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
669
shares
|
$66,900
0.03% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
666
shares
|
$66,600
0.01% of portfolio
|
Q3 2025
Reduced 16.33%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
663
shares
|
$66,300
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
655
shares
|
$65,500
0.01% of portfolio
|
Q3 2025
Reduced 84.19%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
650
shares
|
$65,000
0.02% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
621
shares
|
$62,100
0.01% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
610
shares
|
$61,000
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
604
shares
|
$60,400
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
561
shares
|
$56,100
0.02% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
542
shares
|
$54,200
0.03% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
540
shares
|
$54,000
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
516
shares
|
$51,600
0.02% of portfolio
|
Q2 2025
Added 21.99%
|
|