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 |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
512
shares
|
$51,200
0.02% of portfolio
|
Q1 2024
Reduced 17.55%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
491
shares
|
$49,100
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
465
shares
|
$46,500
0.01% of portfolio
|
Q3 2025
Reduced 77.91%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
450
shares
|
$45,000
0.0% of portfolio
|
Q3 2025
Reduced 94.3%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
415
shares
|
$41,500
0.02% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
410
shares
|
$41,000
0.01% of portfolio
|
Q3 2025
Added 4000.0%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
404
shares
|
$40,400
0.03% of portfolio
|
Q4 2025
Added 20.96%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
401
shares
|
$40,100
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
374
shares
|
$37,400
0.01% of portfolio
|
Q3 2025
Reduced 65.34%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
366
shares
|
$36,600
0.02% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
362
shares
|
$36,200
0.0% of portfolio
|
Q4 2025
Reduced 30.92%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
350
shares
|
$35,000
0.0% of portfolio
|
Q2 2022
Added 54.19%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
337
shares
|
$33,700
0.0% of portfolio
|
Q3 2025
Reduced 18.2%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
334
shares
|
$33,400
0.0% of portfolio
|
Q4 2024
Reduced 68.64%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
331
shares
|
$33,100
0.02% of portfolio
|
Q2 2025
Reduced 14.91%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
325
shares
|
$32,500
0.01% of portfolio
|
Q2 2022
Reduced 1.52%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
317
shares
|
$31,700
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
315
shares
|
$31,500
0.01% of portfolio
|
Q1 2023
Reduced 75.1%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
314
shares
|
$31,400
0.02% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
313
shares
|
$31,300
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
312
shares
|
$31,200
0.0% of portfolio
|
Q4 2025
Reduced 58.84%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
311
shares
|
$31,100
0.02% of portfolio
|
Q2 2024
Reduced 11.14%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
309
shares
|
$30,900
0.01% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
307
shares
|
$30,700
0.06% of portfolio
|
Q3 2025
Reduced 58.12%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
300
shares
|
$30,000
0.0% of portfolio
|
Q1 2025
Reduced 50.41%
|
|