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 |
|---|---|---|---|---|---|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
294
shares
|
$29,400
0.01% of portfolio
|
Q2 2025
Added 47.0%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
287
shares
|
$28,700
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
259
shares
|
$25,900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
254
shares
|
$25,400
0.0% of portfolio
|
Q3 2025
Reduced 19.62%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
254
shares
|
$25,400
0.01% of portfolio
|
Q1 2023
Reduced 15.89%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
250
shares
|
$25,000
0.02% of portfolio
|
Q4 2024
Reduced 18.83%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
250
shares
|
$25,000
0.0% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
235
shares
|
$23,500
0.01% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
225
shares
|
$22,500
0.0% of portfolio
|
Q1 2023
Reduced 10.36%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
225
shares
|
$22,500
0.01% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
221
shares
|
$22,100
0.0% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
220
shares
|
$22,000
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
212
shares
|
$21,200
0.01% of portfolio
|
Q1 2025
Added 55.88%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
207
shares
|
$20,700
0.02% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
205
shares
|
$20,500
0.02% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
204
shares
|
$20,400
0.0% of portfolio
|
Q1 2025
Reduced 95.37%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
203
shares
|
$20,300
0.0% of portfolio
|
Q1 2025
Added 76.52%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
200
shares
|
$20,000
0.01% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
200
shares
|
$20,000
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
199
shares
|
$19,900
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
198
shares
|
$19,800
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
197
shares
|
$19,700
0.01% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
196
shares
|
$19,600
0.01% of portfolio
|
Q3 2025
Added 23.27%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
194
shares
|
$19,400
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
193
shares
|
$19,300
0.0% of portfolio
|
Q3 2025
Reduced 94.38%
|
|