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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
89
shares
|
$8,900
0.0% of portfolio
|
Q3 2025
Reduced 66.16%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
89
shares
|
$8,900
0.0% of portfolio
|
Q4 2024
Added 1599086.5%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
88
shares
|
$8,800
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
86
shares
|
$8,600
0.0% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
84
shares
|
$8,400
0.0% of portfolio
|
Q2 2025
Reduced 72.46%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
83
shares
|
$8,300
0.0% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
78
shares
|
$7,800
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
77
shares
|
$7,700
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
76
shares
|
$7,600
0.0% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
66
shares
|
$6,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
66
shares
|
$6,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
65
shares
|
$6,500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
64
shares
|
$6,400
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
60
shares
|
$6,000
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
59
shares
|
$5,900
0.0% of portfolio
|
Q2 2024
Reduced 64.24%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
59
shares
|
$5,900
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
52
shares
|
$5,200
0.0% of portfolio
|
Q3 2025
Reduced 17.46%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
50
shares
|
$5,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$4,900
0.0% of portfolio
|
Q3 2023
Added 2.08%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
49
shares
|
$4,900
0.0% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
45
shares
|
$4,500
0.0% of portfolio
|
Q1 2023
Reduced 65.12%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
45
shares
|
$4,500
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
39
shares
|
$3,900
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
39
shares
|
$3,900
0.0% of portfolio
|
Q3 2025
Reduced 88.43%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
39
shares
|
$3,900
0.0% of portfolio
|
Q1 2025
New holding
|
|