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 2,221 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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
461,448
shares
|
$46.1 Million
0.09% of portfolio
|
Q3 2025
Added 24.57%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
460,998
shares
|
$46.1 Million
2.88% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
460,569
shares
|
$46.1 Million
0.2% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
457,945
shares
|
$45.8 Million
3.47% of portfolio
|
Q2 2025
Reduced 21.48%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
455,385
shares
|
$45.5 Million
2.51% of portfolio
|
Q3 2025
Reduced 26.18%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
454,520
shares
|
$45.5 Million
6.49% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
450,860
shares
|
$45.1 Million
2.53% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Twele Capital Management, Inc.
|
Oct 15, 2025 Q3 2025 |
447,643
shares
|
$44.8 Million
8.33% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
444,002
shares
|
$44.4 Million
0.05% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
443,492
shares
|
$44.3 Million
1.38% of portfolio
|
Q3 2025
Added 15.14%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
437,996
shares
|
$43.8 Million
7.73% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
435,571
shares
|
$43.6 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
434,093
shares
|
$43.4 Million
0.62% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
423,964
shares
|
$42.4 Million
1.05% of portfolio
|
Q3 2025
Added 17.44%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
422,926
shares
|
$42.3 Million
7.84% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
422,653
shares
|
$42.3 Million
7.7% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
420,665
shares
|
$42.1 Million
10.56% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
418,656
shares
|
$41.9 Million
0.92% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
417,559
shares
|
$41.8 Million
0.27% of portfolio
|
Q3 2025
Added 28.27%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
417,133
shares
|
$41.7 Million
7.63% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Mtc Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
415,764
shares
|
$41.6 Million
19.59% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
413,171
shares
|
$41.3 Million
0.86% of portfolio
|
Q3 2025
Added 25.48%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
412,908
shares
|
$41.3 Million
1.56% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
411,311
shares
|
$41.1 Million
0.32% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
410,627
shares
|
$41.1 Million
5.18% of portfolio
|
Q3 2025
Added 5.26%
|
|