# iShares Core U.S. Aggregate Bond ETF (AGG) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 464287226
Page URL: https://superinvestorclub.com/stock/AGG
Last updated: 2026-07-27T03:17:44.710Z

## Summary

As of the most recent 13F filing period, iShares Core U.S. Aggregate Bond ETF (AGG) is held by 1 tracked superinvestors with an aggregate position value of $241,127 representing 02429 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 2429 | $241,127 | 0.01% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2025-09-30: 1 holders, $301,051 aggregate, 03003 shares
- 2025-12-31: 1 holders, $261,885 aggregate, 02622 shares
- 2026-03-31: 1 holders, $241,127 aggregate, 02429 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "iShares Core U.S. Aggregate Bond ETF (AGG) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/AGG), aggregating SEC 13F, Form 4, and congressional disclosures."