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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
143,917,621
shares
|
$14.4 Billion
9.9% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
79,246,704
shares
|
$7.92 Billion
2.66% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,065,150
shares
|
$7.11 Billion
4.46% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
63,845,735
shares
|
$6.38 Billion
1.26% of portfolio
|
Q3 2025
Added 14.58%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
46,326,160
shares
|
$4.63 Billion
0.32% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
46,034,485
shares
|
$4.6 Billion
0.1% of portfolio
|
Q2 2024
Added 4.79%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
42,354,274
shares
|
$4.24 Billion
5.12% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
35,061,214
shares
|
$3.51 Billion
1.09% of portfolio
|
Q3 2025
Reduced 35.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
33,227,135
shares
|
$3.32 Billion
5.67% of portfolio
|
Q3 2025
Added 17.48%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
31,238,198
shares
|
$3.12 Billion
0.2% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
24,568,480
shares
|
$2.46 Billion
4.87% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
24,425,094
shares
|
$2.44 Billion
1.85% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Mastercard Foundation Asset Management Corp
Toronto, A6 |
Oct 20, 2025 Q3 2025 |
18,965,631
shares
|
$1.9 Billion
4.39% of portfolio
|
Q2 2025
Added 37.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
18,113,855
shares
|
$1.81 Billion
2.97% of portfolio
|
Q3 2025
Added 9.74%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
16,557,819
shares
|
$1.66 Billion
0.22% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
15,507,033
shares
|
$1.55 Billion
0.38% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
15,139,297
shares
|
$1.51 Billion
1.88% of portfolio
|
Q3 2025
Added 187.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
14,810,588
shares
|
$1.48 Billion
0.19% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
12,549,487
shares
|
$1.25 Billion
9.9% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
12,060,440
shares
|
$1.21 Billion
18.15% of portfolio
|
Q3 2022
Added 0.86%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,970,111
shares
|
$1.2 Billion
0.93% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
11,865,716
shares
|
$1.19 Billion
0.81% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
11,780,943
shares
|
$1.18 Billion
0.37% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
11,618,735
shares
|
$1.16 Billion
0.08% of portfolio
|
Q3 2025
Added 18.46%
|
|
|
Johns Hopkins University
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
11,550,613
shares
|
$1.16 Billion
64.52% of portfolio
|
Q3 2025
Reduced 1.39%
|
|