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 2,160 institutions that hold shares in the stock, with a total of 1.29 Billion shares, which have been reported (via 13F filing form) to have a value of $128 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
138,625,924
shares
|
$13.7 Billion
12.33% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
81,294,683
shares
|
$8.04 Billion
3.12% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,065,150
shares
|
$7.03 Billion
4.46% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
54,218,326
shares
|
$5.36 Billion
1.65% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
53,913,190
shares
|
$5.33 Billion
1.24% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
46,034,485
shares
|
$4.55 Billion
0.1% of portfolio
|
Q2 2024
Added 4.79%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
43,988,044
shares
|
$4.35 Billion
5.58% of portfolio
|
Q2 2025
Added 29.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
41,987,253
shares
|
$4.15 Billion
0.34% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
31,408,091
shares
|
$3.11 Billion
0.23% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
26,159,713
shares
|
$2.59 Billion
6.02% of portfolio
|
Q1 2025
Added 11.74%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
24,538,059
shares
|
$2.43 Billion
2.26% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
21,876,462
shares
|
$2.16 Billion
5.13% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
21,095,135
shares
|
$2.09 Billion
0.35% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Mastercard Foundation Asset Management Corp
Toronto, A6 |
Aug 01, 2025 Q2 2025 |
18,965,631
shares
|
$1.88 Billion
4.2% of portfolio
|
Q2 2025
Added 37.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
18,959,615
shares
|
$1.88 Billion
7.7% of portfolio
|
Q2 2025
Added 12.41%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
16,884,474
shares
|
$1.67 Billion
0.25% of portfolio
|
Q1 2025
Added 14.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
16,505,965
shares
|
$1.63 Billion
2.94% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
14,847,660
shares
|
$1.47 Billion
0.41% of portfolio
|
Q1 2025
Reduced 22.39%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
May 14, 2025 Q1 2025 |
13,436,636
shares
|
$1.33 Billion
45.05% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Johns Hopkins University
Baltimore, MD |
May 06, 2025 Q1 2025 |
13,260,395
shares
|
$1.31 Billion
49.49% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
12,513,772
shares
|
$1.24 Billion
11.87% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
12,373,724
shares
|
$1.22 Billion
1.06% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
12,060,440
shares
|
$1.19 Billion
18.15% of portfolio
|
Q3 2022
Added 0.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
11,545,869
shares
|
$1.14 Billion
0.94% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
10,428,154
shares
|
$1.03 Billion
0.2% of portfolio
|
Q1 2025
Reduced 6.5%
|