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 |
|
Wealth Navi Inc.
|
Jul 18, 2025 Q2 2025 |
10,013,370
shares
|
$991 Million
10.0% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,994,236
shares
|
$989 Million
0.19% of portfolio
|
Q1 2025
Added 15.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
9,948,608
shares
|
$984 Million
0.4% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
9,926,346
shares
|
$982 Million
15.18% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,808,101
shares
|
$970 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,265,056
shares
|
$917 Million
5.22% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,238,165
shares
|
$914 Million
1.56% of portfolio
|
Q1 2025
Added 15.93%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9,128,626
shares
|
$903 Million
0.59% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
8,170,415
shares
|
$808 Million
16.12% of portfolio
|
Q2 2022
Added 0.75%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
8,153,181
shares
|
$807 Million
2.12% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
7,685,672
shares
|
$760 Million
1.96% of portfolio
|
Q1 2025
Added 27.51%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,032,424
shares
|
$696 Million
2.49% of portfolio
|
Q2 2023
Added 19.7%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
6,935,731
shares
|
$686 Million
1.03% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
6,634,648
shares
|
$656 Million
8.38% of portfolio
|
Q2 2025
Added 34.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,329,939
shares
|
$626 Million
0.68% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
6,246,217
shares
|
$618 Million
1.27% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
5,452,801
shares
|
$540 Million
18.74% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
5,269,552
shares
|
$521 Million
0.94% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,076,363
shares
|
$502 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,982,945
shares
|
$493 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
4,836,472
shares
|
$479 Million
0.71% of portfolio
|
Q1 2025
Reduced 35.97%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
4,722,900
shares
|
$467 Million
0.71% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
4,417,779
shares
|
$437 Million
3.17% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
4,330,816
shares
|
$428 Million
17.92% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jul 23, 2025 Q2 2025 |
4,148,929
shares
|
$410 Million
19.03% of portfolio
|
Q1 2025
Reduced 6.74%
|