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 |
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
1,179,688
shares
|
$117 Million
3.05% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,144,249
shares
|
$113 Million
1.03% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
1,135,587
shares
|
$112 Million
1.44% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
1,132,463
shares
|
$112 Million
2.07% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
1,095,504
shares
|
$108 Million
5.21% of portfolio
|
Q2 2025
Reduced 15.6%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
1,072,288
shares
|
$106 Million
2.39% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,064,449
shares
|
$105 Million
0.28% of portfolio
|
Q2 2025
Added 60.62%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
1,054,561
shares
|
$104 Million
1.94% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,052,405
shares
|
$104 Million
2.28% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
1,046,888
shares
|
$104 Million
0.05% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
1,035,518
shares
|
$102 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,018,029
shares
|
$101 Million
8.12% of portfolio
|
Q4 2022
Reduced 1.54%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
1,010,986
shares
|
$100 Million
12.01% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
992,594
shares
|
$98.2 Million
0.06% of portfolio
|
Q4 2022
Reduced 8.06%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
988,788
shares
|
$97.8 Million
0.37% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
981,162
shares
|
$97.1 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
964,448
shares
|
$95.4 Million
11.01% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
959,866
shares
|
$95 Million
0.34% of portfolio
|
Q2 2025
Added 25.28%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
926,668
shares
|
$91.7 Million
1.05% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
915,150
shares
|
$90.5 Million
0.31% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
914,509
shares
|
$90.5 Million
2.58% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
869,665
shares
|
$86 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Rock Creek Group, LP
|
May 13, 2025 Q1 2025 |
859,227
shares
|
$85 Million
9.89% of portfolio
|
Q1 2025
Added 20.53%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
854,748
shares
|
$84.6 Million
2.64% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
852,121
shares
|
$84.3 Million
3.19% of portfolio
|
Q1 2025
Added 1937.79%
|