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 2,136 institutions that hold shares in the stock, with a total of 1.22 Billion shares, which have been reported (via 13F filing form) to have a value of $120 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
|
Feb 05, 2025 Q4 2024 |
128,947,585
shares
|
$12.6 Billion
11.92% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
77,873,077
shares
|
$7.59 Billion
2.86% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,065,150
shares
|
$6.93 Billion
4.46% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
53,836,254
shares
|
$5.25 Billion
1.21% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
51,597,816
shares
|
$5.03 Billion
1.66% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
46,034,485
shares
|
$4.49 Billion
0.1% of portfolio
|
Q2 2024
Added 4.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
43,758,246
shares
|
$4.26 Billion
0.36% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
34,048,215
shares
|
$3.32 Billion
4.36% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
32,612,398
shares
|
$3.18 Billion
0.23% of portfolio
|
Q4 2024
Added 15.8%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
24,537,007
shares
|
$2.39 Billion
2.64% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
23,411,435
shares
|
$2.28 Billion
5.6% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,893,388
shares
|
$1.94 Billion
4.64% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
19,130,645
shares
|
$1.86 Billion
0.49% of portfolio
|
Q4 2024
Added 75.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
18,527,689
shares
|
$1.81 Billion
0.29% of portfolio
|
Q4 2024
Reduced 29.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
16,866,256
shares
|
$1.64 Billion
7.03% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
15,197,862
shares
|
$1.48 Billion
3.06% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,764,305
shares
|
$1.44 Billion
0.21% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Johns Hopkins University
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
14,159,616
shares
|
$1.38 Billion
51.62% of portfolio
|
Q4 2024
New holding
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Feb 12, 2025 Q4 2024 |
13,346,704
shares
|
$1.3 Billion
41.69% of portfolio
|
Q4 2024
Added 64.24%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
12,879,420
shares
|
$1.26 Billion
1.22% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
12,235,073
shares
|
$1.19 Billion
11.49% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
12,060,440
shares
|
$1.18 Billion
18.15% of portfolio
|
Q3 2022
Added 0.86%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
11,152,811
shares
|
$1.09 Billion
0.2% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
10,625,620
shares
|
$1.04 Billion
17.79% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
10,429,324
shares
|
$1.02 Billion
0.86% of portfolio
|
Q4 2024
Added 9.68%
|