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 2,154 institutions that hold shares in the stock, with a total of 1.24 Billion shares, which have been reported (via 13F filing form) to have a value of $123 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 |
|
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%
|
|
|
Wealth Navi Inc.
|
Apr 14, 2025 Q1 2025 |
10,341,692
shares
|
$1.02 Billion
11.38% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
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
|
$985 Million
0.4% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,808,101
shares
|
$971 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
9,233,202
shares
|
$914 Million
5.7% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
8,935,306
shares
|
$885 Million
0.47% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
8,769,111
shares
|
$868 Million
2.71% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
8,170,415
shares
|
$809 Million
16.12% of portfolio
|
Q2 2022
Added 0.75%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,968,950
shares
|
$789 Million
1.32% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
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
|
Apr 29, 2025 Q1 2025 |
6,696,309
shares
|
$663 Million
1.08% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,329,939
shares
|
$627 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%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,027,285
shares
|
$597 Million
1.71% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
5,322,563
shares
|
$527 Million
18.35% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
5,292,657
shares
|
$524 Million
6.17% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,221,839
shares
|
$517 Million
1.05% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,202,308
shares
|
$515 Million
0.11% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
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%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
4,916,363
shares
|
$487 Million
6.2% of portfolio
|
Q1 2025
Added 8534.89%
|
|
|
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
|
$468 Million
0.71% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
4,436,224
shares
|
$439 Million
3.6% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
4,414,763
shares
|
$437 Million
19.62% of portfolio
|
Q1 2025
Reduced 3.32%
|