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 2,221 institutions that hold shares in the stock, with a total of 1.3 Billion shares, which have been reported (via 13F filing form) to have a value of $130 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arizona Psprs Trust
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
11,145,577
shares
|
$1.11 Billion
38.72% of portfolio
|
Q3 2025
Reduced 17.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,816,427
shares
|
$1.08 Billion
1.43% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Wealth Navi Inc.
|
Oct 15, 2025 Q3 2025 |
10,411,748
shares
|
$1.04 Billion
9.67% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
9,425,011
shares
|
$943 Million
0.58% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
9,369,437
shares
|
$937 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,265,056
shares
|
$927 Million
5.22% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2025 Q3 2025 |
9,126,963
shares
|
$913 Million
63.94% of portfolio
|
Q3 2025
Added 81.7%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
8,520,453
shares
|
$852 Million
2.1% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
8,170,415
shares
|
$817 Million
16.12% of portfolio
|
Q2 2022
Added 0.75%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
7,471,419
shares
|
$747 Million
3.14% of portfolio
|
Q3 2025
Reduced 60.59%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
7,327,426
shares
|
$733 Million
1.02% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
7,230,973
shares
|
$723 Million
0.12% of portfolio
|
Q3 2025
Reduced 27.07%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
7,143,579
shares
|
$714 Million
8.29% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,032,424
shares
|
$703 Million
2.49% of portfolio
|
Q2 2023
Added 19.7%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
7,021,638
shares
|
$702 Million
1.16% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,525,696
shares
|
$653 Million
0.62% of portfolio
|
Q3 2025
Reduced 16.16%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
5,514,800
shares
|
$551 Million
0.72% of portfolio
|
Q3 2025
Added 15.41%
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
5,486,716
shares
|
$549 Million
18.26% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
5,401,273
shares
|
$540 Million
1.16% of portfolio
|
Q3 2025
Reduced 34.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,982,945
shares
|
$498 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,598,418
shares
|
$460 Million
3.04% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
4,588,871
shares
|
$459 Million
3.91% of portfolio
|
Q3 2025
Added 54.11%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
4,341,532
shares
|
$434 Million
17.44% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Oct 21, 2025 Q3 2025 |
4,148,919
shares
|
$415 Million
19.44% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,088,136
shares
|
$409 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.73%
|
|