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 |
|
Constellation Investments, Inc.
Montgomery, OH |
Apr 22, 2025 Q1 2025 |
4,148,929
shares
|
$411 Million
19.5% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
3,948,422
shares
|
$391 Million
2.38% of portfolio
|
Q1 2025
Added 180.63%
|
|
|
Vantagepoint Investment Advisers LLC
|
Apr 09, 2025 Q1 2025 |
3,699,718
shares
|
$366 Million
41.81% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3,452,100
shares
|
$342 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
3,143,993
shares
|
$311 Million
13.11% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
3,092,836
shares
|
$306 Million
11.04% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
3,076,340
shares
|
$305 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Simplify Asset Management Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,046,844
shares
|
$302 Million
12.24% of portfolio
|
Q1 2025
Added 31.35%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
2,953,780
shares
|
$292 Million
9.71% of portfolio
|
Q4 2024
Reduced 67.64%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
2,945,885
shares
|
$292 Million
5.96% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
2,545,100
shares
|
$252 Million
32.03% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
2,491,089
shares
|
$247 Million
4.11% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
May 13, 2025 Q1 2025 |
2,472,801
shares
|
$245 Million
0.2% of portfolio
|
Q1 2025
Added 94.62%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,433,340
shares
|
$241 Million
0.08% of portfolio
|
Q4 2024
Reduced 18.25%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,315,491
shares
|
$229 Million
1.91% of portfolio
|
Q4 2024
Added 37.11%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,281,427
shares
|
$226 Million
0.32% of portfolio
|
Q1 2025
Added 22.84%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,256,473
shares
|
$223 Million
2.91% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
2,098,708
shares
|
$208 Million
2.51% of portfolio
|
Q1 2025
Added 39.27%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
2,098,388
shares
|
$208 Million
30.19% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Stairway Partners, LLC
|
Apr 07, 2025 Q1 2025 |
2,042,984
shares
|
$202 Million
12.45% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
2,016,188
shares
|
$200 Million
6.37% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,014,050
shares
|
$199 Million
0.28% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,982,826
shares
|
$196 Million
0.33% of portfolio
|
Q1 2025
Added 112.59%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,831,940
shares
|
$181 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,756,236
shares
|
$174 Million
1.43% of portfolio
|
Q1 2025
Added 4.93%
|