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 |
|---|---|---|---|---|---|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
3,755,423
shares
|
$376 Million
3.73% of portfolio
|
Q3 2025
Added 66.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,668,854
shares
|
$367 Million
2.21% of portfolio
|
Q3 2025
Added 196.38%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
3,534,306
shares
|
$353 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
3,473,163
shares
|
$347 Million
11.02% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,412,915
shares
|
$341 Million
4.43% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
3,355,147
shares
|
$336 Million
11.61% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
3,137,334
shares
|
$314 Million
0.15% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,129,559
shares
|
$313 Million
2.11% of portfolio
|
Q3 2025
Added 19.37%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
3,039,330
shares
|
$304 Million
31.58% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
3,002,098
shares
|
$300 Million
0.38% of portfolio
|
Q3 2025
Reduced 43.85%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Oct 20, 2025 Q3 2025 |
2,802,663
shares
|
$280 Million
15.84% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
2,784,735
shares
|
$278 Million
5.43% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
2,725,298
shares
|
$273 Million
3.65% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,651,804
shares
|
$265 Million
0.09% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
2,634,194
shares
|
$263 Million
0.11% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
2,599,863
shares
|
$260 Million
0.17% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,370,636
shares
|
$237 Million
1.61% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,334,436
shares
|
$233 Million
2.69% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,270,873
shares
|
$227 Million
1.38% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,221,616
shares
|
$222 Million
0.29% of portfolio
|
Q3 2025
Added 15.69%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
2,179,161
shares
|
$218 Million
5.98% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,171,870
shares
|
$217 Million
0.26% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
2,135,000
shares
|
$214 Million
8.01% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Stairway Partners, LLC
|
Oct 02, 2025 Q3 2025 |
2,042,815
shares
|
$204 Million
11.21% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
1,996,428
shares
|
$200 Million
1.93% of portfolio
|
Q3 2025
Added 52.39%
|
|