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 |
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
1,708,110
shares
|
$169 Million
4.71% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,667,009
shares
|
$165 Million
15.15% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,664,164
shares
|
$165 Million
0.39% of portfolio
|
Q1 2025
Added 35.58%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,652,157
shares
|
$164 Million
0.09% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
1,651,369
shares
|
$163 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
1,600,629
shares
|
$158 Million
1.93% of portfolio
|
Q4 2024
Added 58.39%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
1,583,834
shares
|
$157 Million
8.06% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
1,553,935
shares
|
$154 Million
12.75% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,546,570
shares
|
$153 Million
0.51% of portfolio
|
Q1 2025
Added 27.87%
|
|
|
Geisinger Health
Danville, PA |
Aug 14, 2024 Q2 2024 |
1,529,816
shares
|
$151 Million
43.16% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 09, 2025 Q1 2025 |
1,413,455
shares
|
$140 Million
0.37% of portfolio
|
Q1 2023
Reduced 6.09%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,391,690
shares
|
$138 Million
3.44% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
1,375,087
shares
|
$136 Million
4.21% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
1,371,949
shares
|
$136 Million
11.96% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
1,305,635
shares
|
$129 Million
4.57% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
1,297,999
shares
|
$128 Million
6.24% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
1,296,424
shares
|
$128 Million
9.44% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
1,275,465
shares
|
$126 Million
2.67% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
1,245,729
shares
|
$123 Million
6.72% of portfolio
|
Q1 2025
Added 20.38%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
1,227,725
shares
|
$122 Million
2.43% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
1,225,487
shares
|
$121 Million
2.97% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
1,211,502
shares
|
$120 Million
8.91% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
1,198,318
shares
|
$119 Million
0.22% of portfolio
|
Q1 2025
Reduced 46.93%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
1,179,688
shares
|
$117 Million
3.05% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,175,400
shares
|
$116 Million
0.39% of portfolio
|
Q1 2025
Reduced 11.99%
|