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 |
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,144,249
shares
|
$113 Million
1.03% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
1,132,463
shares
|
$112 Million
2.07% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,052,405
shares
|
$104 Million
2.28% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
1,046,888
shares
|
$104 Million
0.05% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
1,035,518
shares
|
$103 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
1,020,086
shares
|
$101 Million
1.99% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,018,029
shares
|
$101 Million
8.12% of portfolio
|
Q4 2022
Reduced 1.54%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,003,356
shares
|
$99.3 Million
3.01% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
998,158
shares
|
$98.8 Million
12.19% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
992,594
shares
|
$98.3 Million
0.07% of portfolio
|
Q4 2022
Reduced 8.06%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
981,162
shares
|
$97.1 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
974,589
shares
|
$96.5 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
954,079
shares
|
$94.4 Million
12.08% of portfolio
|
Q1 2025
Added 57.33%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
929,705
shares
|
$92 Million
12.49% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
926,668
shares
|
$91.7 Million
1.05% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
915,150
shares
|
$90.6 Million
0.31% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
877,912
shares
|
$86.9 Million
2.72% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
869,665
shares
|
$86.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Rock Creek Group, LP
|
May 13, 2025 Q1 2025 |
859,227
shares
|
$85.1 Million
9.89% of portfolio
|
Q1 2025
Added 20.53%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
854,748
shares
|
$84.6 Million
2.64% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
852,121
shares
|
$84.4 Million
3.19% of portfolio
|
Q1 2025
Added 1937.79%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
847,280
shares
|
$83.9 Million
3.8% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
818,795
shares
|
$81.1 Million
0.5% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
817,022
shares
|
$80.9 Million
5.96% of portfolio
|
Q4 2023
Added 20.04%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
803,669
shares
|
$79.6 Million
4.14% of portfolio
|
Q1 2025
Added 0.61%
|