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 |
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
796,899
shares
|
$78.9 Million
9.27% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
783,790
shares
|
$77.6 Million
0.1% of portfolio
|
Q4 2024
Added 58.85%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
779,962
shares
|
$77.2 Million
0.74% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
772,570
shares
|
$76.5 Million
6.39% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
769,046
shares
|
$76.1 Million
12.18% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
766,194
shares
|
$75.8 Million
0.2% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
764,238
shares
|
$75.7 Million
1.97% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
759,787
shares
|
$75.2 Million
1.29% of portfolio
|
Q1 2025
Added 239.21%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
754,512
shares
|
$74.7 Million
0.65% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
May 12, 2025 Q1 2025 |
736,489
shares
|
$72.9 Million
18.16% of portfolio
|
Q4 2023
Reduced 46.83%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
730,369
shares
|
$72.3 Million
1.38% of portfolio
|
Q1 2025
Added 74.17%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
720,405
shares
|
$71.3 Million
0.01% of portfolio
|
Q1 2025
Added 31.29%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
713,245
shares
|
$70.6 Million
19.38% of portfolio
|
Q1 2025
Added 16.8%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
712,489
shares
|
$70.5 Million
1.16% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Orion Portfolio Solutions, LLC
|
May 14, 2025 Q1 2025 |
706,375
shares
|
$69.9 Million
0.75% of portfolio
|
Q4 2024
Reduced 30.8%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
700,903
shares
|
$69.4 Million
5.91% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
690,035
shares
|
$68.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
679,512
shares
|
$67.3 Million
0.19% of portfolio
|
Q1 2025
Reduced 34.54%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
672,957
shares
|
$66.6 Million
3.19% of portfolio
|
Q2 2023
Added 10.64%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
671,121
shares
|
$66.4 Million
5.64% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
668,874
shares
|
$66.2 Million
17.17% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
668,296
shares
|
$66.2 Million
0.26% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
666,981
shares
|
$66 Million
2.48% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
662,731
shares
|
$65.6 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
662,686
shares
|
$65.6 Million
5.2% of portfolio
|
Q1 2025
Added 5.14%
|