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 |
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
658,423
shares
|
$65.2 Million
17.87% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
658,246
shares
|
$65.2 Million
0.28% of portfolio
|
Q1 2025
Reduced 23.5%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Feb 13, 2025 Q4 2024 |
654,184
shares
|
$64.8 Million
23.23% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
652,521
shares
|
$64.6 Million
15.05% of portfolio
|
Q1 2025
Added 13.13%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
643,714
shares
|
$63.7 Million
2.6% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
638,030
shares
|
$63.2 Million
7.78% of portfolio
|
Q1 2025
Reduced 34.63%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
637,948
shares
|
$63.2 Million
1.1% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
637,819
shares
|
$63.1 Million
3.27% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
632,270
shares
|
$62.6 Million
2.59% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
630,748
shares
|
$62.4 Million
6.45% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
627,658
shares
|
$62.1 Million
3.97% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
609,875
shares
|
$60.4 Million
3.93% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
608,635
shares
|
$60.2 Million
0.22% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
604,280
shares
|
$59.8 Million
0.24% of portfolio
|
Q1 2025
Reduced 11.21%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
596,769
shares
|
$59.1 Million
3.98% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
592,101
shares
|
$58.6 Million
0.26% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
586,372
shares
|
$58 Million
3.95% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
585,654
shares
|
$58 Million
1.3% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
578,176
shares
|
$57.2 Million
4.16% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
569,687
shares
|
$56.4 Million
0.35% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
557,049
shares
|
$55.1 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
552,027
shares
|
$54.6 Million
1.07% of portfolio
|
Q4 2022
Reduced 7.37%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
551,354
shares
|
$54.6 Million
2.96% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
546,098
shares
|
$54.1 Million
0.05% of portfolio
|
Q1 2025
Added 15.12%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
545,128
shares
|
$54 Million
4.98% of portfolio
|
Q1 2025
Added 3.25%
|