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 2,187 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 $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
145,385,703
shares
|
$14.6 Billion
11.0% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
77,335,290
shares
|
$7.79 Billion
2.74% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,065,150
shares
|
$7.15 Billion
4.46% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
55,722,992
shares
|
$5.61 Billion
1.18% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
54,218,326
shares
|
$5.46 Billion
1.65% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
46,034,485
shares
|
$4.63 Billion
0.1% of portfolio
|
Q2 2024
Added 4.79%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
43,988,044
shares
|
$4.43 Billion
5.58% of portfolio
|
Q2 2025
Added 29.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
43,902,750
shares
|
$4.42 Billion
0.33% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
30,475,241
shares
|
$3.07 Billion
0.2% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
28,284,420
shares
|
$2.85 Billion
5.81% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
24,425,094
shares
|
$2.46 Billion
1.85% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,067,850
shares
|
$2.32 Billion
4.87% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Mastercard Foundation Asset Management Corp
Toronto, A6 |
Oct 20, 2025 Q3 2025 |
18,965,631
shares
|
$1.91 Billion
4.39% of portfolio
|
Q2 2025
Added 37.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
18,113,855
shares
|
$1.82 Billion
2.97% of portfolio
|
Q3 2025
Added 9.74%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
16,630,963
shares
|
$1.67 Billion
0.23% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
16,264,061
shares
|
$1.64 Billion
0.23% of portfolio
|
Q2 2025
Reduced 22.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
14,563,031
shares
|
$1.47 Billion
0.37% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
13,456,062
shares
|
$1.35 Billion
44.35% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
12,373,724
shares
|
$1.25 Billion
1.06% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
12,060,440
shares
|
$1.21 Billion
18.15% of portfolio
|
Q3 2022
Added 0.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
11,963,480
shares
|
$1.2 Billion
0.88% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
11,764,517
shares
|
$1.18 Billion
10.01% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Johns Hopkins University
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
11,713,596
shares
|
$1.18 Billion
61.41% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
10,438,250
shares
|
$1.05 Billion
0.37% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Wealth Navi Inc.
|
Oct 15, 2025 Q3 2025 |
10,411,748
shares
|
$1.05 Billion
9.67% of portfolio
|
Q3 2025
Added 3.98%
|