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 1,967 institutions that hold shares in the stock, with a total of 1.07 Billion shares, which have been reported (via 13F filing form) to have a value of $104 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
121,483,967
shares
|
$11.9 Billion
12.63% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,065,150
shares
|
$6.95 Billion
4.46% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
50,828,496
shares
|
$4.97 Billion
1.19% of portfolio
|
Q3 2024
Reduced 12.45%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
48,879,111
shares
|
$4.78 Billion
1.64% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
46,034,485
shares
|
$4.5 Billion
0.1% of portfolio
|
Q2 2024
Added 4.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
39,813,893
shares
|
$3.89 Billion
0.34% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
37,260,740
shares
|
$3.64 Billion
4.88% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
28,161,577
shares
|
$2.75 Billion
0.21% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
26,285,567
shares
|
$2.57 Billion
0.44% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
22,529,202
shares
|
$2.2 Billion
5.0% of portfolio
|
Q3 2024
Added 16.46%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
18,845,980
shares
|
$1.84 Billion
6.82% of portfolio
|
Q3 2024
Added 19.73%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,763,817
shares
|
$1.83 Billion
4.57% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
14,936,172
shares
|
$1.46 Billion
0.25% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
12,818,097
shares
|
$1.25 Billion
2.92% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
12,631,424
shares
|
$1.24 Billion
1.27% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
12,060,440
shares
|
$1.18 Billion
18.15% of portfolio
|
Q3 2022
Added 0.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
11,946,065
shares
|
$1.17 Billion
0.1% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
11,507,740
shares
|
$1.13 Billion
0.23% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
11,447,754
shares
|
$1.12 Billion
11.46% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
10,906,700
shares
|
$1.07 Billion
0.29% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
10,322,474
shares
|
$1.01 Billion
16.01% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Wealth Navi Inc.
|
Oct 23, 2024 Q3 2024 |
9,862,677
shares
|
$964 Million
11.43% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
9,509,024
shares
|
$930 Million
0.86% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
9,129,161
shares
|
$893 Million
23.82% of portfolio
|
Q3 2024
Added 105.85%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,730,327
shares
|
$854 Million
5.92% of portfolio
|
Q3 2024
Added 100.57%
|