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 2,166 institutions that hold shares in the stock, with a total of 1.26 Billion shares, which have been reported (via 13F filing form) to have a value of $124 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
138,625,924
shares
|
$13.6 Billion
12.33% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
81,294,683
shares
|
$7.98 Billion
3.12% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,065,150
shares
|
$6.97 Billion
4.46% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
53,913,190
shares
|
$5.29 Billion
1.24% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
48,489,412
shares
|
$4.76 Billion
1.6% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
46,034,485
shares
|
$4.52 Billion
0.1% of portfolio
|
Q2 2024
Added 4.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
41,987,253
shares
|
$4.12 Billion
0.34% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
34,065,086
shares
|
$3.34 Billion
4.55% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
31,408,091
shares
|
$3.08 Billion
0.23% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
26,159,713
shares
|
$2.57 Billion
6.02% of portfolio
|
Q1 2025
Added 11.74%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
24,537,007
shares
|
$2.41 Billion
2.64% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
21,876,462
shares
|
$2.15 Billion
5.13% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
21,095,135
shares
|
$2.07 Billion
0.35% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
16,884,474
shares
|
$1.66 Billion
0.25% of portfolio
|
Q1 2025
Added 14.36%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
16,866,256
shares
|
$1.65 Billion
7.03% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
15,197,862
shares
|
$1.49 Billion
3.06% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
14,847,660
shares
|
$1.46 Billion
0.41% of portfolio
|
Q1 2025
Reduced 22.39%
|
|
|
Mastercard Foundation Asset Management Corp
Toronto, A6 |
May 09, 2025 Q1 2025 |
13,825,295
shares
|
$1.36 Billion
3.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
May 14, 2025 Q1 2025 |
13,436,636
shares
|
$1.32 Billion
45.05% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Johns Hopkins University
Baltimore, MD |
May 06, 2025 Q1 2025 |
13,260,395
shares
|
$1.3 Billion
49.49% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
12,704,025
shares
|
$1.25 Billion
1.19% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
12,513,772
shares
|
$1.23 Billion
11.87% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
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%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
11,545,869
shares
|
$1.13 Billion
0.94% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
10,625,620
shares
|
$1.04 Billion
17.79% of portfolio
|
Q1 2025
Added 3.26%
|