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 1,870 institutions that hold shares in the stock, with a total of 952 Million shares, which have been reported (via 13F filing form) to have a value of $92.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
95,445,808
shares
|
$9.24 Billion
12.75% of portfolio
|
Q1 2024
Added 7.79%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
66,048,359
shares
|
$6.39 Billion
4.44% of portfolio
|
Q1 2024
Added 4.74%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
58,218,886
shares
|
$5.63 Billion
1.39% of portfolio
|
Q1 2024
Added 7.36%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
43,928,382
shares
|
$4.25 Billion
0.1% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
41,100,436
shares
|
$3.98 Billion
0.38% of portfolio
|
Q1 2024
Reduced 2.48%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
39,436,538
shares
|
$3.82 Billion
1.47% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
31,699,004
shares
|
$3.07 Billion
4.32% of portfolio
|
Q1 2024
Added 9.28%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
27,116,168
shares
|
$2.62 Billion
0.22% of portfolio
|
Q1 2024
Reduced 2.78%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
25,219,523
shares
|
$2.44 Billion
0.45% of portfolio
|
Q1 2024
Added 30.97%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
17,640,346
shares
|
$1.71 Billion
4.93% of portfolio
|
Q1 2024
Added 17.03%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
17,624,085
shares
|
$1.71 Billion
4.65% of portfolio
|
Q1 2024
Added 83.28%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
17,226,230
shares
|
$1.67 Billion
6.66% of portfolio
|
Q1 2024
Added 16.62%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
14,625,716
shares
|
$1.42 Billion
0.25% of portfolio
|
Q1 2024
Added 4.65%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
12,789,785
shares
|
$1.24 Billion
0.29% of portfolio
|
Q1 2024
Reduced 10.04%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
12,640,172
shares
|
$1.22 Billion
1.37% of portfolio
|
Q1 2024
Added 0.68%
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
12,060,440
shares
|
$1.17 Billion
18.15% of portfolio
|
Q3 2022
Added 0.86%
|
|
Acorns Advisers, LLC
Irvine, CA |
May 14, 2024 Q1 2024 |
10,425,631
shares
|
$1.01 Billion
11.4% of portfolio
|
Q1 2024
Added 7.9%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
10,420,989
shares
|
$1.01 Billion
2.76% of portfolio
|
Q1 2024
Added 17.9%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
10,059,890
shares
|
$973 Million
0.28% of portfolio
|
Q1 2024
Added 15.33%
|
|
Wealth Navi Inc.
|
Apr 17, 2024 Q1 2024 |
9,472,127
shares
|
$917 Million
12.35% of portfolio
|
Q1 2024
Added 4.46%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
9,395,144
shares
|
$909 Million
0.23% of portfolio
|
Q1 2024
Added 1.76%
|
|
First Citizens Bank & Trust CO
|
Apr 15, 2024 Q1 2024 |
9,324,792
shares
|
$902 Million
14.7% of portfolio
|
Q1 2024
Added 19.18%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
8,462,773
shares
|
$819 Million
2.54% of portfolio
|
Q1 2024
Added 11.42%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
8,458,275
shares
|
$819 Million
0.85% of portfolio
|
Q1 2024
Added 5.52%
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
8,170,415
shares
|
$791 Million
16.12% of portfolio
|
Q2 2022
Added 0.75%
|