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 2,127 institutions that hold shares in the stock, with a total of 1.22 Billion shares, which have been reported (via 13F filing form) to have a value of $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
10,290,042
shares
|
$1.01 Billion
15.52% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Wealth Navi Inc.
|
Feb 06, 2025 Q4 2024 |
10,070,637
shares
|
$989 Million
11.34% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
9,271,415
shares
|
$910 Million
0.38% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
8,993,758
shares
|
$883 Million
5.6% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
8,881,649
shares
|
$872 Million
2.61% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
8,820,344
shares
|
$866 Million
0.58% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
8,687,944
shares
|
$853 Million
0.16% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
8,170,415
shares
|
$802 Million
16.12% of portfolio
|
Q2 2022
Added 0.75%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,968,950
shares
|
$782 Million
1.32% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
7,553,615
shares
|
$741 Million
1.03% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
7,108,515
shares
|
$698 Million
1.1% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,032,424
shares
|
$690 Million
2.49% of portfolio
|
Q2 2023
Added 19.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
6,269,229
shares
|
$615 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,027,285
shares
|
$592 Million
1.71% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,847,781
shares
|
$574 Million
1.24% of portfolio
|
Q4 2024
Added 20.12%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
5,798,857
shares
|
$569 Million
6.21% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
5,267,444
shares
|
$517 Million
17.57% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,202,308
shares
|
$511 Million
0.11% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,982,945
shares
|
$489 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
4,833,421
shares
|
$474 Million
1.02% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
4,713,300
shares
|
$463 Million
0.64% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
4,566,220
shares
|
$448 Million
19.21% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jan 29, 2025 Q4 2024 |
4,448,919
shares
|
$437 Million
19.62% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
4,231,376
shares
|
$415 Million
3.39% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
3,616,308
shares
|
$355 Million
0.21% of portfolio
|
Q4 2024
Reduced 15.72%
|