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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
9,981,683
shares
|
$1 Billion
0.18% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
9,915,526
shares
|
$998 Million
0.18% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
9,817,500
shares
|
$988 Million
1.45% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,808,101
shares
|
$987 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,265,056
shares
|
$933 Million
5.22% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9,128,626
shares
|
$919 Million
0.59% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
8,191,211
shares
|
$825 Million
1.88% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
8,170,415
shares
|
$823 Million
16.12% of portfolio
|
Q2 2022
Added 0.75%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
8,153,181
shares
|
$821 Million
2.12% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
7,783,701
shares
|
$784 Million
0.77% of portfolio
|
Q2 2025
Added 22.97%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
7,471,419
shares
|
$752 Million
3.14% of portfolio
|
Q3 2025
Reduced 60.59%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,032,424
shares
|
$708 Million
2.49% of portfolio
|
Q2 2023
Added 19.7%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
7,021,638
shares
|
$707 Million
1.16% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
6,935,731
shares
|
$698 Million
1.03% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
6,634,648
shares
|
$668 Million
8.38% of portfolio
|
Q2 2025
Added 34.95%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
5,452,801
shares
|
$549 Million
18.74% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
5,347,030
shares
|
$538 Million
0.71% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
5,269,552
shares
|
$530 Million
0.94% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
United Services Automobile Association
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
5,022,980
shares
|
$506 Million
51.78% of portfolio
|
Q2 2025
Added 70.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,982,945
shares
|
$502 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
4,778,600
shares
|
$481 Million
0.66% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,633,039
shares
|
$466 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,598,418
shares
|
$463 Million
3.04% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
4,588,871
shares
|
$462 Million
3.91% of portfolio
|
Q3 2025
Added 54.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,445,428
shares
|
$448 Million
0.09% of portfolio
|
Q2 2025
Added 142.68%
|