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 |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
4,330,816
shares
|
$436 Million
17.92% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Oct 21, 2025 Q3 2025 |
4,148,919
shares
|
$418 Million
19.44% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Aug 08, 2025 Q2 2025 |
3,987,632
shares
|
$401 Million
2.09% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3,549,464
shares
|
$357 Million
0.18% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
3,473,163
shares
|
$350 Million
11.02% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Cambridge Associates LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,440,357
shares
|
$346 Million
7.47% of portfolio
|
Q2 2025
Added 276.2%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
3,311,083
shares
|
$333 Million
12.31% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
3,199,109
shares
|
$322 Million
4.33% of portfolio
|
Q2 2025
Added 52.43%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
3,039,330
shares
|
$306 Million
31.58% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
2,960,827
shares
|
$298 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Oct 20, 2025 Q3 2025 |
2,802,663
shares
|
$282 Million
15.84% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
2,790,935
shares
|
$281 Million
5.31% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
2,725,298
shares
|
$274 Million
3.65% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,621,743
shares
|
$264 Million
2.08% of portfolio
|
Q2 2025
Added 32.76%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
2,599,863
shares
|
$262 Million
0.16% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
2,562,997
shares
|
$258 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,397,183
shares
|
$241 Million
0.12% of portfolio
|
Q2 2025
Added 45.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,370,636
shares
|
$239 Million
1.61% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,334,436
shares
|
$235 Million
2.69% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
2,253,600
shares
|
$227 Million
2.49% of portfolio
|
Q2 2025
Reduced 57.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,221,616
shares
|
$224 Million
0.29% of portfolio
|
Q3 2025
Added 15.69%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
2,179,161
shares
|
$219 Million
5.98% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
2,135,000
shares
|
$215 Million
8.01% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,131,014
shares
|
$215 Million
0.28% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Stairway Partners, LLC
|
Oct 02, 2025 Q3 2025 |
2,042,815
shares
|
$206 Million
11.21% of portfolio
|
Q3 2025
Added 3.55%
|