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 2,140 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 $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
3,616,308
shares
|
$357 Million
0.21% of portfolio
|
Q4 2024
Reduced 15.72%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
3,143,993
shares
|
$310 Million
13.11% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
3,092,836
shares
|
$305 Million
11.04% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
3,076,340
shares
|
$304 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
2,953,780
shares
|
$292 Million
9.71% of portfolio
|
Q4 2024
Reduced 67.64%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
2,948,330
shares
|
$291 Million
4.93% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Feb 04, 2025 Q4 2024 |
2,935,485
shares
|
$290 Million
5.67% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Feb 10, 2025 Q4 2024 |
2,575,800
shares
|
$254 Million
32.31% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
2,447,183
shares
|
$242 Million
7.76% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,433,340
shares
|
$240 Million
0.08% of portfolio
|
Q4 2024
Reduced 18.25%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
2,319,638
shares
|
$229 Million
12.8% of portfolio
|
Q4 2024
Added 64.54%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,315,491
shares
|
$229 Million
1.91% of portfolio
|
Q4 2024
Added 37.11%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
2,258,138
shares
|
$223 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
2,250,666
shares
|
$222 Million
2.83% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Stairway Partners, LLC
|
Apr 07, 2025 Q1 2025 |
2,042,984
shares
|
$202 Million
12.45% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
1,991,579
shares
|
$197 Million
32.52% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,962,504
shares
|
$194 Million
0.27% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,857,277
shares
|
$183 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
1,786,585
shares
|
$176 Million
4.37% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
1,686,785
shares
|
$167 Million
1.2% of portfolio
|
Q4 2024
Reduced 95.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,673,755
shares
|
$165 Million
1.41% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,667,009
shares
|
$165 Million
15.15% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
1,651,369
shares
|
$163 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
1,600,629
shares
|
$158 Million
1.93% of portfolio
|
Q4 2024
Added 58.39%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
1,583,834
shares
|
$156 Million
8.06% of portfolio
|
Q1 2025
Reduced 2.49%
|