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 2,037 institutions that hold shares in the stock, with a total of 1.15 Billion shares, which have been reported (via 13F filing form) to have a value of $113 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
3,135,608
shares
|
$306 Million
0.17% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,976,473
shares
|
$290 Million
0.11% of portfolio
|
Q3 2024
Added 15.48%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
2,948,330
shares
|
$287 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
|
$286 Million
5.67% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,906,134
shares
|
$283 Million
10.7% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,774,397
shares
|
$270 Million
14.26% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
2,521,600
shares
|
$246 Million
31.01% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
2,447,183
shares
|
$239 Million
7.76% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
2,258,138
shares
|
$220 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
|
$219 Million
2.83% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Stairway Partners, LLC
|
Jan 06, 2025 Q4 2024 |
2,020,376
shares
|
$197 Million
12.3% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,975,379
shares
|
$193 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,962,504
shares
|
$191 Million
0.27% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
1,888,840
shares
|
$184 Million
30.63% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
1,711,410
shares
|
$167 Million
4.44% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,688,763
shares
|
$165 Million
1.52% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
1,686,785
shares
|
$164 Million
1.2% of portfolio
|
Q4 2024
Reduced 95.97%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
1,624,275
shares
|
$158 Million
7.81% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,623,500
shares
|
$158 Million
14.65% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,577,592
shares
|
$154 Million
1.48% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
1,536,455
shares
|
$150 Million
2.26% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Geisinger Health
Danville, PA |
Aug 14, 2024 Q2 2024 |
1,529,816
shares
|
$149 Million
43.16% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,469,626
shares
|
$143 Million
12.31% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
1,413,455
shares
|
$138 Million
0.33% of portfolio
|
Q1 2023
Reduced 6.09%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
1,409,731
shares
|
$137 Million
7.61% of portfolio
|
Q3 2024
Reduced 16.71%
|