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 |
|---|---|---|---|---|---|
|
Geisinger Health
Danville, PA |
Aug 14, 2024 Q2 2024 |
1,529,816
shares
|
$151 Million
43.16% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
1,513,617
shares
|
$149 Million
12.17% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
1,506,931
shares
|
$149 Million
2.18% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,467,753
shares
|
$145 Million
0.07% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
1,423,276
shares
|
$141 Million
0.06% of portfolio
|
Q4 2024
Added 63.58%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
1,413,455
shares
|
$140 Million
0.33% of portfolio
|
Q1 2023
Reduced 6.09%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Feb 11, 2025 Q4 2024 |
1,406,967
shares
|
$139 Million
0.87% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
1,375,087
shares
|
$136 Million
4.21% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
1,371,949
shares
|
$135 Million
11.96% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,361,114
shares
|
$134 Million
3.13% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
1,352,485
shares
|
$134 Million
5.83% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,335,559
shares
|
$132 Million
0.43% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
1,305,635
shares
|
$129 Million
4.57% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
1,296,424
shares
|
$128 Million
9.44% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
1,286,651
shares
|
$127 Million
2.65% of portfolio
|
Q4 2024
Added 35.86%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Feb 11, 2025 Q4 2024 |
1,270,572
shares
|
$125 Million
0.31% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
1,252,681
shares
|
$124 Million
9.03% of portfolio
|
Q4 2024
Added 13.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,227,413
shares
|
$121 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,209,528
shares
|
$119 Million
0.4% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
1,204,877
shares
|
$119 Million
3.03% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
1,173,088
shares
|
$116 Million
2.76% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
1,093,236
shares
|
$108 Million
1.41% of portfolio
|
Q4 2024
Reduced 57.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,073,367
shares
|
$106 Million
0.94% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,060,784
shares
|
$105 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
1,047,403
shares
|
$103 Million
1.37% of portfolio
|
Q4 2024
Added 9.54%
|