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 2,163 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 $129 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
1,974,775
shares
|
$195 Million
2.14% of portfolio
|
Q1 2025
Added 23.37%
|
|
|
Stairway Partners, LLC
|
Jul 03, 2025 Q2 2025 |
1,972,835
shares
|
$195 Million
11.25% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,920,386
shares
|
$190 Million
0.25% of portfolio
|
Q2 2025
Reduced 15.83%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
1,831,840
shares
|
$181 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
1,749,580
shares
|
$173 Million
4.27% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,737,918
shares
|
$172 Million
0.39% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,706,856
shares
|
$169 Million
14.33% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
1,596,618
shares
|
$158 Million
7.44% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
1,594,509
shares
|
$158 Million
3.0% of portfolio
|
Q2 2025
Added 25.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,546,570
shares
|
$153 Million
0.51% of portfolio
|
Q1 2025
Added 27.87%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,543,357
shares
|
$153 Million
11.94% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
1,537,274
shares
|
$152 Million
2.47% of portfolio
|
Q2 2025
Added 390.78%
|
|
|
Geisinger Health
Danville, PA |
Aug 14, 2024 Q2 2024 |
1,529,816
shares
|
$151 Million
43.16% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
1,446,048
shares
|
$143 Million
4.55% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,416,506
shares
|
$140 Million
3.18% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
1,413,455
shares
|
$140 Million
0.34% of portfolio
|
Q1 2023
Reduced 6.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
1,402,378
shares
|
$139 Million
0.03% of portfolio
|
Q1 2025
Added 692.85%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
1,371,949
shares
|
$136 Million
11.96% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
1,334,404
shares
|
$132 Million
4.03% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,310,076
shares
|
$130 Million
1.71% of portfolio
|
Q2 2025
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
1,298,969
shares
|
$129 Million
8.76% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
1,288,686
shares
|
$128 Million
6.25% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,239,231
shares
|
$123 Million
0.37% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,237,908
shares
|
$122 Million
1.0% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,207,095
shares
|
$119 Million
2.25% of portfolio
|
Q2 2025
Added 14.7%
|