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 |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
1,202,110
shares
|
$119 Million
1.97% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
1,135,587
shares
|
$112 Million
1.44% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
1,123,639
shares
|
$111 Million
0.05% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
1,101,388
shares
|
$109 Million
2.44% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
1,095,504
shares
|
$108 Million
5.21% of portfolio
|
Q2 2025
Reduced 15.6%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
1,072,288
shares
|
$106 Million
2.39% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,064,449
shares
|
$105 Million
0.28% of portfolio
|
Q2 2025
Added 60.62%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
1,054,561
shares
|
$104 Million
1.94% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
1,023,329
shares
|
$101 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,018,029
shares
|
$101 Million
8.12% of portfolio
|
Q4 2022
Reduced 1.54%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
1,010,986
shares
|
$100 Million
12.01% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
1,009,815
shares
|
$99.9 Million
2.32% of portfolio
|
Q2 2025
Reduced 14.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,000,054
shares
|
$98.9 Million
1.06% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
992,594
shares
|
$98.2 Million
0.06% of portfolio
|
Q4 2022
Reduced 8.06%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
988,788
shares
|
$97.8 Million
0.37% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
981,162
shares
|
$97.1 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
964,448
shares
|
$95.4 Million
11.01% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
959,866
shares
|
$95 Million
0.34% of portfolio
|
Q2 2025
Added 25.28%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
919,348
shares
|
$91 Million
6.32% of portfolio
|
Q2 2025
Reduced 24.12%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
914,509
shares
|
$90.5 Million
2.58% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
906,244
shares
|
$89.7 Million
0.17% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
904,310
shares
|
$89.5 Million
0.06% of portfolio
|
Q2 2025
Added 102.05%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
884,376
shares
|
$87.5 Million
1.47% of portfolio
|
Q2 2025
Added 262.48%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
872,234
shares
|
$86.3 Million
2.39% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Aug 13, 2025 Q2 2025 |
865,233
shares
|
$85.6 Million
25.65% of portfolio
|
Q2 2025
Added 87.77%
|