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 2,127 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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,042,984
shares
|
$103 Million
2.28% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,037,983
shares
|
$102 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
1,034,804
shares
|
$102 Million
5.55% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,020,473
shares
|
$101 Million
1.87% of portfolio
|
Q4 2024
Added 398.86%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
1,019,502
shares
|
$101 Million
0.04% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,018,029
shares
|
$101 Million
8.12% of portfolio
|
Q4 2022
Reduced 1.54%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
1,007,886
shares
|
$99.5 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
998,158
shares
|
$98.5 Million
12.19% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
992,594
shares
|
$98 Million
0.07% of portfolio
|
Q4 2022
Reduced 8.06%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
991,774
shares
|
$97.9 Million
0.38% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
986,189
shares
|
$97.4 Million
0.89% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
967,902
shares
|
$95.6 Million
1.82% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
959,416
shares
|
$94.7 Million
1.8% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
932,700
shares
|
$92.1 Million
0.14% of portfolio
|
Q4 2024
Added 16.43%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
917,718
shares
|
$90.6 Million
2.64% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
908,777
shares
|
$89.7 Million
0.99% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
884,425
shares
|
$87.3 Million
0.17% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
877,912
shares
|
$86.7 Million
2.72% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
875,598
shares
|
$86.4 Million
9.62% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
860,409
shares
|
$84.9 Million
0.34% of portfolio
|
Q4 2024
Added 30.44%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
853,482
shares
|
$84.3 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
840,567
shares
|
$83 Million
2.27% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
835,466
shares
|
$82.5 Million
2.28% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
818,795
shares
|
$80.8 Million
0.5% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
817,022
shares
|
$80.7 Million
5.96% of portfolio
|
Q4 2023
Added 20.04%
|