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 2,187 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 $131 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
|
$121 Million
1.97% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
1,152,137
shares
|
$116 Million
2.29% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
1,135,587
shares
|
$114 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
|
$113 Million
0.05% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
1,121,553
shares
|
$113 Million
0.2% of portfolio
|
Q3 2025
Added 34.89%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
1,101,388
shares
|
$111 Million
2.44% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
1,095,504
shares
|
$110 Million
5.21% of portfolio
|
Q2 2025
Reduced 15.6%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
1,054,561
shares
|
$106 Million
1.94% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
1,026,969
shares
|
$103 Million
11.55% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
1,023,329
shares
|
$103 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,018,029
shares
|
$102 Million
8.12% of portfolio
|
Q4 2022
Reduced 1.54%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,000,054
shares
|
$101 Million
1.06% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
992,594
shares
|
$99.9 Million
0.06% of portfolio
|
Q4 2022
Reduced 8.06%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
988,788
shares
|
$99.5 Million
0.37% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
964,448
shares
|
$97.1 Million
11.01% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
959,866
shares
|
$96.6 Million
0.34% of portfolio
|
Q2 2025
Added 25.28%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
930,317
shares
|
$93.7 Million
0.88% of portfolio
|
Q2 2025
Added 9055.76%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
927,151
shares
|
$93.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
919,348
shares
|
$92.6 Million
6.32% of portfolio
|
Q2 2025
Reduced 24.12%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
911,028
shares
|
$91.7 Million
0.69% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
906,244
shares
|
$91.2 Million
0.17% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
904,310
shares
|
$91 Million
0.06% of portfolio
|
Q2 2025
Added 102.05%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
884,376
shares
|
$89 Million
1.47% of portfolio
|
Q2 2025
Added 262.48%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
877,509
shares
|
$88.3 Million
3.9% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Aug 13, 2025 Q2 2025 |
865,233
shares
|
$87.1 Million
25.65% of portfolio
|
Q2 2025
Added 87.77%
|