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 |
|---|---|---|---|---|---|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
803,669
shares
|
$79.3 Million
4.14% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
789,633
shares
|
$78 Million
6.11% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
783,790
shares
|
$77.4 Million
0.1% of portfolio
|
Q4 2024
Added 58.85%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
767,095
shares
|
$75.7 Million
11.31% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
765,921
shares
|
$75.6 Million
3.25% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
Feb 04, 2025 Q4 2024 |
736,489
shares
|
$72.7 Million
15.81% of portfolio
|
Q4 2023
Reduced 46.83%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
736,078
shares
|
$72.7 Million
1.19% of portfolio
|
Q4 2024
Reduced 48.21%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
729,775
shares
|
$72.1 Million
0.07% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
726,908
shares
|
$71.8 Million
0.6% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Rock Creek Group, LP
|
Feb 12, 2025 Q4 2024 |
712,873
shares
|
$70.4 Million
5.89% of portfolio
|
Q4 2024
Reduced 25.83%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
707,118
shares
|
$69.8 Million
0.65% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
706,375
shares
|
$69.7 Million
0.72% of portfolio
|
Q4 2024
Reduced 30.8%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
690,215
shares
|
$68.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
688,175
shares
|
$67.9 Million
5.08% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
687,306
shares
|
$67.9 Million
5.98% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
680,561
shares
|
$67.2 Million
0.27% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
672,957
shares
|
$66.4 Million
3.19% of portfolio
|
Q2 2023
Added 10.64%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
671,121
shares
|
$66.3 Million
5.64% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
668,296
shares
|
$66 Million
0.26% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
664,736
shares
|
$65.6 Million
16.86% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
662,731
shares
|
$65.4 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
660,319
shares
|
$65.2 Million
2.72% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Feb 13, 2025 Q4 2024 |
654,184
shares
|
$64.6 Million
23.23% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
652,521
shares
|
$64.4 Million
15.05% of portfolio
|
Q1 2025
Added 13.13%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
643,714
shares
|
$63.6 Million
2.6% of portfolio
|
Q1 2025
Added 13.25%
|