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 2,169 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $132 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Navi Inc.
|
Jul 18, 2025 Q2 2025 |
10,013,370
shares
|
$1.01 Billion
10.0% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
9,981,683
shares
|
$1 Billion
0.18% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
9,926,346
shares
|
$998 Million
15.18% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
9,915,526
shares
|
$997 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
9,817,500
shares
|
$987 Million
1.45% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,808,101
shares
|
$986 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,265,056
shares
|
$932 Million
5.22% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9,128,626
shares
|
$918 Million
0.59% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
8,191,211
shares
|
$824 Million
1.88% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
8,170,415
shares
|
$821 Million
16.12% of portfolio
|
Q2 2022
Added 0.75%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
8,153,181
shares
|
$820 Million
2.12% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
7,783,701
shares
|
$783 Million
0.77% of portfolio
|
Q2 2025
Added 22.97%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,032,424
shares
|
$707 Million
2.49% of portfolio
|
Q2 2023
Added 19.7%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
6,935,731
shares
|
$697 Million
1.03% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,704,353
shares
|
$674 Million
1.21% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
6,634,648
shares
|
$667 Million
8.38% of portfolio
|
Q2 2025
Added 34.95%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
5,452,801
shares
|
$548 Million
18.74% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
5,347,030
shares
|
$538 Million
0.71% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
5,269,552
shares
|
$530 Million
0.94% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
United Services Automobile Association
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
5,022,980
shares
|
$505 Million
51.78% of portfolio
|
Q2 2025
Added 70.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,982,945
shares
|
$501 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
4,778,600
shares
|
$480 Million
0.66% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,633,039
shares
|
$466 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,445,428
shares
|
$447 Million
0.09% of portfolio
|
Q2 2025
Added 142.68%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
4,417,779
shares
|
$444 Million
3.17% of portfolio
|
Q2 2025
Reduced 0.42%
|