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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
872,234
shares
|
$87.7 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
|
$87 Million
25.65% of portfolio
|
Q2 2025
Added 87.77%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
850,718
shares
|
$85.5 Million
3.3% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
831,431
shares
|
$83.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 30.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
828,890
shares
|
$83.3 Million
0.45% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
824,036
shares
|
$82.8 Million
11.93% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
817,022
shares
|
$82.1 Million
5.96% of portfolio
|
Q4 2023
Added 20.04%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
816,303
shares
|
$82.1 Million
9.8% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
810,494
shares
|
$81.5 Million
3.86% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
799,931
shares
|
$80.4 Million
0.1% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
765,073
shares
|
$76.9 Million
8.83% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
761,767
shares
|
$76.6 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
740,794
shares
|
$74.5 Million
5.55% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
739,526
shares
|
$74.4 Million
5.56% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
738,330
shares
|
$74.2 Million
0.01% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
738,097
shares
|
$74.2 Million
1.32% of portfolio
|
Q2 2025
Added 4026.21%
|
|
|
Juniper Hill Capital Management LP
Menlo Park, CA |
Aug 06, 2025 Q2 2025 |
736,489
shares
|
$74 Million
17.81% of portfolio
|
Q4 2023
Reduced 46.83%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
735,175
shares
|
$73.9 Million
0.78% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
734,676
shares
|
$73.9 Million
14.82% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
715,708
shares
|
$72 Million
1.62% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
715,569
shares
|
$71.9 Million
1.07% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
710,584
shares
|
$71.4 Million
0.58% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
697,093
shares
|
$70.1 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
694,167
shares
|
$69.8 Million
0.02% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
692,660
shares
|
$69.6 Million
2.35% of portfolio
|
Q2 2025
Added 3.85%
|