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 2,172 institutions that hold shares in the stock, with a total of 1.26 Billion shares, which have been reported (via 13F filing form) to have a value of $125 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
666,981
shares
|
$65.8 Million
2.48% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
662,731
shares
|
$65.4 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
662,686
shares
|
$65.4 Million
5.2% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
658,423
shares
|
$65 Million
17.87% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
658,246
shares
|
$64.9 Million
0.28% of portfolio
|
Q1 2025
Reduced 23.5%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 15, 2025 Q1 2025 |
657,216
shares
|
$64.8 Million
25.32% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
641,130
shares
|
$63.3 Million
7.49% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
637,948
shares
|
$62.9 Million
1.1% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
637,819
shares
|
$62.9 Million
3.27% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
632,270
shares
|
$62.4 Million
2.59% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
630,748
shares
|
$62.2 Million
6.45% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
627,658
shares
|
$61.9 Million
3.97% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
609,875
shares
|
$60.2 Million
3.93% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
608,635
shares
|
$60 Million
0.22% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
604,280
shares
|
$59.6 Million
0.24% of portfolio
|
Q1 2025
Reduced 11.21%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
596,769
shares
|
$58.9 Million
3.98% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
586,372
shares
|
$57.9 Million
3.95% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
585,654
shares
|
$57.8 Million
1.3% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
583,255
shares
|
$57.5 Million
4.66% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
578,176
shares
|
$57 Million
4.16% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
569,687
shares
|
$56.2 Million
0.35% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
553,973
shares
|
$54.7 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
553,090
shares
|
$54.6 Million
13.9% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
552,027
shares
|
$54.5 Million
1.07% of portfolio
|
Q4 2022
Reduced 7.37%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
546,098
shares
|
$53.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 13.14%
|