iShares Core U.S. AggregateAGGETF
13F holders, Q1 2024 (March 31)1,746holders
4famous investors
$98.04avg. 13F price*
At the end of Q1 2024, 1,746 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings. The largest holders were Jones Financial Companies LLLP ($9.3B), Raymond James & Associates ($6.5B) and Wells Fargo & Company ($5.7B). 4 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core U.S. Aggregate
- CUSIP
- 464287226
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $480.4M |
| Exits | 130 | $638.5M |
Ownership 1,746 holders
| Jones Financial Companies LLLP | 12.74% | Add +7.8% | 95,445,808 | $9.3B |
| Raymond James & Associates | 4.39% | Add +4.7% | 66,048,359 | $6.5B |
| Wells Fargo & Company | 1.51% | Add +7.4% | 58,218,886 | $5.7B |
| BlackRock Inc. | 0.10% | Reduce -1.9% | 43,928,382 | $4.3B |
| Bank of America Corp. | 0.40% | Reduce -2.5% | 41,100,436 | $4.0B |
| Envestnet Asset Management Inc. | 1.44% | Reduce -3.3% | 39,436,538 | $3.9B |
| US Bancorp \de | 4.33% | Add +9.3% | 31,699,004 | $3.1B |
| Morgan Stanley | 0.21% | Reduce -2.8% | 27,116,168 | $2.7B |
| Goldman Sachs Group Inc. | 0.52% | Add +31.0% | 25,219,523 | $2.5B |
| Mercer Global Advisors Inc. | 4.93% | Add +17.0% | 17,640,346 | $1.7B |
| Betterment LLC | 4.63% | Add +83.3% | 17,624,085 | $1.7B |
| Envestnet Portfolio Solutions, Inc. | 6.34% | Add +16.6% | 17,226,230 | $1.7B |
| Northern Trust Corp. | 0.25% | Add +4.7% | 14,625,716 | $1.4B |
| Charles Schwab Investment Management Inc. | 0.29% | Reduce -10.0% | 12,789,785 | $1.3B |
| Creative Planning | 1.37% | Add +0.7% | 12,640,172 | $1.2B |
| Acorns Advisers, LLC | 11.40% | Add +7.9% | 10,425,631 | $1.0B |
| Wealth Enhancement Advisory Services, LLC | 2.64% | Add +17.9% | 10,420,989 | $1.0B |
| Ameriprise Financial Inc. | 0.27% | Add +15.3% | 10,059,890 | $986.7M |
| WealthNavi Inc. | 12.35% | Add +4.5% | 9,472,127 | $927.7M |
| UBS Group AG | 0.30% | Add +1.8% | 9,395,144 | $920.2M |
| First Citizens Bank & Trust Co. | 17.49% | Add +19.2% | 9,324,792 | $913.3M |
| Tiaa Trust, National Association | 2.54% | Add +11.4% | 8,462,773 | $829.1M |
| Northwestern Mutual Wealth Management Co. | 0.85% | Add +5.5% | 8,458,275 | $828.4M |
| JPMorgan Chase & Co. | 0.07% | Reduce -12.1% | 7,848,421 | $768.7M |
| FMR LLC | 0.05% | Reduce -50.0% | 7,705,516 | $754.7M |
| Prudential Financial Inc. | 1.01% | Reduce -1.9% | 7,288,957 | $713.9M |
| Truist Financial Corp. | 1.02% | Add +7.3% | 6,846,718 | $670.6M |
| LPL Financial LLC | 0.35% | Reduce -6.7% | 6,602,135 | $646.6M |
| Mariner, LLC | 1.32% | Add +32.7% | 6,533,184 | $639.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 4.30% | Add +0.6% | 6,416,986 | $628.5M |
| Factory Mutual Insurance Co. | 6.89% | Add +50.1% | 6,125,091 | $599.9M |
| PNC Financial Services Group, Inc. | 0.39% | Add +3.8% | 5,794,919 | $567.6M |
| Members Trust Co | 16.64% | Add +1.8% | 5,697,795 | $558.0M |
| Stifel Financial Corp. | 0.63% | Add +4.4% | 5,622,744 | $550.7M |
| United Services Automobile Association | 13.07% | Reduce -33.5% | 5,428,732 | $531.7M |
| Bank of New York Mellon Corp | 0.10% | Add +5.2% | 5,346,714 | $523.7M |
| Raymond James Financial Services Advisors, Inc. | 0.78% | Add +4.8% | 5,330,712 | $522.1M |
| Royal Bank of Canada | 0.09% | Add +9.9% | 3,945,658 | $386.4M |
| D.A. Davidson & Co. | 3.46% | Add +9.3% | 3,908,874 | $382.8M |
| Cetera Investment Advisers | 0.88% | Add +163.0% | 3,827,408 | $374.9M |
| Avantax Advisory Services, Inc. | 3.12% | Add +2.1% | 3,588,772 | $351.5M |
| Citigroup Inc. | 0.34% | Add +9.4% | 3,157,448 | $309.2M |
| Janus Henderson Group PLC | 0.16% | Reduce -0.5% | 2,938,061 | $287.8M |
| SigFig Wealth Management, LLC | 9.98% | Add +1.3% | 2,780,267 | $272.0M |
| Balentine LLC | 7.29% | Add +4.4% | 2,494,209 | $244.3M |
| Alliancebernstein L.P. | 0.08% | Add +7.2% | 2,388,681 | $233.9M |
| South Dakota Investment Council | 4.77% | No change | 2,344,500 | $229.6M |
| Commonwealth Equity Services, LLC | 0.37% | Add +7.0% | 2,250,511 | $220.4M |
| Sequoia Financial Advisors, LLC | 2.71% | Add +6.7% | 2,220,916 | $217.5M |
| Blue Trust, Inc. | 2.96% | Add +2.2% | 2,145,431 | $210.1M |
| Dynasty Wealth Management, LLC | 6.65% | — | 2,129,842 | $208.6M |
| Quotient Wealth Partners, LLC | 7.23% | Add +17.2% | 2,067,506 | $202.5M |
| Allspring Global Investments Holdings, LLC | 0.31% | Add +39.1% | 2,042,285 | $200.0M |
| HighTower Advisors, LLC | 0.32% | Add +6.5% | 2,036,560 | $199.5M |
| Mackenzie Financial Corp. | 0.28% | Add +27.7% | 1,954,700 | $191.4M |
| Edgehill Endowment Partners, LLC | 23.23% | Add +11.9% | 1,936,260 | $189.6M |
| Cerity Partners LLC | 0.49% | Add +51.4% | 1,891,632 | $185.0M |
| Disciplina Capital Management LLC | 28.84% | Add +25.7% | 1,745,552 | $171.0M |
| Summit Trail Advisors, LLC | 4.52% | Add +87.6% | 1,737,414 | $170.2M |
| Vantagepoint Investment Advisers LLC | 27.52% | No change | 1,698,198 | $166.3M |
| Prime Capital Investment Advisors, LLC | 2.27% | Add +16.5% | 1,662,844 | $162.9M |
| Axxcess Wealth Management, LLC | 4.47% | Add +6.1% | 1,610,932 | $157.8M |
| EP Wealth Advisors, LLC | 1.78% | Reduce -13.6% | 1,552,117 | $152.0M |
| Spire Wealth Management | 2.79% | Add +1.6% | 354,876 | $152.0M |
| Stairway Partners, LLC | 12.07% | Add +27.8% | 1,525,427 | $149.4M |
| Capital Asset Advisory Services LLC | 8.53% | Add +6.1% | 1,540,974 | $149.0M |
| Geisinger Health | 41.38% | Reduce -13.8% | 1,515,813 | $148.5M |
| Thrivent Financial for Lutherans | 0.30% | Add +83.4% | 1,507,257 | $147.6M |
| Bank of Montreal | 0.04% | Add +17.4% | 1,442,184 | $141.4M |
| GenTrust, LLC | 8.69% | Add +1.2% | 1,438,348 | $140.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.32% | No change | 1,413,455 | $138.4M |
| Mason Street Advisors, LLC | 23.18% | Add +18.7% | 1,406,300 | $137.7M |
| Charter Oak Capital Management, LLC | 14.63% | Add +22.6% | 1,394,141 | $136.5M |
| Cahaba Wealth Management, Inc. | 12.17% | Add +3.5% | 1,366,297 | $133.8M |
| HSBC Holdings PLC | 0.09% | Reduce -2.2% | 1,309,789 | $128.3M |
| GE Investment Management Corp. | 11.91% | New | 1,281,472 | $125.5M |
| 1832 Asset Management L.P. | 0.23% | Add +0.8% | 1,262,301 | $123.6M |
| Osaic Holdings, Inc. | 0.27% | Reduce -66.0% | 1,254,506 | $122.9M |
| Forvis Mazars Wealth Advisors, LLC | 3.07% | Add +17.2% | 1,232,022 | $120.7M |
| Destination Wealth Management | 4.01% | Add +21.5% | 1,230,158 | $120.5M |
| Campbell Wealth Management | 11.89% | Add +76.3% | 1,221,368 | $119.6M |
| Charles Schwab Trust Co | 11.29% | Add +0.5% | 1,217,636 | $119.3M |
| Country Trust Bank | 3.06% | Reduce -12.1% | 1,207,043 | $118.2M |
| O'shaughnessy Asset Management, LLC | 1.26% | Add +67.7% | 1,165,874 | $114.2M |
| Brookstone Capital Management | 2.03% | Add +109.8% | 1,158,576 | $113.5M |
| Stamos Capital Partners, L.P. | 25.72% | Add +64.5% | 1,156,800 | $113.3M |
| Cambridge Investment Research Advisors, Inc. | 0.43% | Reduce -12.7% | 1,128,732 | $110.5M |
| MML Investors Services, LLC | 0.44% | Add +2.5% | 1,094,792 | $107.2M |
| Rock Creek Group LLC | 13.24% | Add +42.6% | 1,277,485 | $105.1M |
| Assetmark, Inc. | 0.34% | Reduce -13.5% | 1,063,258 | $104.1M |
| Graves Light Lenhart Wealth, Inc. | 11.63% | Add +18.8% | 1,025,314 | $100.4M |
| Mill Creek Capital Advisors, LLC | 2.71% | Reduce -29.2% | 1,019,581 | $99.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.21% | Add +3.9% | 992,843 | $97.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | No change | 992,594 | $97.2M |
| Rational Advisors, Inc. | 9.05% | Reduce -3.9% | 973,864 | $95.4M |
| Evoke Wealth, LLC | 2.75% | Add +18862.4% | 944,326 | $92.5M |
| Principal Securities, Inc. | 2.86% | Reduce -9.3% | 937,024 | $91.8M |
| Trajan Wealth LLC | 6.05% | — | 913,459 | $89.5M |
| Kingsview Wealth Management, LLC | 2.24% | Add +9.3% | 913,407 | $89.5M |
| Corient Private Wealth LP | 0.16% | Reduce -16.8% | 898,215 | $87.9M |
"% of holder's portfolio" is AGG's weight in each manager's 13F, not the share of iShares Core U.S. Aggregate the manager owns.