iShares Core U.S. AggregateAGGETF
13F holders, Q2 2024 (June 30)1,777holders +31
125new positions
105sold out
3famous investors
$96.83avg. 13F price*
At the end of Q2 2024, 1,777 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, up 31 from Q1 2024. 125 opened new positions and 105 sold out. The largest holders were Jones Financial Companies LLLP ($11.4B), Raymond James & Associates ($6.7B) and Wells Fargo & Company ($5.6B). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 125 | $1.3B |
| Exits | 105 | $330.8M |
All 13F filers, Q1 2024 → Q2 2024: 92,670,684 shares bought and 28,935,503 shares sold, net +63,735,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,777 holders
| Jones Financial Companies LLLP | 13.13% | Add +22.6% | 117,027,398 | $11.4B |
| Raymond James & Associates | 4.38% | Add +4.0% | 68,688,883 | $6.7B |
| Wells Fargo & Company | 1.46% | Reduce -0.3% | 58,059,223 | $5.6B |
| BlackRock Inc. | 0.10% | Add +4.8% | 46,034,485 | $4.5B |
| Envestnet Asset Management Inc. | 1.49% | Add +11.8% | 44,077,554 | $4.3B |
| Bank of America Corp. | 0.39% | Add +1.2% | 41,588,111 | $4.0B |
| US Bancorp \de | 4.44% | Add +5.8% | 33,543,687 | $3.3B |
| Goldman Sachs Group Inc. | 0.53% | Add +9.9% | 27,716,999 | $2.7B |
| Morgan Stanley | 0.19% | Reduce -6.1% | 25,452,987 | $2.5B |
| Mercer Global Advisors Inc. | 5.07% | Add +9.7% | 19,344,478 | $1.9B |
| Betterment LLC | 4.65% | Add +4.9% | 18,484,532 | $1.8B |
| Northern Trust Corp. | 0.26% | Add +8.5% | 15,867,647 | $1.5B |
| Envestnet Portfolio Solutions, Inc. | 5.33% | Reduce -8.6% | 15,739,844 | $1.5B |
| JPMorgan Chase & Co. | 0.11% | Add +68.4% | 13,218,480 | $1.3B |
| Creative Planning | 1.34% | Add +2.5% | 12,959,116 | $1.3B |
| Charles Schwab Investment Management Inc. | 0.22% | Reduce -5.0% | 12,152,266 | $1.2B |
| Wealth Enhancement Advisory Services, LLC | 2.70% | Add +12.3% | 11,697,085 | $1.1B |
| Acorns Advisers, LLC | 11.48% | Add +5.9% | 11,044,228 | $1.1B |
| Ameriprise Financial Inc. | 0.27% | Add +1.1% | 10,171,335 | $992.8M |
| WealthNavi Inc. | 11.86% | Add +1.7% | 9,630,337 | $934.8M |
| First Citizens Bank & Trust Co. | 17.40% | Add +1.9% | 9,502,101 | $922.4M |
| Northwestern Mutual Wealth Management Co. | 0.85% | Add +5.4% | 8,916,290 | $865.5M |
| UBS Group AG | 0.26% | Reduce -7.7% | 8,672,130 | $841.8M |
| Tiaa Trust, National Association | 2.53% | Reduce -0.5% | 8,422,128 | $818.9M |
| PNC Financial Services Group, Inc. | 0.51% | Add +36.2% | 7,892,467 | $766.1M |
| FMR LLC | 0.05% | Reduce -2.0% | 7,552,032 | $733.1M |
| LPL Financial LLC | 0.34% | Add +5.4% | 6,961,480 | $675.8M |
| Mariner, LLC | 1.30% | Add +5.8% | 6,912,868 | $671.1M |
| Truist Financial Corp. | 0.98% | Reduce -2.9% | 6,647,367 | $645.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 4.16% | Add +1.1% | 6,488,003 | $629.8M |
| Prudential Financial Inc. | 0.90% | Reduce -15.0% | 6,198,381 | $601.7M |
| Factory Mutual Insurance Co. | 6.66% | Reduce -1.7% | 6,022,876 | $584.6M |
| Bank of New York Mellon Corp | 0.10% | Add +6.5% | 5,694,211 | $552.7M |
| Members Trust Co | 16.55% | Reduce -1.4% | 5,620,086 | $545.5M |
| Stifel Financial Corp. | 0.56% | Reduce -8.1% | 5,167,274 | $501.6M |
| State of Michigan Retirement System | 2.56% | New | 5,135,000 | $498.5M |
| Raymond James Financial Services Advisors, Inc. | 0.70% | Reduce -5.4% | 5,040,480 | $489.3M |
| Captrust Financial Advisors | 1.41% | New | 4,519,519 | $438.7M |
| United Services Automobile Association | 10.91% | Reduce -18.3% | 4,434,862 | $430.5M |
| Avantax Advisory Services, Inc. | 3.01% | Add +21.3% | 4,352,862 | $422.5M |
| Royal Bank of Canada | 0.10% | Add +6.0% | 4,184,046 | $406.1M |
| D.A. Davidson & Co. | 3.42% | Add +1.7% | 3,976,207 | $386.0M |
| Cetera Investment Advisers | 0.85% | Reduce -1.1% | 3,786,584 | $367.6M |
| Mackenzie Financial Corp. | 0.54% | Add +91.9% | 3,751,000 | $364.1M |
| Cerity Partners LLC | 0.93% | Add +86.3% | 3,524,932 | $342.2M |
| Allspring Global Investments Holdings, LLC | 0.51% | Add +59.0% | 3,246,635 | $315.2M |
| Citigroup Inc. | 0.30% | Add +1.9% | 3,217,592 | $312.3M |
| Janus Henderson Group PLC | 0.16% | Add +5.3% | 3,092,740 | $300.2M |
| SigFig Wealth Management, LLC | 10.21% | Add +0.7% | 2,800,508 | $271.5M |
| Vantagepoint Investment Advisers LLC | 34.64% | Add +52.7% | 2,593,298 | $251.7M |
| Jane Street Group, LLC | 0.27% | Add +1264.7% | 2,589,027 | $251.3M |
| Alliancebernstein L.P. | 0.09% | Add +7.9% | 2,577,462 | $250.2M |
| Balentine LLC | 10.84% | Reduce -1.5% | 2,457,591 | $238.6M |
| Mason Street Advisors, LLC | 32.06% | Add +74.5% | 2,454,300 | $238.2M |
| Dynasty Wealth Management, LLC | 6.84% | Add +12.2% | 2,390,221 | $232.0M |
| South Dakota Investment Council | 4.67% | No change | 2,344,500 | $227.6M |
| Quotient Wealth Partners, LLC | 7.88% | Add +12.1% | 2,318,385 | $225.0M |
| Blue Trust, Inc. | 2.88% | Reduce -0.1% | 2,143,672 | $210.0M |
| Commonwealth Equity Services, LLC | 0.31% | Reduce -11.3% | 1,995,018 | $193.7M |
| HighTower Advisors, LLC | 0.29% | Reduce -5.9% | 1,916,237 | $186.0M |
| Thrivent Financial for Lutherans | 0.36% | Add +21.3% | 1,827,788 | $177.4M |
| Summit Trail Advisors, LLC | 4.44% | Add +0.1% | 1,738,964 | $168.8M |
| Edgehill Endowment Partners, LLC | 25.32% | Reduce -11.2% | 1,719,245 | $166.9M |
| Simplify Asset Management Inc. | 14.42% | Add +186.4% | 1,692,591 | $164.3M |
| Axxcess Wealth Management, LLC | 4.37% | Add +2.5% | 1,650,710 | $160.2M |
| Stairway Partners, LLC | 12.55% | Add +7.8% | 1,645,227 | $159.7M |
| EP Wealth Advisors, LLC | 1.67% | Add +4.5% | 1,622,294 | $157.5M |
| Prime Capital Investment Advisors, LLC | 2.27% | Reduce -5.0% | 1,579,567 | $153.3M |
| Capital Asset Advisory Services LLC | 8.28% | Add +1.6% | 1,565,988 | $152.7M |
| HSBC Holdings PLC | 0.10% | Add +17.3% | 1,536,135 | $149.1M |
| Geisinger Health | 43.16% | Add +0.9% | 1,529,816 | $148.5M |
| O'shaughnessy Asset Management, LLC | 1.47% | Add +25.9% | 1,468,075 | $142.5M |
| Focus Partners Wealth | 0.47% | Add +138.6% | 1,447,998 | $140.6M |
| Cahaba Wealth Management, Inc. | 12.16% | Add +4.0% | 1,420,456 | $137.9M |
| Charter Oak Capital Management, LLC | 14.34% | Add +1.6% | 1,415,964 | $137.4M |
| GenTrust, LLC | 7.47% | Reduce -1.6% | 1,415,892 | $137.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.33% | No change | 1,413,455 | $137.2M |
| Osaic Holdings, Inc. | 0.31% | Add +9.3% | 1,371,529 | $133.2M |
| Forvis Mazars Wealth Advisors, LLC | 3.14% | Add +5.3% | 1,297,511 | $125.9M |
| Destination Wealth Management | 4.15% | Add +5.1% | 1,292,906 | $125.5M |
| Cambridge Investment Research Advisors, Inc. | 0.46% | Add +13.6% | 1,282,016 | $124.4M |
| Bank of Montreal | 0.04% | Reduce -12.0% | 1,268,562 | $124.3M |
| Brookstone Capital Management | 2.04% | Add +7.9% | 1,249,995 | $123.1M |
| Charles Schwab Trust Co | 11.25% | Add +2.9% | 1,252,532 | $121.6M |
| Country Trust Bank | 2.92% | Reduce -1.4% | 1,190,440 | $115.6M |
| Rebalance, LLC | 9.20% | Add +41.3% | 1,178,193 | $114.4M |
| Stamos Capital Partners, L.P. | 23.22% | Reduce -2.5% | 1,127,640 | $109.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.28% | Add +24.2% | 1,113,765 | $108.1M |
| Assetmark, Inc. | 0.33% | Add +3.0% | 1,095,326 | $106.3M |
| Mill Creek Capital Advisors, LLC | 2.65% | Add +5.4% | 1,074,314 | $104.3M |
| Graves Light Lenhart Wealth, Inc. | 11.39% | Add +0.9% | 1,034,877 | $99.6M |
| Rock Creek Group LLC | 13.20% | Add +0.5% | 1,283,660 | $98.9M |
| MML Investors Services, LLC | 0.39% | Reduce -8.1% | 1,005,845 | $97.6M |
| Principal Securities, Inc. | 2.67% | Add +6.3% | 996,026 | $96.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | No change | 992,594 | $96.4M |
| Kingsview Wealth Management, LLC | 2.24% | Add +6.7% | 974,995 | $94.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.01% | Reduce -2.7% | 966,391 | $93.8M |
| Trajan Wealth LLC | 5.98% | Add +5.1% | 960,450 | $93.2M |
| Corient Private Wealth LP | 0.16% | Add +5.3% | 945,928 | $91.8M |
| Rational Advisors, Inc. | 8.98% | Reduce -5.0% | 924,888 | $89.8M |
"% 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.