iShares Core U.S. AggregateAGGETF
13F holders, Q3 2024 (September 30)1,797holders +20
129new positions
105sold out
6famous investors
$100.22avg. 13F price*
At the end of Q3 2024, 1,797 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, up 20 from Q2 2024. 129 opened new positions and 105 sold out. The largest holders were Jones Financial Companies LLLP ($12.3B), Raymond James & Associates ($7.2B) and BlackRock, Inc. ($5.2B). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 129 | $1.6B |
| Exits | 105 | $223.5M |
All 13F filers, Q2 2024 → Q3 2024: 94,517,448 shares bought and 39,795,171 shares sold, net +54,722,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,797 holders
| Jones Financial Companies LLLP | 12.65% | Add +3.8% | 121,483,967 | $12.3B |
| Raymond James & Associates | 4.39% | Add +3.5% | 71,065,150 | $7.2B |
| BlackRock, Inc. | 0.11% | — | 51,028,771 | $5.2B |
| Wells Fargo & Company | 1.25% | Reduce -12.4% | 50,828,496 | $5.1B |
| Envestnet Asset Management Inc. | 1.60% | Add +10.9% | 48,879,111 | $4.9B |
| Bank of America Corp. | 0.35% | Reduce -4.3% | 39,813,893 | $4.0B |
| US Bancorp \de | 4.75% | Add +11.1% | 37,260,740 | $3.7B |
| Morgan Stanley | 0.21% | Add +10.6% | 28,161,577 | $2.9B |
| Goldman Sachs Group Inc. | 0.51% | Reduce -5.2% | 26,285,567 | $2.7B |
| Mercer Global Advisors Inc. | 5.34% | Add +16.5% | 22,529,202 | $2.3B |
| Envestnet Portfolio Solutions, Inc. | 6.20% | Add +19.7% | 18,845,980 | $1.9B |
| Betterment LLC | 4.54% | Add +1.5% | 18,763,817 | $1.9B |
| Northern Trust Corp. | 0.25% | Reduce -5.9% | 14,936,172 | $1.5B |
| Wealth Enhancement Advisory Services, LLC | 2.79% | Add +9.6% | 12,818,097 | $1.3B |
| Creative Planning | 1.27% | Reduce -2.5% | 12,631,424 | $1.3B |
| JPMorgan Chase & Co. | 0.10% | Reduce -9.6% | 11,946,065 | $1.2B |
| Charles Schwab Investment Management Inc. | 0.22% | Reduce -5.3% | 11,507,740 | $1.2B |
| Acorns Advisers, LLC | 11.46% | Add +3.6% | 11,447,754 | $1.2B |
| Ameriprise Financial Inc. | 0.28% | Add +7.2% | 10,906,700 | $1.1B |
| WealthNavi Inc. | 11.43% | Add +2.4% | 9,862,677 | $998.8M |
| Northwestern Mutual Wealth Management Co. | 0.86% | Add +6.7% | 9,509,024 | $963.0M |
| United Services Automobile Association | 23.57% | Add +105.8% | 9,129,161 | $924.5M |
| FMR LLC | 0.06% | Add +20.4% | 9,092,454 | $920.8M |
| Avantax Advisory Services, Inc. | 5.80% | Add +100.6% | 8,730,327 | $884.1M |
| Tiaa Trust, National Association | 2.62% | Add +2.9% | 8,664,823 | $877.5M |
| PNC Financial Services Group, Inc. | 0.53% | Add +3.6% | 8,174,489 | $827.8M |
| Arizona PSPRS Trust | 32.69% | New | 8,126,522 | $823.0M |
| UBS Group AG | 0.23% | Reduce -8.2% | 7,964,963 | $806.6M |
| LPL Financial LLC | 0.36% | Add +14.1% | 7,942,784 | $804.4M |
| Mariner, LLC | 1.30% | Add +5.0% | 7,259,357 | $735.2M |
| Truist Financial Corp. | 1.10% | Add +4.0% | 6,912,098 | $700.0M |
| Factory Mutual Insurance Co. | 7.07% | Add +12.1% | 6,750,876 | $683.7M |
| Prudential Financial Inc. | 0.95% | Add +7.8% | 6,682,408 | $676.7M |
| Stifel Financial Corp. | 0.68% | Add +24.3% | 6,420,712 | $650.2M |
| Members Trust Co | 17.93% | Reduce -2.8% | 5,460,592 | $553.0M |
| Cetera Investment Advisers | 1.20% | Add +43.4% | 5,431,108 | $550.0M |
| Captrust Financial Advisors | 1.57% | Add +15.2% | 5,207,707 | $527.4M |
| Bank of New York Mellon Corp | 0.10% | Reduce -10.8% | 5,079,718 | $514.4M |
| Royal Bank of Canada | 0.11% | Add +20.9% | 5,060,612 | $512.5M |
| Raymond James Financial Services Advisors, Inc. | 0.67% | Reduce -1.1% | 4,982,945 | $504.6M |
| Cerity Partners LLC | 1.09% | Add +38.1% | 4,868,447 | $493.0M |
| Balentine LLC | 18.27% | Add +86.4% | 4,580,986 | $463.9M |
| Mackenzie Financial Corp. | 0.61% | Add +15.0% | 4,312,500 | $436.7M |
| Citigroup Inc. | 0.40% | Add +33.4% | 4,290,773 | $434.5M |
| State of Michigan Retirement System | 2.08% | Reduce -19.5% | 4,135,000 | $418.8M |
| D.A. Davidson & Co. | 3.40% | Add +2.1% | 4,060,094 | $411.2M |
| Janus Henderson Group PLC | 0.16% | Add +1.4% | 3,135,608 | $317.5M |
| Alliancebernstein L.P. | 0.10% | Add +15.5% | 2,976,473 | $301.4M |
| Dynasty Wealth Management, LLC | 9.08% | Add +24.3% | 2,971,240 | $300.6M |
| SigFig Wealth Management, LLC | 10.70% | Add +3.8% | 2,906,134 | $294.6M |
| South Dakota Investment Council | 5.74% | Add +23.6% | 2,898,030 | $293.5M |
| SageView Advisory Group, LLC | 14.26% | New | 2,774,397 | $281.0M |
| Howard Capital Management, LLC | 4.29% | Add +572.0% | 2,575,096 | $260.8M |
| Mason Street Advisors, LLC | 31.01% | Add +2.7% | 2,521,600 | $255.4M |
| Vantagepoint Investment Advisers LLC | 31.84% | Reduce -5.5% | 2,449,918 | $248.1M |
| Quotient Wealth Partners, LLC | 7.88% | Add +2.1% | 2,366,567 | $239.7M |
| Allspring Global Investments Holdings, LLC | 0.36% | Reduce -28.3% | 2,327,241 | $235.7M |
| Blue Trust, Inc. | 2.74% | Add +0.7% | 2,159,379 | $209.6M |
| Commonwealth Equity Services, LLC | 0.30% | Reduce -1.0% | 1,975,379 | $200.0M |
| Disciplina Capital Management LLC | 30.63% | Add +12592166.7% | 1,888,840 | $191.3M |
| HighTower Advisors, LLC | 0.28% | Reduce -1.6% | 1,886,357 | $191.1M |
| Stairway Partners, LLC | 11.89% | Add +11.4% | 1,832,345 | $185.6M |
| Axxcess Wealth Management, LLC | 4.38% | Add +3.7% | 1,711,410 | $173.3M |
| EP Wealth Advisors, LLC | 1.47% | Add +4.1% | 1,688,763 | $171.0M |
| Summit Trail Advisors, LLC | 4.20% | Reduce -3.8% | 1,673,721 | $169.5M |
| Capital Asset Advisory Services LLC | 8.05% | Add +3.0% | 1,612,759 | $160.9M |
| O'shaughnessy Asset Management, LLC | 1.40% | Add +7.5% | 1,577,592 | $156.8M |
| Prime Capital Investment Advisors, LLC | 2.22% | Reduce -2.7% | 1,536,455 | $155.6M |
| Charter Oak Capital Management, LLC | 14.24% | Add +6.3% | 1,505,372 | $152.4M |
| Cahaba Wealth Management, Inc. | 12.28% | Add +3.5% | 1,469,626 | $148.8M |
| Brookstone Capital Management | 2.12% | Add +13.7% | 1,421,386 | $143.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.33% | No change | 1,413,455 | $143.1M |
| Simplify Asset Management Inc. | 9.82% | Reduce -16.7% | 1,409,731 | $142.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.89% | Reduce -78.6% | 1,389,347 | $140.7M |
| Bank of Montreal | 0.07% | Add +7.8% | 1,367,395 | $138.8M |
| GenTrust, LLC | 6.69% | Reduce -4.7% | 1,349,150 | $136.6M |
| Destination Wealth Management | 4.22% | Add +3.9% | 1,343,115 | $136.0M |
| Edgehill Endowment Partners, LLC | 23.10% | Reduce -22.9% | 1,325,914 | $134.3M |
| Campbell Wealth Management | 11.74% | New | 1,301,614 | $131.8M |
| Cambridge Investment Research Advisors, Inc. | 0.45% | Add +1.0% | 1,294,600 | $131.1M |
| Forvis Mazars Wealth Advisors, LLC | 2.97% | Reduce -1.8% | 1,274,209 | $129.0M |
| Osaic Holdings, Inc. | 0.28% | Reduce -9.4% | 1,241,940 | $125.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.31% | Add +10.1% | 1,225,904 | $124.1M |
| Rebalance, LLC | 9.04% | Add +3.5% | 1,218,823 | $123.4M |
| Mill Creek Capital Advisors, LLC | 2.92% | Add +11.5% | 1,197,806 | $121.3M |
| Country Trust Bank | 2.94% | Reduce -0.1% | 1,189,746 | $120.5M |
| BNP Paribas Financial Markets | 0.12% | Add +214.8% | 1,181,611 | $119.7M |
| Assetmark, Inc. | 0.32% | Add +1.3% | 1,109,985 | $112.4M |
| Trustmark Bank Trust Department | 8.45% | Add +36.6% | 1,104,984 | $111.9M |
| HSBC Holdings PLC | 0.07% | Reduce -29.4% | 1,084,232 | $109.8M |
| Thrivent Financial for Lutherans | 0.21% | Reduce -41.2% | 1,074,934 | $108.9M |
| MML Investors Services, LLC | 0.39% | Add +5.6% | 1,061,871 | $107.5M |
| Wesbanco Bank Inc. | 3.58% | Add +18.3% | 1,040,730 | $105.4M |
| Crestwood Advisors Group, LLC | 2.01% | Add +282.1% | 1,038,982 | $105.2M |
| Tidal Investments LLC | 1.15% | Add +148.7% | 1,032,165 | $104.4M |
| Orion Porfolio Solutions, LLC | 1.03% | Add +57.8% | 1,020,727 | $103.4M |
| Orion Portfolio Solutions, LLC | 1.03% | Add +57.8% | 1,020,727 | $103.4M |
| &partners | 1.99% | Add +212.7% | 1,010,546 | $102.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.35% | Add +4.1% | 1,005,918 | $101.9M |
| Steward Partners Investment Advisory, LLC | 0.94% | Add +11.3% | 1,001,908 | $101.5M |
"% 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.