iShares Core U.S. AggregateAGGETF
13F holders, Q4 2024 (December 31)1,941holders +144
124new positions
116sold out
6famous investors
$94.79avg. 13F price*
At the end of Q4 2024, 1,941 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, up 144 from Q3 2024. 124 opened new positions and 116 sold out. The largest holders were Jones Financial Companies LLLP ($12.5B), Raymond James Financial Inc. ($7.5B) and Wells Fargo & Company ($5.2B). 6 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Core U.S. Aggregate
- CUSIP
- 464287226
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 124 | $1.9B |
| Exits | 116 | $1.0B |
All 13F filers, Q3 2024 → Q4 2024: 91,824,711 shares bought and 54,249,900 shares sold, net +37,574,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,941 holders
| Jones Financial Companies LLLP | 11.88% | Add +6.1% | 128,947,585 | $12.5B |
| Raymond James Financial Inc. | 2.79% | — | 77,873,077 | $7.5B |
| Wells Fargo & Company | 1.26% | Add +5.9% | 53,836,254 | $5.2B |
| Envestnet Asset Management Inc. | 1.60% | Add +5.6% | 51,597,816 | $5.0B |
| Bank of America Corp. | 0.39% | Add +9.9% | 43,758,246 | $4.2B |
| BlackRock, Inc. | 0.08% | Reduce -15.9% | 42,895,883 | $4.2B |
| US Bancorp \de | 4.32% | Reduce -8.6% | 34,048,215 | $3.3B |
| Morgan Stanley | 0.22% | Add +15.8% | 32,612,398 | $3.2B |
| Mercer Global Advisors Inc. | 5.53% | Add +3.9% | 23,411,435 | $2.3B |
| Betterment LLC | 4.60% | Add +6.0% | 19,893,388 | $1.9B |
| Ameriprise Financial Inc. | 0.48% | Add +75.4% | 19,130,645 | $1.9B |
| Goldman Sachs Group Inc. | 0.34% | Reduce -29.5% | 18,527,689 | $1.8B |
| Envestnet Portfolio Solutions, Inc. | 5.29% | Reduce -11.5% | 16,681,363 | $1.6B |
| Northern Trust Corp. | 0.20% | Reduce -1.1% | 14,764,305 | $1.4B |
| Wealth Enhancement Advisory Services, LLC | 2.66% | Add +11.8% | 14,334,897 | $1.4B |
| Johns Hopkins University | 51.63% | New | 14,159,616 | $1.4B |
| Arizona PSPRS Trust | 41.69% | Add +64.2% | 13,346,704 | $1.3B |
| Creative Planning | 1.21% | Add +2.0% | 12,879,420 | $1.2B |
| Acorns Advisers, LLC | 11.49% | Add +6.9% | 12,235,073 | $1.2B |
| Charles Schwab Investment Management Inc. | 0.20% | Reduce -3.1% | 11,152,811 | $1.1B |
| Northwestern Mutual Wealth Management Co. | 0.85% | Add +9.7% | 10,429,324 | $1.0B |
| JPMorgan Chase & Co. | 0.08% | Reduce -13.0% | 10,389,943 | $1.0B |
| First Citizens Bank & Trust Co. | 18.30% | Reduce -0.3% | 10,290,042 | $997.1M |
| WealthNavi Inc. | 11.34% | Add +2.1% | 10,070,637 | $975.8M |
| FMR LLC | 0.06% | Add +10.6% | 10,057,777 | $974.6M |
| LPL Financial LLC | 0.37% | Add +16.7% | 9,271,415 | $898.4M |
| Avantax Advisory Services, Inc. | 5.47% | Add +3.0% | 8,993,758 | $871.5M |
| Tiaa Trust, National Association | 2.61% | Add +2.5% | 8,881,649 | $861.0M |
| PNC Financial Services Group, Inc. | 0.57% | Add +7.9% | 8,820,344 | $854.7M |
| UBS Group AG | 0.19% | Add +9.1% | 8,687,944 | $841.9M |
| Mariner, LLC | 1.30% | Add +9.8% | 7,968,950 | $772.2M |
| Prudential Financial Inc. | 1.00% | Add +13.0% | 7,553,615 | $731.9M |
| Truist Financial Corp. | 1.08% | Add +2.8% | 7,108,515 | $688.8M |
| Stifel Financial Corp. | 0.63% | Reduce -2.4% | 6,269,229 | $607.5M |
| Captrust Financial Advisors | 1.67% | Add +15.7% | 6,027,285 | $584.0M |
| Cerity Partners LLC | 1.23% | Add +20.1% | 5,847,781 | $566.7M |
| Factory Mutual Insurance Co. | 6.08% | Reduce -14.1% | 5,798,857 | $561.9M |
| Bank of New York Mellon Corp | 0.10% | Add +8.3% | 5,502,806 | $533.2M |
| Members Trust Co | 17.59% | Reduce -3.5% | 5,267,444 | $510.4M |
| Royal Bank of Canada | 0.11% | Add +2.8% | 5,202,308 | $504.1M |
| Cetera Investment Advisers | 0.98% | Reduce -11.0% | 4,833,421 | $468.4M |
| Mackenzie Financial Corp. | 0.62% | Add +9.3% | 4,713,300 | $456.7M |
| Balentine LLC | 17.96% | Reduce -0.3% | 4,566,220 | $442.5M |
| Constellation Investments, Inc. | 19.62% | — | 4,448,919 | $431.1M |
| D.A. Davidson & Co. | 3.34% | Add +4.2% | 4,231,376 | $410.0M |
| Citigroup Inc. | 0.34% | Reduce -15.7% | 3,616,308 | $350.4M |
| Vantagepoint Investment Advisers LLC | 50.46% | Add +32.6% | 3,249,918 | $314.9M |
| SageView Advisory Group, LLC | 13.11% | Add +13.3% | 3,143,993 | $304.7M |
| Janus Henderson Group PLC | 0.15% | Reduce -1.9% | 3,076,340 | $298.1M |
| SigFig Wealth Management, LLC | 10.60% | Add +4.0% | 3,022,430 | $292.9M |
| United Services Automobile Association | 9.33% | Reduce -67.6% | 2,953,780 | $286.2M |
| Dynasty Wealth Management, LLC | 4.93% | Reduce -0.8% | 2,948,330 | $285.7M |
| South Dakota Investment Council | 5.67% | Add +1.3% | 2,935,485 | $284.4M |
| Mason Street Advisors, LLC | 32.31% | Add +2.1% | 2,575,800 | $249.6M |
| Quotient Wealth Partners, LLC | 7.76% | Add +3.4% | 2,447,183 | $237.1M |
| Alliancebernstein L.P. | 0.08% | Reduce -18.3% | 2,433,340 | $235.8M |
| Simplify Asset Management Inc. | 15.63% | Add +64.5% | 2,319,638 | $224.8M |
| EP Wealth Advisors, LLC | 1.83% | Add +37.1% | 2,315,491 | $224.4M |
| Allspring Global Investments Holdings, LLC | 0.35% | Reduce -3.0% | 2,258,138 | $218.8M |
| Blue Trust, Inc. | 2.79% | Add +4.2% | 2,250,666 | $218.1M |
| Stairway Partners, LLC | 12.33% | Add +10.3% | 2,020,376 | $195.8M |
| Disciplina Capital Management LLC | 32.52% | Add +5.4% | 1,991,579 | $193.0M |
| HighTower Advisors, LLC | 0.26% | Add +4.0% | 1,962,504 | $190.2M |
| Commonwealth Equity Services, LLC | 0.26% | Reduce -6.0% | 1,857,277 | $180.0M |
| Axxcess Wealth Management, LLC | 4.28% | Add +4.4% | 1,786,585 | $173.1M |
| O'shaughnessy Asset Management, LLC | 1.38% | Add +6.1% | 1,673,755 | $162.2M |
| Macquarie Group Ltd. | 0.19% | New | 1,651,369 | $160.0M |
| Charter Oak Capital Management, LLC | 14.64% | Add +7.8% | 1,623,500 | $157.3M |
| Capital Asset Advisory Services LLC | 7.74% | Add +0.7% | 1,624,275 | $157.2M |
| &partners | 1.86% | Add +58.4% | 1,600,629 | $154.8M |
| Cahaba Wealth Management, Inc. | 12.14% | Add +3.0% | 1,513,617 | $146.7M |
| Prime Capital Investment Advisors, LLC | 2.12% | Reduce -1.9% | 1,506,931 | $146.0M |
| Bank of Montreal | 0.07% | Add +7.3% | 1,467,753 | $142.2M |
| Deutsche Bank AG | 0.05% | Add +63.6% | 1,423,276 | $137.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.32% | No change | 1,413,455 | $137.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.85% | Add +1.3% | 1,406,967 | $136.3M |
| Destination Wealth Management | 4.17% | Add +2.4% | 1,375,087 | $133.2M |
| Campbell Wealth Management | 11.96% | Add +5.4% | 1,371,949 | $132.9M |
| Forvis Mazars Wealth Advisors, LLC | 3.04% | Add +6.8% | 1,361,114 | $131.9M |
| GenTrust, LLC | 5.71% | Add +0.3% | 1,352,485 | $131.1M |
| Cambridge Investment Research Advisors, Inc. | 0.43% | Add +3.2% | 1,335,559 | $129.4M |
| Kingsview Wealth Management, LLC | 2.43% | Add +35.9% | 1,286,651 | $124.7M |
| Rebalance, LLC | 9.21% | Add +4.3% | 1,271,269 | $123.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.31% | Add +3.6% | 1,270,572 | $123.1M |
| Wesbanco Bank Inc. | 4.18% | Add +21.3% | 1,262,862 | $122.4M |
| Trustmark Bank Trust Department | 9.02% | Add +13.4% | 1,252,681 | $121.4M |
| Sagespring Wealth Partners, LLC | 3.11% | — | 25,522,515 | $117.7M |
| MML Investors Services, LLC | 0.40% | Add +13.9% | 1,209,528 | $117.2M |
| Country Trust Bank | 2.92% | Add +1.3% | 1,204,877 | $116.8M |
| Osaic Holdings, Inc. | 0.26% | Reduce -2.6% | 1,210,046 | $115.1M |
| Mill Creek Capital Advisors, LLC | 2.73% | Reduce -2.1% | 1,173,088 | $113.7M |
| Howard Capital Management, LLC | 1.65% | Reduce -57.5% | 1,093,236 | $105.9M |
| Steward Partners Investment Advisory, LLC | 0.92% | Add +7.1% | 1,073,367 | $104.0M |
| HSBC Holdings PLC | 0.06% | Reduce -2.2% | 1,060,784 | $102.8M |
| Sumitomo Mitsui Financial Group, Inc. | 1.35% | Add +9.5% | 1,047,403 | $101.5M |
| Principal Securities, Inc. | 2.28% | Add +4.7% | 1,042,984 | $101.1M |
| Assetmark, Inc. | 0.27% | Reduce -6.5% | 1,037,983 | $100.6M |
| Trajan Wealth LLC | 5.55% | Add +4.5% | 1,034,804 | $100.3M |
| SVB Wealth LLC | 1.85% | Add +398.9% | 1,020,473 | $98.9M |
| Fisher Asset Management | 0.04% | Add +13.1% | 1,019,502 | $98.8M |
"% 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.