iShares Core U.S. AggregateAGGETF
13F holders, Q2 2025 (June 30)1,910holders −21
92new positions
109sold out
7famous investors
$96.93avg. 13F price*
At the end of Q2 2025, 1,910 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, down 21 from Q1 2025. 92 opened new positions and 109 sold out. The largest holders were Jones Financial Companies LLLP ($14.4B), Raymond James Financial Inc. ($7.7B) and Wells Fargo & Company ($5.5B). 7 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $785.7M |
| Exits | 109 | $230.8M |
All 13F filers, Q1 2025 → Q2 2025: 93,149,753 shares bought and 37,431,785 shares sold, net +55,717,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,910 holders
| Jones Financial Companies LLLP | 10.89% | Add +4.9% | 145,385,703 | $14.4B |
| Raymond James Financial Inc. | 2.64% | Reduce -4.9% | 77,335,290 | $7.7B |
| Wells Fargo & Company | 1.22% | Add +3.4% | 55,722,992 | $5.5B |
| Envestnet Asset Management Inc. | 1.57% | Add +11.8% | 54,218,326 | $5.4B |
| BlackRock, Inc. | 0.09% | Add +11.9% | 49,746,914 | $4.9B |
| US Bancorp \de | 5.49% | Add +29.1% | 43,988,044 | $4.4B |
| Bank of America Corp. | 0.35% | Add +4.6% | 43,902,750 | $4.4B |
| Morgan Stanley | 0.20% | Reduce -3.0% | 30,475,241 | $3.0B |
| Mercer Global Advisors Inc. | 6.30% | Add +8.1% | 28,284,420 | $2.8B |
| Betterment LLC | 4.87% | Add +5.5% | 23,067,850 | $2.3B |
| Mastercard Foundation Asset Management Corp. | 4.20% | Add +37.2% | 18,965,631 | $1.9B |
| Envestnet Portfolio Solutions, Inc. | 6.92% | Add +12.4% | 18,959,615 | $1.9B |
| Northern Trust Corp. | 0.23% | Reduce -1.5% | 16,630,963 | $1.6B |
| Wealth Enhancement Advisory Services, LLC | 2.69% | Add +8.6% | 16,505,965 | $1.6B |
| Goldman Sachs Group Inc. | 0.26% | Reduce -22.9% | 16,264,061 | $1.6B |
| Ameriprise Financial Inc. | 0.36% | Reduce -1.9% | 14,563,031 | $1.4B |
| Arizona PSPRS Trust | 44.35% | Add +0.1% | 13,456,062 | $1.3B |
| Creative Planning | 1.05% | Reduce -2.6% | 12,373,724 | $1.2B |
| Northwestern Mutual Wealth Management Co. | 0.87% | Add +3.6% | 11,963,480 | $1.2B |
| Acorns Advisers, LLC | 10.01% | Reduce -6.0% | 11,764,517 | $1.2B |
| Johns Hopkins University | 61.42% | Reduce -11.7% | 11,713,596 | $1.2B |
| FMR LLC | 0.06% | Add +44.8% | 11,381,590 | $1.1B |
| JPMorgan Chase & Co. | 0.08% | Add +12.1% | 10,997,880 | $1.1B |
| LPL Financial LLC | 0.35% | Add +4.9% | 10,438,250 | $1.0B |
| WealthNavi Inc. | 10.00% | Reduce -3.2% | 10,013,370 | $993.3M |
| UBS Group AG | 0.21% | Reduce -0.1% | 9,981,683 | $990.2M |
| First Citizens Bank & Trust Co. | 17.82% | Reduce -6.6% | 9,926,346 | $984.7M |
| Charles Schwab Investment Management Inc. | 0.17% | Reduce -4.9% | 9,915,526 | $983.6M |
| Mariner, LLC | 1.41% | Add +6.3% | 9,817,500 | $973.8M |
| Avantax Advisory Services, Inc. | 5.05% | Add +0.3% | 9,265,056 | $919.1M |
| PNC Financial Services Group, Inc. | 0.58% | Add +2.2% | 9,128,626 | $905.6M |
| Captrust Financial Advisors | 1.81% | Add +6.6% | 8,191,211 | $812.6M |
| Tiaa Trust, National Association | 2.10% | Reduce -7.0% | 8,153,181 | $808.0M |
| Stifel Financial Corp. | 0.75% | Add +23.0% | 7,783,701 | $772.1M |
| Truist Financial Corp. | 1.01% | Add +3.6% | 6,935,731 | $688.0M |
| Cerity Partners LLC | 1.19% | Add +7.3% | 6,704,353 | $665.1M |
| Rwa Wealth Partners, LLC | 8.24% | Add +35.0% | 6,634,648 | $658.2M |
| Members Trust Co | 18.64% | Add +2.5% | 5,452,801 | $540.9M |
| Bank of New York Mellon Corp | 0.10% | Add +6.5% | 5,317,301 | $527.5M |
| Cetera Investment Advisers | 0.88% | Add +0.9% | 5,269,552 | $522.7M |
| Prudential Financial Inc. | 0.67% | Add +10.6% | 5,347,030 | $522.3M |
| United Services Automobile Association | 51.76% | Add +70.0% | 5,022,980 | $498.3M |
| Mackenzie Financial Corp. | 0.61% | Add +1.2% | 4,778,600 | $474.0M |
| Royal Bank of Canada | 0.09% | Reduce -8.7% | 4,633,039 | $459.6M |
| Jane Street Group, LLC | 0.72% | Add +142.7% | 4,445,428 | $441.0M |
| D.A. Davidson & Co. | 3.09% | Reduce -0.4% | 4,417,779 | $438.2M |
| Balentine LLC | 16.73% | Reduce -1.9% | 4,330,816 | $429.6M |
| Constellation Investments, Inc. | 19.03% | No change | 4,148,929 | $411.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 2.09% | Add +1.0% | 3,987,632 | $395.6M |
| Nisa Investment Advisors, LLC | 1.78% | New | 3,987,632 | $395.6M |
| Citigroup Inc. | 0.25% | Add +2.8% | 3,549,464 | $352.1M |
| Cambridge Associates LLC /Ma/ | 7.52% | Add +276.2% | 3,440,357 | $341.3M |
| SageView Advisory Group, LLC | 12.31% | Reduce -2.4% | 3,311,083 | $325.5M |
| Prime Capital Investment Advisors, LLC | 4.21% | Add +52.4% | 3,199,109 | $317.4M |
| SigFig Wealth Management, LLC | 10.32% | Add +2.0% | 3,155,331 | $311.7M |
| Simplify Asset Management Inc. | 18.69% | Add +2.0% | 3,109,340 | $308.4M |
| Vantagepoint Investment Advisers LLC | 29.63% | Reduce -19.5% | 2,977,718 | $295.4M |
| Janus Henderson Group PLC | 0.14% | Reduce -4.0% | 2,960,827 | $293.7M |
| Mason Street Advisors, LLC | 32.42% | Add +9.7% | 2,792,394 | $277.0M |
| South Dakota Investment Council | 5.31% | Reduce -5.3% | 2,790,935 | $276.9M |
| &partners | 2.00% | Add +32.8% | 2,621,743 | $261.1M |
| Alliancebernstein L.P. | 0.08% | Reduce -0.3% | 2,562,997 | $254.2M |
| Dynasty Wealth Management, LLC | 4.17% | Reduce -1.0% | 2,466,758 | $244.7M |
| Bank of Montreal | 0.12% | Add +45.1% | 2,397,183 | $237.8M |
| EP Wealth Advisors, LLC | 1.55% | Add +1.1% | 2,370,636 | $235.2M |
| Factory Mutual Insurance Co. | 2.44% | Reduce -57.4% | 2,253,600 | $223.6M |
| Blue Trust, Inc. | 2.60% | Reduce -1.7% | 2,218,495 | $220.1M |
| HighTower Advisors, LLC | 0.27% | Add +5.8% | 2,131,014 | $211.4M |
| Lockheed Martin Investment Management Co. | 7.49% | Add +458.2% | 2,065,000 | $204.8M |
| Quotient Wealth Partners, LLC | 6.02% | Add +2.3% | 2,063,134 | $204.7M |
| O'shaughnessy Asset Management, LLC | 1.35% | Add +14.0% | 2,001,439 | $198.5M |
| Stairway Partners, LLC | 11.10% | Reduce -3.4% | 1,972,835 | $195.7M |
| Commonwealth Equity Services, LLC | 0.25% | Reduce -15.8% | 1,920,386 | $190.5M |
| Disciplina Capital Management LLC | 23.92% | Reduce -9.1% | 1,907,915 | $189.3M |
| Osaic Holdings, Inc. | 0.32% | Add +8.0% | 1,797,043 | $178.3M |
| Axxcess Wealth Management, LLC | 4.17% | Add +2.4% | 1,749,580 | $173.6M |
| Charter Oak Capital Management, LLC | 14.30% | Add +2.4% | 1,706,856 | $169.3M |
| Comerica Bank | 0.62% | Add +144.6% | 1,609,970 | $159.7M |
| Kingsview Wealth Management, LLC | 2.68% | Add +25.0% | 1,594,509 | $158.2M |
| Capital Asset Advisory Services LLC | 7.38% | Add +0.8% | 1,596,618 | $157.7M |
| Cahaba Wealth Management, Inc. | 11.90% | Reduce -0.7% | 1,543,357 | $153.1M |
| Vestmark Advisory Solutions, Inc. | 2.20% | Add +390.8% | 1,537,274 | $152.5M |
| Destination Wealth Management | 4.25% | Add +1.0% | 1,459,869 | $144.8M |
| Forvis Mazars Wealth Advisors, LLC | 3.03% | Add +1.8% | 1,416,506 | $140.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.32% | No change | 1,413,455 | $140.2M |
| MML Investors Services, LLC | 0.39% | Reduce -11.3% | 1,371,172 | $136.0M |
| Wesbanco Bank Inc. | 3.93% | Add +2.2% | 1,334,404 | $132.4M |
| Exchange Traded Concepts, LLC | 1.66% | New | 1,310,076 | $130.0M |
| Rebalance, LLC | 8.76% | Add +0.2% | 1,298,969 | $128.9M |
| Trajan Wealth LLC | 6.25% | Add +3.5% | 1,288,686 | $127.8M |
| Cambridge Investment Research Advisors, Inc. | 0.37% | Add +5.4% | 1,239,231 | $122.9M |
| Steward Partners Investment Advisory, LLC | 0.96% | Add +8.2% | 1,237,908 | $122.8M |
| Principal Securities, Inc. | 2.25% | Add +14.7% | 1,207,095 | $119.7M |
| Sumitomo Mitsui Financial Group, Inc. | 1.95% | Add +6.2% | 1,202,110 | $119.2M |
| Howard Capital Management, LLC | 1.69% | Reduce -7.5% | 1,135,587 | $112.7M |
| Fisher Asset Management | 0.04% | Add +7.3% | 1,123,639 | $111.5M |
| Mill Creek Capital Advisors, LLC | 2.42% | Reduce -10.1% | 1,101,388 | $109.3M |
| GenTrust, LLC | 5.12% | Reduce -15.6% | 1,095,504 | $108.7M |
| Ritholtz Wealth Management | 2.35% | Add +6.9% | 1,072,288 | $106.4M |
| Janney Montgomery Scott LLC | 0.28% | Add +60.6% | 1,064,449 | $105.6M |
"% 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.