iShares Core U.S. AggregateAGGETF
13F holders, Q3 2025 (September 30)1,931holders +21
122new positions
94sold out
5famous investors
$98.09avg. 13F price*
At the end of Q3 2025, 1,931 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, up 21 from Q2 2025. 122 opened new positions and 94 sold out. The largest holders were Jones Financial Companies LLLP ($14.4B), Raymond James Financial Inc. ($7.9B) and Wells Fargo & Company ($6.4B). 5 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $360.5M |
| Exits | 94 | $1.4B |
All 13F filers, Q2 2025 → Q3 2025: 76,474,735 shares bought and 87,410,978 shares sold, net −10,936,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,931 holders
| Jones Financial Companies LLLP | 9.81% | Reduce -1.0% | 143,917,621 | $14.4B |
| Raymond James Financial Inc. | 2.56% | Add +2.5% | 79,246,704 | $7.9B |
| Wells Fargo & Company | 1.31% | Add +14.6% | 63,845,735 | $6.4B |
| BlackRock, Inc. | 0.10% | Add +8.3% | 53,880,265 | $5.4B |
| Bank of America Corp. | 0.35% | Add +5.5% | 46,326,160 | $4.6B |
| US Bancorp \de | 5.03% | Reduce -3.7% | 42,354,274 | $4.2B |
| Envestnet Asset Management Inc. | 1.01% | Reduce -35.3% | 35,061,214 | $3.5B |
| Mercer Global Advisors Inc. | 5.56% | Add +17.5% | 33,227,135 | $3.3B |
| Morgan Stanley | 0.19% | Add +2.5% | 31,238,198 | $3.1B |
| Betterment LLC | 4.87% | Add +6.5% | 24,568,480 | $2.5B |
| Mastercard Foundation Asset Management Corp. | 4.39% | No change | 18,965,631 | $1.9B |
| Wealth Enhancement Advisory Services, LLC | 2.75% | Add +9.7% | 18,113,855 | $1.8B |
| Northern Trust Corp. | 0.21% | Reduce -0.4% | 16,557,819 | $1.7B |
| Ameriprise Financial Inc. | 0.36% | Add +6.5% | 15,507,033 | $1.6B |
| Cetera Investment Advisers | 1.76% | Add +187.3% | 15,139,297 | $1.5B |
| Goldman Sachs Group Inc. | 0.21% | Reduce -8.9% | 14,810,588 | $1.5B |
| Acorns Advisers, LLC | 9.90% | Add +6.7% | 12,549,487 | $1.3B |
| Creative Planning | 0.92% | Reduce -3.3% | 11,970,111 | $1.2B |
| Northwestern Mutual Wealth Management Co. | 0.79% | Reduce -0.8% | 11,865,716 | $1.2B |
| LPL Financial LLC | 0.34% | Add +12.9% | 11,780,943 | $1.2B |
| JPMorgan Chase & Co. | 0.07% | Add +5.7% | 11,618,735 | $1.2B |
| Johns Hopkins University | 64.53% | Reduce -1.4% | 11,550,613 | $1.2B |
| FMR LLC | 0.06% | Reduce -0.6% | 11,310,975 | $1.1B |
| Arizona PSPRS Trust | 38.50% | Reduce -17.2% | 11,145,577 | $1.1B |
| Mariner, LLC | 1.40% | Add +10.2% | 10,816,427 | $1.1B |
| WealthNavi Inc. | 9.67% | Add +4.0% | 10,411,748 | $1.0B |
| PNC Financial Services Group, Inc. | 0.57% | Add +3.3% | 9,425,011 | $944.9M |
| UBS Group AG | 0.18% | Reduce -6.1% | 9,369,437 | $939.3M |
| United Services Automobile Association | 63.95% | Add +81.7% | 9,126,963 | $915.0M |
| Tiaa Trust, National Association | 2.07% | Add +4.5% | 8,520,453 | $854.2M |
| Envestnet Portfolio Solutions, Inc. | 2.76% | Reduce -60.6% | 7,471,419 | $749.0M |
| Truist Financial Corp. | 1.00% | Add +5.7% | 7,327,426 | $734.6M |
| Charles Schwab Investment Management Inc. | 0.12% | Reduce -27.1% | 7,230,973 | $724.9M |
| Rwa Wealth Partners, LLC | 8.13% | Add +7.7% | 7,143,579 | $716.1M |
| Cerity Partners LLC | 1.14% | Add +4.7% | 7,021,638 | $703.9M |
| Stifel Financial Corp. | 0.60% | Reduce -16.2% | 6,525,696 | $654.2M |
| Bank of New York Mellon Corp | 0.10% | Add +5.1% | 5,590,144 | $560.4M |
| Mackenzie Financial Corp. | 0.67% | Add +15.4% | 5,514,800 | $552.9M |
| Members Trust Co | 18.09% | Add +0.6% | 5,486,716 | $550.0M |
| Captrust Financial Advisors | 1.10% | Reduce -34.1% | 5,401,273 | $541.5M |
| D.A. Davidson & Co. | 2.95% | Add +4.1% | 4,598,418 | $461.0M |
| Vantagepoint Investment Advisers LLC | 3.76% | Add +54.1% | 4,588,871 | $460.0M |
| Balentine LLC | 16.04% | Add +0.3% | 4,341,532 | $435.2M |
| Constellation Investments, Inc. | 19.44% | Reduce 0.0% | 4,148,919 | $415.9M |
| Royal Bank of Canada | 0.07% | Reduce -11.8% | 4,088,136 | $409.8M |
| Factory Mutual Insurance Co. | 3.67% | Add +66.6% | 3,755,423 | $376.5M |
| Steward Partners Investment Advisory, LLC | 2.11% | Add +196.4% | 3,668,854 | $367.8M |
| Citigroup Inc. | 0.25% | Reduce -0.4% | 3,534,306 | $354.3M |
| SigFig Wealth Management, LLC | 10.77% | Add +10.1% | 3,473,163 | $348.2M |
| Prime Capital Investment Advisors, LLC | 4.30% | Add +6.7% | 3,412,915 | $342.1M |
| SageView Advisory Group, LLC | 11.61% | Add +1.3% | 3,355,147 | $336.4M |
| &partners | 2.02% | Add +19.4% | 3,129,559 | $315.5M |
| Janus Henderson Group PLC | 0.14% | Add +6.0% | 3,137,334 | $314.5M |
| Mason Street Advisors, LLC | 31.58% | Add +8.8% | 3,039,330 | $304.7M |
| Prudential Financial Inc. | 0.36% | Reduce -43.9% | 3,002,098 | $299.0M |
| Simplify Asset Management Inc. | 5.69% | Reduce -9.9% | 2,802,663 | $281.0M |
| South Dakota Investment Council | 5.43% | Reduce -0.2% | 2,784,735 | $279.2M |
| Dynasty Wealth Management, LLC | 3.65% | Add +10.5% | 2,725,298 | $273.2M |
| Alliancebernstein L.P. | 0.08% | Add +3.5% | 2,651,804 | $265.8M |
| Bank of Montreal | 0.11% | Add +9.9% | 2,634,194 | $264.1M |
| Blue Trust, Inc. | 2.63% | Add +5.2% | 2,334,436 | $234.0M |
| O'shaughnessy Asset Management, LLC | 1.34% | Add +13.5% | 2,270,873 | $227.7M |
| Commonwealth Equity Services, LLC | 0.29% | Add +15.7% | 2,221,616 | $222.7M |
| Quotient Wealth Partners, LLC | 5.98% | Add +5.6% | 2,179,161 | $218.5M |
| HighTower Advisors, LLC | 0.25% | Add +1.9% | 2,171,870 | $217.7M |
| Lockheed Martin Investment Management Co. | 7.88% | Add +3.4% | 2,135,000 | $214.0M |
| Stairway Partners, LLC | 10.88% | Add +3.5% | 2,042,815 | $204.8M |
| Exchange Traded Concepts, LLC | 1.91% | Add +52.4% | 1,996,428 | $200.1M |
| Cambridge Associates LLC /Ma/ | 3.48% | Reduce -44.9% | 1,894,657 | $189.9M |
| Osaic Holdings, Inc. | 0.26% | Add +5.2% | 1,890,101 | $189.1M |
| Disciplina Capital Management LLC | 22.80% | Reduce -2.1% | 1,868,699 | $187.3M |
| Axxcess Wealth Management, LLC | 3.94% | Add +6.3% | 1,859,432 | $186.4M |
| Charter Oak Capital Management, LLC | 14.22% | Add +5.9% | 1,808,043 | $181.3M |
| Howard Capital Management, LLC | 2.30% | Add +52.7% | 1,734,251 | $173.9M |
| Country Trust Bank | 3.78% | Add +70.5% | 1,722,151 | $172.6M |
| Comerica Bank | 0.64% | Add +4.7% | 1,684,804 | $168.9M |
| Capital Asset Advisory Services LLC | 7.06% | Add +2.1% | 1,630,984 | $163.5M |
| Destination Wealth Management | 4.25% | Add +5.4% | 1,538,979 | $154.3M |
| Forvis Mazars Wealth Advisors, LLC | 2.87% | Add +1.8% | 1,442,415 | $144.6M |
| Wesbanco Bank Inc. | 3.98% | Add +6.9% | 1,426,143 | $143.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.31% | No change | 1,413,455 | $141.7M |
| MML Investors Services, LLC | 0.37% | Add +2.2% | 1,400,997 | $140.4M |
| Rebalance, LLC | 8.20% | Add +4.4% | 1,356,028 | $135.9M |
| Cambridge Investment Research Advisors, Inc. | 0.36% | Add +6.8% | 1,323,132 | $132.6M |
| Sumitomo Mitsui Financial Group, Inc. | 2.31% | Add +9.5% | 1,316,435 | $132.0M |
| Principal Securities, Inc. | 2.17% | Add +8.7% | 1,311,530 | $131.5M |
| Coldstream Capital Management Inc. | 1.74% | Add +45.7% | 1,288,891 | $129.2M |
| Victory Capital Management Inc. | 0.08% | Add +40.7% | 1,272,483 | $127.6M |
| Trajan Wealth LLC | 5.47% | Reduce -1.9% | 1,263,553 | $126.7M |
| Janney Montgomery Scott LLC | 0.29% | Add +15.2% | 1,226,174 | $122.9M |
| Kingsview Wealth Management, LLC | 1.83% | Reduce -25.2% | 1,192,992 | $119.6M |
| Fisher Asset Management | 0.04% | Add +4.8% | 1,177,835 | $118.1M |
| Mill Creek Capital Advisors, LLC | 2.41% | Add +5.8% | 1,164,965 | $116.8M |
| Ritholtz Wealth Management | 2.25% | Add +7.5% | 1,152,137 | $115.5M |
| Allspring Global Investments Holdings, LLC | 0.18% | Add +34.9% | 1,121,553 | $112.4M |
| Orion Porfolio Solutions, LLC | 0.86% | Add +19.4% | 1,110,392 | $111.3M |
| Focus Partners Wealth | 0.18% | Add +16.4% | 1,105,559 | $110.9M |
| Corient Private Wealth LP | 0.17% | Add +16.4% | 1,079,490 | $107.2M |
| Hantz Financial Services, Inc. | 1.60% | Add +53.2% | 1,056,344 | $105.9M |
| GenTrust, LLC | 4.81% | Reduce -3.6% | 1,055,792 | $105.8M |
"% 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.