iShares Core U.S. AggregateAGGETF
13F holders, Q4 2025 (December 31)2,111holders +180
136new positions
95sold out
5famous investors
$97.98avg. 13F price*
At the end of Q4 2025, 2,111 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, up 180 from Q3 2025. 136 opened new positions and 95 sold out. The largest holders were Jones Financial Companies LLLP ($13.8B), Raymond James Financial Inc. ($8.5B) and Wells Fargo & Company ($6.1B). 5 famous investors held it, including Joel Greenblatt (0.1% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 136 | $327.6M |
| Exits | 95 | $246.6M |
All 13F filers, Q3 2025 → Q4 2025: 77,352,259 shares bought and 48,339,914 shares sold, net +29,012,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,111 holders
| Jones Financial Companies LLLP | 8.44% | Reduce -3.7% | 138,558,797 | $13.8B |
| Raymond James Financial Inc. | 2.64% | Add +7.0% | 84,760,819 | $8.5B |
| Wells Fargo & Company | 1.19% | Reduce -4.8% | 60,790,726 | $6.1B |
| BlackRock, Inc. | 0.09% | Add +0.6% | 54,212,016 | $5.4B |
| Bank of America Corp. | 0.39% | Add +16.0% | 53,737,402 | $5.4B |
| US Bancorp \de | 5.01% | Add +1.2% | 42,844,111 | $4.3B |
| Mercer Global Advisors Inc. | 5.52% | Add +9.1% | 36,259,568 | $3.6B |
| Envestnet Asset Management Inc. | 1.07% | Add +2.6% | 35,977,259 | $3.6B |
| Morgan Stanley | 0.19% | Add +4.0% | 32,483,415 | $3.2B |
| Betterment LLC | 5.00% | Add +6.9% | 26,255,484 | $2.6B |
| Northern Trust Corp. | 0.26% | Add +25.1% | 20,705,925 | $2.1B |
| Wealth Enhancement Advisory Services, LLC | 2.66% | Add +8.3% | 19,621,070 | $2.0B |
| Cetera Investment Advisers | 1.68% | Add +1.9% | 15,428,160 | $1.5B |
| Ameriprise Financial Inc. | 0.34% | Reduce -4.4% | 14,820,833 | $1.5B |
| Goldman Sachs Group Inc. | 0.20% | Reduce -2.8% | 14,394,617 | $1.4B |
| LPL Financial LLC | 0.38% | Add +19.6% | 14,085,361 | $1.4B |
| Acorns Advisers, LLC | 9.88% | Add +5.0% | 13,181,459 | $1.3B |
| JPMorgan Chase & Co. | 0.08% | Add +6.2% | 12,335,314 | $1.2B |
| Northwestern Mutual Wealth Management Co. | 0.78% | Add +3.5% | 12,278,036 | $1.2B |
| Mariner, LLC | 1.43% | Add +11.5% | 12,060,633 | $1.2B |
| Arizona PSPRS Trust | 41.67% | Add +1.7% | 11,334,403 | $1.1B |
| WealthNavi Inc. | 9.85% | Add +7.2% | 11,159,114 | $1.1B |
| Creative Planning | 0.76% | Reduce -11.1% | 10,644,543 | $1.1B |
| PNC Financial Services Group, Inc. | 0.54% | Add +4.9% | 9,884,685 | $987.3M |
| UBS Group AG | 0.19% | Add +0.4% | 9,407,380 | $939.6M |
| FMR LLC | 0.05% | Reduce -21.3% | 8,906,503 | $889.6M |
| United Services Automobile Association | 55.17% | Reduce -4.4% | 8,726,963 | $871.6M |
| Tiaa Trust, National Association | 2.05% | Add +0.5% | 8,562,744 | $855.7M |
| Johns Hopkins University | 58.37% | Reduce -30.5% | 8,024,716 | $801.5M |
| Cerity Partners LLC | 1.16% | Add +13.8% | 7,991,803 | $798.2M |
| Rwa Wealth Partners, LLC | 8.72% | Add +11.8% | 7,986,037 | $797.6M |
| Envestnet Portfolio Solutions, Inc. | 2.72% | Add +4.0% | 7,767,348 | $775.8M |
| Truist Financial Corp. | 1.02% | Add +4.3% | 7,640,520 | $763.1M |
| Stifel Financial Corp. | 0.67% | Add +15.0% | 7,506,356 | $749.7M |
| Constellation Investments, Inc. | 21.77% | Add +70.2% | 7,062,919 | $705.4M |
| Charles Schwab Investment Management Inc. | 0.10% | Reduce -6.4% | 6,765,176 | $675.7M |
| Captrust Financial Advisors | 1.15% | Add +12.0% | 6,051,425 | $604.4M |
| Bank of New York Mellon Corp | 0.10% | Add +5.5% | 5,898,786 | $589.2M |
| Mackenzie Financial Corp. | 0.69% | Add +6.1% | 5,849,100 | $584.5M |
| Members Trust Co | 17.89% | Add +0.1% | 5,489,896 | $548.3M |
| Prime Capital Investment Advisors, LLC | 5.97% | Add +43.7% | 4,905,406 | $490.0M |
| Royal Bank of Canada | 0.09% | Add +18.5% | 4,846,158 | $484.0M |
| D.A. Davidson & Co. | 2.96% | Add +5.1% | 4,831,227 | $482.5M |
| Alliancebernstein L.P. | 0.15% | Add +81.0% | 4,799,638 | $479.4M |
| Vantagepoint Investment Advisers LLC | 3.69% | Add +0.1% | 4,592,741 | $458.7M |
| Mastercard Foundation Asset Management Corp. | 1.00% | Reduce -78.3% | 4,125,631 | $412.1M |
| Factory Mutual Insurance Co. | 4.15% | Add +9.1% | 4,096,000 | $409.1M |
| Steward Partners Investment Advisory, LLC | 2.18% | Add +8.5% | 3,981,548 | $397.7M |
| Citigroup Inc. | 0.26% | Add +7.0% | 3,783,170 | $377.9M |
| SigFig Wealth Management, LLC | 10.83% | Add +4.8% | 3,638,668 | $363.4M |
| SageView Advisory Group, LLC | 12.24% | Add +8.0% | 3,623,752 | $361.9M |
| &partners | 1.81% | Add +10.1% | 3,444,118 | $346.4M |
| Janus Henderson Group PLC | 0.15% | Add +7.0% | 3,355,397 | $335.1M |
| Mason Street Advisors, LLC | 30.54% | Add +2.2% | 3,107,230 | $310.4M |
| Balentine LLC | 11.27% | Reduce -31.5% | 2,974,100 | $297.1M |
| Dynasty Wealth Management, LLC | 2.85% | Add +6.7% | 2,907,609 | $290.4M |
| Bank of Montreal | 0.12% | Add +7.4% | 2,828,317 | $282.5M |
| South Dakota Investment Council | 5.37% | Add +1.3% | 2,821,235 | $281.8M |
| Prudential Financial Inc. | 0.34% | Reduce -6.6% | 2,802,904 | $280.6M |
| Simplify Asset Management Inc. | 4.60% | Reduce -0.1% | 2,800,131 | $279.7M |
| EP Wealth Advisors, LLC | 1.44% | — | 2,780,493 | $277.7M |
| Russell Investments Group, Ltd. | 0.30% | Add +90400033.3% | 2,712,004 | $270.9M |
| Comerica Bank | 1.02% | Add +52.6% | 2,570,509 | $256.7M |
| O'shaughnessy Asset Management, LLC | 1.33% | Add +6.5% | 2,418,608 | $241.6M |
| Stairway Partners, LLC | 12.46% | Add +18.0% | 2,410,118 | $240.7M |
| Blue Trust, Inc. | 2.71% | Add +2.9% | 2,401,463 | $239.9M |
| Exchange Traded Concepts, LLC | 1.93% | Add +16.4% | 2,323,410 | $232.1M |
| Quotient Wealth Partners, LLC | 6.17% | Add +6.5% | 2,321,437 | $231.9M |
| HighTower Advisors, LLC | 0.25% | Add +4.4% | 2,266,698 | $226.4M |
| Disciplina Capital Management LLC | 25.19% | Add +17.9% | 2,203,081 | $220.0M |
| Lockheed Martin Investment Management Co. | 7.22% | Add +1.4% | 2,165,000 | $216.2M |
| Osaic Holdings, Inc. | 0.29% | Add +5.2% | 1,988,182 | $198.6M |
| Axxcess Wealth Management, LLC | 3.42% | Add +3.1% | 1,916,664 | $191.4M |
| Charter Oak Capital Management, LLC | 14.09% | Add +2.3% | 1,849,735 | $184.8M |
| Capital Asset Advisory Services LLC | 7.13% | Add +8.7% | 1,772,568 | $177.3M |
| Country Trust Bank | 3.16% | Add +1.5% | 1,748,071 | $174.6M |
| Commonwealth Equity Services, LLC | 0.23% | Reduce -21.4% | 1,746,686 | $174.5M |
| Howard Capital Management, LLC | 2.24% | Reduce 0.0% | 1,734,237 | $173.2M |
| Destination Wealth Management | 4.16% | Add +3.5% | 1,593,546 | $159.2M |
| MML Investors Services, LLC | 0.38% | Add +11.7% | 1,565,460 | $156.4M |
| Corient Private Wealth LP | 0.21% | Add +41.5% | 1,527,634 | $152.6M |
| National Philanthropic Trust | 1.50% | Add +57.1% | 1,524,821 | $152.3M |
| Wesbanco Bank Inc. | 4.14% | Add +5.4% | 1,502,627 | $150.1M |
| Forvis Mazars Wealth Advisors, LLC | 2.79% | Add +2.6% | 1,479,887 | $147.8M |
| Rebalance, LLC | 8.29% | Add +4.7% | 1,419,940 | $141.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.34% | No change | 1,413,455 | $141.2M |
| Hantz Financial Services, Inc. | 2.07% | Add +33.1% | 1,405,730 | $140.4M |
| Cambridge Investment Research Advisors, Inc. | 0.37% | Add +5.8% | 1,399,370 | $139.8M |
| Principal Securities, Inc. | 2.14% | Add +5.8% | 1,388,177 | $138.7M |
| Focus Partners Wealth | 0.16% | Add +23.7% | 1,367,258 | $136.5M |
| Sumitomo Mitsui Financial Group, Inc. | 2.39% | Add +2.7% | 1,351,604 | $135.0M |
| Fifth Third Bancorp | 0.41% | Add +57.1% | 1,300,863 | $129.9M |
| Mill Creek Capital Advisors, LLC | 2.63% | Add +10.9% | 1,291,919 | $129.0M |
| Kingsview Wealth Management, LLC | 1.86% | Add +8.1% | 1,288,980 | $128.7M |
| Trajan Wealth LLC | 5.32% | Add +1.1% | 1,277,485 | $127.6M |
| Coldstream Capital Management Inc. | 1.65% | Reduce -1.1% | 1,274,200 | $127.3M |
| Fisher Asset Management | 0.04% | Add +7.8% | 1,269,442 | $126.8M |
| V-Square Quantitative Management LLC | 13.18% | New | 1,269,238 | $126.8M |
| Assetmark, Inc. | 0.26% | Add +167.6% | 1,265,868 | $126.4M |
| Victory Capital Management Inc. | 0.07% | Reduce -1.2% | 1,257,413 | $125.6M |
"% 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.