iShares Core U.S. AggregateAGGETF
13F holders, Q1 2026 (March 31)2,091holders −20
122new positions
132sold out
5famous investors
$98.93avg. 13F price*
At the end of Q1 2026, 2,091 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, down 20 from Q4 2025. 122 opened new positions and 132 sold out. The largest holders were Jones Financial Companies LLLP ($13.0B), Raymond James Financial Inc. ($8.8B) and Bank of America Corp. ($6.9B). 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 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $804.1M |
| Exits | 132 | $354.7M |
All 13F filers, Q4 2025 → Q1 2026: 87,970,483 shares bought and 81,943,005 shares sold, net +6,027,478 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,091 holders
| Jones Financial Companies LLLP | 6.26% | Reduce -4.6% | 132,174,808 | $13.0B |
| Raymond James Financial Inc. | 2.72% | Add +4.7% | 88,714,666 | $8.8B |
| Bank of America Corp. | 0.51% | Add +29.6% | 69,660,482 | $6.9B |
| Wells Fargo & Company | 1.27% | Add +4.8% | 63,695,880 | $6.3B |
| BlackRock, Inc. | 0.09% | Reduce -1.4% | 53,432,808 | $5.3B |
| Envestnet Asset Management Inc. | 1.18% | Add +23.9% | 44,575,170 | $4.4B |
| US Bancorp \de | 5.13% | Reduce -0.7% | 42,548,783 | $4.2B |
| Mercer Global Advisors Inc. | 5.78% | Add +8.5% | 39,348,759 | $3.9B |
| Morgan Stanley | 0.19% | Add +0.1% | 32,522,000 | $3.2B |
| Betterment LLC | 4.50% | Reduce -8.9% | 23,905,376 | $2.4B |
| Northern Trust Corp. | 0.27% | Add +0.3% | 20,758,453 | $2.1B |
| Cetera Investment Advisers | 1.61% | Reduce -1.1% | 15,252,353 | $1.5B |
| Wealth Enhancement Advisory Services, LLC | 3.24% | Reduce -23.9% | 14,925,651 | $1.5B |
| Ameriprise Financial Inc. | 0.34% | Reduce -1.3% | 14,632,180 | $1.5B |
| Goldman Sachs Group Inc. | 0.18% | Reduce -1.9% | 14,115,260 | $1.4B |
| Creative Planning | 0.94% | Add +31.8% | 14,026,407 | $1.4B |
| LPL Financial LLC | 0.37% | Reduce -1.5% | 13,878,686 | $1.4B |
| Mariner, LLC | 1.59% | Add +14.0% | 13,748,217 | $1.4B |
| Acorns Advisers, LLC | 9.94% | Add +2.2% | 13,469,227 | $1.3B |
| JPMorgan Chase & Co. | 0.09% | Add +9.3% | 13,487,961 | $1.3B |
| Northwestern Mutual Wealth Management Co. | 0.79% | Add +5.6% | 12,962,808 | $1.3B |
| WealthNavi Inc. | 9.91% | Add +3.2% | 11,513,352 | $1.1B |
| Arizona PSPRS Trust | 41.66% | Add +0.6% | 11,407,472 | $1.1B |
| UBS Group AG | 0.19% | Add +16.8% | 10,984,271 | $1.1B |
| PNC Financial Services Group, Inc. | 0.59% | Add +4.6% | 10,336,251 | $1.0B |
| FMR LLC | 0.05% | Add +2.0% | 9,085,333 | $901.9M |
| Cerity Partners LLC | 1.25% | Add +11.4% | 8,902,771 | $883.8M |
| Rwa Wealth Partners, LLC | 9.39% | Add +8.3% | 8,646,419 | $858.3M |
| Johns Hopkins University | 57.73% | No change | 8,024,716 | $796.6M |
| Truist Financial Corp. | 1.01% | Reduce -1.7% | 7,510,131 | $745.5M |
| Stifel Financial Corp. | 0.67% | Reduce -2.5% | 7,319,250 | $726.6M |
| Royal Bank of Canada | 0.13% | Add +39.2% | 6,744,642 | $669.5M |
| United Services Automobile Association | 78.50% | Reduce -22.9% | 6,726,030 | $667.7M |
| Bank of New York Mellon Corp | 0.12% | Add +12.7% | 6,649,043 | $660.1M |
| Charles Schwab Investment Management Inc. | 0.10% | Reduce -2.9% | 6,570,711 | $652.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 2.40% | — | 6,284,686 | $623.9M |
| Captrust Financial Advisors | 1.08% | Add +3.1% | 6,239,080 | $619.3M |
| Constellation Investments, Inc. | 19.51% | Reduce -16.2% | 5,920,906 | $587.8M |
| Mackenzie Financial Corp. | 0.68% | Reduce -2.0% | 5,733,700 | $569.2M |
| Members Trust Co | 18.88% | Add +4.3% | 5,724,306 | $568.3M |
| D.A. Davidson & Co. | 3.11% | Add +7.0% | 5,167,126 | $512.9M |
| Mastercard Foundation Asset Management Corp. | 1.22% | No change | 4,125,631 | $409.6M |
| SigFig Wealth Management, LLC | 11.98% | Add +13.1% | 4,114,974 | $408.5M |
| Simplify Asset Management Inc. | 6.28% | Add +46.4% | 4,100,066 | $407.0M |
| &partners | 1.92% | Add +13.7% | 3,916,831 | $389.1M |
| Vantagepoint Investment Advisers LLC | 3.28% | Reduce -15.0% | 3,905,414 | $387.7M |
| Steward Partners Investment Advisory, LLC | 1.90% | Reduce -5.8% | 3,751,130 | $372.4M |
| SageView Advisory Group, LLC | 13.46% | Add +2.4% | 3,710,454 | $368.3M |
| Citigroup Inc. | 0.23% | Reduce -2.3% | 3,697,706 | $367.1M |
| Prime Capital Investment Advisors, LLC | 4.22% | Reduce -25.0% | 3,679,473 | $365.3M |
| Janus Henderson Group PLC | 0.16% | Add +1.7% | 3,411,430 | $338.7M |
| South Dakota Investment Council | 6.19% | Add +16.0% | 3,272,335 | $324.8M |
| EP Wealth Advisors, LLC | 1.56% | Add +14.8% | 3,190,653 | $316.7M |
| Fifth Third Bancorp | 0.58% | Add +144.7% | 3,183,564 | $316.0M |
| Envestnet Portfolio Solutions, Inc. | 1.68% | Reduce -60.6% | 3,057,730 | $303.5M |
| Mason Street Advisors, LLC | 29.58% | Reduce -1.9% | 3,049,263 | $302.7M |
| Balentine LLC | 11.86% | Reduce -0.3% | 2,964,878 | $294.3M |
| Alliancebernstein L.P. | 0.09% | Reduce -40.4% | 2,862,201 | $285.9M |
| Dynasty Wealth Management, LLC | 2.37% | Reduce -5.8% | 2,740,098 | $272.0M |
| Russell Investments Group, Ltd. | 0.29% | Add +0.6% | 2,729,403 | $270.9M |
| Prudential Financial Inc. | 0.32% | Reduce -7.1% | 2,603,789 | $258.5M |
| O'shaughnessy Asset Management, LLC | 1.26% | Add +4.8% | 2,533,553 | $251.5M |
| Blue Trust, Inc. | 2.78% | Add +2.1% | 2,450,953 | $243.3M |
| Stairway Partners, LLC | 12.52% | Add +1.1% | 2,435,318 | $241.8M |
| Exchange Traded Concepts, LLC | 1.85% | Add +4.4% | 2,426,044 | $240.8M |
| Jane Street Group, LLC | 0.26% | New | 2,411,981 | $239.4M |
| Disciplina Capital Management LLC | 23.54% | Add +1.6% | 2,237,842 | $222.2M |
| Osaic Holdings, Inc. | 0.32% | Add +9.1% | 2,169,442 | $215.4M |
| HighTower Advisors, LLC | 0.21% | Reduce -11.2% | 2,013,080 | $199.8M |
| Hantz Financial Services, Inc. | 3.01% | Add +41.4% | 1,987,106 | $197.3M |
| Charter Oak Capital Management, LLC | 14.60% | Add +2.5% | 1,896,989 | $188.3M |
| Quotient Wealth Partners, LLC | 4.91% | Reduce -19.0% | 1,880,132 | $186.6M |
| First Citizens Bank & Trust Co. | 3.92% | Add +170.9% | 1,875,166 | $186.1M |
| TIAA Wealth Investment Management LLC | 1.39% | — | 1,842,892 | $182.5M |
| Factory Mutual Insurance Co. | 2.04% | Reduce -55.5% | 1,822,924 | $181.0M |
| National Philanthropic Trust | 1.91% | Add +18.5% | 1,807,317 | $179.4M |
| Axxcess Wealth Management, LLC | 5.69% | Reduce -6.7% | 1,789,175 | $177.6M |
| Commonwealth Equity Services, LLC | 0.25% | Add +2.0% | 1,782,280 | $176.9M |
| Howard Capital Management, LLC | 2.82% | Reduce 0.0% | 1,734,205 | $172.2M |
| Ferguson Wellman Capital Management, Inc. | 2.31% | New | 1,700,375 | $168.8M |
| Destination Wealth Management | 4.35% | Add +5.8% | 1,685,577 | $167.3M |
| Kingsview Wealth Management, LLC | 2.26% | Add +29.5% | 1,668,749 | $165.7M |
| Bank of Montreal | 0.07% | Reduce -42.5% | 1,627,479 | $161.6M |
| Capital Asset Advisory Services LLC | 6.20% | Reduce -8.7% | 1,617,571 | $161.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.18% | Add +147.1% | 1,586,900 | $157.5M |
| Wesbanco Bank Inc. | 4.22% | Add +2.0% | 1,532,631 | $152.1M |
| Forvis Mazars Wealth Advisors, LLC | 2.87% | Add +3.0% | 1,525,036 | $151.4M |
| Beacon Pointe Advisors, LLC | 0.80% | Add +68.9% | 1,511,255 | $150.0M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Add +4.9% | 1,468,473 | $145.8M |
| Rebalance, LLC | 8.42% | Add +2.8% | 1,460,298 | $145.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.35% | No change | 1,413,455 | $140.3M |
| MML Investors Services, LLC | 0.37% | Reduce -13.2% | 1,359,041 | $134.9M |
| Principal Securities, Inc. | 1.98% | Reduce -2.2% | 1,357,568 | $134.8M |
| Corient Private Wealth LP | 0.19% | Reduce -7.2% | 1,417,019 | $134.7M |
| Sumitomo Mitsui Financial Group, Inc. | 2.73% | Add +0.2% | 1,353,980 | $134.4M |
| Victory Capital Management Inc. | 0.09% | Add +7.6% | 1,352,490 | $134.3M |
| Focus Partners Wealth | 0.15% | Reduce -2.1% | 1,337,798 | $133.6M |
| Mill Creek Capital Advisors, LLC | 2.71% | Add +3.0% | 1,331,097 | $132.1M |
| Susquehanna International Group, LLP | 0.17% | Add +5164.7% | 1,326,978 | $131.7M |
| Lockheed Martin Investment Management Co. | 4.80% | Reduce -38.9% | 1,322,000 | $131.2M |
"% 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.