iShares 1-10 Year U.S. AggreAGGMETF
13F holders, Q1 2024 (March 31)74holders
1famous investor
$103.50avg. 13F price*
At the end of Q1 2024, 74 institutions reported holding iShares 1-10 Year U.S. Aggre (AGGM) in their 13F filings. The largest holders were Assetmark, Inc. ($41.8M), JPMorgan Chase & Co. ($26.5M) and Destination Wealth Management ($17.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares 1-10 Year U.S. Aggre
- CUSIP
- 464288596
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $13.4M |
| Exits | 19 | $5.9M |
Ownership 74 holders
| Assetmark, Inc. | 0.14% | Reduce -59.0% | 403,309 | $41.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.2% | 255,939 | $26.5M |
| Destination Wealth Management | 0.57% | Add +13.8% | 164,919 | $17.1M |
| OneDigital Investment Advisors LLC | 0.25% | Reduce -0.6% | 152,803 | $15.8M |
| Morgan Stanley | 0.00% | Reduce -3.1% | 111,628 | $11.6M |
| US Bancorp \de | 0.01% | Reduce -0.1% | 100,700 | $10.4M |
| Retirement Capital Strategies | 3.83% | New | 90,376 | $9.4M |
| Susquehanna International Group, LLP | 0.01% | Add +1739.8% | 84,979 | $8.8M |
| Bank of America Corp. | 0.00% | Reduce -12.4% | 84,746 | $8.8M |
| Jane Street Group, LLC | 0.01% | Reduce -23.4% | 50,156 | $5.2M |
| Aveo Capital Partners, LLC | 0.39% | Add +1.9% | 34,789 | $3.5M |
| Keybank National Association | 0.01% | Reduce -1.7% | 33,888 | $3.5M |
| Colton Groome Financial Advisors, LLC | 1.34% | Reduce -0.9% | 32,134 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -77.2% | 28,948 | $3.0M |
| Modern Wealth Management, LLC | 0.23% | Add +20.3% | 24,141 | $2.5M |
| LPL Financial LLC | 0.00% | Add +11.0% | 21,030 | $2.2M |
| Citadel Advisors | 0.00% | New | 19,371 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -45.7% | 18,369 | $1.9M |
| Silver Oak Securities, Incorporated | 0.21% | Reduce -17.2% | 13,474 | $1.4M |
| Beirne Wealth Consulting Services, LLC | 0.58% | Add +1.0% | 13,260 | $1.4M |
| Wesbanco Bank Inc. | 0.05% | Add +6.2% | 13,217 | $1.4M |
| Csenge Advisory Group | 0.08% | Reduce -34.8% | 13,150 | $1.4M |
| TSA Wealth Managment LLC | 0.52% | Reduce -3.3% | 11,571 | $1.2M |
| Dogwood Wealth Management LLC | 0.81% | Add +13.0% | 11,526 | $1.2M |
| Biondo Investment Advisors, LLC | 0.17% | Add +3.9% | 10,595 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Add +30.0% | 10,578 | $1.1M |
| Hilltop Holdings Inc. | 0.12% | Add +9.7% | 10,031 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -25.0% | 9,913 | $1.0M |
| Wooster Corthell Wealth Management, Inc. | 0.19% | Reduce -7.1% | 7,954 | $824K |
| Old Mission Capital LLC | 0.02% | New | 7,761 | $804K |
| Wells Fargo & Company | 0.00% | Reduce -13.4% | 7,114 | $737K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -10.6% | 4,990 | $517K |
| Shared Vision Wealth Group LLC | 0.32% | No change | 4,922 | $510K |
| Algorithmic Investment Models, LLC | 0.35% | Reduce -47.2% | 4,614 | $478K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.4% | 4,611 | $477K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -12.8% | 4,446 | $460K |
| UBS Group AG | 0.00% | Add +2.8% | 4,289 | $444K |
| Ascent Group, LLC | 0.04% | Reduce -68.5% | 4,288 | $444K |
| Royal Bank of Canada | 0.00% | Reduce -17.9% | 4,216 | $437K |
| Kickstand Ventures, Llc. | 0.12% | Reduce -0.3% | 4,105 | $425K |
| Cypress Wealth Services, LLC | 0.10% | Reduce -3.3% | 4,016 | $416K |
| Tower Wealth Partners, Inc. | 0.26% | Add +4.4% | 3,872 | $401K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -24.9% | 3,648 | $378K |
| Private Advisor Group, LLC | 0.00% | Reduce -29.1% | 3,599 | $373K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.2% | 3,469 | $359K |
| Affinity Capital Advisors, LLC | 0.08% | Reduce -23.8% | 3,397 | $352K |
| Captrust Financial Advisors | 0.00% | Add +1.4% | 3,379 | $350K |
| Cetera Investment Advisers | 0.00% | New | 3,170 | $328K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,902 | $296K |
| AMG National Trust Bank | 0.01% | Reduce -5.1% | 2,800 | $290K |
| Sigma Planning Corp | 0.01% | New | 2,613 | $271K |
| VestGen Investment Management | 0.08% | Reduce -20.4% | 2,515 | $260K |
| Bank of Montreal | 0.00% | Reduce -29.1% | 2,400 | $250K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -41.8% | 2,335 | $242K |
| Truist Financial Corp. | 0.00% | New | 2,317 | $240K |
| German American Bancorp, Inc. | 0.03% | No change | 2,207 | $229K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +5.4% | 2,018 | $209K |
| Blair William & Co. | 0.00% | Reduce -0.6% | 981 | $102K |
| Cape Investment Advisory, Inc. | 0.03% | Add +6.8% | 632 | $65K |
| First United Bank & Trust | 0.02% | Reduce -13.6% | 538 | $56K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 495 | $51K |
| UMB Bank, n.a. | 0.00% | New | 454 | $47K |
| Park Place Capital Corp | 0.01% | No change | 305 | $32K |
| Principal Securities, Inc. | 0.00% | Reduce -0.8% | 233 | $24K |
| Cwm, LLC | 0.00% | Add +115.0% | 172 | $18K |
| Citigroup Inc. | 0.00% | No change | 150 | $16K |
| CoreCap Advisors, LLC | 0.00% | New | 119 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -22.0% | 110 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 65 | $7K |
| Global Retirement Partners, LLC | 0.00% | Reduce -95.3% | 45 | $5K |
| Toth Financial Advisory Corp. | 0.00% | No change | 43 | $4K |
| Sittner & Nelson, LLC | 0.00% | New | 40 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | New | 25 | $3K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 8 | $828 |
"% of holder's portfolio" is AGGM's weight in each manager's 13F, not the share of iShares 1-10 Year U.S. Aggre the manager owns.