# ISHARES TR (AGG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AGG/

- Reporting holders: 118
- Reported value: $1.7B
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $443.9M | 4,695,257 | 11.1% | 32 |
| [Stairway Partners, LLC](https://holderbook.com/funds/1454138-stairway-partners-llc/) | $274.5M | 2,903,725 | 13.0% | 15 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $169.5M | 1,793,022 | 2.0% | 3 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $102.2M | 1,080,576 | 9.6% | 32 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $71.9M | 760,107 | 6.3% | 32 |
| [Gridiron Partners, LLC](https://holderbook.com/funds/1910867-gridiron-partners-llc/) | $51.2M | 542,021 | 25.7% | 12 |
| [GoalFusion Wealth Management, LLC](https://holderbook.com/funds/1895678-goalfusion-wealth-management-llc/) | $50.2M | 530,531 | 20.1% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $33.8M | 357,014 | 0.2% | 16 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $32.5M | 343,872 | 4.2% | 12 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $29.6M | 313,155 | 2.3% | 18 |
| [Financial Designs Corp](https://holderbook.com/funds/1561383-financial-designs-corp/) | $28.2M | 298,782 | 14.5% | 13 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $26.6M | 280,863 | 6.2% | 27 |
| [GP Brinson Investments LLC](https://holderbook.com/funds/1860928-gp-brinson-investments-llc/) | $26.5M | 280,650 | 11.3% | 17 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $23.6M | 249,465 | 1.8% | 24 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $19.6M | 207,809 | 1.1% | 32 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $15.3M | 162,365 | 4.0% | 32 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $14.4M | 152,156 | 2.2% | 8 |
| [Strategic Financial Group, LLC](https://holderbook.com/funds/2131286-strategic-financial-group-llc/) | $14.4M | 151,788 | 13.9% | 3 |
| [Freestate Advisors LLC](https://holderbook.com/funds/1660328-freestate-advisors-llc/) | $12.4M | 130,766 | 9.5% | 9 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $11.5M | 122,146 | 1.6% | 32 |
| [Koenig Investment Advisory, LLC](https://holderbook.com/funds/2114481-koenig-investment-advisory-llc/) | $10.7M | 113,444 | 7.9% | 4 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $10.7M | 113,074 | 2.7% | 32 |
| [Harpswell Capital Advisors, LLC](https://holderbook.com/funds/1806630-harpswell-capital-advisors-llc/) | $10.6M | 112,528 | 7.0% | 5 |
| [ACIMA PRIVATE WEALTH, LLC](https://holderbook.com/funds/1761961-acima-private-wealth-llc/) | $9.8M | 103,603 | 2.8% | 32 |
| [ACT WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1814191-act-wealth-management-llc/) | $9.7M | 102,518 | 2.8% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 118 | $1.7B |
| Q2 2026 | 2,108 | $134.8B |
| Q1 2026 | 2,078 | $131.1B |
| Q4 2025 | 2,111 | $120.3B |
| Q3 2025 | 1,939 | $117.5B |
| Q2 2025 | 1,917 | $117.8B |
| Q1 2025 | 1,935 | $110.8B |
| Q4 2024 | 1,950 | $616.9B |
| Q3 2024 | 1,804 | $658.8B |
| Q2 2024 | 1,786 | $642.5B |
| Q1 2024 | 1,758 | $97.0B |
| Q4 2023 | 1,778 | $92.8B |