ISHARES TR (AGG)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
118
Reporting holders
$1.7B
Reported value
0.0%
Calls
0.0%
Puts
-1,990
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SigFig Wealth Management, LLC | $443.9M | 4,695,257 | 11.08% | 32q | +10.2%+$41.0M |
| Stairway Partners, LLC | $274.5M | 2,903,725 | 12.97% | 15q | +3.4%+$8.9M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $169.5M | 1,793,022 | 2.02% | 3q | +2.9%+$4.9M |
| Graves Light Lenhart Wealth, Inc. | $102.2M | 1,080,576 | 9.56% | 32q | -2.0%-$2.0M |
| Trust Co | $71.9M | 760,107 | 6.25% | 32q | +12.6%+$8.0M |
| Gridiron Partners, LLC | $51.2M | 542,021 | 25.69% | 12q | +3.4%+$1.7M |
| GoalFusion Wealth Management, LLC | $50.2M | 530,531 | 20.06% | 20q | -5.3%-$2.8M |
| Farther Finance Advisors, LLC | $33.8M | 357,014 | 0.24% | 16q | +29.0%+$7.6M |
| Marquette Asset Management, LLC | $32.5M | 343,872 | 4.24% | 12q | +5.8%+$1.8M |
| Heartwood Wealth Advisors LLC | $29.6M | 313,155 | 2.34% | 18q | +2.2%+$633.7K |
| Financial Designs Corp | $28.2M | 298,782 | 14.54% | 13q | +3.6%+$988.4K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $26.6M | 280,863 | 6.22% | 27q | +3.8%+$975.8K |
| GP Brinson Investments LLC | $26.5M | 280,650 | 11.33% | 17q | HELD |
| Galvin, Gaustad & Stein, LLC | $23.6M | 249,465 | 1.77% | 24q | -1.5%-$358.5K |
| Legacy Private Trust Co. | $19.6M | 207,809 | 1.07% | 32q | -5.6%-$1.2M |
| FC Advisory LLC | $15.3M | 162,365 | 4.02% | 32q | +6.7%+$966.0K |
| Montecito Bank & Trust | $14.4M | 152,156 | 2.18% | 8q | +0.8%+$114.0K |
| Strategic Financial Group, LLC | $14.4M | 151,788 | 13.90% | 3q | -13.9%-$2.3M |
| Freestate Advisors LLC | $12.4M | 130,766 | 9.51% | 9q | -4.6%-$599.3K |
| CENTRAL BANK & TRUST CO | $11.5M | 122,146 | 1.65% | 32q | HELD |
| Koenig Investment Advisory, LLC | $10.7M | 113,444 | 7.85% | 4q | +5.4%+$548.3K |
| JUNCTURE WEALTH STRATEGIES, LLC | $10.7M | 113,074 | 2.74% | 32q | +13.1%+$1.2M |
| Harpswell Capital Advisors, LLC | $10.6M | 112,528 | 6.98% | 5q | +2.1%+$223.6K |
| ACIMA PRIVATE WEALTH, LLC | $9.8M | 103,603 | 2.84% | 32q | HELD |
| ACT WEALTH MANAGEMENT, LLC | $9.7M | 102,518 | 2.85% | 10q | +9.5%+$844.8K |
| Frisco Financial Planning LLC | $9.1M | 96,674 | 7.11% | 5q | +2.7%+$240.0K |
| Coastline Trust Co | $8.7M | 91,638 | 0.81% | 14q | -22.2%-$2.5M |
| Aventus Investment Advisors, Inc. | $8.5M | 89,996 | 6.22% | 6q | +1.2%+$104.5K |
| Emergent Wealth Advisors, LLC | $8.4M | 88,849 | 4.39% | 12q | -2.6%-$223.8K |
| PRIVATE CLIENT SERVICES, LLC | $7.7M | 81,544 | 2.07% | 12q | +5.4%+$397.0K |
| MKD WEALTH COACHES, LLC | $7.3M | 77,644 | 6.07% | 14q | +2.6%+$183.6K |
| Tactive Advisors, LLC | $6.8M | 72,122 | 1.64% | 11q | +92.7%+$3.3M |
| Grove Bank & Trust | $6.6M | 69,761 | 0.66% | 32q | +8.1%+$496.6K |
| Sincerus Advisory, LLC | $5.7M | 59,978 | 3.70% | 8q | +6.9%+$367.7K |
| Avidian Wealth Enterprises, LLC | $5.4M | 55,803 | 0.15% | 29q | -3.8%-$211.9K |
| Apella Capital, LLC | $5.4M | 56,952 | 0.07% | 5q | +199.2%+$3.6M |
| Wealth Enhancement Trust Services, Inc. | $5.0M | 53,250 | 0.54% | 4q | -51.5%-$5.3M |
| Valeo Financial Advisors, LLC | $5.0M | 52,517 | 0.10% | 32q | -8.9%-$486.0K |
| EPIQ PARTNERS, LLC | $4.8M | 50,753 | 2.07% | 12q | -26.4%-$1.7M |
| ELEVATION WEALTH PARTNERS, LLC | $4.2M | 44,903 | 1.19% | 15q | +1.6%+$66.4K |
| Paladin Partners, LLC | $4.2M | 44,712 | 2.60% | 2q | HELD |
| DAVIDSON TRUST CO | $3.7M | 39,635 | 1.48% | 28q | +1.6%+$60.7K |
| Prosperity Planning, Inc. | $3.4M | 35,950 | 0.75% | 24q | +10.8%+$331.3K |
| KFA Private Wealth Group, LLC | $3.4M | 35,823 | 0.80% | 28q | -6.9%-$250.1K |
| AMERICAN NATIONAL BANK & TRUST | $3.1M | 32,593 | 0.28% | 32q | +1.3%+$40.4K |
| Exchange Bank | $2.8M | 29,743 | 1.74% | 14q | -19.7%-$687.8K |
| Hickory Point Bank & Trust | $2.8M | 29,185 | 1.66% | 8q | -1.8%-$50.6K |
| ECLECTIC ASSOCIATES INC /ADV | $2.7M | 28,296 | 0.30% | 4q | +3.0%+$78.1K |
| Retirement Wealth Solutions LLC | $2.7M | 28,035 | 1.40% | 8q | +5.3%+$133.4K |
| Aletheian Wealth Advisors LLC | $2.6M | 27,694 | 1.05% | 19q | +0.9%+$23.2K |
| ARMSTRONG ADVISORY GROUP, INC | $2.5M | 26,439 | 0.15% | 16q | +18.8%+$396.1K |
| Venture Visionary Partners LLC | $2.2M | 23,597 | 0.06% | 12q | +8.2%+$168.9K |
| FSA Investment Group, LLC | $2.1M | 22,084 | 0.66% | 8q | +22.6%+$384.4K |
| McNaughton Wealth Management, LLC | $2.1M | 22,025 | 0.73% | 28q | -8.1%-$183.4K |
| Pathway Financial Advisors LLC | $2.0M | 21,240 | 0.22% | 17q | +34.4%+$513.7K |
| Worth Asset Management, LLC | $2.0M | 20,856 | 0.57% | 7q | +27.6%+$426.4K |
| Iowa State Bank | $1.6M | 17,304 | 0.28% | 26q | HELD |
| MassMutual Private Wealth & Trust, FSB | $1.4M | 14,782 | 0.04% | 32q | -5.7%-$84.1K |
| Horizons Wealth Management | $1.3M | 13,888 | 0.82% | 17q | +2.9%+$37.2K |
| City Center Advisors, LLC | $1.2M | 13,048 | 0.94% | 11q | +14.7%+$158.3K |
| TITLEIST ASSET MANAGEMENT, LLC | $1.2M | 12,826 | 0.08% | 15q | +0.7%+$8.4K |
| LifeGoal Investments, LLC | $1.1M | 12,144 | 0.35% | 8q | -4.0%-$48.2K |
| CoreCap Advisors, LLC | $1.1M | 11,771 | 0.03% | 9q | HELD |
| Successful Portfolios LLC | $1.0M | 10,919 | 0.47% | 32q | +7.2%+$68.8K |
| Balefire, LLC | $1.0M | 10,762 | 0.16% | 8q | -6.6%-$71.9K |
| Invariant Investment Management | $844.4K | 8,959 | 0.49% | 4q | -22.8%-$249.0K |
| Veracity Capital LLC | $772.3K | 8,169 | 0.21% | 28q | HELD |
| Sound Income Strategies, LLC | $761.2K | 8,043 | 0.03% | 32q | -15.5%-$139.5K |
| Wedmont Private Capital | $760.5K | 8,037 | 0.02% | new | NEW |
| Echo45 Advisors LLC | $758.2K | 8,020 | 0.35% | 4q | +184.9%+$492.1K |
| Cooper Financial Group | $749.3K | 7,925 | 0.06% | 9q | +23.5%+$142.7K |
| Factor Wealth Management LTD | $699.3K | 7,397 | 0.11% | 8q | -19.9%-$173.9K |
| Gladwyn Financial Advisors, Inc. | $637.4K | 6,742 | 0.41% | 6q | -1.6%-$10.5K |
| Central Pacific Bank - Trust Division | $591.5K | 6,257 | 0.06% | 11q | HELD |
| Gallagher Capital Advisors, LLC | $555.3K | 5,874 | 0.30% | 3q | -6.2%-$36.9K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $523.6K | 5,538 | 0.04% | 32q | +11.0%+$52.0K |
| Monument Capital Management | $506.3K | 5,355 | 0.11% | 2q | -27.2%-$189.2K |
| Attessa Capital LLC | $501.2K | 5,301 | 0.22% | 8q | +1.8%+$9.0K |
| CHAPIN DAVIS, INC. | $492.3K | 5,207 | 0.09% | 16q | +5.4%+$25.1K |
| Gradient Investments LLC | $478.7K | 5,063 | 0.01% | 3q | +135.8%+$275.7K |
| Weaver Consulting Group | $435.8K | 4,610 | 0.08% | 31q | HELD |
| Pioneer Wealth Management Group | $430.9K | 4,558 | 0.10% | 2q | HELD |
| Dale Q Rice Investment Management Ltd | $418.6K | 4,428 | 0.23% | 8q | -2.8%-$12.0K |
| Cadent Capital Advisors, LLC | $381.0K | 4,030 | 0.08% | 5q | -61.7%-$613.1K |
| Vann Equity Management LLC | $379.0K | 4,009 | 0.23% | new | NEW |
| Adelphi Trust Co | $355.2K | 3,757 | 0.23% | new | NEW |
| Everhart Financial Group, Inc. | $335.2K | 3,546 | 0.02% | 7q | HELD |
| David J Yvars Group | $318.4K | 3,368 | 0.15% | 2q | +41.3%+$93.1K |
| Apeiron RIA LLC | $314.4K | 3,329 | 0.07% | 17q | -6.4%-$21.4K |
| FINANCIAL MANAGEMENT NETWORK INC | $299.2K | 3,175 | 0.04% | 3q | -13.3%-$46.1K |
| GAMMA Investing LLC | $286.6K | 3,032 | 0.01% | 7q | -15.0%-$50.4K |
| SAPIENT CAPITAL LLC | $279.1K | 2,952 | 0.00% | new | NEW |
| Capital Advisors Wealth Management, LLC | $269.3K | 2,849 | 0.03% | 23q | -91.4%-$2.9M |
| First Heartland Consultants, Inc. | $263.0K | 2,782 | 0.02% | 6q | -16.0%-$50.1K |
| Adirondack Capital Advisors, LLC | $235.2K | 2,488 | 0.12% | 4q | -8.5%-$21.8K |
| Taylor & Morgan Wealth Management, LLC | $226.8K | 2,399 | 0.11% | 4q | +0.8%+$1.9K |
| Hardin Capital Partners, LLC | $221.4K | 2,342 | 0.11% | 10q | -21.2%-$59.5K |
| Cassilly Financial Group LLC | $218.5K | 2,311 | 0.15% | 4q | -50.0%-$218.5K |
| Rosenberg Matthew Hamilton | $217.5K | 2,301 | 0.04% | 27q | +10.5%+$20.7K |
| Crumly & Associates Inc. | $203.3K | 2,150 | 0.04% | new | NEW |
Showing the largest 100 of 121 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 118 | $1.7B | 17,706,658 | 7 | 51 | 42 | 0.0% |
| Q2 2026 | 2,108 | $134.8B | 1,346,694,115 | 119 | 965 | 639 | 1.0% |
| Q1 2026 | 2,078 | $131.1B | 1,310,951,721 | 117 | 942 | 635 | 0.9% |
| Q4 2025 | 2,111 | $120.3B | 1,204,107,399 | 138 | 956 | 534 | 0.0% |
| Q3 2025 | 1,939 | $117.5B | 1,174,229,206 | 121 | 904 | 552 | 0.0% |
| Q2 2025 | 1,917 | $117.8B | 1,189,981,035 | 96 | 799 | 697 | 0.0% |
| Q1 2025 | 1,935 | $110.8B | 1,122,460,240 | 117 | 790 | 695 | 0.0% |
| Q4 2024 | 1,950 | $616.9B | 6,365,896,200 | 123 | 858 | 549 | 0.0% |
| Q3 2024 | 1,804 | $658.8B | 6,505,244,646 | 129 | 867 | 505 | 0.0% |
| Q2 2024 | 1,786 | $642.5B | 6,619,337,415 | 123 | 760 | 609 | 0.0% |
| Q1 2024 | 1,758 | $97.0B | 994,913,884 | 108 | 793 | 574 | 0.0% |
| Q4 2023 | 1,778 | $92.8B | 934,793,064 | 151 | 721 | 589 | 0.1% |
| Q3 2023 | 1,614 | $79.4B | 844,158,058 | 88 | 728 | 552 | 0.0% |
| Q2 2023 | 1,641 | $79.7B | 813,503,075 | 99 | 703 | 540 | 0.0% |
| Q1 2023 | 1,626 | $75.9B | 762,269,038 | 114 | 636 | 601 | 0.0% |
| Q4 2022 | 1,627 | $81.8B | 843,237,071 | 165 | 581 | 607 | 0.1% |
| Q3 2022 | 1,490 | $64.0B | 663,522,544 | 98 | 536 | 606 | 0.1% |
| Q2 2022 | 1,536 | $67.6B | 664,414,333 | 111 | 484 | 719 | 0.1% |
| Q1 2022 | 1,551 | $70.5B | 658,334,647 | 100 | 520 | 677 | 0.1% |
| Q4 2021 | 1,593 | $74.5B | 653,153,100 | 89 | 591 | 505 | 0.1% |
| Q3 2021 | 1,438 | $70.9B | 616,292,748 | 62 | 596 | 478 | 0.1% |
| Q2 2021 | 1,460 | $70.8B | 612,754,276 | 76 | 627 | 496 | 0.2% |
| Q1 2021 | 1,455 | $65.7B | 576,478,001 | 85 | 581 | 548 | 0.1% |
| Q4 2020 | 1,460 | $65.8B | 553,758,481 | 97 | 643 | 394 | 0.5% |
| Q3 2020 | 1,300 | $61.5B | 519,656,833 | 82 | 652 | 334 | 0.3% |
| Q2 2020 | 1,291 | $57.3B | 483,353,313 | 135 | 565 | 386 | 0.3% |
| Q1 2020 | 1,221 | $53.5B | 462,654,737 | 126 | 430 | 489 | 0.4% |
| Q4 2019 | 1,197 | $54.6B | 486,221,745 | 80 | 520 | 292 | 0.1% |
| Q3 2019 | 1,044 | $51.9B | 458,810,257 | 83 | 462 | 306 | 0.0% |
| Q2 2019 | 1,010 | $51.7B | 464,054,513 | 82 | 438 | 328 | 0.0% |
| Q1 2019 | 986 | $46.5B | 418,523,459 | 79 | 382 | 337 | 0.0% |
| Q4 2018 | 984 | $44.4B | 415,145,174 | 10 | 21 | 24 | 0.1% |