ISHARES TR (AGG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,027
Reporting holders
$124.3B
Reported value
1.0%
Held as options
+25
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | $10.9B | 110,159,073 | 4.38% | 31q | -16.7%-$2.2B |
| RAYMOND JAMES FINANCIAL INC | $9.2B | 92,816,907 | 2.49% | 7q | +4.6%+$406.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $8.9B | 89,483,847 | 5.50% | 30q | +127.4%+$5.0B |
| BANK OF AMERICA CORP /DE/ | $6.6B | 66,617,105 | 0.42% | 31q | -4.4%-$301.2M |
| WELLS FARGO & COMPANY/MN | $6.4B | 65,014,488 | 1.04% | 31q | -49.0%-$6.2B |
| BlackRock, Inc. | $6.1B | 61,984,138 | 0.09% | 8q | +16.0%+$846.4M |
| ENVESTNET ASSET MANAGEMENT INC | $4.3B | 43,049,494 | 1.01% | 31q | -3.4%-$151.0M |
| US BANCORP \DE\ | $3.9B | 39,478,188 | 4.27% | 31q | -7.2%-$303.9M |
| MORGAN STANLEY | $3.5B | 35,692,523 | 0.19% | 35q | +9.7%+$313.8M |
| NORTHERN TRUST CORP | $2.3B | 23,143,686 | 0.27% | 31q | +11.5%+$236.1M |
| Arizona PSPRS Trust | $2.3B | 11,528,817 | 42.51% | 8q | +1.1%+$24.0M |
| JPMORGAN CHASE & CO | $1.6B | 16,323,687 | 0.09% | 31q | +21.0%+$281.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6B | 16,602,475 | 2.71% | 31q | +11.2%+$163.4M |
| Cetera Investment Advisers | $1.5B | 15,483,118 | 1.40% | 31q | +1.5%+$22.8M |
| LPL Financial LLC | $1.5B | 15,294,726 | 0.34% | 31q | +10.2%+$140.3M |
| AMERIPRISE FINANCIAL INC | $1.5B | 14,914,270 | 0.30% | 31q | -49.0%-$1.4B |
| Mariner, LLC | $1.5B | 14,864,310 | 1.55% | 31q | +8.1%+$110.5M |
| Creative Planning | $1.3B | 13,634,358 | 0.79% | 31q | -2.8%-$38.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.3B | 12,874,193 | 0.68% | 31q | -0.7%-$8.8M |
| UBS Group AG | $1.3B | 11,364,305 | 0.16% | 31q | +3.5%+$42.6M |
| GOLDMAN SACHS GROUP INC | $1.2B | 12,571,702 | 0.11% | 31q | -10.9%-$152.8M |
| PNC Financial Services Group, Inc. | $1.1B | 10,972,401 | 0.54% | 31q | +6.2%+$63.0M |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | $1.0B | 10,271,333 | 82.00% | 13q | +52.7%+$350.9M |
| Cerity Partners LLC | $982.1M | 9,922,031 | 1.19% | 23q | +11.4%+$100.9M |
| FMR LLC | $940.7M | 9,503,943 | 0.04% | 31q | +4.6%+$41.4M |
| RWA WEALTH PARTNERS, LLC | $912.5M | 9,219,241 | 8.74% | 10q | +6.6%+$56.7M |
| Johns Hopkins University | $794.3M | 8,024,716 | 53.11% | 7q | HELD |
| TRUIST FINANCIAL CORP | $727.5M | 7,349,938 | 0.87% | 31q | -2.1%-$15.9M |
| STIFEL FINANCIAL CORP | $726.4M | 7,338,388 | 0.60% | 31q | HELD |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $711.2M | 7,185,394 | 2.45% | 2q | +14.3%+$89.2M |
| ROYAL BANK OF CANADA | $676.7M | 6,818,247 | 0.10% | 31q | +1.1%+$7.3M |
| Bank of New York Mellon Corp | $673.7M | 6,806,888 | 0.11% | 31q | +2.4%+$15.6M |
| CAPTRUST FINANCIAL ADVISORS | $663.5M | 6,703,403 | 1.01% | 9q | +7.4%+$46.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $636.4M | 6,429,196 | 0.08% | 26q | -2.2%-$14.0M |
| Sixth Street Partners Management Company, L.P. | $636.4M | 6,429,196 | 0.08% | new | NEW |
| MACKENZIE FINANCIAL CORP | $567.8M | 5,736,700 | 0.57% | 22q | HELD |
| Members Trust Co | $559.9M | 5,656,531 | 17.43% | 25q | -1.2%-$6.7M |
| Constellation Investments, Inc. | $556.7M | 5,624,548 | 17.48% | 7q | -5.0%-$29.3M |
| EXCHANGE TRADED CONCEPTS, LLC | $554.6M | 5,602,728 | 1.27% | 5q | +130.9%+$314.4M |
| D.A. DAVIDSON & CO. | $524.1M | 5,295,358 | 2.90% | 31q | +2.5%+$12.7M |
| Simplify Asset Management Inc. | $499.0M | 5,041,755 | 6.94% | 18q | +23.0%+$93.2M |
| SigFig Wealth Management, LLC | $423.5M | 4,261,394 | 11.22% | 31q | +3.6%+$14.5M |
| &PARTNERS | $420.9M | 4,253,416 | 1.73% | 21q | +8.6%+$33.3M |
| CITIGROUP INC | $417.1M | 4,213,649 | 0.14% | 31q | +14.0%+$51.1M |
| MASTERCARD FOUNDATION ASSET MANAGEMENT CORP | $408.4M | 4,125,631 | 1.27% | 6q | HELD |
| EP Wealth Advisors, LLC | $391.0M | 3,949,910 | 1.49% | 27q | +23.8%+$75.2M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $383.7M | 3,876,497 | 2.87% | 25q | -0.7%-$2.9M |
| Prime Capital Investment Advisors, LLC | $375.8M | 3,796,233 | 3.64% | 31q | +3.2%+$11.6M |
| Russell Investments Group, Ltd. | $373.1M | 3,769,235 | 0.33% | 6q | +38.1%+$102.9M |
| SageView Advisory Group, LLC | $349.7M | 3,533,005 | 11.46% | 15q | -4.8%-$17.6M |
| Jupiter Topco LLC | $325.8M | 3,291,989 | 0.13% | new | FIRST |
| FIFTH THIRD BANCORP | $320.7M | 3,239,550 | 0.52% | 31q | +1.8%+$5.5M |
| MASON STREET ADVISORS, LLC | $302.0M | 3,050,830 | 27.21% | 36q | HELD |
| ALLIANCEBERNSTEIN L.P. | $294.0M | 2,961,712 | 0.10% | 31q | +3.5%+$9.9M |
| FACTORY MUTUAL INSURANCE CO | $291.1M | 2,940,924 | 2.74% | 14q | +61.3%+$110.7M |
| Dynasty Wealth Management, LLC | $287.0M | 2,900,060 | 2.13% | 10q | +5.8%+$15.8M |
| Stairway Partners, LLC | $278.1M | 2,809,276 | 13.10% | 14q | +15.4%+$37.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $271.7M | 2,719,367 | 0.02% | 31q | +104.9%+$139.1M |
| Balentine LLC | $271.1M | 2,738,511 | 9.63% | 31q | -7.6%-$22.4M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $257.7M | 2,603,807 | 1.19% | 27q | +2.8%+$7.0M |
| RITHOLTZ WEALTH MANAGEMENT | $254.0M | 2,566,466 | 1.89% | 29q | +106.5%+$131.0M |
| Steward Partners Investment Advisory, LLC | $249.9M | 2,524,310 | 1.28% | 31q | -32.7%-$121.4M |
| Blue Trust, Inc. | $239.5M | 2,419,179 | 2.51% | 17q | -1.3%-$3.1M |
| Disciplina Capital Management LLC | $236.1M | 2,385,633 | 24.39% | 31q | +6.6%+$14.6M |
| OSAIC HOLDINGS, INC. | $234.9M | 2,372,924 | 0.28% | 26q | +9.4%+$20.1M |
| Corient Private Wealth LP | $228.5M | 2,308,923 | 0.15% | 15q | +62.9%+$88.3M |
| Envestnet Portfolio Solutions, Inc. | $216.2M | 2,184,657 | 1.04% | 12q | -28.6%-$86.4M |
| TIAA Wealth Investment Management LLC | $193.3M | 1,944,790 | 1.29% | 2q | +5.5%+$10.1M |
| Quotient Wealth Partners, LLC | $192.4M | 1,944,130 | 4.54% | 11q | +3.4%+$6.3M |
| AXXCESS WEALTH MANAGEMENT, LLC | $183.2M | 1,850,416 | 2.91% | 19q | +3.4%+$6.1M |
| National Philanthropic Trust | $180.3M | 1,821,278 | 2.61% | 10q | +0.8%+$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $178.2M | 1,800,481 | 0.22% | 31q | +1.0%+$1.8M |
| Destination Wealth Management | $175.8M | 1,776,193 | 4.10% | 31q | +5.4%+$9.0M |
| HighTower Advisors, LLC | $173.6M | 1,754,022 | 0.17% | 31q | -12.9%-$25.6M |
| Kingsview Wealth Management, LLC | $173.6M | 1,753,696 | 2.10% | 38q | +5.1%+$8.4M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $172.4M | 1,741,645 | 2.10% | 2q | +2.4%+$4.1M |
| WESBANCO BANK INC | $165.8M | 1,674,935 | 4.12% | 30q | +9.3%+$14.1M |
| Capital Asset Advisory Services LLC | $164.3M | 1,659,794 | 5.95% | 15q | +2.6%+$4.2M |
| REBALANCE, LLC | $161.2M | 1,629,077 | 8.45% | 15q | +11.6%+$16.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $157.1M | 1,586,900 | 0.16% | 10q | HELD |
| MML INVESTORS SERVICES, LLC | $154.8M | 1,563,598 | 0.32% | 31q | +15.1%+$20.2M |
| Forvis Mazars Wealth Advisors, LLC | $153.6M | 1,551,511 | 2.56% | 31q | +1.7%+$2.6M |
| Beacon Pointe Advisors, LLC | $151.4M | 1,529,585 | 0.70% | 29q | +1.2%+$1.8M |
| F/m Investments LLC | $147.2M | 1,487,215 | 7.48% | 9q | +5373.9%+$144.5M |
| ASSETMARK, INC | $146.0M | 1,475,528 | 0.25% | 31q | +149.9%+$87.6M |
| Pathstone Holdings, LLC | $142.2M | 1,436,769 | 0.41% | 11q | +3162.5%+$137.9M |
| Mitsubishi UFJ Trust & Banking Corp | $140.5M | 1,419,485 | 0.31% | 31q | HELD |
| BANK OF MONTREAL /CAN/ | $139.5M | 1,409,782 | 0.05% | 31q | -13.4%-$21.5M |
| Gerber Kawasaki Wealth & Investment Management | $138.1M | 1,395,122 | 3.69% | 16q | +12.0%+$14.8M |
| Trajan Wealth LLC | $133.6M | 1,349,489 | 5.04% | 10q | +2.9%+$3.7M |
| FIRST CITIZENS BANK & TRUST CO | $132.8M | 1,341,923 | 1.99% | 31q | -28.4%-$52.8M |
| Fisher Asset Management, LLC | $132.7M | 1,340,551 | 0.04% | 31q | +5.1%+$6.4M |
| Focus Partners Wealth | $132.5M | 1,338,510 | 0.14% | 11q | HELD |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $132.2M | 1,336,039 | 2.51% | 31q | -1.3%-$1.8M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $129.5M | 1,308,098 | 1.87% | 31q | +34.0%+$32.9M |
| V-Square Quantitative Management LLC | $125.6M | 1,269,238 | 11.94% | 3q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $121.7M | 1,229,747 | 0.07% | 28q | -9.1%-$12.1M |
| Crestwood Advisors Group, LLC | $119.5M | 1,207,232 | 1.77% | 31q | +6.0%+$6.7M |
| HSBC HOLDINGS PLC | $119.2M | 1,204,256 | 0.05% | 31q | +4.5%+$5.2M |
| PRUDENTIAL FINANCIAL INC | $118.6M | 1,198,655 | 0.13% | 34q | -54.0%-$139.1M |
Showing the largest 100 of 2,094 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,027 | $124.3B | 1,243,854,087 | 117 | 926 | 617 | 1.0% |
| Q1 2026 | 2,002 | $125.0B | 1,249,204,143 | 113 | 908 | 612 | 1.0% |
| Q4 2025 | 2,033 | $113.9B | 1,140,262,325 | 129 | 929 | 513 | 0.0% |
| Q3 2025 | 1,866 | $111.2B | 1,109,555,651 | 114 | 874 | 536 | 0.0% |
| Q2 2025 | 1,836 | $111.7B | 1,126,432,081 | 95 | 768 | 659 | 0.0% |
| Q1 2025 | 1,841 | $104.7B | 1,058,254,583 | 109 | 749 | 664 | 0.0% |
| Q4 2024 | 1,850 | $100.5B | 1,037,168,559 | 113 | 811 | 521 | 0.0% |
| Q3 2024 | 1,703 | $100.0B | 987,431,417 | 117 | 834 | 465 | 0.1% |
| Q2 2024 | 1,681 | $91.5B | 942,216,745 | 115 | 726 | 569 | 0.0% |
| Q1 2024 | 1,638 | $89.8B | 915,930,525 | 104 | 747 | 529 | 0.0% |
| Q4 2023 | 1,650 | $85.8B | 863,888,342 | 141 | 672 | 537 | 0.1% |
| Q3 2023 | 1,482 | $73.3B | 779,200,243 | 79 | 677 | 502 | 0.0% |
| Q2 2023 | 1,498 | $72.0B | 738,800,661 | 90 | 644 | 498 | 0.0% |
| Q1 2023 | 1,460 | $67.8B | 680,750,847 | 103 | 575 | 537 | 0.0% |
| Q4 2022 | 1,369 | $59.6B | 614,046,864 | 144 | 475 | 513 | 0.1% |
| Q3 2022 | 1,488 | $64.0B | 663,512,008 | 98 | 535 | 605 | 0.1% |
| Q2 2022 | 1,534 | $67.6B | 664,401,391 | 111 | 483 | 718 | 0.1% |
| Q1 2022 | 1,549 | $70.5B | 658,321,900 | 100 | 518 | 677 | 0.1% |
| Q4 2021 | 1,591 | $74.5B | 653,140,786 | 89 | 590 | 505 | 0.1% |
| Q3 2021 | 1,437 | $70.9B | 616,287,720 | 62 | 595 | 478 | 0.1% |
| Q2 2021 | 1,459 | $70.8B | 612,749,403 | 76 | 626 | 496 | 0.2% |
| Q1 2021 | 1,454 | $65.7B | 576,473,461 | 85 | 580 | 548 | 0.1% |
| Q4 2020 | 1,459 | $65.8B | 553,755,191 | 97 | 642 | 394 | 0.5% |
| Q3 2020 | 1,299 | $61.5B | 519,653,600 | 82 | 652 | 333 | 0.3% |
| Q2 2020 | 1,290 | $57.3B | 483,349,847 | 135 | 565 | 386 | 0.3% |
| Q1 2020 | 1,220 | $53.5B | 462,651,271 | 126 | 430 | 489 | 0.4% |
| Q4 2019 | 1,196 | $54.6B | 486,218,279 | 80 | 520 | 291 | 0.1% |
| Q3 2019 | 1,043 | $51.9B | 458,806,579 | 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% |