ISHARES TR (IAGG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
552
Reporting holders
$8.0B
Reported value
0.0%
Held as options
-96
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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | $890.9M | 17,606,618 | 1.58% | 11q | +7.2%+$60.1M |
| BlackRock, Inc. | $831.6M | 16,434,463 | 0.01% | 8q | -11.2%-$104.6M |
| Matson Money. Inc. | $509.7M | 10,062,129 | 14.20% | 27q | +3.2%+$15.6M |
| JPMORGAN CHASE & CO | $500.0M | 9,880,177 | 0.03% | 31q | -17.8%-$108.6M |
| JONES FINANCIAL COMPANIES LLLP | $482.7M | 9,539,391 | 0.19% | 18q | +73.0%+$203.7M |
| TIAA Wealth Investment Management LLC | $326.5M | 6,452,026 | 2.18% | 2q | HELD |
| Nationwide Fund Advisors | $284.9M | 3,439,200 | 11.77% | 5q | -38.2%-$176.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $261.9M | 5,175,776 | 0.26% | 10q | HELD |
| LPL Financial LLC | $202.7M | 4,005,098 | 0.05% | 31q | -63.7%-$355.2M |
| BANK OF AMERICA CORP /DE/ | $201.6M | 3,985,088 | 0.01% | 31q | +4.3%+$8.3M |
| Jupiter Topco LLC | $151.6M | 2,995,885 | 0.06% | new | FIRST |
| MERCER GLOBAL ADVISORS INC /ADV | $145.1M | 2,868,252 | 0.09% | 18q | +154.2%+$88.0M |
| MATHER GROUP, LLC. | $129.0M | 2,549,605 | 1.13% | 16q | -2.4%-$3.2M |
| Creative Planning | $110.4M | 2,181,893 | 0.06% | 24q | -8.3%-$9.9M |
| ENVESTNET ASSET MANAGEMENT INC | $104.3M | 2,062,205 | 0.02% | 31q | -92.2%-$1.2B |
| SageView Advisory Group, LLC | $102.4M | 2,023,152 | 3.35% | 9q | -8.1%-$9.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $91.8M | 1,813,439 | 0.12% | 31q | -14.9%-$16.0M |
| AMERIPRISE FINANCIAL INC | $90.2M | 1,781,641 | 0.02% | 31q | -60.8%-$140.0M |
| ASSETMARK, INC | $80.8M | 1,595,853 | 0.14% | 31q | +22.4%+$14.8M |
| Annex Advisory Services, LLC | $74.7M | 1,476,042 | 1.27% | 2q | +9.6%+$6.5M |
| ALLIANCEBERNSTEIN L.P. | $71.1M | 1,421,097 | 0.02% | 9q | -9.8%-$7.7M |
| N.E.W. Advisory Services LLC | $66.1M | 1,307,184 | 4.42% | 26q | +8.0%+$4.9M |
| ROYAL BANK OF CANADA | $56.4M | 1,113,905 | 0.01% | 31q | -11.5%-$7.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $55.5M | 1,095,863 | 0.01% | 9q | +3.2%+$1.7M |
| Sixth Street Partners Management Company, L.P. | $55.5M | 1,095,863 | 0.01% | new | NEW |
| Prime Capital Investment Advisors, LLC | $55.1M | 1,088,753 | 0.53% | 31q | +21.5%+$9.7M |
| GeoWealth Management, LLC | $53.8M | 1,063,816 | 1.69% | 21q | +2.1%+$1.1M |
| GDS Wealth Management | $52.5M | 1,038,310 | 2.50% | 19q | +11.8%+$5.5M |
| Stratos Investment Management, LLC | $51.7M | 1,021,366 | 1.87% | 10q | +2.8%+$1.4M |
| MORGAN STANLEY | $49.2M | 972,564 | 0.00% | 35q | -73.6%-$136.9M |
| Savant Capital, LLC | $48.9M | 968,201 | 0.14% | 29q | +16.6%+$7.0M |
| Mirae Asset Global Investments Co., Ltd. | $48.9M | 966,880 | 0.07% | 31q | -47.4%-$44.1M |
| True Link Financial Advisors, LLC | $48.2M | 1,866,682 | 2.75% | 3q | +107.9%+$25.0M |
| JANE STREET GROUP, LLC | $47.3M | 934,984 | 0.00% | new | NEW |
| RAFFA WEALTH MANAGEMENT, LLC | $44.5M | 880,019 | 5.61% | 7q | +15.4%+$5.9M |
| PRUDENT INVESTORS NETWORK, INC. | $44.2M | 872,594 | 8.55% | 26q | +0.5%+$237.3K |
| OSAIC HOLDINGS, INC. | $43.5M | 858,382 | 0.05% | 26q | +5.9%+$2.4M |
| Apella Capital, LLC | $43.0M | 861,066 | 0.61% | 20q | +20.0%+$7.2M |
| Boston Standard Wealth Management, LLC | $42.6M | 849,268 | 6.19% | 31q | +4.5%+$1.8M |
| Kestra Investment Management, LLC | $40.7M | 804,432 | 0.79% | 2q | +9.2%+$3.4M |
| Cerity Partners LLC | $40.5M | 800,318 | 0.05% | 13q | -14.7%-$7.0M |
| NewEdge Advisors, LLC | $34.7M | 685,777 | 0.10% | new | NEW |
| Savvy Advisors, Inc. | $32.9M | 649,771 | 0.70% | 5q | +19.1%+$5.3M |
| Financial Gravity Companies, Inc. | $32.4M | 640,614 | 5.26% | 5q | +16.4%+$4.6M |
| CAHABA WEALTH MANAGEMENT, INC. | $31.7M | 626,723 | 1.91% | 26q | +4.8%+$1.5M |
| UBS Group AG | $31.2M | 616,616 | 0.00% | 31q | +1.6%+$505.4K |
| AMARILLO NATIONAL BANK | $30.2M | 596,651 | 4.84% | 20q | HELD |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $30.1M | 595,447 | 0.10% | 2q | +33.2%+$7.5M |
| Modera Wealth Management, LLC | $27.0M | 533,071 | 0.29% | 16q | +5.1%+$1.3M |
| SYON CAPITAL LLC | $26.1M | 516,489 | 1.14% | 12q | +5.4%+$1.3M |
| Cetera Investment Advisers | $24.5M | 483,840 | 0.02% | 31q | -78.9%-$91.5M |
| Integrated Wealth Concepts LLC | $24.5M | 483,238 | 0.12% | 7q | +102.6%+$12.4M |
| Apollon Wealth Management, LLC | $22.1M | 436,171 | 0.27% | 12q | +7.9%+$1.6M |
| PENOBSCOT WEALTH MANAGEMENT | $20.4M | 402,313 | 5.45% | 18q | +31.6%+$4.9M |
| LANDMARK WEALTH MANAGEMENT, INC. | $20.2M | 398,519 | 6.67% | 9q | +13.5%+$2.4M |
| Values Added Financial LLC | $20.1M | 396,650 | 7.25% | 13q | +19.9%+$3.3M |
| DORVAL Corp | $19.5M | 385,459 | 5.61% | 11q | +1.9%+$360.1K |
| Mason & Associates, LLC | $18.9M | 373,233 | 3.93% | 9q | +1.8%+$331.4K |
| RAYMOND JAMES FINANCIAL INC | $18.7M | 368,745 | 0.01% | 7q | +1.7%+$317.7K |
| Brio Consultants, LLC | $18.1M | 357,992 | 2.12% | 25q | +2.0%+$359.1K |
| NYL Investors LLC | $17.6M | 347,798 | 6.75% | 31q | -1.3%-$228.4K |
| WELLS FARGO & COMPANY/MN | $17.2M | 339,470 | 0.00% | 16q | +17.6%+$2.6M |
| TECTONIC ADVISORS LLC | $16.6M | 327,808 | 0.80% | 23q | -3.4%-$581.9K |
| Main Street Financial Solutions, LLC | $15.7M | 309,591 | 1.00% | 23q | +7.9%+$1.1M |
| Stadion Money Management, LLC | $15.3M | 305,157 | 1.32% | 3q | HELD |
| AE Wealth Management LLC | $14.4M | 285,032 | 0.07% | 29q | -1.8%-$266.6K |
| Occidental Asset Management, LLC | $13.9M | 274,800 | 1.38% | 32q | +2.5%+$341.8K |
| PDS Planning, Inc | $12.8M | 252,280 | 0.74% | 19q | +8.3%+$978.2K |
| IFP Advisors, Inc | $12.7M | 250,856 | 0.23% | 37q | +6.0%+$716.8K |
| Trinity Wealth Management, LLC | $12.7M | 250,098 | 4.02% | 26q | -25.9%-$4.4M |
| Equitable Holdings, Inc. | $12.6M | 249,479 | 0.08% | 17q | +3.6%+$444.4K |
| BIP Wealth, LLC | $12.5M | 247,549 | 0.36% | 14q | +17.0%+$1.8M |
| Anderson Financial Strategies, LLC | $12.4M | 248,599 | 6.44% | 7q | +2.7%+$329.2K |
| KICKSTAND VENTURES, LLC. | $11.5M | 228,143 | 2.10% | 2q | +3315.8%+$11.2M |
| Vise Technologies, Inc. | $11.1M | 218,843 | 0.13% | 16q | +92.1%+$5.3M |
| Modern Wealth Management, LLC | $10.7M | 210,560 | 0.13% | 7q | -52.3%-$11.7M |
| Octavia Wealth Advisors, LLC | $10.3M | 203,872 | 0.89% | 11q | +6.5%+$634.0K |
| KWB Wealth | $10.0M | 196,675 | 0.85% | 7q | +13.7%+$1.2M |
| Forum Private Client Group LLC | $9.4M | 185,890 | 2.80% | 11q | +7.0%+$616.3K |
| Merit Financial Group, LLC | $9.1M | 180,705 | 0.03% | 12q | -80.0%-$36.6M |
| Vestwell Advisors, LLC | $8.9M | 175,857 | 2.13% | 5q | -5.0%-$466.9K |
| HSBC HOLDINGS PLC | $8.8M | 174,806 | 0.00% | 3q | +5.4%+$455.1K |
| SAX WEALTH ADVISORS, LLC | $8.7M | 173,620 | 0.35% | new | NEW |
| SECURIAN ASSET MANAGEMENT, INC | $8.5M | 170,326 | 0.31% | 31q | -2.1%-$184.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $8.5M | 167,512 | 0.05% | 31q | -81.8%-$38.2M |
| Discipline Wealth Solutions, LLC | $8.3M | 164,332 | 0.73% | 4q | +7.1%+$547.9K |
| Bank of New York Mellon Corp | $8.3M | 164,165 | 0.00% | 7q | -89.7%-$72.1M |
| Shepherd Financial Partners LLC | $7.9M | 156,385 | 0.65% | 4q | +24.7%+$1.6M |
| New Capital Management LP | $7.8M | 153,832 | 1.77% | 22q | +0.9%+$72.7K |
| Farther Finance Advisors, LLC | $7.7M | 153,062 | 0.06% | 11q | -38.8%-$4.9M |
| Brooklyn FI, LLC | $7.5M | 150,691 | 1.37% | 13q | -1.3%-$101.2K |
| Robinswood Financial LLC | $7.4M | 146,112 | 2.12% | 13q | +4.3%+$308.0K |
| MML INVESTORS SERVICES, LLC | $7.4M | 145,273 | 0.01% | 31q | -90.2%-$67.8M |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $7.1M | 140,274 | 0.61% | 15q | +2.9%+$201.9K |
| Silver Coast Investments LLC | $7.1M | 139,466 | 2.10% | new | NEW |
| Pure Financial Advisors, LLC | $6.7M | 132,930 | 0.09% | 31q | +10.4%+$631.1K |
| Wiser Wealth Management, Inc | $6.5M | 128,884 | 1.25% | 11q | +35.9%+$1.7M |
| MONEYWISE, INC. | $6.5M | 128,729 | 2.43% | 3q | +25.9%+$1.3M |
| Capstone Financial Advisors, Inc. | $6.4M | 126,254 | 0.31% | 19q | +1.2%+$73.9K |
| Kooman & Associates | $6.4M | 126,182 | 1.71% | 15q | +2.3%+$140.6K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-28 | 13G | BlackRock, Inc. | 5.2% |
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 | 552 | $8.0B | 157,782,378 | 61 | 187 | 219 | 0.0% |
| Q1 2026 | 648 | $10.5B | 210,182,076 | 79 | 381 | 108 | 0.0% |
| Q4 2025 | 611 | $8.7B | 174,037,886 | 62 | 324 | 108 | 0.0% |
| Q3 2025 | 550 | $9.5B | 184,576,781 | 67 | 320 | 89 | 0.0% |
| Q2 2025 | 526 | $7.9B | 155,036,556 | 196 | 182 | 86 | 0.0% |
| Q1 2025 | 358 | $4.5B | 89,080,890 | 28 | 149 | 116 | 0.0% |
| Q4 2024 | 365 | $4.7B | 94,576,382 | 29 | 189 | 75 | 0.0% |
| Q3 2024 | 341 | $5.3B | 101,868,239 | 30 | 154 | 90 | 0.0% |
| Q2 2024 | 331 | $4.4B | 87,609,460 | 34 | 145 | 90 | 0.0% |
| Q1 2024 | 319 | $4.1B | 81,808,477 | 39 | 135 | 87 | 0.0% |
| Q4 2023 | 296 | $4.0B | 84,233,166 | 30 | 128 | 77 | 0.0% |
| Q3 2023 | 272 | $2.8B | 60,375,285 | 22 | 103 | 87 | 0.0% |
| Q2 2023 | 279 | $2.6B | 52,406,694 | 29 | 105 | 89 | 0.0% |
| Q1 2023 | 255 | $2.5B | 51,614,955 | 20 | 103 | 84 | 0.0% |
| Q4 2022 | 262 | $2.4B | 49,989,152 | 39 | 107 | 72 | 0.0% |
| Q3 2022 | 281 | $2.2B | 43,940,048 | 18 | 89 | 111 | 0.0% |
| Q2 2022 | 294 | $2.2B | 43,098,665 | 33 | 91 | 113 | 0.0% |
| Q1 2022 | 285 | $2.3B | 44,050,568 | 30 | 96 | 106 | 0.0% |
| Q4 2021 | 284 | $2.3B | 41,353,380 | 21 | 110 | 80 | 0.0% |
| Q3 2021 | 259 | $2.2B | 40,570,079 | 16 | 110 | 71 | 0.0% |
| Q2 2021 | 256 | $2.1B | 38,902,238 | 21 | 117 | 65 | 0.0% |
| Q1 2021 | 249 | $2.0B | 35,792,237 | 28 | 112 | 63 | 0.0% |
| Q4 2020 | 238 | $1.8B | 32,871,341 | 22 | 98 | 46 | 0.0% |
| Q3 2020 | 205 | $1.7B | 30,221,561 | 27 | 102 | 39 | 0.0% |
| Q2 2020 | 197 | $1.6B | 28,913,561 | 10 | 94 | 59 | 0.0% |
| Q1 2020 | 213 | $1.5B | 26,663,014 | 29 | 75 | 72 | 0.0% |
| Q4 2019 | 211 | $1.6B | 28,735,263 | 28 | 86 | 39 | 0.0% |
| Q3 2019 | 162 | $1.0B | 18,079,588 | 22 | 80 | 36 | 0.0% |
| Q2 2019 | 149 | $926.3M | 17,006,693 | 33 | 75 | 22 | 0.0% |
| Q1 2019 | 127 | $737.7M | 13,796,443 | 24 | 47 | 32 | 0.0% |
| Q4 2018 | 109 | $629.8M | 12,083,383 | 2 | 6 | 2 | 0.0% |