Security record · archived quarter
AGG
iShares Core U.S. Aggregate Bond ETF · Financial Services · Asset Management
100Tracked holders
+1Δ holders
861.27MShares held
$85.27BReported value
+4New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +1.0% ·
share flow +0.6% ·
net new positions +1.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 100 | +1 | 861.27M | $85.27B | +4 | −3 |
| Q1 2026 | 101 | 0 | 859.79M | $85.24B | +4 | −4 |
| Q4 2025 | 100 | -1 | 827.21M | $82.62B | +1 | −2 |
| Q3 2025 | 11 | -1 | 136.22M | $13.66B | +1 | −2 |
| Q2 2025 | 9 | +1 | 63.65M | $6.31B | +1 | — |
| Q1 2025 | 6 | -2 | 3.44M | $339.99M | — | −2 |
| Q4 2024 | 8 | +2 | 2.11M | $204.74M | +2 | — |
| Q3 2024 | 6 | +3 | 1.62M | $163.91M | +3 | — |
| Q2 2024 | 3 | — | 1.20M | $116.92M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 110.16M | -16.7% | $10.94B | 4.4% | ▼ Trim | 3 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 110.16M | -16.7% | $10.94B | 4.4% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 92.82M | +4.6% | $9.19B | 2.5% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 92.82M | +4.6% | $9.19B | 2.5% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 92.82M | +4.6% | $9.19B | 2.5% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 92.82M | +4.6% | $9.19B | 2.5% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 92.82M | +4.6% | $9.19B | 2.5% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 92.82M | +4.6% | $9.19B | 2.5% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 66.62M | -4.4% | $6.59B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 66.62M | -4.4% | $6.59B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 66.62M | -4.4% | $6.59B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 66.62M | -4.4% | $6.59B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 66.62M | -4.4% | $6.59B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 66.62M | -4.4% | $6.59B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 66.62M | -4.4% | $6.59B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 65.01M | +2.1% | $6.44B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 65.01M | +2.1% | $6.44B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 65.01M | +2.1% | $6.44B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 65.01M | +2.1% | $6.44B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 65.01M | +2.1% | $6.44B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 65.01M | +2.1% | $6.44B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 61.98M | +16.0% | $6.14B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 61.98M | +16.0% | $6.14B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 61.98M | +16.0% | $6.14B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 61.98M | +16.0% | $6.14B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 61.98M | +16.0% | $6.14B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 61.98M | +16.0% | $6.14B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 61.98M | +16.0% | $6.14B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 61.98M | +16.0% | $6.14B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 61.98M | +16.0% | $6.14B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 44.99M | +14.3% | $4.45B | 5.5% | ▲ Add | 3 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 43.05M | -3.4% | $4.26B | 1.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Us Bancorp \De\ | 39.48M | -7.2% | $3.91B | 4.3% | ▼ Trim | 3 | SEC ↗ |
| 34 | Us Bancorp \De\ | 39.48M | -7.2% | $3.91B | 4.3% | ▼ Trim | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 39.48M | -7.2% | $3.91B | 4.3% | ▼ Trim | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 39.48M | -7.2% | $3.91B | 4.3% | ▼ Trim | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 35.69M | +9.8% | $3.53B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 35.69M | +9.8% | $3.53B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 35.69M | +9.8% | $3.53B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 35.69M | +9.8% | $3.53B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 35.69M | +9.8% | $3.53B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 35.69M | +9.8% | $3.53B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 35.69M | +9.8% | $3.53B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 35.69M | +9.8% | $3.53B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 35.69M | +9.8% | $3.53B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 35.69M | +9.8% | $3.53B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 35.69M | +9.8% | $3.53B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 48 | Northern Trust Corp | 23.14M | +11.5% | $2.29B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 49 | Northern Trust Corp | 23.14M | +11.5% | $2.29B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 16.32M | +21.0% | $1.62B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 16.32M | +21.0% | $1.62B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 16.32M | +21.0% | $1.62B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 16.32M | +21.0% | $1.62B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 16.32M | +21.0% | $1.62B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 16.32M | +21.0% | $1.62B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 16.32M | +21.0% | $1.62B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 16.32M | +21.0% | $1.62B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 16.32M | +21.0% | $1.62B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 16.32M | +21.0% | $1.62B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 60 | Wealth Enhancement Advisory… | 16.60M | +11.2% | $1.62B | 2.7% | ▲ Add | 3 | SEC ↗ |
| 61 | Cetera Investment Advisers | 15.48M | +1.5% | $1.53B | 1.4% | ▲ Add | 3 | SEC ↗ |
| 62 | LPL Financial LLC | 15.29M | +10.2% | $1.51B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 63 | Ameriprise Financial Inc | 14.91M | +1.9% | $1.48B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 64 | Ameriprise Financial Inc | 14.91M | +1.9% | $1.48B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 65 | Ameriprise Financial Inc | 14.91M | +1.9% | $1.48B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 66 | Ameriprise Financial Inc | 14.91M | +1.9% | $1.48B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 67 | Mariner, LLC | 14.86M | +8.1% | $1.47B | 1.5% | ▲ Add | 3 | SEC ↗ |
| 68 | Mariner, LLC | 14.86M | +8.1% | $1.47B | 1.5% | ▲ Add | 3 | SEC ↗ |
| 69 | Mariner, LLC | 14.86M | +8.1% | $1.47B | 1.5% | ▲ Add | 3 | SEC ↗ |
| 70 | Creative Planning | 13.63M | -2.8% | $1.35B | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 71 | Creative Planning | 13.63M | -2.8% | $1.35B | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 72 | Northwestern Mutual Wealth… | 12.87M | -0.7% | $1.27B | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 73 | Goldman Sachs Group ✦ | 12.57M | -10.9% | $1.24B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 74 | Goldman Sachs Group ✦ | 12.57M | -10.9% | $1.24B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 75 | Goldman Sachs Group ✦ | 12.57M | -10.9% | $1.24B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 76 | Goldman Sachs Group ✦ | 12.57M | -10.9% | $1.24B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 77 | Goldman Sachs Group ✦ | 12.57M | -10.9% | $1.24B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 78 | Goldman Sachs Group ✦ | 12.57M | -10.9% | $1.24B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 79 | UBS Group AG | 11.36M | +3.5% | $1.12B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 80 | UBS Group AG | 11.36M | +3.5% | $1.12B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 81 | UBS Group AG | 11.36M | +3.5% | $1.12B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 82 | UBS Group AG | 11.36M | +3.5% | $1.12B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 10.97M | +6.2% | $1.09B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 10.97M | +6.2% | $1.09B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 85 | Pnc Financial Services Group, Inc. | 10.97M | +6.2% | $1.09B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 86 | Pnc Financial Services Group, Inc. | 10.97M | +6.2% | $1.09B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 87 | Pnc Financial Services Group, Inc. | 10.97M | +6.2% | $1.09B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 88 | Pnc Financial Services Group, Inc. | 10.97M | +6.2% | $1.09B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 89 | Pnc Financial Services Group, Inc. | 10.97M | +6.2% | $1.09B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 90 | Pnc Financial Services Group, Inc. | 10.97M | +6.2% | $1.09B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 91 | Cerity Partners LLC | 9.92M | +11.4% | $982.08M | 1.2% | ▲ Add | 3 | SEC ↗ |
| 92 | Cerity Partners LLC | 9.92M | +11.4% | $982.08M | 1.2% | ▲ Add | 3 | SEC ↗ |
| 93 | Cerity Partners LLC | 9.92M | +11.4% | $982.08M | 1.2% | ▲ Add | 3 | SEC ↗ |
| 94 | Fidelity (FMR) ✦ | 9.50M | +4.6% | $940.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 95 | Fidelity (FMR) ✦ | 9.50M | +4.6% | $940.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 96 | Truist Financial Corp | 7.35M | -2.1% | $727.50M | 0.9% | ▼ Trim | 3 | SEC ↗ |
| 97 | Truist Financial Corp | 7.35M | -2.1% | $727.50M | 0.9% | ▼ Trim | 3 | SEC ↗ |
| 98 | Truist Financial Corp | 7.35M | -2.1% | $727.50M | 0.9% | ▼ Trim | 3 | SEC ↗ |
| 99 | Stifel Financial Corp | 7.34M | +0.3% | $726.36M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 100 | Stifel Financial Corp | 7.34M | +0.3% | $726.36M | 0.6% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Jane Street Group, Llc | $239.44M | was 0.3% |
| Citadel Advisors | $49.77M | was 0.0% |
| Boston Partners | $45.35M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,049 holders, 1.20B shares, $112.95B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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