ISHARES TR

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AGG·464287226·US·ETF·Unknown - Unknown

AGG (ISHARES TR) is held by 177 institutional investors as of Q1 2026. Largest holders: JONES FINANCIAL COMPANIES LLLP ($13B), RAYMOND JAMES FINANCIAL INC ($8.8B), BANK OF AMERICA CORP /DE/ ($6.9B). Net institutional sentiment: Mixed.

177

Holders

(35 Elite)

$91.3B

Total Value

55% (172)

Consensus

94 buying - 78 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

No verdict yet — fewer than 2 funds hold AGG.

Top Holders (177)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JONES FINANCIAL COMPANIES LLLP	Decreased	132.2M(-4.6%)	$13B	6.3%	+6.53%	0
RAYMOND JAMES FINANCIAL INC	Increased	88.7M(+4.7%)	$8.8B	2.7%	+4.39%	57
BANK OF AMERICA CORP /DE/	Increased	69.7M(+29.6%)	$6.9B	0.5%	+2.45%	57
WELLS FARGO & COMPANY/MN	Increased	63.7M(+4.8%)	$6.3B	1.2%	+10.24%	53
BlackRock, Inc.	Decreased	53.4M(-1.4%)	$5.3B	0.1%	+4.51%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	44.6M(+23.9%)	$4.4B	1.2%	+3.30%	61
US BANCORP \DE\	Decreased	42.5M(-0.7%)	$4.2B	5.1%	+5.50%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	39.3M(+8.5%)	$3.9B	5.8%	+3.99%	67
MORGAN STANLEY	Increased	32.5M(+0.1%)	$3.2B	0.2%	+6.38%	38
NORTHERN TRUST CORP	Increased	20.8M(+0.3%)	$2.1B	0.3%	+3.79%	38
Cetera Investment Advisers	Decreased	15.3M(-1.1%)	$1.5B	1.6%	+1.68%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	14.9M(-23.9%)	$1.5B	3.0%	+4.96%	0
AMERIPRISE FINANCIAL INC	Decreased	14.6M(-1.3%)	$1.5B	0.3%	+5.88%	0
GOLDMAN SACHS GROUP INC	Decreased	14.1M(-1.9%)	$1.4B	0.2%	+5.16%	0
Creative Planning	Increased	14M(+31.8%)	$1.4B	0.9%	+6.89%	57
LPL Financial LLC	Decreased	13.9M(-1.5%)	$1.4B	0.4%	+5.99%	0
Mariner, LLC	Increased	13.7M(+14.0%)	$1.4B	1.6%	+3.63%	57
JPMORGAN CHASE & CO	Increased	13.5M(+9.3%)	$1.3B	0.1%	+3.74%	35
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	13M(+5.6%)	$1.3B	0.8%	+6.31%	48
UBS Group AG	Increased	11M(+16.8%)	$1.1B	0.2%	+5.43%	44

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