Who Owns ISHARES TR (AGG)? -- Institutional Holders (2026-03-31)

Name: ISHARES TR (AGG) Institutional Holders (2026-03-31)
Creator: ko.io

2,185 institutions reported holding $121.58B of ISHARES TR (AGG) in SEC 13F filings for 2026-03-31. Largest institutional holders: JONES FINANCIAL COMPANIES LLLP ($13.03B), RAYMOND JAMES FINANCIAL INC ($8.81B), BANK OF AMERICA CORP /DE/ ($6.92B), WELLS FARGO & COMPANY/MN ($6.32B), BlackRock, Inc. ($5.30B). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	JONES FINANCIAL COMPANIES LLLP	$13.03B	132.2M	Trimmed
2	RAYMOND JAMES FINANCIAL INC	$8.81B	88.7M	Added
3	BANK OF AMERICA CORP /DE/	$6.92B	69.7M	Added
4	WELLS FARGO & COMPANY/MN	$6.32B	63.7M	Added
5	BlackRock, Inc.	$5.30B	53.4M	Trimmed
6	ENVESTNET ASSET MANAGEMENT INC	$4.42B	44.6M	Added
7	US BANCORP \DE\	$4.22B	42.5M	Trimmed
8	MERCER GLOBAL ADVISORS INC /ADV	$3.91B	39.3M	Added
9	MORGAN STANLEY	$3.23B	32.5M	Added
10	Betterment LLC	$2.37B	23.9M	Trimmed
11	NORTHERN TRUST CORP	$2.06B	20.8M	Added
12	Cetera Investment Advisers	$1.51B	15.3M	Trimmed
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.47B	14.9M	Trimmed
14	AMERIPRISE FINANCIAL INC	$1.45B	14.6M	Trimmed
15	GOLDMAN SACHS GROUP INC	$1.40B	14.1M	Trimmed
16	Creative Planning	$1.39B	14.0M	Added
17	LPL Financial LLC	$1.38B	13.9M	Trimmed
18	Mariner, LLC	$1.36B	13.7M	Added
19	Acorns Advisers, LLC	$1.34B	13.5M	Added
20	JPMORGAN CHASE & CO	$1.34B	13.5M	Added
21	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.29B	13.0M	Added
22	UBS Group AG	$1.19B	12.0M	Added
23	WealthNavi Inc.	$1.14B	11.5M	Added
24	Arizona PSPRS Trust	$1.13B	11.4M	Added
25	PNC Financial Services Group, Inc.	$1.03B	10.3M	Added

Source: SEC Form 13F filings · as of 2026-03-31