Who Owns ISHARES TR (AGG)? -- Institutional Holders (2026-06-30)

1,240 institutions reported holding $25.73B of ISHARES TR (AGG) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($4.26B), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($1.62B), WealthNavi Inc. ($1.16B), Arizona PSPRS Trust ($1.14B), TRUIST FINANCIAL CORP ($727.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$4.26B43.0MTrimmed
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.62B16.6MAdded
3WealthNavi Inc.$1.16B11.8MAdded
4Arizona PSPRS Trust$1.14B11.5MAdded
5TRUIST FINANCIAL CORP$727.5M7.3MTrimmed
6Members Trust Co$559.9M5.7MTrimmed
7Constellation Investments, Inc.$556.7M5.6MTrimmed
8D.A. DAVIDSON & CO.$524.1M5.3MAdded
9Simplify Asset Management Inc.$499.0M5.0MAdded
10SigFig Wealth Management, LLC$423.5M4.3MAdded
11CITIGROUP INC$417.1M4.2MAdded
12MASTERCARD FOUNDATION ASSET MANAGEMENT CORP$408.4M4.1MHold
13Cambridge Investment Research Advisors, Inc.$306.7M3.1MAdded
14FACTORY MUTUAL INSURANCE CO$291.1M2.9MAdded
15Stairway Partners, LLC$278.1M2.8MAdded
16EXCHANGE TRADED CONCEPTS, LLC$277.3M2.8MAdded
17Blue Trust, Inc.$239.5M2.4MTrimmed
18Envestnet Portfolio Solutions, Inc.$216.2M2.2MTrimmed
19Quotient Wealth Partners, LLC$192.4M1.9MAdded
20AXXCESS WEALTH MANAGEMENT, LLC$183.2M1.9MAdded
21COMMONWEALTH EQUITY SERVICES, LLC$178.2M1.8MAdded
22FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$172.4M1.7MAdded
23WESBANCO BANK INC$165.8M1.7MAdded
24REBALANCE, LLC$161.2M1.6MAdded
25ASSETMARK, INC$146.0M1.5MAdded

Source: SEC Form 13F filings · as of 2026-06-30