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

702 institutions reported holding $10.87B of ISHARES TR (IAGG) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($1.32B), BlackRock, Inc. ($925.8M), Financial Engines Advisors L.L.C. ($821.6M), JPMORGAN CHASE & CO ($599.0M), LPL Financial LLC ($551.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$1.32B26.4MAdded
2BlackRock, Inc.$925.8M18.5MAdded
3Financial Engines Advisors L.L.C.$821.6M16.4MAdded
4JPMORGAN CHASE & CO$599.0M12.0MAdded
5LPL Financial LLC$551.7M11.0MAdded
6Matson Money. Inc.$488.1M9.8MAdded
7TIAA Wealth Investment Management LLC$319.9M6.4MNew
8WealthNavi Inc.$302.7M6.0MAdded
9Nationwide Fund Advisors$278.6M5.6MTrimmed
10JONES FINANCIAL COMPANIES LLLP$273.9M5.5MAdded
11BNP PARIBAS ASSET MANAGEMENT Holding S.A.$257.8M5.2MAdded
12BANK OF AMERICA CORP /DE/$191.2M3.8MTrimmed
13MORGAN STANLEY$184.1M3.7MAdded
14JANUS HENDERSON GROUP PLC$158.0M3.2MAdded
15MATHER GROUP, LLC.$130.8M2.6MAdded
16Envestnet Portfolio Solutions, Inc.$123.6M2.5MAdded
17Creative Planning$119.0M2.4MAdded
18Cetera Investment Advisers$114.7M2.3MAdded
19AMERIPRISE FINANCIAL INC$113.9M2.3MTrimmed
20CWM, LLC$112.9M2.3MAdded
21Betterment LLC$111.3M2.2MAdded
22COMMONWEALTH EQUITY SERVICES, LLC$106.6M2.1MAdded
23PARK AVENUE SECURITIES LLC$99.6M2.0MAdded
24Bank of New York Mellon Corp$79.5M1.6MAdded
25ALLIANCEBERNSTEIN L.P.$78.8M1.6MTrimmed

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