DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (IAGG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
573
Reporting holders
$8.5B
Reported value
0.0%
Calls
0.0%
Puts
-103
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | $890.9M | 17,606,618 | 1.58% | 11q | +7.2%+$60.1M |
| BlackRock, Inc. | $831.6M | 16,434,463 | 0.01% | 8q | -11.2%-$104.6M |
| Matson Money. Inc. | $509.7M | 10,062,129 | 14.20% | 27q | +3.2%+$15.6M |
| JPMORGAN CHASE & CO | $500.0M | 9,880,177 | 0.03% | 31q | -17.8%-$108.6M |
| JONES FINANCIAL COMPANIES LLLP | $482.7M | 9,539,391 | 0.19% | 18q | +73.0%+$203.7M |
| WealthNavi Inc. | $336.3M | 6,646,207 | 2.63% | 11q | +9.9%+$30.3M |
| TIAA Wealth Investment Management LLC | $326.5M | 6,452,026 | 2.18% | 2q | HELD |
| Nationwide Fund Advisors | $284.9M | 3,439,200 | 11.77% | 5q | -38.2%-$176.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $261.9M | 5,175,776 | 0.26% | 10q | HELD |
| LPL Financial LLC | $202.7M | 4,005,098 | 0.05% | 31q | -63.7%-$355.2M |
| BANK OF AMERICA CORP /DE/ | $201.6M | 3,985,088 | 0.01% | 31q | +4.3%+$8.3M |
| Jupiter Topco LLC | $151.6M | 2,995,885 | 0.06% | new | FIRST |
| MATHER GROUP, LLC. | $129.0M | 2,549,605 | 1.13% | 16q | -2.4%-$3.2M |
| Betterment LLC | $127.4M | 2,517,551 | 0.22% | 26q | +13.2%+$14.9M |
| Creative Planning | $110.4M | 2,181,893 | 0.06% | 24q | -8.3%-$9.9M |
| ENVESTNET ASSET MANAGEMENT INC | $104.3M | 2,062,205 | 0.02% | 31q | -92.2%-$1.2B |
| SageView Advisory Group, LLC | $102.4M | 2,023,152 | 3.35% | 9q | -8.1%-$9.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $91.8M | 1,813,439 | 0.12% | 31q | -14.9%-$16.0M |
| AMERIPRISE FINANCIAL INC | $90.2M | 1,781,641 | 0.02% | 31q | -21.7%-$24.9M |
| ASSETMARK, INC | $80.8M | 1,595,853 | 0.14% | 31q | +22.4%+$14.8M |
| Annex Advisory Services, LLC | $74.7M | 1,476,042 | 1.27% | 2q | +9.6%+$6.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $72.7M | 1,436,013 | 0.09% | 18q | +27.3%+$15.6M |
| ALLIANCEBERNSTEIN L.P. | $71.1M | 1,421,097 | 0.02% | 9q | -9.8%-$7.7M |
| N.E.W. Advisory Services LLC | $66.1M | 1,307,184 | 4.42% | 26q | +8.0%+$4.9M |
| ROYAL BANK OF CANADA | $56.4M | 1,113,905 | 0.01% | 31q | -11.5%-$7.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $55.5M | 1,095,863 | 0.01% | 9q | +3.2%+$1.7M |
| Prime Capital Investment Advisors, LLC | $55.1M | 1,088,753 | 0.53% | 31q | +21.5%+$9.7M |
| GeoWealth Management, LLC | $53.8M | 1,063,816 | 1.69% | 21q | +2.1%+$1.1M |
| GDS Wealth Management | $52.5M | 1,038,310 | 2.50% | 19q | +11.8%+$5.5M |
| Stratos Investment Management, LLC | $51.7M | 1,021,366 | 1.87% | 10q | +2.8%+$1.4M |
| MORGAN STANLEY | $49.2M | 972,564 | 0.00% | 35q | -73.6%-$136.9M |
| Savant Capital, LLC | $48.9M | 968,201 | 0.14% | 29q | +16.6%+$7.0M |
| Mirae Asset Global Investments Co., Ltd. | $48.9M | 966,880 | 0.07% | 31q | +5.1%+$2.4M |
| JANE STREET GROUP, LLC | $47.3M | 934,984 | 0.00% | new | NEW |
| True Link Financial Advisors, LLC | $47.2M | 933,341 | 2.73% | 3q | +4.0%+$1.8M |
| RAFFA WEALTH MANAGEMENT, LLC | $44.5M | 880,019 | 5.61% | 7q | +15.4%+$5.9M |
| PRUDENT INVESTORS NETWORK, INC. | $44.2M | 872,594 | 8.55% | 26q | +0.5%+$237.3K |
| OSAIC HOLDINGS, INC. | $43.5M | 858,382 | 0.05% | 26q | +5.9%+$2.4M |
| Apella Capital, LLC | $43.0M | 861,066 | 0.61% | 20q | +20.0%+$7.2M |
| Boston Standard Wealth Management, LLC | $42.6M | 849,268 | 6.19% | 31q | +4.5%+$1.8M |
| Kestra Investment Management, LLC | $40.7M | 804,432 | 0.79% | 2q | +9.2%+$3.4M |
| Cerity Partners LLC | $40.5M | 800,318 | 0.05% | 13q | -14.7%-$7.0M |
| NewEdge Advisors, LLC | $34.7M | 685,777 | 0.10% | 15q | -32.9%-$17.0M |
| Savvy Advisors, Inc. | $32.9M | 649,771 | 0.70% | 5q | +19.1%+$5.3M |
| Capital Analysts, LLC | $32.5M | 642,283 | 0.75% | 17q | -5.9%-$2.0M |
| Financial Gravity Companies, Inc. | $32.4M | 640,614 | 5.26% | 5q | +16.4%+$4.6M |
| CAHABA WEALTH MANAGEMENT, INC. | $31.7M | 626,723 | 1.91% | 26q | +4.8%+$1.5M |
| UBS Group AG | $31.2M | 616,616 | 0.00% | 31q | +1.6%+$505.4K |
| AMARILLO NATIONAL BANK | $30.2M | 596,651 | 4.84% | 20q | HELD |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $30.1M | 595,447 | 0.10% | 2q | +33.2%+$7.5M |
| Cambridge Investment Research Advisors, Inc. | $28.8M | 569,867 | 0.03% | 31q | +19.4%+$4.7M |
| Modera Wealth Management, LLC | $27.0M | 533,071 | 0.29% | 16q | +5.1%+$1.3M |
| SYON CAPITAL LLC | $26.1M | 516,489 | 1.14% | 12q | +5.4%+$1.3M |
| Cetera Investment Advisers | $24.5M | 483,840 | 0.02% | 31q | -78.9%-$91.5M |
| Apollon Wealth Management, LLC | $22.1M | 436,171 | 0.27% | 12q | +7.9%+$1.6M |
| PENOBSCOT WEALTH MANAGEMENT | $20.4M | 402,313 | 5.45% | 18q | +31.6%+$4.9M |
| LANDMARK WEALTH MANAGEMENT, INC. | $20.2M | 398,519 | 6.67% | 9q | +13.5%+$2.4M |
| Values Added Financial LLC | $20.1M | 396,650 | 7.25% | 13q | +19.9%+$3.3M |
| DORVAL Corp | $19.5M | 385,459 | 5.61% | 11q | +1.9%+$360.1K |
| Mason & Associates, LLC | $18.9M | 373,233 | 3.93% | 9q | +1.8%+$331.4K |
| RAYMOND JAMES FINANCIAL INC | $18.7M | 368,745 | 0.01% | 7q | +1.7%+$317.7K |
| Brio Consultants, LLC | $18.1M | 357,992 | 2.12% | 25q | +2.0%+$359.1K |
| NYL Investors LLC | $17.6M | 347,798 | 6.75% | 31q | -1.3%-$228.4K |
| WELLS FARGO & COMPANY/MN | $17.2M | 339,470 | 0.00% | 16q | +135.1%+$9.9M |
| TECTONIC ADVISORS LLC | $16.6M | 327,808 | 0.80% | 23q | -3.4%-$581.9K |
| Main Street Financial Solutions, LLC | $15.7M | 309,591 | 1.00% | 23q | +7.9%+$1.1M |
| Stadion Money Management, LLC | $15.3M | 305,157 | 1.32% | 3q | HELD |
| Granite Bay Wealth Management, LLC | $15.1M | 297,704 | 1.39% | 2q | +8.1%+$1.1M |
| AE Wealth Management LLC | $14.4M | 285,032 | 0.07% | 29q | -1.8%-$266.6K |
| Occidental Asset Management, LLC | $13.9M | 274,800 | 1.38% | 32q | +2.5%+$341.8K |
| Integrated Wealth Concepts LLC | $13.1M | 259,604 | 0.09% | 7q | +8.8%+$1.1M |
| PDS Planning, Inc | $12.8M | 252,280 | 0.74% | 19q | +8.3%+$978.2K |
| IFP Advisors, Inc | $12.7M | 250,856 | 0.23% | 37q | +6.0%+$716.8K |
| Trinity Wealth Management, LLC | $12.7M | 250,098 | 4.02% | 26q | -25.9%-$4.4M |
| Equitable Holdings, Inc. | $12.6M | 249,479 | 0.08% | 17q | +3.6%+$444.4K |
| BIP Wealth, LLC | $12.5M | 247,549 | 0.36% | 14q | +17.0%+$1.8M |
| Anderson Financial Strategies, LLC | $12.4M | 248,599 | 6.44% | 7q | +2.7%+$329.2K |
| KICKSTAND VENTURES, LLC. | $11.5M | 228,143 | 2.10% | 2q | +3315.8%+$11.2M |
| Vise Technologies, Inc. | $11.1M | 218,843 | 0.13% | 16q | +92.1%+$5.3M |
| Modern Wealth Management, LLC | $10.7M | 210,560 | 0.13% | 7q | -52.3%-$11.7M |
| Octavia Wealth Advisors, LLC | $10.3M | 203,872 | 0.89% | 11q | +6.5%+$634.0K |
| KWB Wealth | $10.0M | 196,675 | 0.85% | 7q | +13.7%+$1.2M |
| TSFG, LLC | $9.7M | 191,107 | 1.22% | 5q | +10.4%+$913.8K |
| Forum Private Client Group LLC | $9.4M | 185,890 | 2.80% | 11q | +7.0%+$616.3K |
| Vestwell Advisors, LLC | $8.9M | 175,857 | 2.13% | 5q | -5.0%-$466.9K |
| HSBC HOLDINGS PLC | $8.8M | 174,806 | 0.00% | 3q | +5.4%+$455.1K |
| SAX WEALTH ADVISORS, LLC | $8.7M | 173,620 | 0.35% | new | NEW |
| SECURIAN ASSET MANAGEMENT, INC | $8.5M | 170,326 | 0.31% | 31q | -2.1%-$184.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $8.5M | 167,512 | 0.05% | 31q | -81.8%-$38.2M |
| Discipline Wealth Solutions, LLC | $8.3M | 164,332 | 0.73% | 4q | +7.1%+$547.9K |
| Bank of New York Mellon Corp | $8.3M | 164,165 | 0.00% | 7q | -89.7%-$72.1M |
| Shepherd Financial Partners LLC | $7.9M | 156,385 | 0.65% | 4q | +24.7%+$1.6M |
| APPLETON PARTNERS INC/MA | $7.8M | 153,964 | 0.48% | 31q | +7.0%+$511.8K |
| New Capital Management LP | $7.8M | 153,832 | 1.77% | 22q | +0.9%+$72.7K |
| Farther Finance Advisors, LLC | $7.7M | 153,062 | 0.06% | 11q | -38.8%-$4.9M |
| Brooklyn FI, LLC | $7.5M | 150,691 | 1.37% | 13q | -1.3%-$101.2K |
| Robinswood Financial LLC | $7.4M | 146,112 | 2.12% | 13q | +4.3%+$308.0K |
| MML INVESTORS SERVICES, LLC | $7.4M | 145,273 | 0.01% | 31q | -90.2%-$67.8M |
| PARK AVENUE SECURITIES LLC | $7.3M | 144,065 | 0.05% | 12q | -92.8%-$93.5M |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $7.1M | 140,274 | 0.61% | 15q | +2.9%+$201.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-27 | 13G/A | BlackRock, Inc. | 4.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 224 | $2.3B | 47,506,081 | 27 | 95 | 65 | 0.0% |
| Q2 2026 | 573 | $8.5B | 165,533,318 | 63 | 201 | 224 | 0.0% |
| Q1 2026 | 676 | $11.1B | 222,130,495 | 81 | 400 | 111 | 0.0% |
| Q4 2025 | 638 | $9.7B | 193,250,939 | 63 | 340 | 113 | 0.0% |
| Q3 2025 | 579 | $10.5B | 204,689,565 | 69 | 338 | 93 | 0.0% |
| Q2 2025 | 561 | $8.9B | 175,165,712 | 206 | 195 | 93 | 0.0% |
| Q1 2025 | 384 | $5.1B | 101,547,542 | 30 | 160 | 123 | 0.0% |
| Q4 2024 | 392 | $5.3B | 106,707,695 | 33 | 204 | 78 | 0.0% |
| Q3 2024 | 364 | $5.9B | 113,125,323 | 32 | 165 | 94 | 0.0% |
| Q2 2024 | 355 | $4.9B | 97,752,743 | 35 | 154 | 99 | 0.0% |
| Q1 2024 | 349 | $4.5B | 90,547,381 | 40 | 151 | 94 | 0.0% |
| Q4 2023 | 325 | $4.2B | 86,775,390 | 32 | 141 | 85 | 0.0% |
| Q3 2023 | 302 | $2.9B | 63,020,831 | 23 | 115 | 94 | 0.0% |
| Q2 2023 | 312 | $2.7B | 55,364,344 | 32 | 120 | 99 | 0.0% |
| Q1 2023 | 297 | $2.7B | 54,547,582 | 27 | 120 | 96 | 0.0% |
| Q4 2022 | 315 | $2.5B | 52,827,696 | 48 | 116 | 99 | 0.0% |
| Q3 2022 | 278 | $32.9B | 679,907,149 | 18 | 89 | 112 | 0.0% |
| Q2 2022 | 292 | $35.9B | 716,042,941 | 33 | 93 | 113 | 0.0% |
| Q1 2022 | 282 | $31.8B | 609,395,710 | 29 | 94 | 107 | 0.0% |
| Q4 2021 | 282 | $33.7B | 616,914,899 | 21 | 109 | 79 | 0.0% |
| Q3 2021 | 259 | $31.6B | 574,920,194 | 16 | 111 | 70 | 0.0% |
| Q2 2021 | 256 | $30.5B | 553,706,918 | 21 | 115 | 67 | 0.0% |
| Q1 2021 | 248 | $25.7B | 467,280,102 | 27 | 112 | 63 | 0.0% |
| Q4 2020 | 238 | $22.7B | 402,973,868 | 22 | 98 | 46 | 0.0% |
| Q3 2020 | 206 | $20.7B | 372,755,624 | 27 | 101 | 41 | 0.0% |
| Q2 2020 | 197 | $22.1B | 396,248,060 | 10 | 96 | 57 | 0.0% |
| Q1 2020 | 213 | $3.0B | 55,023,075 | 29 | 75 | 72 | 0.0% |
| Q4 2019 | 211 | $19.1B | 348,152,526 | 28 | 87 | 38 | 0.0% |
| Q3 2019 | 162 | $18.6B | 333,473,356 | 22 | 80 | 36 | 0.0% |
| Q2 2019 | 149 | $17.3B | 317,156,042 | 33 | 75 | 22 | 0.0% |
| Q1 2019 | 127 | $16.4B | 308,543,847 | 24 | 47 | 32 | 0.0% |
| Q4 2018 | 109 | $15.7B | 300,927,250 | 2 | 6 | 2 | 0.0% |