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

Name: ISHARES TR (IAGG) Institutional Holders (2026-06-30)
Creator: ko.io

726 institutions reported holding $8.53B of ISHARES TR (IAGG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Financial Engines Advisors L.L.C. ($890.9M), BlackRock, Inc. ($831.6M), Matson Money. Inc. ($509.7M), JPMORGAN CHASE & CO ($500.0M), JONES FINANCIAL COMPANIES LLLP ($482.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Financial Engines Advisors L.L.C.	$890.9M	17.6M	Added
2	BlackRock, Inc.	$831.6M	16.4M	Trimmed
3	Matson Money. Inc.	$509.7M	10.1M	Added
4	JPMORGAN CHASE & CO	$500.0M	9.9M	Trimmed
5	JONES FINANCIAL COMPANIES LLLP	$482.7M	9.5M	Added
6	WealthNavi Inc.	$336.3M	6.6M	Added
7	TIAA Wealth Investment Management LLC	$326.5M	6.5M	Added
8	Nationwide Fund Advisors	$284.9M	3.4M	Trimmed
9	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	$261.9M	5.2M	Hold
10	LPL Financial LLC	$202.7M	4.0M	Trimmed
11	BANK OF AMERICA CORP /DE/	$201.6M	4.0M	Added
12	Jupiter Topco LLC	$151.6M	3.0M	New
13	MATHER GROUP, LLC.	$129.0M	2.5M	Trimmed
14	Betterment LLC	$127.4M	2.5M	Added
15	Creative Planning	$110.4M	2.2M	Trimmed
16	ENVESTNET ASSET MANAGEMENT INC	$104.3M	2.1M	Trimmed
17	SageView Advisory Group, LLC	$102.4M	2.0M	Trimmed
18	COMMONWEALTH EQUITY SERVICES, LLC	$91.8M	1.8M	Trimmed
19	AMERIPRISE FINANCIAL INC	$90.2M	1.8M	Trimmed
20	ASSETMARK, INC	$80.8M	1.6M	Added
21	Annex Advisory Services, LLC	$74.7M	1.5M	Added
22	MERCER GLOBAL ADVISORS INC /ADV	$72.7M	1.4M	Added
23	ALLIANCEBERNSTEIN L.P.	$71.1M	1.4M	Trimmed
24	N.E.W. Advisory Services LLC	$66.1M	1.3M	Added
25	Royal Bank of Canada	$56.4M	1.1M	Trimmed

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