IAGG — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IAGG? 31 Institutions Hold $122M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IAGG)? 31 institutions reported holding $121.89M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($52.6M), Boston Standard Wealth Management, LLC ($27.0M), Farther Finance Advisors, LLC ($6.4M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$52.6M	1.1M	Added
2	Boston Standard Wealth Management, LLC	$27.0M	548,060	Trimmed
3	Farther Finance Advisors, LLC	$6.4M	130,328	Trimmed
4	Aletheian Wealth Advisors LLC	$5.9M	119,293	Added
5	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	$3.8M	78,203	Added
6	CLUNE & ASSOCIATES, LTD.	$3.7M	75,785	Added
7	CAMELOT TECHNOLOGY ADVISORS, INC.	$3.5M	71,016	Added
8	FC Advisory LLC	$3.5M	70,136	Added
9	ECLECTIC ASSOCIATES INC /ADV	$3.3M	67,135	Added
10	Wedmont Private Capital	$2.4M	49,593	Added
11	Prosperity Planning, Inc.	$2.2M	0	Added
12	Worth Asset Management, LLC	$2.1M	43,660	New
13	Exchange Bank	$1.8M	37,288	Added
14	Horizons Wealth Management	$1.7M	35,339	Added
15	TITLEIST ASSET MANAGEMENT, LLC	$504,398	10,252	New
16	Insight Wealth Strategies, LLC	$393,211	7,992	Trimmed
17	Cassilly Financial Group LLC	$276,307	5,616	Trimmed
18	Asempa Wealth Advisors	$253,382	5,173	Trimmed
19	SigFig Wealth Management, LLC	$223,565	4,544	Added
20	GK Wealth Management LLC	$164,768	3,349	New
21	CoreCap Advisors, LLC	$94,710	1,925	Trimmed
22	GILPIN WEALTH MANAGEMENT, LLC	$12,153	247	Hold
23	Trust Co	$7,276	148	Added
24	Roxbury Financial LLC	$2,804	57	New
25	EASTERN BANK	$2,657	54	Hold

Source: SEC Form 13F filings · as of 2026-09-30