AGG

Ishares Core U.s. Aggregate

Latest period2026 - Q2Total superinvestors168

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 168 superinvestors own shares of Ishares Core U.s. Aggregate (AGG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Core U.s. Aggregate (AGG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Core U.s. Aggregate (AGG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Core U.s. Aggregate (AGG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Steve Mattus@Sigfig Wealth Management, Llc
Recent Activity
Increased 3.56%
11.23%
$423.455M
4.261M shares@ 99.38 avg price
Kevin Terhaar@Stairway Partners, Llc
Recent Activity
Increased 15.36%
13.11%
$278.062M
2.809M shares@ 98.98 avg price
Jeffrey G. Lenhart@Graves Light Lenhart Wealth, Inc.
Recent Activity
Increased 5.76%
10.18%
$109.083M
1.102M shares@ 98.98 avg price
Eric Unger@Affiance Financial, Llc
Recent Activity
Increased 1.89%
14.1%
$98.037M
990,470 shares@ 98.99 avg price
Kim Cochenour@Form Wealth Advisors, Llc
Recent Activity
Increased 64.84%
9.09%
$82.626M
834,770 shares@ 98.98 avg price
August Santillo@Jfs Wealth Advisors, Llc
Recent Activity
Increased 5.89%
3.67%
$73.431M
741,875 shares@ 98.99 avg price
Matt Conway@Charles Schwab Trust Co
Recent Activity
Decreased -0.92%
3.87%
$69.209M
699,226 shares@ 98.98 avg price
Todd Chyba@Trust Co
Recent Activity
Increased 1.48%
6.03%
$66.821M
675,092 shares@ 98.98 avg price
Aryn Sands@Focus Financial Network, Inc.
Recent Activity
Increased 5.5%
1.97%
$63.529M
641,837 shares@ 98.98 avg price
Jared McBride@Goalfusion Wealth Management, Llc
Recent Activity
Increased 6.98%
22.39%
$55.447M
560,186 shares@ 98.99 avg price

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