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iShares Core US Aggregate Bond ETF - AGG

iShares Core US Aggregate Bond ETF - AGG


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    0.09 / 0.1%
(As of Tuesday June 25, 2019)


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  • ticker


  • category

    Core Bond Funds

  • management type


  • total assets


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Fund Scorecard

Above Average
manager tenure

Advisors Using This Fund


ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary


Parametric Portfolio Associates Llc

Rfg Advisory Group, Llc

Pictet Asset Management Ltd

Raymond James & Associates
Mariner Wealth Advisors, Llc
Shamrock Asset Management Llc
Sequoia Financial Advisors, Llc

Smithfield Trust Co

Scotia Capital Inc.

Klingenstein Fields & Co Llc

Fiduciary Trust Co

Family Capital Trust Co

Edmond De Rothschild Holding S.a.

Agf Investments Inc.
Lowe Fs, Llc
Boys Arnold & Co Inc
Braver Wealth Management, Llc

Ameriprise Financial Inc

Financial Consulate, Inc
Beacon Capital Management, Inc.
Van Hulzen Asset Management, Llc
Clear Investment Research, Llc
Independent Portfolio Consultants, Inc.

Tnb Financial

Hanson Mcclain, Inc.
Risk Paradigm Group, Llc
Partnervest Advisory Services Llc
Commonwealth Equity Services, Inc

Bangor Savings Bank

Cetera Investment Advisers

Kwmg, Llc
Leavell Investment Management, Inc.
Cls Investments, Llc
Palladium Partners Llc
Leonetti & Associates, Llc
First Foundation Advisors
Johnson Investment Counsel Inc

Bank Of The West

Efg Asset Management (Americas) Corp.
Timber Creek Capital Management Llc

Edmond De Rothschild (Europe)

Raymond James Trust N.a.
Starfire Investment Advisers, Inc.
Pure Financial Advisors, Inc.

Bank Of The Ozarks

Bryn Mawr Trust Co

Cullen/frost Bankers, Inc.

Greatmark Investment Partners, Inc.

Equinox Institutional Asset Management, Lp

Sva Plumb Wealth Management, Llc

Whittier Trust Co Of Nevada Inc

Mycio Wealth Partners, Llc

Diversified Trust Co

Indexiq Advisors Llc

Rockland Trust Co

Colorado Capital Management, Inc.

Goldstein Munger & Associates
Lincoln National Corp
Thompson Davis & Co., Inc.
Focused Wealth Management, Inc

Lgl Partners, Llc

Diversified Portfolios, Inc.

Royal Bank Of Canada

Sigma Investment Management Co

Freestone Capital Holdings, Llc

Marquette Asset Management Inc.
Thrivent Financial For Lutherans
Inr Advisory Services Llc
1607 Capital Partners, Llc

Kcg Holdings, Inc.

Pinnacle Summer Investments, Inc.

Charter Trust Co

Rockefeller Financial Services Inc
Burt Wealth Advisors
Warren Averett Asset Management, Llc
Paragon Capital Management Llc
Us Financial Advisors, Llc

Enterprise Financial Services Corp

Usca Ria Llc
Courage Miller Partners, Llc
Stifel Financial Corp
Juncture Wealth Strategies, Llc
Oarsman Capital, Inc.
Ep Wealth Advisors, Inc.

Fagan Associates, Inc.

Round Table Services, Llc

Independence Trust Co

American Economic Planning Group Inc /adv
Wunderlich Capital Managemnt
David R. Rahn & Associates Inc.
Patton Albertson & Miller, Llc
Blue Chip Partners, Inc.
Punch & Associates Investment Management, Inc.
Accuvest Global Advisors
Affinity Investment Advisors, Llc
Blair William & Co/il
Sanctuary Wealth Advisors, Llc

Cibc World Markets Inc.

Cambridge Associates Llc /ma/ /adv

Efficient Market Advisors, Llc

Whittier Trust Co

Taurus Asset Management, Llc

Tiedemann Wealth Management, Llc

Tci Wealth Advisors, Inc.
Hedeker Wealth Management Group, Llc
Benjamin F. Edwards & Company, Inc.
Wolverine Asset Management Llc

Guggenheim Capital Llc

Strid Group, Llc

First Heartland Consultants, Inc.
Sei Investments Co
Ifc Holdings Incorporated/fl
Horizon Investments, Llc
Schroder Investment Management Group

First Business Financial Services, Inc.

Windsor Capital Management, Llc
Sii Investments Inc/wi
Visionary Asset Management, Inc.

Ausdal Financial Partners, Inc.

Mcf Advisors Llc
Loomis Sayles & Co L P
Altavista Wealth Management, Inc.
Tortoise Investment Management, Llc
Huntington Steele Llc
Baker Avenue Asset Management, Lp

First American Trust, Fsb

Dynamic Advisors Solutions Llc

Amarillo National Bank

United Capital Financial Advisers, Llc
Milliman Financial Risk Management Llc
Cwm, Llc
Fmr Llc
Cordasco Financial Network
Balentine Llc
Atlanta Capital Group

Rpg Family Wealth Advisory, Llc

Emerson Investment Management, Llc
Prudential Financial Inc
White Pine Capital Llc
Windham Capital Management, Llc
Sarasin & Partners Llp
Perigon Wealth Management, Llc
Alphamark Advisors, Llc
Arete Wealth Advisors, Llc
Parthenon Llc

Moisand Fitzgerald Tamayo, Llc

Tiemann Investment Advisors, Llc

Nbt Bank N A /ny

Newsquare Capital Llc
Curian Capital Llc

Empirical Financial Services, Llc

Regions Financial Corp

Riggs Asset Managment Co. Inc.

Sunbelt Securities, Inc.

Washington Trust Co

Ronald Blue & Co Llc

Johnson Financial Group, Inc.

Blackrock Investment Management, Llc
Voya Investment Management Llc
First Allied Advisory Services, Inc.

People's United Financial, Inc.

Beaumont Financial Partners, Llc

High Falls Advisors, Inc

Signature Financial Management, Inc.

Country Trust Bank

Capital One, National Association

Haverford Trust Co

Umb Bank N A/mo

Northwest Investment Counselors, Llc
Ct Financial Advisors Llc

Mizuho Securities Usa Inc.

Riverfront Investment Group, Llc
Lpl Financial Llc

Harel Insurance Investments & Financial Services Ltd.

First Financial Bank, N.a. - Trust Division

Evanson Asset Management, Llc
Ssi Investment Management Inc

Pennsylvania Trust Co

Golub Group Llc

Caprin Asset Management Llc /adv

Burke & Herbert Bank & Trust Co

Rampart Investment Management Company, Llc
Fragasso Group Inc.
Sumitomo Mitsui Asset Management Company, Ltd
Opus Capital Group, Llc
Pacific Financial Group Inc

Allianz Asset Management Ag

Kalos Management, Inc.

Piershale Financial Group, Inc.
Heritage Wealth Advisors

Financial Strategy Network, Llc

Pekin Singer Strauss Asset Management /il

South State Corp

Gradient Investments Llc

Bnp Paribas Arbitrage, Sa

Staley Capital Advisers Inc
Gv Financial Advisors
Ht Partners Llc
Calamos Wealth Management Llc

First Financial Corp /in/

Alliancebernstein L.p.

Evercore Wealth Management, Llc

Comerica Bank

B & T Capital Management Dba Alpha Capital Management
Blackrock Advisors Llc
Westover Capital Advisors, Llc
Inverness Investment Group, Llc
Interactive Financial Advisors
Foothills Asset Management, Ltd.
William Blair Investment Management, Llc

Compagnie Lombard, Odier Sca

Gateway Advisory, Llc
Syntal Capital Partners, Llc

Montecito Bank & Trust

Monroe Bank & Trust/mi

Barrett Asset Management, Llc
Goldman Sachs Group Inc
Wedgewood Investors Inc /pa/
Spears Abacus Advisors Llc

Lockheed Martin Investment Management Co

Principal Financial Group Inc

Reilly Financial Advisors, Llc
Rehmann Capital Advisory Group
Koshinski Asset Management, Inc.
Horan Capital Management

Webster Bank, N. A.

Advisors Preferred, Llc
Janney Capital Management Llc

Mufg Americas Holdings Corp

Private Advisor Group, Llc
Riverpoint Capital Management, Llc
Signaturefd, Llc
Autus Asset Management, Llc
Capital Directions Investment Advisors, Llc
Great Lakes Advisors Llc

Bank Of America Corp /de/

Founders Financial Securities Llc
Todd Asset Management Llc
Brinker Capital Inc

Northwestern Mutual Wealth Management Co

Sentinel Trust Co Lba

Blackrock Inc.
Arlington Capital Management, Inc.
Commonwealth Financial Services, Llc
South Texas Money Management Ltd
Higher Moment Capital, Llc

Mutual Of Omaha Bank Wealth Management

Manufacturers Life Insurance Company, The

Sandy Spring Bank

Northern Trust Corp

I.g. Investment Management, Ltd.

Regal Investment Advisors Llc
Accredited Investors Inc.

Hilltop Holdings Inc.

Cabot-Wellington, Llc

Franklin Resources Inc

Metlife Securities, Inc
North Star Investment Management Corp.
Lazard Asset Management Llc
Twele Capital Management, Inc.
Oakmont Partners Llc

United Services Automobile Association

Shelton Capital Management

Hl Financial Services Llc

Forethought Investment Advisors, Llc
E&g Advisors, Lp

Jones Financial Companies Lllp

Ashford Capital Management Inc

Security National Trust Co

North American Management Corp
Family Firm, Inc.
Tradewinds Capital Management, Llc
Badgley Phelps & Bell Inc
Bingham Osborn & Scarborough Llc
Colony Group Llc

Bank Of New York Mellon Corp

Howe & Rusling Inc

B. Riley Financial, Inc.

Woodmont Investment Counsel Llc
Mv Capital Management, Inc.

Fil Ltd

Stadion Money Management, Llc

Citizens Financial Group Inc/ri

Cetera Advisor Networks Llc
Twin Focus Capital Partners, Llc
Investment Centers Of America Inc
Argi Investment Services, Llc

Commerce Bank

Tower Square Investment Management, Llc

Beacon Trust Co

Peapack Gladstone Financial Corp

Hsbc Holdings Plc

Atria Investments Llc
Gamble Jones Investment Counsel
Fdx Advisors, Inc.

Ubs Global Asset Management Americas Inc

First National Bank Of Omaha

Capital City Trust Co/fl

Ci Global Investments Inc.

Alpha Omega Wealth Management Llc

Zacks Investment Management

Bremer Trust National Association

Longer Investments Inc.
First Personal Financial Services
Quantitative Advantage Llc
Cambridge Investment Research Advisors, Inc.
Capital Analysts, Inc.
Smith, Salley & Associates
John G Ullman & Associates Inc
Hightower Advisors, Llc
Clark Capital Management Group, Inc.
Cambria Investment Management, L.p.
Alexandria Capital, Llc
Eqis Capital Management, Inc.
M Holdings Securities, Inc.
Pointe Capital Management Llc
Denver Investment Advisors Llc
Lvw Advisors, Llc
Patten Group, Inc.
King Luther Capital Management Corp

Fifth Third Bancorp

Sawtooth Asset Management, Inc.

Psagot Investment House Ltd.

Stock Yards Bank & Trust Co

Tiaa Cref Trust Co Fsb/mo

Newfocus Financial Group, Llc
Raymond James Financial Services Advisors, Inc.
Citigroup Inc
Wetherby Asset Management Inc
Grubman Wealth Management
Thompson Siegel & Walmsley Llc

Schneider Downs Wealth Management Advisors, Lp

Frontier Wealth Management Llc
James Investment Research Inc
Investors Capital Advisory Services
Wealthtrust Fairport, Llc
Cubic Asset Management, Llc
Girard Partners Ltd.
Fusion Investment Group, Llc

First National Trust Co

American International Group Inc

Next Financial Group, Inc
Apriem Advisors

Genovese Burford & Brothers Wealth & Retirement Plan Management, Llc

Toron Capital Markets Inc.
Winfield Associates, Inc.
Gierl Augustine Investment Management Inc
Bridgewater Wealth & Financial Management, Llc
Retirement Design & Management Inc /adv

Private Trust Co Na

Weaver C. Barksdale & Associates, Inc.
Gerstein Fisher

Ladenburg Thalmann Financial Services Inc

Ridgeworth Capital Management Llc

American National Bank & Trust Co /va/

Morgan Stanley
Hancock Holding Co

Scottrade Investment Management

Plante Moran Financial Advisors, Llc

Ledyard National Bank

Smith, Moore & Co.
Sonata Capital Group Inc

Sg Americas Securities, Llc

Farr Miller & Washington Llc/dc
Lenox Wealth Advisors, Inc.
Capital Advisors, Ltd. Llc

Connable Office Inc

Montage Investments, Llc

Ameritas Investment Partners, Inc.
Annex Advisory Services, Llc
Financial Advisory Service, Inc.
Sns Financial Group, Llc
Glassman Wealth Services
Summit Capital Management Llc

Bessemer Group Inc

Alesco Advisors Llc
Nuveen Asset Management, Llc

Prudential Plc

Traynor Capital Management, Inc.

Jpmorgan Chase & Co

Canal Capital Management, Llc

Simply Money Advisors
Hollencrest Securities Llc
Paragon Capital Management Ltd

Pnc Financial Services Group, Inc.

Roble, Belko & Company, Inc
Clearbridge Investments, Llc
Steinberg Global Asset Management
Aviance Capital Management, Llc
Halbert, Hargrove/russell Llc
Coldstream Capital Management Inc

Adirondack Trust Co

Etf Portfolio Partners, Inc.
Estate Counselors, Llc
Brighton Jones Llc
Us Bancorp \de\
Janney Montgomery Scott Llc
Filament Llc
Wealthcare Capital Management Llc

Asset Dedication, Llc

Peak Asset Management, Llc
Duncker Streett & Co Inc
Chicago Partners Investment Group Llc
Feltz Wealth Plan Inc.
Sterling Investment Advisors Llc /adv
Friedenthal Financial
Asset Management Group, Inc.
Truepoint, Inc.
Joel Isaacson & Co., Llc

Coconut Grove Bank

Harvest Capital Management Inc

Tompkins Financial Corp

Trust Co Of Toledo Na /oh/

Wesbanco Bank Inc

Trust Co

1st Global Advisors, Inc.
Pinnacle Wealth Management Advisory Group, Llc

Girard Securities, Inc.

Ftb Advisors, Inc.
Oppenheimer & Co Inc
King Wealth Management Group, Llc
Pinnacle Associates Ltd
Pettyjohn, Wood & White, Inc

Oakworth Capital, Inc.

Nottingham Advisors, Inc.

True Private Wealth Advisors

Jfs Wealth Advisors, Llc
Krasney Financial Llc
Culbertson A N & Co Inc
Fernwood Investment Management, Llc
Fort Point Capital Partners, Llc

Concorde Asset Management, Llc

1832 Asset Management L.p.
Cliftonlarsonallen Wealth Advisors, Llc

Huntington National Bank

Valley National Advisers Inc

Keybank National Association/oh

Stearns Financial Services Group
Evensky & Katz Llc
Acropolis Investment Management, Llc

Atlantic Trust Group, Llc

Captrust Financial Advisors

Bell State Bank & Trust

Assetmark, Inc
Wfg Advisors, Lp
Calamos Advisors Llc
Regis Management Co Llc
Keel Point, Llc

Ing Groep Nv

Brookmont Capital Management
Td Ameritrade Trust Co
Parsons Capital Management Inc/ri
Cypress Capital Group
Verger Capital Management Llc
Forte Capital Llc /adv

Bar Harbor Trust Services

Peddock Capital Advisors, Llc
Dividend Asset Capital, Llc

Central Trust & Investment Co

New York Life Investment Management Llc
Lifeplan Financial Group, Inc
Cambridge Advisors Inc.
Advisory Services Network, Llc
Sigma Planning Corp
Smith Affiliated Capital Corp.

St Germain D J Co Inc

Lvz Advisors, Inc.
Pathstone Family Office, Llc

City Holding Co

French Wolf & Farr, Inc.

Parkside Financial Bank & Trust

Blue Fin Capital, Inc.
Ariel Capital Advisors, Llc
Fairview Capital Investment Management, Llc
Rocky Mountain Advisers, Llc

Suntrust Banks Inc

M&t Bank Corp

New England Investment & Retirement Group, Inc.

First Hawaiian Bank

Wellesley Investment Partners, Llc

Neuberger Berman Group Llc
First City Capital Management, Inc.
Bsw Wealth Partners

Bronfman E.l. Rothschild, L.p.

Stratos Wealth Partners, Ltd.
Cadinha & Co Llc
National Asset Management, Inc.
Rhumbline Advisers
Astor Investment Management Llc
Efficient Advisors, Llc
National Planning Corp
Integrated Wealth Management

Susquehanna International Group, Llp

Comerica Securities Inc
Arbor Investment Advisors, Llc
Liberty Street Advisors, Inc.
Confluence Wealth Management Llc
Destination Wealth Management
Baltimore-Washington Financial Advisors, Inc.
Millennium Management Llc

Zions Bancorporation

Concert Wealth Management Inc.

Canada Pension Plan Investment Board

Dt Investment Partners, Llc
1st Source Bank
Transamerica Financial Advisors, Inc.
Homrich & Berg
Ropes Wealth Advisors Llc

Cape Cod Five Cents Savings Bank

Vantage Investment Advisors, Llc
Brouwer & Janachowski, Llc
Brown Advisory Securities, Llc
Alerus Investment Advisors Corp
Baldwin Investment Management, Llc
Moneta Group Investment Advisors Llc

Credit Suisse Ag/

Fca Corp /tx
Wells Fargo & Company/mn
Donald L. Hagan, Llc
Cetera Advisors Llc
New England Private Wealth Advisors Llc
Winch Advisory Services, Llc

State Street Corp

Central Bank & Trust Co

Firstmerit Bank N A Trustee

Westport Resources Management Inc

Compass Financial Group, Inc.

Ngam Advisors, L.p.
Sfmg, Llc
Sheets Smith Wealth Management Inc
Towercrest Capital Management
Delta Asset Management Llc/tn

Blb&b Advisors, Llc

Alliance Wealth Management Group

Polaris Wealth Advisers, Llc

Clarius Group, Llc

Capital Investment Advisors, Llc
Carroll Financial Associates, Inc.
America First Investment Advisors, Llc
Lombard Odier Transatlantic, Limited Partnership
Vicus Capital
Jackson Wealth Management, Llc

Dubuque Bank & Trust Co

Telos Capital Management, Inc.
Baird Financial Group, Inc.
Nwam Llc
Ifrah Financial Services, Inc.
Meeder Asset Management Inc
Lba Wealth Management, Llc
Hudock Moyer Wealth Resources, Llc
Welch & Forbes Llc
Etrade Capital Management Llc
Capstone Financial Advisors, Inc.
Wedbush Morgan Securities Inc

Ubs Group Ag

Wrapmanager Inc

Sentry Investment Management Inc

Synovus Financial Corp

Private Ocean, Llc

Metropolitan Life Insurance Co/ny

Bb&t Corp

Ifp Advisors, Inc

Summit Securities Group, Llc

Blackrock Fund Advisors
Jaffetilchin Investment Partners, Llc

Old National Bancorp /in/

Kayne Anderson Rudnick Investment Management Llc

Trustmark National Bank Trust Department

Davidson D A & Co

Arrow Financial Corp

Argent Trust Co

Makena Capital Management Llc

Tiedemann Trust Co

Aviance Capital Partners, Llc
Courier Capital Corp
Sensible Financial Planning & Management, Llc.
First Trust Advisors Lp
Thomaspartners, Inc.
Voya Financial Advisors, Inc.
Lenox Wealth Management, Inc.
Smith Hayes Advisers, Inc

Blackrock Institutional Trust Company, N.a.

Allegis Investment Advisors, Llc

Finemark National Bank & Trust

Bb&t Securities, Llc
Kingfisher Capital Llc
Qs Investors, Llc
Scs Capital Management Llc
Maryland Capital Management
Salient Capital Advisors, Llc

Farmers & Merchants Investments Inc

Phillips Financial Management, Llc
American Independence Financial Services Llc
Planning Alternatives Ltd /adv
Mar Vista Investment Partners Llc

Barclays Plc

Icon Advisers Inc/co
Summit Financial Strategies, Inc.
Cranbrook Wealth Management, Llc
Wealth Architects, Llc
Argentus Capital Management, Llc
Prospera Financial Services Inc

Two Sigma Securities, Llc

Chesley Taft & Associates Llc/il
Garde Capital, Inc.
Gupta Wealth Management Llc

Institute For Wealth Management, Llc.

Creative Planning
Wade G W & Inc
Gm Advisory Group, Inc.
Newman Dignan & Sheerar, Inc.

Chemical Bank

Integrated Investment Consultants, Llc

Envestnet Asset Management Inc

Community Bank, N.a.

Bartlett & Co. Llc
    Filing period ending Dec. 31, 2015


    Net Assets

    Total Net Assets


    (Through May 2019)
    There is no Assets data available to display at this time.


    Net Flows

    1 Year Net Flows


    (Through Feb 2017)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.


    Fee Comparison

    expense ratio


    There is no Fee data available to display at this time.




    There is no Turnover data available to display at this time.


    Growth of 10k

    1 Year Return


    There is no Performance data available to display at this time.
    Peer Group consists of 523 Core Bond Funds funds distributed through Institutional channels.


    Standard Deviation ¹ 0.89
    Sharpe Ratio ² 0.37
    R-Squared ³ 0.03
    Beta ³ -0.04
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    [rank] out of [[total]]
    Core Bond Funds




    There is no Rank in Category data available to display at this time


    Current Fund Managers

    • Scott Radell

      01-01-2010 - present
    • James Mauro

      01-01-2011 - present