Follow-The-Filings

Security

AGG

Ishares Tr · CORE US AGGBD ET

Equity holders as of 2026 Q1 (each manager’s latest book)

8 owners max 0.2% (Joel Greenblatt - Gotham ...)

owners 8
max % 0.2%
tracked value $286M
qoq A 4 R 3

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.2% Add +0.05 pp 607,761 $60M hist
Ancora Advisors LLC 2026 Q1 0.1% Reduce 0.00 pp 54,309 $5M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 1,275,623 $127M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 209,983 $21M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 501,401 $50M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% 194 $19M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 40,097 $4M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 2,118 $212 hist

ownership over time

filing count by report period · click a bar for that quarter’s holders