iShares Trust - iShares Core U.S. Aggregate Bond ETF
CL ˙ SNSE ˙ US4642872265
SecurityCL:AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
InstitutionWilshire Associates Inc
Latest Disclosed Ownership22,396 shares
Latest Disclosed Value $ 2,223,251
Wilshire Associates Inc reports 6.06% decrease in ownership of AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF

On May 27, 2026 - Wilshire Associates Inc filed a 13F-HR form disclosing ownership of 22,396 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF (CL:AGG) valued at $2,223,251 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 27, 2026 disclosing 23,842 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF. This represents a change in shares of -6.06% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-27 2026-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 22,396 -1,446 -6.06 2,223 -6.64 22.3118
2026-05-27 2025-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 23,842 -199 -0.83 2,381 -1.20 20.5100
2025-11-14 2025-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 24,041 11,961 99.01 2,410 101.17 6.2457
2025-08-14 2025-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 12,080 -260,282 -95.56 1,198 -52.08 10.8384
2025-05-29 2025-03-31 13F/A-1 ISHARES TR CORE US AGGBD ET 464287226 272,362 -230,723 -45.86 2,500 -94.87 7.9036
2025-05-15 2025-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 272,362 -230,723 2,500 2.1063
2025-02-14 2024-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 503,085 155,811 44.87 48,750 38.61 17.8056
2024-11-13 2024-09-30 13F ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 347,274 -6,642 -1.88 35,170 2.38 16.8927
2024-08-14 2024-06-30 13F ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 353,916 1,650 0.47 34,355 -0.42 17.2246
2024-05-15 2024-03-31 13F ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 352,266 18,625 5.58 34,501 4.19 17.1634
2024-02-14 2023-12-31 13F ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 333,641 3,487 1.06 33,114 6.65 17.1530
2023-11-14 2023-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 330,154 5,214 1.60 31,048 -2.45 17.2459
2023-08-14 2023-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 324,940 16,637 5.40 31,828 3.61 16.8691
2023-05-15 2023-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 308,303 8,508 2.84 30,719 5.65 16.4469
2023-02-14 2022-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 299,795 -5,156 -1.69 29,077 -1.03 15.8774
2022-11-14 2022-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 304,951 -13,380 -4.20 29,380 -9.23 16.8189
2022-08-15 2022-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 318,331 -15,983 -4.78 32,366 -9.60 16.9366
2022-05-16 2022-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 334,314 -10,768 -3.12 35,804 -9.05 15.9977
2022-02-14 2021-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 345,082 345,082 39,367 15.0870
2021-08-16 2021-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 0 -57,339 -100.00 0 -100.00
2021-05-17 2021-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 57,339 3,009 5.54 6,528 1.65 6.1676
2021-02-16 2020-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 54,330 786 1.47 6,422 1.60 6.0969
2020-11-16 2020-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 53,544 -711 -1.31 6,321 -1.45 6.4274
2020-08-14 2020-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 54,255 -1,015 -1.84 6,414 0.60 6.7423
2020-05-15 2020-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 55,270 1,470 2.73 6,376 5.46 6.9455
2020-02-14 2019-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 53,800 -2,320 -4.13 6,046 -4.80 5.3635
2019-11-14 2019-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 56,120 -3,590 -6.01 6,351 -4.48 5.6636
2019-08-14 2019-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 59,710 -23,724 -28.43 6,649 -26.93 5.8807
2019-05-15 2019-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 83,434 1,673 2.05 9,100 4.53 8.5323
2019-02-14 2018-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 81,761 -16,489 -16.78 8,706 -16.01 9.1776
2018-11-14 2018-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 98,250 -18,686 -15.98 10,366 -16.63 9.7956
2018-08-14 2018-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 116,936 3,005 2.64 12,434 1.75 11.7266
2018-05-15 2018-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 113,931 8,027 7.58 12,220 5.54 11.4050
2018-02-14 2017-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 105,904 13,553 14.68 11,578 14.40 10.7861
2017-11-14 2017-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 92,351 10,744 13.17 10,121 13.26 8.9668
2017-08-14 2017-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 81,607 -41,378 -33.64 8,936 -33.06 7.7496
2017-05-15 2017-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 122,985 -31,811 -20.55 13,349 -20.27 10.5370
2017-02-14 2016-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 154,796 61,966 66.75 16,743 60.44 13.2627
2016-11-14 2016-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 92,830 5,999 6.91 10,436 6.77 9.0400
2016-08-15 2016-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 86,831 86,831 9,774 8.5374
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.