AGG ISHARES TR

SHS (fund)

2,066 managers (2,098 13F filers) reported a position in AGG shares at 2026-06-30, 1,239,605,534 shares in all. 116 filers opened a position and 105 filers sold out during the quarter.

Managers: 2,066
13F filers: 2,098
New: 116
Added: 1,029
Reduced: 687
Sold out: 105
Shares held by filers: 1,239,605,534

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
SILVERLAKE WEALTH MANAGEMENT LLC	2,268	$224K	0.04%	+90	13F-HR Timeline
BANQUE PICTET & CIE SA	2,261	$224K	<0.01%	0	13F-HR Timeline
American Financial Advisors, LLC	2,255	$223K	0.03%	+38	13F-HR Timeline
Daner Wealth Management, LLC	2,280	$223K	0.12%	0	13F-HR Timeline
Certified Advisory Corp	2,249	$223K	0.02%	-3	13F-HR Timeline
Vermillion & White Wealth Management Gr…	2,243	$222K	0.11%	new	13F-HR Timeline
XXI WEALTH, LLC	2,240	$222K	0.1%	new	13F-HR Timeline
Innovative Asset Advisors Group, LLC	2,231	$221K	0.1%	0	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	2,218	$220K	0.09%	+30	13F-HR Timeline
3EDGE Asset Management, LP	2,213	$219K	0.01%	0	13F-HR Timeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC	2,212	$219K	0.13%	new	13F-HR Timeline
SageGuard Financial Group, LLC	2,205	$218K	0.03%	-78	13F-HR Timeline
Keystone Financial Group	2,199	$218K	0.01%	+5	13F-HR Timeline
Ring Mountain Capital, LLC	2,165	$214K	0.09%	0	13F-HR Timeline
SPRENG CAPITAL MANAGEMENT, INC.	2,152	$213K	0.08%	0	13F-HR Timeline
ASL Financial, LLC	2,149	$213K	0.15%	0	13F-HR Timeline
Gradient Investments LLCin group Gradient Investments LLC	2,147	$213K	<0.01%	-184	13F-HR Timeline Group
Annex Advisory Services, LLC	2,139	$212K	<0.01%	-352	13F-HR Timeline
Invst, LLC	2,134	$211K	0.02%	+8	13F-HR Timeline
Keystone Wealth Services, LLC	2,131	$211K	0.04%	new	13F-HR Timeline
DELTA FINANCIAL ADVISORS LLC	2,131	$211K	0.05%	+56	13F-HR Timeline
STEVENS CAPITAL PARTNERS	2,128	$211K	0.04%	-2,782	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	2,126	$210K	0.06%	+1,145	13F-HR Timeline
Stonebridge Financial Group, LLC/CA	2,126	$210K	0.03%		13F-HR Timeline
New Capital Management LP	2,117	$210K	0.05%	0	13F-HR Timeline
CPR Investments Inc.	2,109	$209K	0.16%	-5,472	13F-HR Timeline
Capital Investment Counsel, Inc	2,100	$208K	0.02%	0	13F-HR Timeline
Essex LLC	2,100	$208K	0.03%	-80	13F-HR Timeline
Ballew Advisors, Inc	2,103	$207K	0.11%	new	13F-HR Timeline
DIVERSIFIED MANAGEMENT INC	2,095	$207K	0.04%	0	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	2,084	$206K	0.02%	+58	13F-HR Timeline
Pasadena Private Wealth, LLC	2,083	$206K	0.03%	new	13F-HR Timeline
Rosenberg Matthew Hamilton	2,082	$206K	0.04%	-336	13F-HR Timeline
Elevation Wealth Management LLC	2,073	$205K	0.15%	-2,298	13F-HR Timeline
Wealth Architects, LLC	2,072	$205K	0.02%	+12	13F-HR Timeline
Naviter Wealth, LLC	2,070	$205K	0.02%	new	13F-HR Timeline
Key Financial Inc	2,069	$205K	0.03%	-1,119	13F-HR Timeline
Towneley Capital Management, Inc / DE	2,066	$204K	0.04%	0	13F-HR Timeline
LaSalle St. Investment Advisors, LLC	2,065	$204K	0.02%	+10	13F-HR Timeline
Blake Schutter Theil Wealth Advisors, L…	2,063	$204K	0.14%	new	13F-HR Timeline
CAPE COD FIVE CENTS SAVINGS BANK	2,061	$204K	0.02%		13F-HR Timeline
Beacon Capital Management, LLC	2,054	$203K	0.03%	-3,518	13F-HR Timeline
Nicholas Wealth, LLC.	2,052	$203K	0.11%	new	13F-HR Timeline
Benchmark Financial, LLC	2,052	$203K	0.17%	-109	13F-HR Timeline
Penney Financial, LLC	2,049	$203K	0.07%	-43,205	13F-HR Timeline
Crescent Grove Advisors, LLC	2,047	$203K	0.02%	+10	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	2,041	$202K	<0.01%	-488	13F-HR Timeline Group
OAKWORTH CAPITAL, INC.	2,042	$202K	0.01%	+423	13F-HR Timeline
Allegheny Financial Group	2,032	$201K	0.02%	+16	13F-HR Timeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…	2,028	$201K	0.04%	0	13F-HR Timeline
Keener Financial Planning LLC	2,028	$200K	0.07%	0	13F-HR Timeline
RICHARDS, MERRILL & PETERSON, INC.	1,993	$197K	0.06%	0	13F-HR Timeline
MOTCO	1,988	$197K	0.02%	-546	13F-HR Timeline
Point Nemo Capital, LLC	1,979	$196K	0.1%	new	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	1,963	$194K	0.04%	0	13F-HR Timeline
Winch Advisory Services, LLC	1,907	$189K	0.04%	+1,043	13F-HR Timeline
Cape Investment Advisory, Inc.	1,889	$187K	0.05%	-1,362	13F-HR Timeline
Synergy Investment Management, LLC	1,834	$182K	0.04%	-4	13F-HR Timeline
EVOLUTION WEALTH MANAGEMENT INC.	1,826	$181K	0.11%	+849	13F-HR Timeline
Independence Bank of Kentucky	1,796	$178K	0.02%	-574	13F-HR Timeline
Salomon & Ludwin, LLC	1,800	$177K	0.01%	0	13F-HR Timeline
Rice Partnership, LLC	1,769	$175K	0.02%	0	13F-HR Timeline
CNB Bank	1,766	$175K	0.07%	+192	13F-HR Timeline
MATRIX PRIVATE CAPITAL GROUP LLC	1,744	$173K	0.08%	0	13F-HR Timeline
Midwest Capital Advisors, LLC	1,741	$172K	0.07%	-266	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	1,725	$171K	0.01%	-215	13F-HR Timeline
CrossGen Wealth, LLC	1,709	$169K	0.13%	-36	13F-HR Timeline
Centerpoint Advisors, LLC	1,701	$168K	0.05%	0	13F-HR Timeline
Rossmore Private Capital	1,692	$167K	0.01%	-640	13F-HR Timeline
Crews Bank & Trust	1,688	$167K	0.02%	+122	13F-HR Timeline
BankChampaign, National Association	1,679	$166K	0.13%	0	13F-HR Timeline
COMPASS FINANCIAL MANAGEMENT LLC	1,647	$162K	0.02%		13F-HR Timeline
Bank of New Hampshire	1,625	$161K	0.03%	-30	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC	1,597	$158K	0.01%	+83	13F-HR Timeline Group
HHM Wealth Advisors, LLC	1,574	$156K	0.02%	-21	13F-HR Timeline
AMERIFLEX GROUP, INC.	1,514	$150K	0.06%	-39	13F-HR Timeline
Joseph Group Capital Management	1,507	$149K	0.03%	+381	13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	1,496	$148K	0.03%	0	13F-HR Timeline
Friedenthal Financial	1,452	$144K	0.07%	-100	13F-HR Timeline
Walsh & Associates, LLC	1,444	$143K	0.12%	+741	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	1,436	$142K	0.05%	0	13F-HR Timeline
BAYBAN	1,426	$141K	0.11%	0	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	1,368	$135K	0.01%	+261	13F-HR Timeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.	1,359	$134K	0.01%	+162	13F-HR Timeline Group
Atomic Invest LLC	1,314	$131K	0.01%	+49	13F-HR Timeline
Pioneer Family Office, LLC	1,309	$130K	0.07%	new	13F-HR Timeline
Indiana Trust & Investment Management Co	1,297	$128K	0.04%	+38	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	1,290	$128K	0.02%	0	13F-HR Timeline
Pacifica Partners Inc.	1,289	$127K	0.04%	-723	13F-HR Timeline
Acropolis Investment Management, LLC	1,274	$126K	<0.01%	-1,376	13F-HR/A Timeline
Integrity Financial Corp /WA	1,267	$125K	0.06%	0	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	1,261	$125K	0.05%	-168	13F-HR Timeline
N.E.W. Advisory Services LLC	1,204	$119K	0.01%	+12	13F-HR Timeline
PINNEY & SCOFIELD, INC.	1,192	$118K	0.06%	0	13F-HR Timeline
Richardson Capital Management LLC	1,187	$117K	0.05%	-494	13F-HR Timeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise	1,100	$109K	0.01%	0	13F-HR Timeline Group
Nemes Rush Group LLC	1,091	$108K	0.01%	+47	13F-HR Timeline
CONSULTIVA WEALTH MANAGEMENT, CORP.	1,085	$107K	0.24%	+768	13F-HR Timeline
Pflug Koory, LLC	1,053	$104K	0.04%	+26	13F-HR Timeline
Archer Investment Corp	1,047	$104K	0.02%	+48	13F-HR/A Timeline
Smallwood Wealth Investment Management,…	1,038	$103K	0.04%	0	13F-HR Timeline
Cranbrook Wealth Management, LLC	1,035	$102K	0.02%	0	13F-HR Timeline
Breakwater Investment Management	1,033	$102K	0.03%	0	13F-HR Timeline
Darwin Wealth Management, LLC	1,032	$102K	0.03%	-25	13F-HR Timeline
SkyView Investment Advisors, LLC	1,000	$99K	0.08%	new	13F-HR Timeline
Mechanics Financial Corp	1,000	$99K	0.04%	0	13F-HR Timeline
Institute for Wealth Management, LLC.	1,000	$99K	0.01%	new	13F-HR Timeline
Rialto Wealth Management, LLC	992	$98.2K	0.02%	-79	13F-HR Timeline
Beaird Harris Wealth Management, LLC	988	$97.7K	0.01%	0	13F-HR Timeline
Biltmore Family Office, LLC	973	$96.3K	0.01%	-50	13F-HR Timeline
Bangor Savings Bank	960	$95K	0.01%	0	13F-HR Timeline
Ares Financial Consulting, LLC	945	$93.5K	0.07%	0	13F-HR Timeline
Planning Strategies Inc.	945	$93.5K	0.06%		13F-HR Timeline
EASTERN BANK	934	$92.4K	<0.01%	-82	13F-HR Timeline
Granite FO LLC	903	$89.4K	0.05%	0	13F-HR Timeline
Evolution Advisers, Inc.	900	$89K	0.03%	+300	13F-HR Timeline
Medallion Wealth Advisors, LLC	899	$89K	0.03%	-28	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	896	$88.7K	0.02%	-1	13F-HR Timeline
HOWE & RUSLING INC	805	$79.7K	<0.01%	-1,391	13F-HR Timeline
Tradewinds Capital Management, LLC	805	$79.7K	0.01%	0	13F-HR Timeline
Beacon Financial Strategies CORP	793	$78.5K	0.04%	new	13F-HR Timeline
Kozak & Associates, Inc.	787	$77.5K	0.01%	-1	13F-HR Timeline
Dorato Capital Management	748	$73.4K	0.05%	0	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	740	$73.2K	0.02%	-326	13F-HR Timeline
Atlantic Edge Private Wealth Management…	736	$72.8K	0.01%	+1	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	730	$72.3K	0.01%	-968	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	729	$72.2K	0.01%	-28	13F-HR Timeline
Virginia Estate & Retirement Planning A…	443	$70.1K	0.08%	+401	13F-HR Timeline
Forum Finance Group S.A.	880	$70K	0.03%	0	13F-HR Timeline
Strategic Wealth Advisors LLC	710	$70K	0.06%	-61	13F-HR Timeline
Parkside Financial Bank & Trust	707	$70K	<0.01%	-93	13F-HR Timeline
Avalon Trust Co	700	$69.3K	<0.01%	0	13F-HR Timeline
Basepoint Wealth LLC	690	$68.3K	0.04%	+77	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	650	$64.3K	0.01%	0	13F-HR Timeline
Meramec Financial Planners, LLC	645	$63K	0.02%	+373	13F-HR Timeline
Caitlin John, LLC	613	$60.7K	0.03%	0	13F-HR Timeline
Asset Dedication, LLC	559	$55.3K	<0.01%	-652	13F-HR Timeline
Piscataqua Savings Bank	551	$54.5K	0.04%	new	13F-HR Timeline
Navigoe, LLC	542	$53K	0.03%	0	13F-HR Timeline
Comprehensive Financial Planning, Inc./…	504	$49.9K	0.03%	-215	13F-HR Timeline
Prestige Wealth Management Group LLC	497	$49.2K	0.01%	+483	13F-HR Timeline
MANNING & NAPIER ADVISORS LLC	473	$47K	<0.01%	0	13F-HR Timeline
Hilltop National Bank	471	$46.6K	0.01%	+251	13F-HR Timeline
Financial Perspectives, Inc	458	$45.3K	0.01%	+278	13F-HR Timeline
Frazier Financial Advisors, LLC	451	$44.6K	0.02%	0	13F-HR Timeline
Covestor Ltd	439	$43K	0.02%	+37	13F-HR Timeline
Signature Equity Partners, LLC	413	$40.9K	0.02%	0	13F-HR Timeline
ELEVATE WEALTH ADVISORY, INC	412	$40.8K	0.02%	+86	13F-HR Timeline
AlphaCore Capital LLC	406	$40.2K	<0.01%	+81	13F-HR Timeline
ESL Trust Services, LLC	369	$36.5K	0.01%	-51	13F-HR Timeline
NEPC LLC	362	$35.8K	<0.01%	new	13F-HR Timeline
Investors Research Corp	352	$34.8K	0.01%	+149	13F-HR Timeline
Networth Advisors, LLC	351	$34.7K	0.02%	-667	13F-HR Timeline
STEPH & CO	340	$33.7K	0.01%	0	13F-HR Timeline
Boreal Capital Management LLC	340	$33.7K	0.03%	new	13F-HR Timeline
Roble, Belko & Company, Inc	334	$33K	<0.01%	0	13F-HR Timeline
Copia Wealth Management	331	$32.8K	0.02%	0	13F-HR Timeline
Manchester Capital Management LLC	330	$32.7K	<0.01%	+20	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	325	$32.2K	0.01%	0	13F-HR Timeline
JCIC Asset Management Inc.	315	$31.3K	0.01%	0	13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	315	$31.2K	<0.01%	new	13F-HR Timeline Group
Main Street Group, LTD	304	$30.1K	0.01%	0	13F-HR Timeline
Bradley & Co. Private Wealth Management…	302	$29.9K	0.01%	0	13F-HR Timeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…	300	$29.7K	<0.01%	0	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	299	$29.6K	<0.01%	+113	13F-HR Timeline
Bear Mountain Capital, Inc.	299	$29.3K	0.01%	-15	13F-HR Timeline
Wiser Advisor Group LLC	296	$29.3K	0.03%	+3	13F-HR Timeline
MCGUIRE CAPITAL ADVISORS INC	276	$27.3K	0.01%	0	13F-HR Timeline
Regatta Research & Money Management	275	$27.2K	0.03%		13F-HR Timeline
Atlatl Advisers LLC	272	$26.9K	0.01%	new	13F-HR Timeline
VIMA LLC	268	$26.5K	0.03%		13F-HR Timeline
HFM Investment Advisors, LLC	266	$26.3K	0.01%	-8	13F-HR Timeline
CITY HOLDING CO	260	$25.7K	<0.01%	-825	13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	253	$25K	0.01%	0	13F-HR Timeline
SRH ADVISORS, LLC	250	$24.7K	0.01%	0	13F-HR Timeline
Vermillion Wealth Management, Inc.	240	$23.8K	0.01%	+1	13F-HR Timeline
Hurley Capital, LLC	240	$23.7K	0.01%	+1	13F-HR Timeline
Bullock Wealth Management Group	235	$23.1K	0.01%	+9	13F-HR Timeline
SJS Investment Consulting Inc.	226	$22.4K	<0.01%	0	13F-HR Timeline
Nvest Wealth Strategies, Inc.	226	$22.4K	0.01%	0	13F-HR Timeline
BLUELINE ADVISORS LLC	222	$22K	0.02%	-15	13F-HR Timeline
Cassaday & Co Wealth Management LLC	222	$22K	<0.01%	-743	13F-HR Timeline
Citizens National Bank Trust Department	220	$21.8K	<0.01%	0	13F-HR Timeline
Key Capital Management, INC	216	$21.4K	0.01%	-151	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	204	$20.2K	<0.01%	0	13F-HR Timeline Group
LOGAN CAPITAL MANAGEMENT INC	202	$20K	<0.01%	new	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	200	$19.8K	0.01%	new	13F-HR Timeline
SOUTHERN MICHIGAN BANK & TRUST	200	$19.8K	0.01%	0	13F-HR Timeline
Founders Capital Management	200	$19.8K	0.01%	0	13F-HR Timeline
one8zero8, LLC	200	$19.8K	<0.01%	0	13F-HR Timeline
LFA - Lugano Financial Advisors SA	199	$19.7K	0.01%	new	13F-HR Timeline
Markowski Investments	196	$19.4K	<0.01%		13F-HR Timeline
LRI Investments, LLC	195	$19.3K	<0.01%	+19	13F-HR Timeline
Oakmont Advisory Group, LLC	195	$19.3K	0.02%	new	13F-HR Timeline
Kentucky Trust Co	194	$19.2K	0.01%	0	13F-HR Timeline
Aventura Private Wealth, LLC	186	$18.4K	0.01%	0	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	162	$16K	0.01%	0	13F-HR Timeline
Legacy Bridge, LLC	158	$15.6K	<0.01%	0	13F-HR Timeline
BARRETT & COMPANY, INC.	153	$15.1K	<0.01%	0	13F-HR Timeline
Lloyd Advisory Services, LLC.	152	$15K	0.01%	-9,977	13F-HR Timeline