Skip to content
Disclosery

AGG ISHARES TR

Follow

SHS (fund)

1,921 managers (1,942 13F filers) reported a position in AGG shares at 2024-12-31, 1,118,018,928 shares in all. 123 filers opened a position and 117 filers sold out during the quarter.

Managers
1,921
13F filers
1,942
New
123
Added
894
Reduced
577
Sold out
117
Shares held by filers
1,118,018,928

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Moisand Fitzgerald Tamayo, LLC469$45.4K0.01%013F-HRTimeline
POM Investment Strategies, LLC462$44.8K0.03%new13F-HRTimeline
Bank of New Hampshire455$44.1K0.01%+19013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC450$43.6K<0.01%-42,97213F-HR/ATimelineGroup
Stonebridge Financial Group, LLC445$43.1K<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.431$41.8K0.02%+113F-HRTimeline
Gould Capital, LLC429$41.6K0.03%-72713F-HRTimeline
STEPH & CO423$41K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC407$39.4K0.02%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.404$39.2K0.02%-1013F-HRTimeline
Kimelman & Baird, LLC375$36.3K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.363$35.2K0.01%+1213F-HRTimeline
2UniFi Bank361$35K0.02%13F-HRTimeline
Bear Mountain Capital, Inc.358$34.7K0.01%-14,08613F-HRTimeline
LRI Investments, LLC346$33.5K<0.01%013F-HRTimeline
NFSG Corp340$33K0.01%new13F-HRTimeline
Roble, Belko & Company, Inc334$32K0.01%-73113F-HRTimeline
Greenline Partners, LLC318$30.8K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.317$30.7K0.15%new13F-HRTimeline
JCIC Asset Management Inc.315$30.5K0.01%013F-HRTimeline
Venturi Wealth Management, LLC315$30.5K<0.01%-2,27513F-HRTimeline
Washington Trust Advisors, Inc.314$30.4K<0.01%-20313F-HRTimeline
ELEVATE WEALTH ADVISORY, INC311$30.1K0.02%013F-HRTimeline
Wagner Wealth Management, LLC305$29.6K0.01%-113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.300$29.1K<0.01%013F-HRTimeline
Citizens National Bank Trust Department300$29.1K0.01%013F-HRTimeline
Gen-Wealth Partners Inc294$28.5K0.01%+313F-HRTimeline
Wiser Advisor Group LLC280$27.1K0.04%+413F-HRTimeline
Covestor Ltd265$26K0.02%-813F-HRTimeline
Kozak & Associates, Inc.268$25.9K0.01%new13F-HRTimeline
Asset Dedication, LLC259$25.1K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…254$24.6K0.02%13F-HRTimeline
Kiker Wealth Management, LLC251$24.3K0.02%13F-HRTimeline
SRH ADVISORS, LLC250$24.2K0.01%-5813F-HRTimeline
Global Financial Private Client, LLC247$23.9K0.01%013F-HRTimeline
AllSquare Wealth Management LLC235$22.8K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.230$22.3K0.01%13F-HRTimeline
Hopwood Financial Services, Inc.226$21.9K0.02%13F-HRTimeline
Hilltop National Bank220$21.3K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …219$21.2K<0.01%+1313F-HRTimelineGroup
SJS Investment Consulting Inc.213$20.6K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp204$19.8K0.02%13F-HRTimeline
Capital A Wealth Management, LLC201$19.5K0.03%13F-HRTimeline
Founders Capital Management200$19.4K0.01%013F-HRTimeline
Integrity Financial Corp /WA200$19.4K0.01%new13F-HRTimeline
Main Street Group, LTD200$19.4K0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd200$19.4K<0.01%13F-HRTimelineGroup
Sanctuary Wealth Management, L.L.C.199$19.3K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…195$18.9K<0.01%013F-HRTimeline
Kentucky Trust Co194$18.8K0.01%13F-HRTimeline
Financial Perspectives, Inc190$18.4K0.01%013F-HRTimeline
Aventura Private Wealth, LLC186$18K0.01%13F-HRTimeline
Tanglewood Legacy Advisors, LLC177$17.1K0.01%+213F-HRTimeline
Activest Wealth Management175$16.9K<0.01%013F-HRTimeline
Ironwood Wealth Management, LLC.167$16.2K0.01%-3,32313F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC158$16K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.153$14.8K0.01%-113F-HRTimeline
Householder Group Estate & Retirement S…149$14K0.01%-3,29013F-HRTimeline
MOTCO144$14K<0.01%-39813F-HRTimeline
Laurel Wealth Advisors LLC142$13.8K<0.01%-10013F-HRTimeline
Sterling Capital Management LLC141$13.6K<0.01%new13F-HRTimeline
FSA Wealth Management LLC136$13.2K0.01%013F-HRTimeline
Colony Family Offices, LLC135$13.1K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…117$11.3K0.01%013F-HRTimeline
Investors Research Corp115$11.1K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC115$11.1K<0.01%-14013F-HRTimeline
Clarity Asset Management, Inc.102$9.93K0.01%+113F-HRTimeline
State of Wyoming100$9.69K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.98$9.5K<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP93$9.01K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC87$8.43K0.01%13F-HRTimeline
Nemes Rush Group LLC81$7.85K<0.01%+113F-HRTimeline
Salomon & Ludwin, LLC79$7.66K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC70$6.78K<0.01%013F-HRTimeline
LGT Financial Advisors LLC69$6.69K0.01%-113F-HRTimeline
Menard Financial Group LLC65$6.3K<0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV63$6.11K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates60$5.82K<0.01%+413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS60$5.81K<0.01%013F-HRTimeline
Versant Capital Management, Inc59$5.72K<0.01%013F-HRTimeline
Hartford Financial Management Inc.54$5.23K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC59$5K<0.01%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC50$4.84K<0.01%013F-HRTimeline
Pineridge Advisors LLC48$4.63K<0.01%-11113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO46$4.46K<0.01%-5913F-HRTimelineGroup
Coston, McIsaac & Partners45$4K<0.01%013F-HRTimeline
EPG Wealth Management LLC38$3.68K<0.01%013F-HRTimeline
Fairscale Capital, LLC32$3.1K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.31$3K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.30$2.95K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH30$2.91K<0.01%013F-HRTimeline
Aspetuck Financial Management LLC30$2.91K<0.01%13F-HRTimeline
Noble Wealth Management PBC30$2.91K<0.01%13F-HRTimeline
Solstein Capital, LLC29$2.81K<0.01%013F-HRTimeline
Compass Financial Services Inc28$2.71K<0.01%13F-HRTimeline
Front Row Advisors LLC27$2.62K<0.01%013F-HRTimeline
Nordwand Advisors, LLC27$2.62K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC25$2.42K<0.01%-25513F-HRTimelineGroup
JDM Financial Group LLC25$2.42K<0.01%new13F-HRTimeline
Glassman Wealth Services23$2.23K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST20$1.94K<0.01%013F-HRTimeline
WPG Advisers, LLC20$1.94K<0.01%13F-HRTimeline
Mountain Hill Investment Partners Corp.18$1.73K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.17$1.7K0.16%-16,62113F-HRTimeline
HighMark Wealth Management LLC17$1.66K<0.01%-10,10713F-HRTimeline
Tortoise Investment Management, LLC15$1.44K<0.01%+313F-HR/ATimeline
Prestige Wealth Management Group LLC14$1.36K<0.01%013F-HR/ATimeline
Sugarloaf Wealth Management, LLC12$1.17K<0.01%013F-HRTimeline
New Republic Capital, LLC12$1.16K<0.01%-94913F-HRTimeline
GE INVESTMENT MANAGEMENT CORP.10$969<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC10$969<0.01%13F-HRTimeline
Raleigh Capital Management Inc.7$678<0.01%013F-HRTimeline
Legacy Bridge, LLC5$485<0.01%013F-HRTimeline
Brooklyn Investment Group5$485<0.01%new13F-HRTimeline
Clark Wealth Partners3$291<0.01%13F-HRTimeline
Iron Horse Wealth Management, LLC3$250<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.2$217<0.01%13F-HRTimeline
Safe Harbor Fiduciary, LLC1$97<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1$75<0.01%013F-HRTimeline
DEERE & CO0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Members Trust Co5,267,444$510B-193,14813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.