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Disclosery

AGG ISHARES TR

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SHS (fund)

1,918 managers (1,936 13F filers) reported a position in AGG shares at 2025-03-31, 1,155,228,781 shares in all. 120 filers opened a position and 116 filers sold out during the quarter.

Managers
1,918
13F filers
1,936
New
120
Added
853
Reduced
731
Sold out
116
Shares held by filers
1,155,228,781

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Covestor Ltd380$38K0.03%+11513F-HRTimeline
HAZLETT, BURT & WATSON, INC.376$37K0.02%-2,25213F-HRTimeline
MTM Investment Management, LLC370$36.6K0.01%new13F-HRTimeline
LRI Investments, LLC346$34.2K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC334$33K0.03%-29613F-HRTimeline
Roble, Belko & Company, Inc334$33K0.01%013F-HRTimeline
Greenline Partners, LLC19,545$31.5K<0.01%+19,22713F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.317$31.4K0.11%013F-HRTimeline
JCIC Asset Management Inc.315$31.2K0.01%013F-HRTimeline
Bear Mountain Capital, Inc.313$31K0.01%-4513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC311$30.8K0.02%013F-HRTimeline
2UniFi Bank305$30.3K0.02%-5613F-HRTimeline
Wagner Wealth Management, LLC305$30.2K0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…300$29.7K<0.01%-30513F-HRTimeline
Gen-Wealth Partners Inc296$29.3K0.01%+213F-HRTimeline
Wiser Advisor Group LLC282$27.9K0.04%+213F-HRTimeline
Washington Trust Advisors, Inc.263$26K<0.01%-5113F-HRTimeline
Transce3nd, LLC262$25.9K0.01%-28713F-HRTimeline
Bradley & Co. Private Wealth Management…254$25.1K0.02%013F-HRTimeline
Briaud Financial Planning Inc254$25K0.01%new13F-HRTimeline
SRH ADVISORS, LLC250$24.7K0.01%013F-HRTimeline
Global Financial Private Client, LLC247$24.4K0.01%013F-HRTimeline
AllSquare Wealth Management LLC235$23.2K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.230$22.8K0.01%013F-HRTimeline
Kiker Wealth Management, LLC225$22.3K0.02%-2613F-HRTimeline
FSA Wealth Management LLC212$22.2K0.01%+7613F-HRTimeline
SJS Investment Consulting Inc.213$21.1K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC209$20.7K0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC206$20.4K0.02%-35413F-HRTimeline
Murphy & Mullick Capital Management Corp205$20.3K0.02%+113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP204$20.2K<0.01%-4,20413F-HRTimelineGroup
Investors Research Corp203$20.1K<0.01%+8813F-HRTimeline
Founders Capital Management200$19.8K0.01%013F-HRTimeline
Main Street Group, LTD200$19.8K0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd200$19.8K<0.01%013F-HR/ATimelineGroup
Whipplewood Advisors, LLC38$19.7K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…195$19.3K<0.01%013F-HRTimeline
Kentucky Trust Co194$19.2K0.01%013F-HRTimeline
Financial Perspectives, Inc190$18.8K0.01%013F-HRTimeline
Paladin Advisory Group, LLC189$18.7K0.01%-43813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC186$18.4K<0.01%-28313F-HRTimeline
Aventura Private Wealth, LLC186$18.4K0.01%013F-HRTimeline
Ironwood Wealth Management, LLC.182$18K0.01%+1513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …177$17.5K<0.01%13F-HRTimelineGroup
Activest Wealth Management175$17.3K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC159$15.7K0.01%-94213F-HRTimeline
Plante Moran Financial Advisors, LLC154$15.2K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.153$15.1K0.01%013F-HRTimeline
HFM Investment Advisors, LLC153$15.1K0.01%13F-HRTimeline
Hurley Capital, LLC148$14.6K0.01%new13F-HRTimeline
MOTCO144$14.2K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC144$14.2K0.01%-3313F-HRTimeline
Stonebridge Financial Group, LLC143$14.1K<0.01%-30213F-HRTimeline
Capital A Wealth Management, LLC142$14K0.01%-5913F-HRTimeline
Sterling Capital Management LLC141$13.9K<0.01%013F-HRTimeline
Colony Family Offices, LLC135$13.4K<0.01%013F-HRTimeline
von Borstel & Associates, Inc.132$13K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC115$11.4K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…115$11.4K0.01%new13F-HRTimelineGroup
Clarity Asset Management, Inc.103$10.2K0.01%+113F-HRTimeline
ARVEST INVESTMENTS, INC.101$9.99K<0.01%-4,42513F-HRTimeline
State of Wyoming100$9.89K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.100$9.89K<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.98$9.7K<0.01%013F-HRTimeline
Towne Trust Company, N.A95$9.4K<0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\89$8.8K<0.01%-1,423,18713F-HRTimelineGroup
Pillar Financial Advisors, LLC87$8.61K0.01%013F-HRTimeline
GAMMA Investing LLC86$8.51K<0.01%new13F-HR/ATimeline
Laurel Wealth Advisors LLC82$8.11K<0.01%-6013F-HRTimeline
Nemes Rush Group LLC82$8.06K<0.01%+113F-HRTimeline
Salomon & Ludwin, LLC79$7.82K<0.01%013F-HRTimeline
LGT Financial Advisors LLC78$7.72K0.02%+913F-HRTimeline
PITTENGER & ANDERSON INC70$6.92K<0.01%013F-HRTimeline
NFSG Corp64$6.29K<0.01%-27613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV63$6.23K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS60$5.93K<0.01%013F-HRTimeline
Versant Capital Management, Inc59$5.84K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…55$5.44K<0.01%new13F-HR/ATimelineGroup
Glassman Wealth Services54$5.34K<0.01%+3113F-HRTimeline
VALLEY NATIONAL ADVISERS INC59$5K<0.01%013F-HRTimeline
Hughes Financial Services, LLC50$4.95K<0.01%new13F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC50$4.95K<0.01%013F-HRTimeline
Pineridge Advisors LLC48$4.75K<0.01%013F-HRTimeline
WFA Asset Management Corp48$4.73K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates45$4.46K<0.01%-1513F-HRTimeline
Coston, McIsaac & Partners45$4K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.39$3.86K<0.01%new13F-HRTimeline
EPG Wealth Management LLC38$3.78K<0.01%013F-HRTimeline
HM PAYSON & CO36$3.56K<0.01%new13F-HRTimeline
Compass Wealth Management LLC32$3.17K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC32$3.13K<0.01%+2913F-HRTimeline
DiNuzzo Private Wealth, Inc.31$3.07K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH30$2.97K<0.01%013F-HRTimeline
Solstein Capital, LLC29$2.87K<0.01%013F-HRTimeline
Compass Financial Services Inc28$2.79K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC28$2.77K<0.01%new13F-HRTimeline
Front Row Advisors LLC27$2.67K<0.01%013F-HRTimeline
Nordwand Advisors, LLC27$2.67K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC26$2.59K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC25$2.47K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC22$2.15K<0.01%+713F-HR/ATimeline
Legacy Bridge, LLC20$1.98K<0.01%+1513F-HRTimeline
FIRST UNITED BANK & TRUST20$1.98K<0.01%013F-HRTimeline
WPG Advisers, LLC19$1.88K<0.01%-113F-HRTimeline
Mountain Hill Investment Partners Corp.18$1.78K<0.01%013F-HRTimeline
HighMark Wealth Management LLC17$1.69K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC14$1.39K<0.01%013F-HR/ATimeline
New Republic Capital, LLC12$1.19K<0.01%013F-HRTimeline
GE INVESTMENT MANAGEMENT CORP.10$989<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding9$890-545Timeline
Noble Wealth Management PBC8$791<0.01%-2213F-HRTimeline
Parkworth Wealth Management, Inc.2$223<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC1$99<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1$77<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…0$8<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
DEERE & CO0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-247,09713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC1$49.8K-51313F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.