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Disclosery

AGG ISHARES TR

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SHS (fund)

1,891 managers (1,913 13F filers) reported a position in AGG shares at 2025-06-30, 1,209,488,820 shares in all. 92 filers opened a position and 110 filers sold out during the quarter.

Managers
1,891
13F filers
1,913
New
92
Added
851
Reduced
743
Sold out
110
Shares held by filers
1,209,488,820

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding268$26.6K+259Timeline
Washington Trust Advisors, Inc.263$26.1K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…254$25.2K0.02%013F-HRTimeline
SRH ADVISORS, LLC250$24.8K0.01%013F-HRTimeline
AllSquare Wealth Management LLC235$23.3K0.01%013F-HRTimeline
FSA Wealth Management LLC212$23.2K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.232$23K0.01%+213F-HRTimeline
Hilltop National Bank220$21.8K0.01%13F-HRTimeline
SJS Investment Consulting Inc.213$21.1K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC209$20.7K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp206$20.4K0.02%+113F-HRTimeline
Frazier Financial Advisors, LLC206$20.4K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP204$20.2K<0.01%013F-HRTimelineGroup
Investors Research Corp203$20.1K<0.01%013F-HRTimeline
Founders Capital Management200$19.8K0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd200$19.8K<0.01%013F-HR/ATimelineGroup
Kentucky Trust Co194$19.2K0.01%013F-HRTimeline
Financial Perspectives, Inc190$18.8K0.01%013F-HRTimeline
Paladin Advisory Group, LLC189$18.7K0.01%013F-HRTimeline
Dogwood Wealth Management LLC191$18.7K0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC186$18.5K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC186$18.5K0.01%013F-HRTimeline
HFM Investment Advisors, LLC180$17.8K0.01%+2713F-HRTimeline
LRI Investments, LLC176$17.5K<0.01%-17013F-HRTimeline
Principia Wealth Advisory, LLC173$17.2K0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …166$16.5K<0.01%13F-HRTimelineGroup
Lowe Wealth Advisors, LLC159$15.7K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.153$15.2K0.01%013F-HRTimeline
Hurley Capital, LLC148$14.7K0.01%013F-HRTimeline
Sterling Capital Management LLC141$14K<0.01%013F-HR/ATimeline
Tanglewood Legacy Advisors, LLC133$13.2K0.01%-1113F-HRTimeline
Fortitude Family Office, LLC130$12.9K<0.01%new13F-HRTimeline
Ironwood Wealth Management, LLC.121$12K<0.01%-6113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA117$11.6K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC103$10.2K<0.01%+7113F-HRTimeline
ARVEST INVESTMENTS, INC.101$10K<0.01%013F-HRTimeline
State of Wyoming100$9.92K<0.01%013F-HRTimeline
Towne Trust Company, N.A95$9.42K<0.01%013F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\89$8.83K<0.01%013F-HRTimelineGroup
Pillar Financial Advisors, LLC87$8.63K0.01%013F-HRTimeline
GAMMA Investing LLC86$8.53K<0.01%013F-HRTimeline
2UniFi Bank84$8.33K<0.01%-22113F-HRTimeline
Nemes Rush Group LLC82$8.17K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.82$8.13K<0.01%-2113F-HRTimeline
LGT Financial Advisors LLC77$7.64K0.02%-113F-HRTimeline
IMG Wealth Management, Inc.75$7.44K0.01%-36313F-HRTimeline
Quaker Wealth Management, LLC72$7.14K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA65$6.45K0.01%new13F-HRTimeline
Strategic Wealth Investment Group, LLC64$6.35K0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV63$6.25K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC61$6.02K<0.01%-1813F-HRTimeline
OPTIMUM INVESTMENT ADVISORS60$5.95K<0.01%013F-HRTimeline
Versant Capital Management, Inc59$5.85K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC59$5K<0.01%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC50$4.96K<0.01%013F-HRTimeline
Pineridge Advisors LLC49$4.81K<0.01%+113F-HRTimeline
Glassman Wealth Services48$4.76K<0.01%-613F-HRTimeline
Fortis Group Advisors, LLC45$4.46K<0.01%-2,86713F-HRTimeline
Coston, McIsaac & Partners45$4K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.39$3.87K<0.01%013F-HRTimeline
EPG Wealth Management LLC39$3.83K<0.01%+113F-HRTimeline
Global Wealth Strategies & Associates37$3.68K<0.01%-813F-HRTimeline
DiNuzzo Private Wealth, Inc.31$3.08K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.31$3.06K<0.01%-58913F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH30$2.98K<0.01%013F-HRTimeline
Solstein Capital, LLC29$2.88K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC29$2.84K<0.01%+713F-HRTimeline
1 NORTH WEALTH SERVICES LLC28$2.78K<0.01%013F-HRTimeline
Front Row Advisors LLC27$2.68K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC26$2.6K<0.01%013F-HRTimeline
Legacy Bridge, LLC25$2.48K<0.01%+513F-HRTimeline
Millstone Evans Group, LLC21$2.08K<0.01%-87313F-HRTimeline
FIRST UNITED BANK & TRUST20$1.98K<0.01%013F-HRTimeline
WPG Advisers, LLC19$1.89K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.18$1.8K<0.01%013F-HRTimeline
PMV Capital Advisers, LLC18$1.79K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC16$1.59K<0.01%-3413F-HRTimeline
Prestige Wealth Management Group LLC14$1.39K<0.01%013F-HR/ATimeline
Nova Wealth Management, Inc.13$1.29K<0.01%new13F-HRTimeline
New Republic Capital, LLC12$1.19K<0.01%013F-HRTimeline
GE INVESTMENT MANAGEMENT CORP.10$992<0.01%013F-HRTimeline
one8zero8, LLC10$992<0.01%-1,04213F-HRTimeline
Premier Financial Group7$693<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.2$226<0.01%013F-HRTimeline
Kilter Group LLC2$199<0.01%new13F-HRTimeline
Safe Harbor Fiduciary, LLC1$99<0.01%013F-HRTimeline
AFFINITY WEALTH LLC1$99<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC1$78<0.01%013F-HRTimeline
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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,412,774$576K+1,393,56813F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.