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Disclosery

AGG ISHARES TR

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SHS (fund)

1,910 managers (1,935 13F filers) reported a position in AGG shares at 2025-09-30, 1,185,780,463 shares in all. 122 filers opened a position and 96 filers sold out during the quarter.

Managers
1,910
13F filers
1,935
New
122
Added
963
Reduced
599
Sold out
96
Shares held by filers
1,185,780,463

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Covestor Ltd366$37K0.02%+1313F-HRTimeline
CITY HOLDING CO337$33.8K<0.01%-7513F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC334$33.5K0.03%013F-HRTimeline
Copia Wealth Management331$33.2K0.02%013F-HRTimeline
Roble, Belko & Company, Inc334$33K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.317$31.8K0.09%013F-HRTimeline
JCIC Asset Management Inc.315$31.6K0.01%13F-HRTimeline
North Ridge Wealth Advisors, Inc.314$31.5K0.02%+2613F-HRTimeline
Collier Financial313$31.4K0.02%13F-HRTimeline
Bear Mountain Capital, Inc.309$31.3K0.01%-613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC311$31.2K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…307$30.8K0.06%-42613F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…300$30.1K<0.01%013F-HRTimeline
Main Street Group, LTD294$29.5K0.01%013F-HRTimeline
Wiser Advisor Group LLC287$28.8K0.04%new13F-HRTimeline
Asset Dedication, LLC254$25.5K<0.01%-6213F-HRTimeline
Bradley & Co. Private Wealth Management…254$25.5K0.01%013F-HRTimeline
FSA Wealth Management LLC212$25.2K0.01%013F-HRTimeline
SRH ADVISORS, LLC250$25.1K0.01%013F-HRTimeline
Citizens National Bank Trust Department250$25.1K<0.01%-2513F-HRTimeline
Vermillion Wealth Management, Inc.235$23.5K0.01%+313F-HRTimeline
AllSquare Wealth Management LLC225$22.6K0.01%-1013F-HRTimeline
SJS Investment Consulting Inc.221$22.2K<0.01%+813F-HRTimeline
Hilltop National Bank220$22.1K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp207$20.9K0.02%+113F-HRTimeline
Paladin Advisory Group, LLC205$20.6K0.02%+1613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP204$20.5K<0.01%013F-HRTimelineGroup
Investors Research Corp203$20.4K<0.01%013F-HRTimeline
Founders Capital Management200$20.1K0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd200$20.1K<0.01%013F-HRTimelineGroup
Wealth Watch Advisors, INC198$19.9K0.01%new13F-HRTimeline
HFM Investment Advisors, LLC197$19.7K0.01%+1713F-HRTimeline
Lowe Wealth Advisors, LLC196$19.6K0.01%+3713F-HRTimeline
Kentucky Trust Co194$19.4K0.01%013F-HRTimeline
AlphaCore Capital LLC193$19.3K<0.01%-3,23913F-HRTimeline
Financial Perspectives, Inc190$19K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC186$18.6K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC186$18.6K0.01%013F-HRTimeline
LRI Investments, LLC176$17.6K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC172$17.2K0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…166$16.6K0.01%-36013F-HRTimeline
Pillar Financial Advisors, LLC164$16.4K0.01%+7713F-HRTimeline
BARRETT & COMPANY, INC.153$15.3K0.01%013F-HRTimeline
Hurley Capital, LLC148$14.8K0.01%013F-HRTimeline
Sterling Capital Management LLC141$14.1K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC465$14K0.01%-1,64013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …140$14K<0.01%13F-HRTimelineGroup
Seneschal Advisors, LLC139$13.9K0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC134$13.4K0.01%+113F-HRTimeline
Your Advocates Ltd., LLP132$13.2K<0.01%-4,44313F-HRTimeline
Ironwood Wealth Management, LLC.123$12.3K<0.01%+213F-HRTimeline
Global Wealth Strategies & Associates115$11.5K<0.01%+7813F-HRTimeline
ARVEST INVESTMENTS, INC.104$10.4K<0.01%+313F-HRTimeline
State of Wyoming100$10K<0.01%013F-HRTimeline
Imprint Wealth LLC100$10K0.03%13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\89$8.92K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.89$8.89K<0.01%-17413F-HRTimeline
Towne Trust Company, N.A86$8.62K<0.01%-913F-HRTimeline
2UniFi Bank84$8.42K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.83$8.28K<0.01%+113F-HRTimeline
WEST PACES ADVISORS INC.77$7.72K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC76$7.62K<0.01%+413F-HRTimeline
First Command Advisory Services, Inc.66$6.62K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA65$6.52K0.01%013F-HRTimeline
Gleason Group, Inc.64$6.42K<0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS60$6.01K<0.01%013F-HRTimeline
Cloud Capital Management, LLC66$6K<0.01%new13F-HRTimeline
Versant Capital Management, Inc59$5.92K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV52$5.21K<0.01%-1113F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC50$5.01K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC59$5K<0.01%013F-HRTimeline
Pineridge Advisors LLC49$4.91K<0.01%013F-HRTimeline
Bare Financial Services, Inc45$4.51K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners45$4K<0.01%013F-HRTimeline
EPG Wealth Management LLC39$3.91K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.39$3.91K<0.01%013F-HRTimeline
TFC Financial Management, Inc.36$3.6K<0.01%-1,89913F-HRTimeline
Kiker Wealth Management, LLC35$3.51K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.34$3.41K<0.01%-4113F-HRTimeline
Tortoise Investment Management, LLC33$3.29K<0.01%+413F-HRTimeline
Goodman Advisory Group, LLC32$3.21K<0.01%new13F-HRTimeline
REAP Financial Group, LLC32$3.21K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH30$3.01K<0.01%013F-HRTimeline
Solstein Capital, LLC29$2.91K<0.01%013F-HRTimeline
Front Row Advisors LLC27$2.71K<0.01%013F-HRTimeline
Legacy Bridge, LLC25$2.51K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC25$2.51K<0.01%-113F-HRTimeline
Glassman Wealth Services23$2.31K<0.01%-2513F-HRTimeline
Millstone Evans Group, LLC21$2.1K<0.01%013F-HRTimeline
Turim 21 Investimentos Ltda.21$2.06K<0.01%new13F-HRTimeline
WPG Advisers, LLC19$1.91K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.18$1.84K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC18$1.8K<0.01%-1013F-HRTimeline
Gould Capital, LLC16$1.6K<0.01%-35113F-HRTimeline
Hughes Financial Services, LLC16$1.6K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC14$1.4K<0.01%013F-HR/ATimeline
New Republic Capital, LLC12$1.2K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.12$1.19K<0.01%-1913F-HRTimeline
Blume Capital Management, Inc.11$1.1K<0.01%new13F-HRTimeline
GE INVESTMENT MANAGEMENT CORP.10$1K<0.01%013F-HRTimeline
Noble Wealth Management PBC8$802<0.01%13F-HRTimeline
Premier Financial Group7$702<0.01%013F-HRTimeline
Strategic Advocates LLC7$693<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3$311<0.01%-1,12013F-HRTimelineGroup
Kilter Group LLC2$201<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.2$200<0.01%new13F-HRTimeline
AFFINITY WEALTH LLC1$100<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1$80<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC0$4<0.01%-2,48113F-HRTimelineAmount 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.