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Disclosery

AGG ISHARES TR

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SHS (fund)

2,085 managers (2,114 13F filers) reported a position in AGG shares at 2025-12-31, 1,224,882,641 shares in all. 136 filers opened a position and 97 filers sold out during the quarter.

Managers
2,085
13F filers
2,114
New
136
Added
1,000
Reduced
574
Sold out
97
Shares held by filers
1,224,882,641

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CREATIVE FINANCIAL DESIGNS INC /ADV2,306$230K0.01%-10113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,303$230K0.07%-45813F-HRTimeline
New Republic Capital, LLC2,301$230K0.06%+2,28913F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,278$228K<0.01%+6813F-HRTimelineGroup
American Financial Advisors, LLC2,281$228K0.03%-17113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,267$226K0.03%-42913F-HRTimeline
BANQUE PICTET & CIE SA2,261$226K<0.01%013F-HRTimeline
Certified Advisory Corp2,251$225K0.02%-19713F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,248$224K0.02%+4913F-HRTimeline
SilverOak Wealth Management LLC2,237$223K0.04%013F-HRTimeline
Aspen Capital Management, LLC2,229$223K0.06%new13F-HRTimeline
Invst, LLC2,213$221K0.02%+8913F-HRTimeline
3EDGE Asset Management, LP2,213$221K0.01%013F-HRTimeline
Fortis Group Advisors, LLC2,201$220K0.04%-13113F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,195$219K0.02%-44013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,195$219K0.01%-24613F-HRTimeline
PROMETHIUM ADVISORS,LLC2,190$219K0.12%013F-HRTimeline
Keystone Financial Group2,190$219K0.02%new13F-HRTimeline
Impact Partnership Wealth, LLC2,183$218K0.03%-22713F-HRTimeline
AllGen Financial Advisors, Inc.2,168$217K0.05%new13F-HRTimeline
QP WEALTH MANAGEMENT, LLC2,165$216K0.19%13F-HRTimeline
Argyle Capital Partners, LLC2,159$216K0.16%new13F-HRTimeline
ASL Financial, LLC2,149$215K0.17%13F-HRTimeline
Icon Wealth Advisors, LLC2,148$215K0.01%-1,00713F-HRTimeline
TRUST CO OF VERMONT2,144$214K0.01%+23113F-HRTimeline
Golden Reserve Retirement LLC2,133$213K0.04%new13F-HRTimeline
Convergence Financial, LLC2,120$212K0.03%+7713F-HRTimeline
Operose Advisors LLC2,120$212K0.05%+47213F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC2,119$212K0.08%new13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC2,118$212K<0.01%-42413F-HRTimelineGroup
New Capital Management LP2,117$211K0.05%-1,88513F-HRTimeline
Aspen Wealth Management LLC2,117$211K0.04%new13F-HRTimeline
Cambridge Financial Group, LLC2,110$211K0.07%013F-HRTimeline
Penobscot Investment Management Company…2,115$211K0.02%013F-HRTimeline
Trueblood Wealth Management, LLC2,109$211K0.08%+8713F-HRTimeline
SEEDS INVESTOR LLC2,109$211K0.04%new13F-HRTimeline
Capital Investment Counsel, Inc2,100$210K0.02%013F-HRTimeline
Boltwood Capital Management2,100$210K0.05%013F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.2,100$210K0.19%13F-HRTimeline
WFA of San Diego, LLC2,100$210K0.15%013F-HRTimeline
Essex LLC2,098$210K0.04%+113F-HRTimeline
Kathmere Capital Management, LLC2,097$209K0.01%new13F-HRTimeline
WEALTHGARDEN F.S. LLC2,089$209K0.14%-26913F-HRTimeline
MERIDIAN MANAGEMENT CO2,092$209K0.05%new13F-HRTimeline
Cornerstone Advisory, LLC2,081$208K0.02%-9213F-HRTimeline
Falcon Wealth Planning2,081$208K0.02%-2313F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,080$208K0.05%13F-HRTimeline
Crescent Grove Advisors, LLC2,076$207K0.02%-3,34813F-HRTimeline
Allegheny Financial Group2,072$207K0.03%new13F-HRTimeline
Keener Financial Planning LLC2,077$207K0.09%new13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC2,070$207K0.12%013F-HRTimeline
Owen LaRue, LLC2,067$206K0.08%-51513F-HRTimeline
Towneley Capital Management, Inc / DE2,066$206K0.04%013F-HRTimeline
RHS Financial, LLC2,066$206K0.1%-1,69713F-HRTimeline
Pine Haven Investment Counsel, Inc2,065$206K0.15%013F-HRTimeline
Harbour Capital Advisors, LLC2,064$206K0.04%new13F-HRTimeline
Ring Mountain Capital, LLC2,062$206K0.11%new13F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.2,061$206K0.03%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,061$206K0.22%+313F-HRTimeline
Affinity Capital Advisors, LLC2,056$205K0.03%-76013F-HRTimeline
Wick Capital Partners, LLC2,055$205K0.04%new13F-HR/ATimeline
Northwest Wealth Advisors, LLC2,048$205K0.16%13F-HRTimeline
LaSalle St. Investment Advisors, LLC2,049$204K0.03%-33513F-HRTimeline
Rossmore Private Capital2,032$203K0.02%+52213F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,028$203K0.05%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,026$202K0.02%-5013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,026$202K0.01%013F-HRTimeline
New Insight Wealth Advisors2,023$202K0.07%-21713F-HRTimeline
Apex Wealth Management, LLC2,013$201K0.2%new13F-HRTimeline
Midwest Capital Advisors, LLC2,015$201K0.1%+2013F-HRTimeline
SkyView Investment Advisors, LLC2,012$201K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc2,008$201K0.07%-1213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN2,000$200K0.02%-2513F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC2,000$200K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC1,911$191K0.02%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,842$184K0.07%013F-HRTimeline
Rice Partnership, LLC1,769$177K0.02%013F-HRTimeline
ENTRUST FINANCIAL LLC1,739$174K0.13%13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,723$172K0.09%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,688$169K0.01%+1813F-HRTimeline
RMG Wealth Management LLC2,834$168K0.02%new13F-HRTimeline
Richardson Capital Management LLC1,681$168K0.08%-1,18213F-HRTimeline
BankChampaign, National Association105$168K0.17%13F-HRTimeline
Bank of New Hampshire1,655$165K0.04%013F-HRTimeline
CNB Bank1,647$165K0.07%-15013F-HRTimeline
Vermillion & White Wealth Management Gr…1,634$163K0.09%-613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,626$162K0.03%+113F-HRTimeline
OAKWORTH CAPITAL, INC.1,619$162K0.01%+40013F-HRTimeline
Beaird Harris Wealth Management, LLC1,594$159K0.01%-3013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,573$157K0.01%013F-HRTimelineGroup
Networth Advisors, LLC1,557$156K0.11%13F-HRTimeline
HHM Wealth Advisors, LLC1,550$155K0.02%013F-HRTimeline
Centerpoint Advisors, LLC1,535$153K0.05%013F-HRTimeline
Friedenthal Financial1,529$153K0.08%-12213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,496$149K0.04%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,495$149K0.04%013F-HRTimeline
CITY HOLDING CO1,472$147K0.02%+1,13513F-HRTimeline
Crews Bank & Trust1,463$146K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.1,459$146K0.08%-2,02313F-HRTimeline
FIRST FINANCIAL CORP /IN/1,436$143K0.05%013F-HRTimeline
FIDUCIARY ADVISORS, INC.1,434$143K0.11%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,429$143K0.06%013F-HRTimeline
BAYBAN1,426$142K0.13%13F-HRTimeline
Wells Financial Advisors INC1,397$140K0.27%-3,02113F-HRTimeline
Pacifica Partners Inc.1,311$131K0.06%+90013F-HRTimeline
Pioneer Family Office, LLC1,309$131K0.09%13F-HRTimeline
IFC & Insurance Marketing, Inc.1,305$130K0.13%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,290$129K0.02%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.1,290$129K0.03%new13F-HRTimeline
Stephens Consulting, LLC1,288$129K0.04%+11113F-HRTimeline
Integrity Financial Corp /WA1,267$127K0.06%new13F-HRTimeline
Indiana Trust & Investment Management Co1,259$126K0.04%-11313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,198$120K0.01%-7713F-HRTimelineGroup
N.E.W. Advisory Services LLC1,184$118K0.01%+413F-HRTimeline
Comprehensive Financial Planning, Inc./…1,150$115K0.08%+43113F-HRTimeline
CoreFirst Bank & Trust1,110$111K0.06%new13F-HRTimeline
Joseph Group Capital Management1,103$110K0.03%-41613F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,100$110K<0.01%013F-HRTimelineGroup
Commonwealth Retirement Investments LLC1,078$108K0.03%new13F-HRTimeline
Cranbrook Wealth Management, LLC1,064$106K0.02%+2813F-HRTimeline
Darwin Wealth Management, LLC1,055$105K0.03%-25313F-HRTimeline
Nemes Rush Group LLC1,044$104K0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…1,039$104K0.05%013F-HRTimeline
Breakwater Investment Management1,033$103K0.04%013F-HRTimeline
Biltmore Family Office, LLC1,023$102K0.01%013F-HRTimeline
Pflug Koory, LLC1,012$101K0.05%+3113F-HRTimeline
Mechanics Financial Corp1,000$99.9K0.04%013F-HRTimeline
Bangor Savings Bank960$95.9K0.01%-53313F-HRTimeline
Compass Financial Services Inc929$92.7K0.04%+913F-HRTimeline
Security National Bank924$92.3K0.01%new13F-HRTimeline
Atomic Invest LLC918$91.9K0.05%13F-HRTimeline
Granite FO LLC903$90.2K0.05%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC897$89.6K0.03%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC890$88.9K0.03%-37813F-HRTimeline
HAZLETT, BURT & WATSON, INC.880$87K0.03%-14713F-HRTimeline
Winch Advisory Services, LLC864$86.3K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.858$85.7K0.07%+45713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP857$85.6K0.01%-3013F-HRTimeline
Ares Financial Consulting, LLC845$84.4K0.08%13F-HRTimeline
Archer Investment Corp840$83.9K0.02%013F-HRTimeline
Atlantic Edge Private Wealth Management…820$81.9K0.02%013F-HRTimeline
American Capital Advisory, LLC811$81K0.04%013F-HRTimeline
Orion Capital Management LLC807$80.6K0.03%-22613F-HRTimeline
Tradewinds Capital Management, LLC805$80.4K0.02%013F-HRTimeline
Founders Financial Alliance, LLC790$78.9K0.01%-1,47213F-HRTimeline
Kozak & Associates, Inc.788$78.9K0.02%-46313F-HRTimeline
Medallion Wealth Advisors, LLC766$76.5K0.03%+113F-HRTimeline
Knuff & Co LLC760$75.9K0.02%-3,04513F-HRTimeline
Dorato Capital Management748$75.1K0.06%13F-HRTimeline
Your Advocates Ltd., LLP750$74.9K0.02%+61813F-HRTimeline
American Wealth Advisors, LLC737$73.6K0.07%+1013F-HRTimeline
Walsh & Associates, LLC703$70.2K0.07%13F-HRTimeline
Strategic Wealth Advisors LLC710$70K0.06%13F-HRTimeline
JNBA Financial Advisors666$66.5K0.01%013F-HRTimeline
Parkside Financial Bank & Trust655$65.4K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.650$64.9K0.02%013F-HRTimeline
Activest Wealth Management626$62.6K0.01%+513F-HRTimeline
Bullock Wealth Management Group625$62.4K0.03%-2013F-HRTimeline
True Wealth Design, LLC610$60.9K0.02%new13F-HRTimeline
Basepoint Wealth LLC609$60.9K0.04%-2,51113F-HRTimeline
IMA Advisory Services, Inc.604$60.3K0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/601$60K0.03%new13F-HRTimeline
Navigoe, LLC542$54K0.03%013F-HRTimeline
Caitlin John, LLC532$53.1K0.03%-813F-HRTimeline
STEPH & CO516$51.5K0.01%013F-HRTimeline
GODSEY & GIBB, INC483$48.2K<0.01%new13F-HRTimeline
ESL Trust Services, LLC440$43.9K0.01%-28013F-HRTimeline
Wellington Grp LLC434$43.3K0.01%13F-HR/ATimeline
Glassman Wealth Services421$42K0.01%+39813F-HRTimeline
one8zero8, LLC410$41K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC404$40.4K0.03%+7013F-HRTimeline
Covestor Ltd397$40K0.02%+3113F-HRTimeline
Fortitude Family Office, LLC389$38.9K0.01%new13F-HRTimeline
Collier Financial381$38.1K0.03%+6813F-HRTimeline
Garner Asset Management Corp380$38K0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA376$37.6K0.03%+31113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners367$36.7K<0.01%-713F-HRTimelineGroup
North Ridge Wealth Advisors, Inc.363$36.2K0.02%+4913F-HRTimeline
GAMMA Investing LLC362$36.2K<0.01%-16213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.332$33.2K0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC331$33.1K<0.01%+14513F-HRTimeline
Copia Wealth Management331$33.1K0.02%013F-HRTimeline
Roble, Belko & Company, Inc334$33K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.325$32.5K0.01%-9013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.317$31.7K0.09%013F-HRTimeline
JCIC Asset Management Inc.315$31.5K0.01%013F-HRTimeline
Bear Mountain Capital, Inc.311$31.2K0.01%+213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC312$31.2K<0.01%-44613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC311$31.1K0.02%013F-HRTimeline
Manchester Capital Management LLC310$31K<0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…302$30.2K0.02%+4813F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…300$30K<0.01%013F-HRTimeline
Wiser Advisor Group LLC291$29.1K0.03%+413F-HRTimeline
Safe Harbor Fiduciary, LLC291$29.1K0.03%13F-HRTimeline
First Command Advisory Services, Inc.278$27.8K<0.01%+21213F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…272$27.3K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC272$27.2K0.01%-1,34013F-HRTimeline
Asset Dedication, LLC271$27.1K<0.01%+1713F-HRTimeline
Meramec Financial Planners, LLC266$26.6K0.01%13F-HRTimeline
Cresta Advisors, Ltd.255$25.5K0.01%new13F-HRTimeline