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Disclosery

AGG ISHARES TR

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SHS (fund)

2,065 managers (2,094 13F filers) reported a position in AGG shares at 2026-03-31, 1,234,130,990 shares in all. 122 filers opened a position and 135 filers sold out during the quarter.

Managers
2,065
13F filers
2,094
New
122
Added
1,006
Reduced
700
Sold out
135
Shares held by filers
1,234,130,990

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
DEBUSSY CAPITAL MANAGEMENT LP2,215$220K0.03%-5213F-HRTimeline
3EDGE Asset Management, LP2,213$220K0.01%013F-HRTimeline
HOWE & RUSLING INC2,196$218K0.01%-3,43213F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,195$218K0.02%013F-HRTimeline
Keystone Financial Group2,194$218K0.01%+413F-HRTimeline
Northwest Wealth Advisors, LLC2,190$217K0.16%+14213F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS2,188$217K0.1%new13F-HRTimeline
Fortis Group Advisors, LLC2,190$217K0.04%-1113F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding2,181$217KnewTimeline
Essex LLC2,180$216K0.04%+8213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,178$216K0.05%-87013F-HRTimeline
Ring Mountain Capital, LLC2,165$215K0.12%+10313F-HRTimeline
Icon Wealth Advisors, LLC2,170$215K0.01%+2213F-HRTimeline
Benchmark Financial, LLC2,161$214K0.19%new13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.2,152$214K0.1%-19013F-HRTimeline
ASL Financial, LLC2,149$213K0.17%013F-HRTimeline
Invst, LLC2,126$211K0.02%-8713F-HRTimeline
AllGen Financial Advisors, Inc.2,125$211K0.05%-4313F-HRTimeline
New Capital Management LP2,117$210K0.05%013F-HRTimeline
BAM Wealth Management, LLC2,113$210K0.16%-1,12013F-HRTimeline
Argyle Capital Partners, LLC2,112$210K0.15%-4713F-HRTimeline
Aegis Wealth Management, Inc.2,107$209K0.16%new13F-HRTimeline
Capital Investment Counsel, Inc2,100$208K0.03%013F-HRTimeline
NOVEM GROUP2,097$208K0.02%-77413F-HRTimeline
Williams Financial, LLC2,097$208K0.12%new13F-HRTimeline
Drucker Wealth 3.0, LLC2,096$208K0.04%-1,80913F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,095$208K0.04%+1513F-HRTimeline
WEALTHGARDEN F.S. LLC2,089$207K0.14%013F-HRTimeline
Garden State Investment Advisory Servic…2,086$207K0.05%-8,72313F-HRTimeline
Convergence Financial, LLC2,082$207K0.02%-3813F-HRTimeline
DELTA FINANCIAL ADVISORS LLC2,075$206K0.05%new13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC2,071$206K0.07%-4813F-HRTimeline
Affinity Capital Advisors, LLC2,068$205K0.03%+1213F-HRTimeline
Towneley Capital Management, Inc / DE2,066$205K0.04%013F-HRTimeline
Moors & Cabot, Inc.2,062$205K0.01%new13F-HRTimeline
Wealth Architects, LLC2,060$205K0.02%-39213F-HRTimeline
LaSalle St. Investment Advisors, LLC2,055$204K0.03%+613F-HRTimeline
MB Generational Wealth, LLC2,052$204K0.11%-94913F-HRTimeline
Crescent Grove Advisors, LLC2,037$202K0.02%-3913F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,028$201K0.05%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,026$201K0.02%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,026$201K0.01%013F-HRTimeline
Keener Financial Planning LLC2,028$201K0.08%-4913F-HRTimeline
Allegheny Financial Group2,016$200K0.03%-5613F-HRTimeline
Pacifica Partners Inc.2,012$200K0.07%+70113F-HRTimeline
Midwest Capital Advisors, LLC2,007$199K0.09%-813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,993$198K0.07%+15113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,963$195K0.04%-88513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,940$193K0.02%-6013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,878$186K0.05%new13F-HRTimeline
Synergy Investment Management, LLC1,838$182K0.06%new13F-HRTimeline
MidFirst Bank1,805$179K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC1,800$179K0.02%-11113F-HRTimeline
Rice Partnership, LLC1,769$176K0.02%013F-HRTimeline
CrossGen Wealth, LLC1,745$173K0.15%-1,08613F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,744$173K0.08%+2113F-HRTimeline
Root Financial Partners, LLC1,732$172K0.01%+1,69213F-HRTimeline
Centerpoint Advisors, LLC1,701$169K0.05%+16613F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,698$169K0.01%+1013F-HRTimeline
Petix & Botte Co1,687$168K0.04%-1,94313F-HRTimeline
Richardson Capital Management LLC1,681$167K0.08%013F-HRTimeline
BankChampaign, National Association1,679$167K0.17%+1,57413F-HRTimeline
Bank of New Hampshire1,655$164K0.04%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,636$162K0.01%+6313F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…1,620$161K0.03%-613F-HRTimeline
OAKWORTH CAPITAL, INC.1,619$161K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,595$158K0.02%+4513F-HRTimeline
CNB Bank1,574$156K0.07%-7313F-HRTimeline
Crews Bank & Trust1,566$155K0.02%+10313F-HRTimeline
AMERIFLEX GROUP, INC.1,553$154K0.08%+9413F-HRTimeline
Friedenthal Financial1,552$154K0.08%+2313F-HRTimeline
SHP Wealth Management1,530$152K0.01%+1,31113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,514$150K0.01%-1,16613F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC1,496$148K0.06%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,436$143K0.06%013F-HRTimeline
FIDUCIARY ADVISORS, INC.1,434$142K0.11%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,429$142K0.06%013F-HRTimeline
BAYBAN1,426$142K0.12%013F-HRTimeline
WFA of San Diego, LLC1,365$136K0.11%-73513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,290$128K0.02%013F-HRTimeline
Integrity Financial Corp /WA1,267$126K0.06%013F-HRTimeline
Atomic Invest LLC1,265$125K0.06%+34713F-HRTimeline
Indiana Trust & Investment Management Co1,259$125K0.04%013F-HRTimeline
Wellington Grp LLC1,251$124K0.04%+81713F-HRTimeline
Asset Dedication, LLC1,211$120K0.01%+94013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,197$119K0.01%-113F-HRTimelineGroup
PINNEY & SCOFIELD, INC.1,192$118K0.06%new13F-HRTimeline
N.E.W. Advisory Services LLC1,192$118K0.01%+813F-HRTimeline
Joseph Group Capital Management1,126$112K0.03%+2313F-HRTimeline
CoreFirst Bank & Trust1,110$110K0.06%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,107$110K0.01%-7,53513F-HRTimeline
Destiny Wealth Partners, LLC1,099$109K0.01%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,100$109K<0.01%013F-HRTimelineGroup
CITY HOLDING CO1,085$108K0.01%-38713F-HRTimeline
Rialto Wealth Management, LLC1,071$106K0.02%-2,61013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,066$106K0.03%+17613F-HRTimeline
Darwin Wealth Management, LLC1,057$105K0.03%+213F-HRTimeline
Nemes Rush Group LLC1,044$104K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…1,038$103K0.05%-113F-HRTimeline
Cranbrook Wealth Management, LLC1,035$103K0.02%-2913F-HRTimeline
Breakwater Investment Management1,033$103K0.04%013F-HRTimeline
Pflug Koory, LLC1,027$102K0.05%+1513F-HRTimeline
Biltmore Family Office, LLC1,023$102K0.01%013F-HRTimeline
Networth Advisors, LLC1,018$101K0.07%-53913F-HRTimeline
EASTERN BANK1,016$101K<0.01%-10,90413F-HRTimeline
Mechanics Financial Corp1,000$99.3K0.04%013F-HRTimeline
Archer Investment Corp999$99.2K0.02%+15913F-HRTimeline
Beaird Harris Wealth Management, LLC988$98K0.01%-60613F-HRTimeline
HAZLETT, BURT & WATSON, INC.981$97K0.03%+10113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.977$97K0.07%+11913F-HRTimeline
Operose Advisors LLC970$96.3K0.02%-1,15013F-HRTimeline
Cassaday & Co Wealth Management LLC965$95.8K<0.01%new13F-HRTimeline
Bangor Savings Bank960$95.3K0.01%013F-HRTimeline
Ares Financial Consulting, LLC945$93.6K0.07%+10013F-HRTimeline
Medallion Wealth Advisors, LLC927$92K0.03%+16113F-HRTimeline
Granite FO LLC903$89.7K0.05%013F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC897$89K0.02%013F-HRTimeline
Winch Advisory Services, LLC864$85.8K0.02%013F-HRTimeline
Tradewinds Capital Management, LLC805$79.9K0.02%013F-HRTimeline
Parkside Financial Bank & Trust800$79.4K0.01%+14513F-HRTimeline
Kozak & Associates, Inc.788$78.4K0.02%013F-HRTimeline
Strategic Wealth Advisors LLC771$76K0.06%+6113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP757$75.1K0.01%-10013F-HRTimeline
Dorato Capital Management748$74.4K0.05%013F-HRTimeline
Atlantic Edge Private Wealth Management…735$73K0.02%-8513F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC735$73K0.11%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…719$71.4K0.05%-43113F-HRTimeline
Forum Finance Group S.A.880$70K0.04%13F-HRTimeline
Walsh & Associates, LLC703$69.8K0.07%013F-HRTimeline
Avalon Trust Co700$69.5K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.650$64.5K0.02%013F-HRTimeline
Activest Wealth Management629$62.5K0.01%+313F-HRTimeline
Vision Retirement, LLC627$62.2K0.02%new13F-HRTimeline
Your Advocates Ltd., LLP618$61.3K0.02%-13213F-HRTimeline
Basepoint Wealth LLC613$60.9K0.03%+413F-HRTimeline
Caitlin John, LLC613$60.9K0.04%+8113F-HRTimeline
IMA Advisory Services, Inc.604$60K0.01%013F-HRTimeline
Evolution Advisers, Inc.600$59K0.02%new13F-HRTimeline
Global Trust Asset Management, LLC547$54.3K0.02%+27513F-HRTimeline
Navigoe, LLC542$53K0.03%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC473$46.8K<0.01%new13F-HRTimeline
American Capital Advisory, LLC454$45.1K0.02%-35713F-HRTimeline
Frazier Financial Advisors, LLC451$44.8K0.02%new13F-HRTimeline
Knuff & Co LLC450$44.7K0.01%-31013F-HRTimeline
ESL Trust Services, LLC420$41.7K0.01%-2013F-HRTimeline
Signature Equity Partners, LLC413$41K0.02%+26713F-HRTimeline
Covestor Ltd402$40K0.03%+513F-HRTimeline
First Command Advisory Services, Inc.400$39.7K<0.01%+12213F-HRTimeline
Collier Financial384$38.1K0.03%+313F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC367$36.4K0.03%-3713F-HRTimeline
Key Capital Management, INC367$36.4K0.02%+14413F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC357$35.4K0.02%new13F-HRTimeline
STEPH & CO340$33.8K0.01%-17613F-HRTimeline
Roble, Belko & Company, Inc334$33K<0.01%013F-HRTimeline
Copia Wealth Management331$32.9K0.02%013F-HRTimeline
GAMMA Investing LLC326$32.4K<0.01%-3613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC326$32.4K0.02%+1513F-HRTimeline
AlphaCore Capital LLC325$32.3K<0.01%+10113F-HRTimeline
DHJJ Financial Advisors, Ltd.325$32.3K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.317$31.5K0.09%013F-HRTimeline
Bear Mountain Capital, Inc.314$31.4K0.01%+313F-HRTimeline
JCIC Asset Management Inc.315$31.3K0.01%013F-HRTimeline
Manchester Capital Management LLC310$30.8K<0.01%013F-HRTimeline
Main Street Group, LTD304$30.2K0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…302$30K0.02%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…300$29.8K<0.01%013F-HRTimeline
Wiser Advisor Group LLC293$29.1K0.04%+213F-HRTimeline
North Ridge Wealth Advisors, Inc.286$28.4K0.02%-7713F-HRTimeline
Virginia Estate & Retirement Planning A…42$27.4K0.05%13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC276$27.4K0.02%+9013F-HRTimeline
HFM Investment Advisors, LLC274$27.2K0.01%+3613F-HRTimeline
Meramec Financial Planners, LLC272$27.2K0.01%+613F-HRTimeline
VALLEY NATIONAL ADVISERS INC259$25K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…253$25K0.01%-1,24213F-HR/ATimeline
SRH ADVISORS, LLC250$24.8K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.239$23.7K0.01%+113F-HRTimeline
Hurley Capital, LLC239$23.7K0.01%+9113F-HRTimeline
BLUELINE ADVISORS LLC237$23.6K0.02%-1413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC228$22.6K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.226$22.4K<0.01%+513F-HRTimeline
Nvest Wealth Strategies, Inc.226$22.4K0.02%new13F-HRTimeline
Bullock Wealth Management Group226$22.4K0.01%-39913F-HRTimeline
Citizens National Bank Trust Department220$21.8K<0.01%013F-HRTimeline
Hilltop National Bank220$21.8K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC212$21K0.01%new13F-HRTimeline
Longview Financial Advisors, Inc.205$20.4K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP204$20.3K<0.01%013F-HRTimelineGroup
Investors Research Corp203$20.2K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC203$20.2K0.01%+4013F-HRTimeline
Tanglewood Legacy Advisors, LLC202$20.1K0.01%+113F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST200$19.9K0.01%13F-HRTimeline
Founders Capital Management200$19.9K0.01%013F-HRTimeline
one8zero8, LLC200$19.9K<0.01%-21013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd200$19.9K<0.01%013F-HRTimelineGroup
Kentucky Trust Co194$19.3K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC186$18.5K<0.01%-14513F-HRTimeline
Aventura Private Wealth, LLC186$18.5K0.01%013F-HRTimeline
Financial Perspectives, Inc180$17.9K<0.01%-1013F-HRTimeline
LRI Investments, LLC176$17.5K<0.01%013F-HRTimeline
Essential Investment Partners LLC174$17.3K0.02%new13F-HRTimeline