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Disclosery

AGG ISHARES TR

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SHS (fund)

2,066 managers (2,098 13F filers) reported a position in AGG shares at 2026-06-30, 1,239,605,534 shares in all. 116 filers opened a position and 105 filers sold out during the quarter.

Managers
2,066
13F filers
2,098
New
116
Added
1,029
Reduced
687
Sold out
105
Shares held by filers
1,239,605,534

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
American Capital Advisory, LLC146$14.5K0.01%-30813F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC141$14K0.01%-22613F-HRTimeline
Sterling Capital Management LLC141$13.9K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC134$13.3K0.01%-2,32513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC131$13K<0.01%+4113F-HRTimeline
ARVEST INVESTMENTS, INC.127$12.6K<0.01%+2313F-HRTimeline
Nova Wealth Management, Inc.126$12.5K0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC125$12.4K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC123$12.2K<0.01%-7913F-HRTimeline
Pacific Center for Financial Services114$11.3K<0.01%-5013F-HRTimeline
Downshift Financial, LLC102$10.1K<0.01%new13F-HRTimeline
State of Wyoming100$9.9K<0.01%013F-HRTimeline
MTM Investment Management, LLC100$9.9K<0.01%-4013F-HRTimeline
Hyposwiss Advisors SA100$9.9K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC92$9.11K<0.01%-11113F-HRTimeline
Birchwood Financial Partners, Inc.89$8.83K0.01%013F-HRTimeline
True Wealth Design, LLC89$8.81K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.89$8.78K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC87$8.61K<0.01%013F-HRTimeline
Gleason Group, Inc.87$8.61K<0.01%new13F-HRTimeline
Paladin Advisory Group, LLC84$8.31K0.01%013F-HRTimeline
NBH Bank84$8.31K<0.01%13F-HRTimeline
Lodestone Wealth Management LLC83$8.21K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC82$8.12K<0.01%+213F-HRTimeline
YANKCOM Partnership78$7.72K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC72$7.13K<0.01%-47513F-HRTimeline
Wells Financial Advisors INC72$7.13K0.07%-7013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV70$6.93K<0.01%013F-HRTimeline
Ironwood Wealth Management, LLC.60$5.94K<0.01%-5713F-HRTimeline
VALLEY NATIONAL ADVISERS INC59$5.84K<0.01%-20013F-HRTimeline
Versant Capital Management, Inc59$5.84K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC58$5.74K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC54$5.34K<0.01%-2,13613F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC50$4.95K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC41$4.06K<0.01%-113F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV48$4K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners45$4K<0.01%013F-HRTimeline
EPG Wealth Management LLC40$3.98K<0.01%013F-HRTimeline
Sankala Group LLC36$3.5K<0.01%013F-HRTimeline
REAP Financial Group, LLC34$3.37K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH30$2.97K<0.01%013F-HRTimeline
First Pacific Financial29$2.83K<0.01%+113F-HRTimeline
Strategic Advocates LLC28$2.77K0.01%+2213F-HRTimeline
Front Row Advisors LLC27$2.63K<0.01%013F-HRTimeline
Timbuktu Capital Management, LLC26$2.57K<0.01%13F-HRTimeline
Dynamic Wealth Strategies, LLC25$2.48K<0.01%013F-HRTimeline
Gould Capital, LLC25$2.48K<0.01%013F-HRTimeline
Burk Holdings LLC25$2.48K<0.01%new13F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC22$2.18K<0.01%013F-HRTimeline
WPG Advisers, LLC19$1.88K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.19$1.87K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC18$1.78K<0.01%013F-HRTimeline
Glassman Wealth Services16$1.58K<0.01%013F-HRTimeline
Core Capital Management & Research, inc.15$1.46K<0.01%13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…13$1.29K<0.01%new13F-HRTimelineGroup
Napier Financial, LLC13$1.29K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.12$1.19K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC12$1.19K<0.01%013F-HRTimeline
ATWOOD & PALMER INC10$990<0.01%013F-HRTimeline
GE INVESTMENT MANAGEMENT CORP.10$990<0.01%013F-HRTimeline
Noble Wealth Management PBC8$792<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …7$693<0.01%13F-HRTimelineGroup
Kilter Group LLC4$396<0.01%+213F-HRTimeline
Longview Financial Advisors LLC3$297<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC2$198<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1$81<0.01%013F-HRTimeline