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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
Sachetta, LLC165$16.4K0.01%new13F-HRTimeline
Pacific Center for Financial Services164$16.3K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…162$16.1K0.01%-413F-HRTimeline
Legacy Bridge, LLC158$15.7K0.01%+13313F-HRTimeline
BARRETT & COMPANY, INC.153$15.2K0.01%013F-HRTimeline
Wells Financial Advisors INC142$14.1K0.06%-1,25513F-HRTimeline
Sterling Capital Management LLC141$14K<0.01%013F-HRTimeline
MTM Investment Management, LLC140$13.9K<0.01%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC139$13.8K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.126$12.5K0.01%new13F-HRTimeline
Ironwood Wealth Management, LLC.117$11.6K<0.01%-913F-HRTimeline
SITTNER & NELSON, LLC117$11.6K<0.01%013F-HRTimeline
Quent Capital, LLC114$11.3K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp109$10.8K0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.104$10.3K<0.01%-6,38613F-HRTimeline
State of Wyoming100$9.93K<0.01%013F-HRTimeline
Hyposwiss Advisors SA100$9.93K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC90$8.93K<0.01%-22213F-HRTimeline
True Wealth Design, LLC89$8.84K<0.01%-52113F-HRTimeline
Washington Trust Advisors, Inc.89$8.81K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.89$8.8K0.01%+113F-HRTimeline
Pillar Financial Advisors, LLC87$8.64K0.01%-3113F-HRTimeline
Paladin Advisory Group, LLC84$8.34K0.01%-12113F-HRTimeline
2UniFi Bank84$8.34K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC83$8.24K<0.01%013F-HR/ATimeline
Quaker Wealth Management, LLC80$7.94K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.79$7.84K<0.01%new13F-HRTimeline
YANKCOM Partnership78$7.74K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV70$6.95K<0.01%+1813F-HRTimeline
Versant Capital Management, Inc59$5.86K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC58$5.76K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC55$5.46K<0.01%-11,68713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC42$4.17K<0.01%-50,99113F-HRTimelineGroup
LM Advisors LLC413$4.16K0.07%-1213F-HRTimeline
Coston, McIsaac & Partners45$4K<0.01%013F-HRTimeline
EPG Wealth Management LLC40$3.95K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC38$3.77K<0.01%new13F-HRTimeline
Sankala Group LLC36$3.55K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH30$2.98K<0.01%-5,81513F-HRTimeline
First Pacific Financial28$2.81K<0.01%013F-HRTimeline
Front Row Advisors LLC27$2.68K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC25$2.48K<0.01%013F-HRTimeline
Gould Capital, LLC25$2.48K<0.01%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC22$2.18K<0.01%013F-HRTimeline
Clark Wealth Partners19$1.89K<0.01%new13F-HRTimeline
WPG Advisers, LLC19$1.89K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.19$1.85K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC18$1.79K<0.01%013F-HRTimeline
Glassman Wealth Services16$1.59K<0.01%-40513F-HRTimeline
Prestige Wealth Management Group LLC14$1.39K<0.01%013F-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$993<0.01%new13F-HRTimeline
GE INVESTMENT MANAGEMENT CORP.10$993<0.01%013F-HRTimeline
Noble Wealth Management PBC8$794<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …7$695<0.01%new13F-HRTimelineGroup
Strategic Advocates LLC6$596<0.01%-113F-HRTimeline
Mosley Wealth Management5$498<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates4$414<0.01%013F-HRTimeline
Longview Financial Advisors LLC3$298<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC2$199<0.01%013F-HRTimeline
Kilter Group LLC2$199<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1$81<0.01%013F-HRTimeline
Scarborough Advisors, LLC0$29<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,386,722$518K+1,367,69313F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.