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Disclosery

AGG ISHARES TR

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SHS (fund)

1,921 managers (1,942 13F filers) reported a position in AGG shares at 2024-12-31, 1,118,018,928 shares in all. 123 filers opened a position and 117 filers sold out during the quarter.

Managers
1,921
13F filers
1,942
New
123
Added
894
Reduced
577
Sold out
117
Shares held by filers
1,118,018,928

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
First Business Financial Services, Inc.416,621$40.4M3.99%+5,34613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding415,784$40.3M+2,919Timeline
World Investment Advisors412,867$40M1.1%+96,51513F-HRTimeline
BOKF, NAin group BOKF, NA412,309$39.6M0.67%+79,54813F-HRTimelineGroup
Twele Capital Management, Inc.406,622$39.4M8.35%+19,15413F-HRTimeline
Gridiron Partners, LLC406,537$39.4M24.95%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding406,350$39.4M+37,916Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.407,941$39.4M0.07%-1,37213F-HRTimelineGroup
Bristlecone Advisors, LLC404,854$39.2M3.06%+16,04013F-HRTimeline
Full Sail Capital, LLC404,248$39.2M2.5%+110,70613F-HRTimeline
Bricktown Capital, LLC403,860$39.1M8.17%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…402,457$39M0.1%+233,77513F-HRTimelineGroup
Keel Point, LLC396,440$38.4M3.08%+19,47713F-HRTimeline
Tandem Wealth Advisors LLC394,544$38.2M19.51%+29,60913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…393,796$38.2M6.29%+5,28413F-HRTimeline
Legacy Financial Strategies, LLC393,301$38.1M8.21%+7,40913F-HRTimeline
Single Point Partners, LLC400,127$37.4M8.62%new13F-HRTimeline
Walker Financial Services, Inc.385,225$37.3M21.7%+85,83013F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding384,014$37.2M+187,483Timeline
Allworth Financial LP380,625$36.9M0.2%+47,39913F-HRTimeline
Verger Capital Management LLC380,621$36.9M18.38%+3,74013F-HRTimeline
DB Fitzpatrick & Co, Inc380,417$36.9M33.88%+18,48513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC378,602$36.7M1.03%+123,23913F-HRTimeline
Robertson Stephens Wealth Management, L…374,094$36.2M1.29%+92,85113F-HRTimeline
Towercrest Capital Management372,192$36.1M5.83%+28,75013F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO369,925$35.8M1.43%+304,92513F-HRTimeline
MATHER GROUP, LLC.366,808$35.5M0.46%+143,50513F-HRTimeline
Abound Wealth Management365,499$35.4M11.36%+25,67013F-HRTimeline
Cornerstone Management, Inc.364,801$35.3M6.84%+34,14413F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding364,199$35.3M+11,012Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…356,965$34.6M0.05%+260,24513F-HRTimelineGroup
Fort Point Capital Partners LLC354,025$34.3M3.84%+33,76613F-HRTimeline
Tanager Wealth Management LLP346,208$33.5M4.35%+178,34713F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC344,400$33.4M11.51%new13F-HRTimeline
Cresset Asset Management, LLC344,351$33.4M0.16%+163,19013F-HRTimeline
Passaic Partners LLC342,634$33.2M4.82%+49,22913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…341,795$33.1M5.62%+14,37413F-HRTimeline
Black Diamond Financial, LLC340,356$33M4.94%+116,00513F-HRTimeline
Arax Advisory Partners340,028$32.9M2.07%+13,32113F-HRTimeline
Vantage Financial Partners, LLC337,830$32.7M8.19%-98,17813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC336,539$32.6M2.33%-38,92513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management333,654$32.3M1%-5,90213F-HRTimelineGroup
SYON CAPITAL LLC330,521$32M2.88%+77,98213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC328,774$31.9M1.67%+34,08113F-HRTimeline
Koss-Olinger Consulting, LLC327,225$31.7M2.78%+31,59513F-HRTimeline
NEOS Investment Management LLC325,734$31.6M0.74%+126,93513F-HRTimeline
Clearstead Advisors, LLC324,667$31.5M0.48%+186,40713F-HRTimeline
First Washington CORP324,319$31.4M11.11%+221,46913F-HRTimeline
Geller Advisors LLC321,417$31.1M2.05%+3,09313F-HRTimeline
Atria Wealth Solutions, Inc.321,104$31.1M0.34%-195,28113F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.320,587$31.1M19.53%-14,06813F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC319,909$31M2.03%-7,90613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…313,109$30.3M0.68%+5,54013F-HRTimelineGroup
Bremer Bank National Association311,941$30.2M5.98%+3,18813F-HRTimeline
LVZ, Inc.311,825$30.2M3.87%+16,41613F-HRTimeline
Composition Wealth, LLC308,583$29.9M0.61%+28,79013F-HRTimeline
Legacy Private Trust Co.307,615$29.8M1.95%-7,27813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS306,457$29.7M1.12%+29,48013F-HRTimelineGroup
DT Investment Partners, LLC305,116$29.6M2.5%+1,66913F-HRTimeline
Grey Fox Wealth Advisors, LLC304,648$29.5M8.09%+27,21313F-HRTimeline
MAI Capital Management304,507$29.5M0.22%new13F-HRTimeline
UNITED BANK303,720$29.4M3.51%+36,89613F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC303,403$29.4M5.08%+7,75513F-HRTimeline
Shakespeare Wealth Management, LLC300,828$29.2M7.86%+6,78013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK297,232$28.8M0.93%-1,92513F-HRTimelineGroup
Dakota Wealth Management290,612$28.2M0.65%-16,33613F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA289,519$28.1M0.05%-11,57313F-HR/ATimelineGroup
HANCOCK WHITNEY CORP287,500$27.9M0.88%+36,79413F-HRTimeline
Parallel Advisors, LLC287,401$27.8M0.63%-2,26013F-HRTimeline
Arbor Investment Advisors, LLC287,067$27.8M3.92%+20,04613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP286,552$27.8M0.2%+10,47013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC286,114$27.7M2.18%-86,16013F-HRTimeline
GP Brinson Investments LLC280,650$27.2M11.22%013F-HRTimeline
Smithfield Trust Co280,570$27.2M1.35%+1,88213F-HRTimeline
TD Capital Management LLC278,685$27M2.74%-13,77013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers277,942$26.9M0.05%+194,99913F-HRTimelineGroup
First Bank & Trust277,751$26.9M5.17%+11,26913F-HRTimeline
Transform Wealth, LLC276,787$26.8M1.49%+24,05213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…276,746$26.8M1.39%+27,45113F-HRTimeline
Richard Bernstein Advisors LLC276,323$26.8M0.61%+268,34913F-HRTimeline
Fort Henry Capital, LLC273,798$26.5M18.98%-1,15813F-HRTimeline
Enterprise Bank & Trust Co273,495$26.5M8.72%+7,31213F-HRTimeline
CONNABLE OFFICE INC273,078$26.5M2.74%-28,74213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC272,423$26.4M2.38%-29,96513F-HRTimeline
Wealthspire Advisors, LLC271,896$26.3M0.26%-6,56413F-HRTimeline
UNIQUE WEALTH, LLC271,488$26.3M5.48%+49,81413F-HRTimeline
Greenspring Advisors, LLC270,044$26.2M5.71%+34,41013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.267,241$25.9M2.77%+4,09613F-HRTimeline
Horizon Investments, LLC267,972$25.9M0.74%-27,55513F-HRTimeline
Parkside Advisors LLC264,795$25.7M6.05%+6,05613F-HRTimeline
Hudson Capital Management LLC262,841$25.5M7.91%+1,30813F-HRTimeline
Chaney Capital Management, Inc.262,503$25.4M12.04%new13F-HRTimeline
NEPC LLC262,471$25.4M0.68%-132,94213F-HRTimeline
AdvisorNet Financial, Inc262,108$25.4M2.13%+57,36513F-HRTimeline
Galvin, Gaustad & Stein, LLC259,917$25.2M2.26%+7,67113F-HRTimeline
Waverly Advisors, LLC259,386$25.1M0.39%+126,00713F-HRTimeline
Archvest Wealth Advisors, Inc.249,629$24.2M17.53%-144,24413F-HRTimeline
Boyd Wealth Management, LLC247,471$24M11.82%+98,06713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…247,097$24M1.36%+12,12713F-HRTimeline
Perigon Wealth Management, LLC247,246$24M0.59%-43,46413F-HRTimeline
Eley Financial Management, Inc247,206$24M9.33%+8,58813F-HRTimeline
CHEMUNG CANAL TRUST CO244,548$23.7M4.94%+80,61713F-HRTimeline
Financial Designs Corp242,049$23.5M15.45%+35513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding241,501$23.4M+16,463Timeline
Golden State Wealth Management, LLC241,271$23.4M3.5%13F-HRTimeline
Heartwood Wealth Advisors LLC239,198$23.2M2.61%+41013F-HRTimeline
Lineweaver Wealth Advisors, LLC236,606$22.9M4.24%-121,53713F-HRTimeline
Summit Wealth Partners, LLC235,825$22.9M4.69%+2,67213F-HRTimeline
Visionary Wealth Advisors235,797$22.8M1.34%+3,57213F-HRTimeline
Matrix Trust Co234,965$22.8M3.96%-4,44513F-HRTimeline
Advisory Services Network, LLC234,630$22.7M0.42%+6,87813F-HRTimeline
Berger Financial Group, Inc233,885$22.7M1.57%-6,65213F-HRTimeline
Marcum Wealth, LLC229,041$22.2M1.92%+63,43613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC227,385$22M0.03%+30,43913F-HRTimelineGroup
Octavia Wealth Advisors, LLC226,441$21.9M2.66%+13,40713F-HRTimeline
BayBridge Capital Group, LLC226,327$21.9M15.92%-4,70213F-HRTimeline
Snider Financial Group225,803$21.9M6.78%+16,49513F-HRTimeline
Souders Financial Advisors225,706$21.9M3.05%+3,31713F-HRTimeline
TCI Wealth Advisors, Inc.224,910$21.8M1.82%+8,06213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…224,377$21.7M0.94%+8,75013F-HRTimeline
iA Global Asset Management Inc.223,990$21.7M0.38%013F-HRTimeline
Pure Financial Advisors, LLC223,935$21.7M0.49%+62,51613F-HRTimeline
BANK OF HAWAII223,621$21.7M1.2%+4,75113F-HRTimeline
CULTIVAR CAPITAL, INC.222,124$21.5M18.84%+4,90613F-HRTimeline
Lutz Financial Services LLC222,044$21.5M1.74%+11,34913F-HRTimeline
Onyx Bridge Wealth Group LLC221,021$21.4M3.08%+12,40413F-HRTimeline
SBI Securities Co., Ltd.220,347$21.4M0.66%13F-HRTimeline
Vestmark Advisory Solutions, Inc.218,671$21.2M0.73%+33,71913F-HRTimeline
Compound Planning, Inc.218,013$21.1M1.07%+20,55413F-HRTimeline
Aveo Capital Partners, LLC216,499$21M2.3%+1,86913F-HRTimeline
Ameliora Wealth Management Ltd.215,660$20.9M7.84%+69213F-HRTimeline
Bowman & Co S.C.212,328$20.6M10.63%+2,96913F-HRTimeline
Farther Finance Advisors, LLC212,263$20.6M0.74%+132,59713F-HRTimeline
Main Street Financial Solutions, LLC209,964$20.3M2.01%+10,54913F-HRTimeline
SCOTIA CAPITAL INC.208,687$20.2M0.11%-64,48713F-HRTimeline
CHOREO, LLC208,544$20.2M0.29%+47,11013F-HRTimeline
WRAPMANAGER INC207,022$20.1M5.13%+8,22213F-HRTimeline
Valmark Advisers, Inc.206,284$20M0.31%-1,54913F-HRTimeline
OLD MISSION CAPITAL LLC205,739$19.9M0.46%new13F-HRTimeline
Modera Wealth Management, LLC202,086$19.6M0.24%-31513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC201,553$19.5M1.47%+1,71713F-HRTimelineGroup
Hudock, Inc.200,683$19.4M3.4%-4,28813F-HRTimeline
CWA Asset Management Group, LLC200,418$19.4M0.98%+11,64513F-HRTimeline
Pinnacle Financial Partners Inc197,065$19.2M0.39%+4,58913F-HRTimeline
CENTRAL BANK & TRUST CO195,726$19M2.87%-24,93613F-HRTimeline
SCS Capital Management LLC195,440$18.9M0.39%+161,83413F-HRTimeline
Verdence Capital Advisors LLC194,716$18.9M1.52%+10,89013F-HRTimeline
Ted Buchan & Co193,780$18.8M8.87%+5,23313F-HRTimeline
BALLAST ADVISORS LLC193,520$18.8M5.78%+7,94813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…192,633$18.7M0.76%+6,65513F-HRTimelineGroup
Fiduciary Group, LLC191,071$18.5M1.86%+88,68913F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC189,144$18.3M3.45%+4,29913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…188,511$18.3M1.37%+20,32913F-HRTimeline
INTEGRITY ALLIANCE, LLC.187,543$18.2M1.97%13F-HRTimeline
Freedom Investment Management, Inc.187,319$18.2M1.51%+14,53113F-HRTimeline
REGIMEN WEALTH, LLC185,720$18M5.88%+15,18513F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…185,653$18M2.03%+20,06813F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC185,122$17.9M0.26%-15,47613F-HRTimeline
Summit Financial, LLC184,756$17.9M0.63%+3,46813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC184,263$17.9M6.82%-3,86813F-HRTimeline
Financial Engines Advisors L.L.C.183,170$17.7M0.04%-3,64013F-HRTimeline
Financial Advocates Investment Manageme…182,731$17.7M1.01%+12,29113F-HRTimeline
Permanent Capital Management, LP182,376$17.7M5.47%13F-HRTimeline
Sowell Financial Services LLC182,010$17.6M0.93%+60,16813F-HRTimeline
Sound Financial Strategies Group, LLC181,495$17.6M14.67%-12,40513F-HRTimeline
Sheridan Capital Management, LLC180,292$17.5M12.27%+6313F-HRTimeline
Buck Wealth Strategies, LLC177,669$17.2M3.58%+67,12613F-HRTimeline
Sigma Planning Corp177,651$17.2M0.54%-8,59313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC176,878$17.1M0.02%-489,58213F-HRTimelineGroup
DIVERSIFIED TRUST CO174,660$16.9M0.41%-38,69713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC174,100$16.9M0.02%new13F-HRTimeline
Silver Coast Investments LLC173,209$16.8M6.35%+1,34013F-HRTimeline
AGINCOURT CAPITAL MANAGEMENT, LLC170,360$16.5M16.53%+6,40013F-HRTimeline
IHT Wealth Management, LLC169,126$16.4M0.53%-6,73013F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC168,180$16.3M17.61%+2,57513F-HRTimeline
Alpha Financial Partners LLC167,591$16.2M12.84%new13F-HRTimeline
NewEdge Wealth, LLC167,562$16.2M0.28%+56,83613F-HRTimeline
WASHINGTON TRUST Co167,049$16.2M0.58%-10713F-HRTimeline
Sequoia Financial Advisors, LLC166,628$16.1M0.16%-13,99213F-HR/ATimeline
Cordgrass Capital Advisors, LLC165,895$16.1M4.66%+28,52513F-HRTimeline
Independent Advisor Alliance165,253$16M0.21%new13F-HRTimeline
Financial & Tax Architects, LLC164,212$15.9M4.05%+4,47913F-HRTimeline
Signal Advisors Wealth, LLC162,237$15.7M1.78%+70,91413F-HRTimeline
Prospera Financial Services Inc161,421$15.6M0.36%-6,58613F-HRTimeline
Providence First Trust Co160,978$15.6M5.87%+22,98913F-HRTimeline
Integrated Wealth Concepts LLC160,680$15.6M0.18%+51,42613F-HRTimeline
Omega Financial Group, LLC160,259$15.5M5.88%+25,32213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding159,982$15.5M+35,411Timeline
Texas Capital Bank Wealth Management Se…159,877$15.5M1.58%-5,02513F-HRTimeline
Waterloo Capital, L.P.159,407$15.4M1.63%-36,08213F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP158,926$15.4M0.01%-4,58313F-HRTimeline
WEBSTER BANK, N. A.159,114$15.4M1.66%+19,65713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC156,762$15.2M6.75%+3,50413F-HRTimeline
Florida Trust Wealth Management Co156,175$15.1M0.48%+11,31113F-HRTimeline
Chesapeake Wealth Management155,352$15.1M5.16%+9,77513F-HRTimeline
LOWE BROCKENBROUGH & CO INC154,558$15M0.96%-4,93413F-HRTimeline
Silverleafe Capital Partners, LLC154,330$15M4.75%+39,30713F-HRTimeline
Cercano Management LLC151,570$14.7M0.37%new13F-HRTimeline
NorthCrest Asset Manangement, LLC151,342$14.7M0.44%+8,54713F-HR/ATimeline
Qube Research & Technologies Ltd150,818$14.6M0.02%+60,94513F-HRTimeline