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Disclosery

AGG ISHARES TR

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SHS (fund)

1,918 managers (1,936 13F filers) reported a position in AGG shares at 2025-03-31, 1,155,228,781 shares in all. 120 filers opened a position and 116 filers sold out during the quarter.

Managers
1,918
13F filers
1,936
New
120
Added
853
Reduced
731
Sold out
116
Shares held by filers
1,155,228,781

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Full Sail Capital, LLC408,258$40.4M2.61%+4,01013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding408,251$40.4M+44,052Timeline
Gridiron Partners, LLC406,537$40.2M25.73%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.411,077$40.2M0.08%+3,13613F-HRTimelineGroup
DB Fitzpatrick & Co, Inc403,078$39.9M37.91%+22,66113F-HRTimeline
Private Advisor Group, LLC401,172$39.7M0.24%-30,88313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC400,985$39.7M1.09%+22,38313F-HRTimeline
Prosperity Consulting Group, LLC397,767$39.3M3.04%-47,85513F-HRTimeline
Legacy Financial Strategies, LLC397,134$39.3M8.57%+3,83313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.396,742$39.2M0.37%-33,31213F-HRTimelineGroup
Tandem Wealth Advisors LLC395,718$39.1M20.47%+1,17413F-HRTimeline
Twele Capital Management, Inc.395,511$39.1M8.3%-11,11113F-HRTimeline
Arbor Investment Advisors, LLC395,057$39.1M5.34%+107,99013F-HRTimeline
Single Point Partners, LLC405,452$38.7M9.09%+5,32513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding389,694$38.5M-26,090Timeline
Abound Wealth Management388,788$38.5M12.84%+23,28913F-HRTimeline
First Washington CORP383,767$38M13.33%+59,44813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…381,723$37.8M6.83%-12,07313F-HRTimeline
First Business Financial Services, Inc.379,765$37.6M3.69%-36,85613F-HRTimeline
Fort Point Capital Partners LLC378,114$37.4M4.18%+24,08913F-HRTimeline
Robertson Stephens Wealth Management, L…377,680$37.4M1.4%+3,58613F-HRTimeline
Prentice Wealth Management LLC377,678$37.4M10.79%-69,87913F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC377,567$37.3M2.7%+41,02813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC375,968$37.2M1.6%+174,41513F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA375,543$37.1M0.08%+86,02413F-HR/ATimelineGroup
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO369,925$36.6M1.49%013F-HRTimeline
eCIO, Inc.369,352$36.5M12.22%13F-HRTimeline
Cornerstone Management, Inc.368,715$36.5M6.83%+3,91413F-HRTimeline
Arax Advisory Partners366,560$36.3M2.33%+26,53213F-HRTimeline
Black Diamond Financial, LLC365,143$36.1M5.42%+24,78713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding364,682$36.1M-41,668Timeline
Boyd Wealth Management, LLC364,543$36.1M17.97%+117,07213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS363,229$35.9M1.46%+56,77213F-HRTimelineGroup
Provenance Wealth Advisors, LLC358,079$35.4M5.09%-211,85213F-HRTimeline
FIRST MERCHANTS CORP350,506$34.7M1.38%-258,40313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…345,880$34.2M5.99%+4,08513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…345,716$34.2M0.74%+32,60713F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC345,612$34.2M2.14%+25,70313F-HRTimelineGroup
Tanager Wealth Management LLP345,050$34.1M4.44%-1,15813F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC344,400$34.1M13.68%013F-HRTimeline
Koss-Olinger Consulting, LLC344,207$34M2.87%+16,98213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC339,119$33.5M1.76%+10,34513F-HRTimeline
BOKF, NAin group BOKF, NA337,198$33.4M0.59%-75,11113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management335,232$33.2M1.06%+1,57813F-HRTimelineGroup
Marquette Asset Management, LLC332,778$32.9M5.8%-87,31813F-HRTimeline
LVZ, Inc.330,172$32.7M4.29%+18,34713F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.327,246$32.4M19.88%+6,65913F-HRTimeline
MAI Capital Management325,521$32.2M0.24%+21,01413F-HRTimeline
Transform Wealth, LLC318,010$31.5M1.91%+41,22313F-HRTimeline
Bremer Bank National Association314,328$31.1M5.54%+2,38713F-HRTimeline
Composition Wealth, LLC313,962$31.1M0.62%+5,37913F-HRTimeline
Vestmark Advisory Solutions, Inc.313,233$31M0.8%+94,56213F-HRTimeline
UNITED BANK312,923$31M3.94%+9,20313F-HRTimeline
Towercrest Capital Management312,686$30.9M5.88%-59,50613F-HRTimeline
Man Group plcin group Man Group plc312,313$30.9M0.09%+275,16313F-HRTimelineGroup
Smithfield Trust Co310,074$30.7M1.54%+29,50413F-HRTimeline
Shakespeare Wealth Management, LLC306,737$30.3M8.12%+5,90913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC302,257$29.9M5.22%-1,14613F-HRTimeline
ETF Portfolio Partners, Inc.299,312$29.6M8.91%-127,95213F-HRTimeline
Waverly Advisors, LLC297,119$29.4M0.36%+37,73313F-HRTimeline
Dakota Wealth Management295,123$29.2M0.68%+4,51113F-HRTimeline
Passaic Partners LLC294,998$29.2M4.42%-47,63613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…293,823$29.1M1.54%+17,07713F-HRTimeline
Legacy Private Trust Co.292,027$28.9M1.99%-15,58813F-HRTimeline
AdvisorNet Financial, Inc290,810$28.8M2.14%+28,70213F-HRTimeline
Grey Fox Wealth Advisors, LLC288,986$28.6M7.63%-15,66213F-HRTimeline
UNIQUE WEALTH, LLC288,568$28.5M5.39%+17,08013F-HRTimeline
CONNABLE OFFICE INC281,151$27.8M2.96%+8,07313F-HRTimeline
GP Brinson Investments LLC280,650$27.8M12.17%013F-HRTimeline
HANCOCK WHITNEY CORP279,342$27.6M0.9%-8,15813F-HRTimeline
Atria Wealth Solutions, Inc.277,775$27.5M0.33%-43,32913F-HRTimeline
TD Capital Management LLC277,185$27.4M2.78%-1,50013F-HRTimeline
First Bank & Trust276,786$27.4M5.3%-96513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC276,715$27.4M2.12%-9,39913F-HRTimeline
INTEGRITY ALLIANCE, LLC.276,575$27.4M1.08%+89,03213F-HRTimeline
SCOTIA CAPITAL INC.276,473$27.3M0.15%+67,78613F-HRTimeline
Fort Henry Capital, LLC275,387$27.2M19.56%+1,58913F-HRTimeline
Sanctuary Advisors, LLC274,906$27.2M0.19%-294,78113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC272,480$26.9M2.28%+5713F-HRTimeline
Greenspring Advisors, LLC269,270$26.6M6.32%-77413F-HRTimeline
Parkside Advisors LLC268,184$26.5M6.39%+3,38913F-HRTimeline
Perigon Wealth Management, LLC267,680$26.5M0.68%+20,43413F-HRTimeline
Hudson Capital Management LLC267,341$26.4M8.06%+4,50013F-HRTimeline
Cresset Asset Management, LLC266,016$26.3M0.13%-78,33513F-HRTimeline
World Investment Advisors266,010$26.3M0.68%-146,85713F-HRTimeline
Galvin, Gaustad & Stein, LLC265,336$26.2M2.35%+5,41913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…262,166$25.9M0.06%-140,29113F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC258,580$25.6M4.36%+21,97413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.257,049$25.4M2.73%-10,19213F-HRTimeline
Heartwood Wealth Advisors LLC255,734$25.3M2.89%+16,53613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP254,101$25.1M0.19%-32,45113F-HRTimelineGroup
Mutual Advisors, LLC253,365$25M0.72%+142,39913F-HRTimeline
Eley Financial Management, Inc250,459$24.8M9.93%+3,25313F-HRTimeline
DT Investment Partners, LLC250,457$24.8M2.39%-54,65913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding248,396$24.6M+6,895Timeline
Horizon Investments, LLC249,849$24.6M0.73%-18,12313F-HRTimeline
Parallel Advisors, LLC247,405$24.5M0.55%-39,99613F-HRTimeline
Summit Financial, LLC247,123$24.4M0.69%+62,36713F-HRTimeline
Golden State Wealth Management, LLC246,826$24.4M3.63%+5,55513F-HR/ATimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…245,112$24.2M1.13%+20,73513F-HRTimeline
Elm Partners Management LLC244,289$24.2M1.25%-198,85813F-HR/ATimeline
Octavia Wealth Advisors, LLC244,224$24.2M2.93%+17,78313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC243,979$24.1M0.51%+133,90813F-HRTimeline
BayBridge Capital Group, LLC243,726$24.1M17.34%+17,39913F-HRTimeline
Signal Advisors Wealth, LLC241,844$23.9M2.34%+79,60713F-HRTimeline
Foguth Wealth Management, LLC.240,960$23.8M5.78%+138,97113F-HRTimeline
WRAPMANAGER INC240,056$23.7M6.24%+33,03413F-HRTimeline
Financial Designs Corp239,852$23.7M16.52%-2,19713F-HRTimeline
BANK OF HAWAII238,850$23.6M1.36%+15,22913F-HRTimeline
Atlatl Advisers LLC238,018$23.5M15.3%new13F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC237,051$23.4M0.26%+45,04413F-HRTimelineGroup
Marcum Wealth, LLC236,340$23.4M2.02%+7,29913F-HRTimeline
SBI Securities Co., Ltd.235,753$23.3M0.78%+15,40613F-HRTimeline
Matrix Trust Co235,519$23.3M3.93%+55413F-HRTimeline
Pure Financial Advisors, LLC235,331$23.3M0.49%+11,39613F-HRTimeline
Summit Wealth Partners, LLC234,999$23.2M4.72%-82613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…234,147$23.2M0.56%-576,72413F-HRTimelineGroup
Visionary Wealth Advisors233,919$23.1M1.39%-1,87813F-HRTimeline
NewEdge Wealth, LLC233,907$23.1M0.42%+66,34513F-HRTimeline
Advisory Services Network, LLC233,818$23.1M0.44%-81213F-HRTimeline
Gotham Asset Management, LLC232,512$23M0.19%+200,31113F-HRTimeline
Fiduciary Group, LLC231,128$22.9M2.29%+40,05713F-HRTimeline
Pinnacle Financial Partners Inc230,007$22.7M0.46%+32,94213F-HRTimeline
CWA Asset Management Group, LLC229,084$22.7M1.09%+28,66613F-HRTimeline
CHEMUNG CANAL TRUST CO228,687$22.6M4.97%-15,86113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…228,331$22.6M0.93%+35,69813F-HRTimelineGroup
CULTIVAR CAPITAL, INC.228,064$22.6M18.15%+5,94013F-HRTimeline
SYON CAPITAL LLC225,936$22.3M1.82%-104,58513F-HRTimeline
TCI Wealth Advisors, Inc.224,285$22.2M1.78%-62513F-HRTimeline
Snider Financial Group223,862$22.1M7.2%-1,94113F-HRTimeline
Ameliora Wealth Management Ltd.222,572$22M8.28%+6,91213F-HRTimeline
Clearstead Advisors, LLC222,281$22M0.34%-102,38613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/221,535$21.9M0.03%-318,76613F-HRTimelineGroup
Onyx Bridge Wealth Group LLC219,264$21.7M3.11%-1,75713F-HRTimeline
Vantage Financial Partners, LLC218,669$21.6M5.38%-119,16113F-HRTimeline
Verdence Capital Advisors LLC218,011$21.6M1.65%+23,29513F-HRTimeline
Lutz Financial Services LLC217,103$21.5M1.76%-4,94113F-HRTimeline
Valmark Advisers, Inc.216,408$21.4M0.32%+10,12413F-HRTimeline
Main Street Financial Solutions, LLC214,528$21.2M1.84%+4,56413F-HRTimeline
Berger Financial Group, Inc214,048$21.2M1.47%-19,83713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK213,529$21.1M3.08%-83,70313F-HR/ATimelineGroup
Hudock, Inc.212,262$21M3.67%+11,57913F-HRTimeline
Fund Evaluation Group, LLC211,140$20.9M0.9%+140,57613F-HRTimeline
Integrated Wealth Concepts LLC208,072$20.6M0.24%+47,39213F-HRTimeline
Sowell Financial Services LLC207,723$20.5M0.94%+25,71313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC207,619$20.5M0.03%-19,76613F-HRTimelineGroup
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…207,265$20.5M2.28%+21,61213F-HRTimelineGroup
Garde Capital, Inc.205,205$20.3M1.16%new13F-HRTimeline
Farther Finance Advisors, LLC204,509$20.2M0.52%-7,75413F-HRTimeline
Compound Planning, Inc.203,427$20.1M0.92%-14,58613F-HRTimeline
Modera Wealth Management, LLC201,886$20M0.27%-20013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC198,321$19.6M3.61%+9,17713F-HRTimeline
Souders Financial Advisors193,925$19.2M2.68%-31,78113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…193,703$19.2M1.44%+5,19213F-HRTimeline
Ted Buchan & Co192,777$19.1M9.02%-1,00313F-HRTimeline
Freedom Investment Management, Inc.192,666$19.1M1.6%+5,34713F-HRTimeline
BALLAST ADVISORS LLC191,183$18.9M6.03%-2,33713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC190,004$18.8M7.3%+5,74113F-HRTimeline
REGIMEN WEALTH, LLC186,965$18.5M5.95%+1,24513F-HRTimeline
NorthCrest Asset Manangement, LLC184,813$18.3M0.55%+33,47113F-HRTimeline
Permanent Capital Management, LP184,503$18.3M5.23%+2,12713F-HRTimeline
Sheridan Capital Management, LLC181,116$17.9M13.05%+82413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding181,025$17.9M+21,043Timeline
Strategic Financial Partners, Ltd.179,124$17.7M9.33%+65,14213F-HRTimeline
DIVERSIFIED TRUST CO179,104$17.7M0.44%+4,44413F-HRTimeline
Sigma Planning Corp178,494$17.7M0.56%+84313F-HRTimeline
ELEVATUS WELATH MANAGEMENT176,878$17.5M9.92%+100,75613F-HRTimeline
LOWE BROCKENBROUGH & CO INC175,675$17.4M1.14%+21,11713F-HRTimeline
KELLY FINANCIAL GROUP LLC175,498$17.4M5.43%+35,02813F-HRTimeline
Genus Capital Management Inc.174,270$17.2M2.5%new13F-HRTimeline
GWN SECURITIES INC.176,994$17.2M0.97%+173,63313F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC173,527$17.2M7.79%+16,76513F-HRTimeline
SCS Capital Management LLC172,786$17.1M0.22%-22,65413F-HR/ATimeline
Financial Advocates Investment Manageme…171,765$17M1.19%-10,96613F-HRTimeline
CHOREO, LLC171,119$16.9M0.26%-37,42513F-HRTimeline
Waterloo Capital, L.P.170,452$16.9M1.57%+11,04513F-HRTimeline
Cordgrass Capital Advisors, LLC169,627$16.8M4.8%+3,73213F-HRTimeline
Silver Coast Investments LLC169,545$16.8M6.36%-3,66413F-HRTimeline
EARNED WEALTH ADVISORS, LLC168,628$16.7M3.66%new13F-HRTimeline
Omega Financial Group, LLC168,444$16.7M6.4%+8,18513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC167,754$16.6M6.63%+38,19613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC167,339$16.6M0.24%-17,78313F-HRTimeline
Financial Engines Advisors L.L.C.167,236$16.5M0.04%-15,93413F-HRTimeline
INSIGHT 2811, INC.166,216$16.4M8.35%+22,10413F-HRTimeline
Texas Capital Bank Wealth Management Se…165,182$16.3M1.65%+5,30513F-HRTimeline
Qube Research & Technologies Ltd165,100$16.3M0.03%+14,28213F-HRTimeline
WASHINGTON TRUST Co164,959$16.3M0.63%-2,09013F-HRTimeline
High Note Wealth, LLC163,812$16.2M4.01%+80,26913F-HRTimeline
Joel Adams & Associates, Inc.162,951$16.1M14.5%+12,51213F-HRTimeline
Florida Trust Wealth Management Co161,848$16M0.52%+5,67313F-HRTimeline
Alpha Financial Partners LLC161,633$16M12.83%-5,95813F-HRTimeline
EIGHT 31 FINANCIAL, LLC161,265$16M10.21%+142,60313F-HRTimeline
Chesapeake Wealth Management161,256$16M5.69%+5,90413F-HRTimeline
Sequoia Financial Advisors, LLC159,780$15.8M0.12%-6,84813F-HRTimeline
Foundations Investment Advisors, LLC158,877$15.7M0.29%+143,08313F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP158,926$15.7M0.02%013F-HRTimeline
Silverleafe Capital Partners, LLC156,393$15.5M5.32%+2,06313F-HRTimeline
Ally Invest Advisors Inc.154,892$15.3M1.31%+12,16913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…154,452$15.3M0.03%-202,51313F-HRTimelineGroup
WEBSTER BANK, N. A.154,317$15.3M1.68%-4,79713F-HRTimeline