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Disclosery

AGG ISHARES TR

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SHS (fund)

1,891 managers (1,913 13F filers) reported a position in AGG shares at 2025-06-30, 1,209,488,820 shares in all. 92 filers opened a position and 110 filers sold out during the quarter.

Managers
1,891
13F filers
1,913
New
92
Added
851
Reduced
743
Sold out
110
Shares held by filers
1,209,488,820

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Gridiron Partners, LLC425,625$42.2M26.2%+19,08813F-HRTimeline
VICUS CAPITAL423,355$42M3.49%+5,58613F-HRTimeline
Keel Point, LLC420,922$41.8M2.76%+6,04513F-HRTimeline
MTC Wealth Management LLC418,264$41.5M19.94%-13,68213F-HRTimeline
NorthCoast Asset Management LLC417,263$41.4M0.18%+305,14513F-HRTimeline
Twele Capital Management, Inc.416,153$41.3M8.19%+20,64213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC414,305$41.1M1.01%+13,32013F-HRTimeline
AMARILLO NATIONAL BANK412,232$40.9M7.6%-97,83213F-HRTimeline
DB Fitzpatrick & Co, Inc411,337$40.8M36.2%+8,25913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC411,008$40.8M1.59%+35,04013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.409,417$40.6M0.07%-1,66013F-HRTimelineGroup
Passaic Partners LLC408,903$40.6M4.91%+113,90513F-HRTimeline
Abound Wealth Management405,627$40.2M11.37%+16,83913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.403,906$40.1M0.33%+7,16413F-HRTimelineGroup
CONNABLE OFFICE INC401,098$39.8M3.94%+119,94713F-HRTimeline
Single Point Partners, LLC414,026$39.7M8.68%+8,57413F-HRTimeline
Legacy Financial Strategies, LLC399,164$39.6M7.77%+2,03013F-HRTimeline
Arbor Investment Advisors, LLC399,132$39.6M5.07%+4,07513F-HRTimeline
Summit Trail Advisors, LLC397,534$39.4M0.68%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…391,858$38.9M6.37%+10,13513F-HRTimeline
Fort Point Capital Partners LLC390,114$38.7M3.88%+12,00013F-HRTimeline
Bristlecone Advisors, LLC389,736$38.7M3.25%-24,24713F-HRTimeline
Arax Advisory Partners382,859$38.4M1.77%+16,29913F-HRTimeline
Robertson Stephens Wealth Management, L…385,184$38.2M1.32%+7,50413F-HRTimeline
First Washington CORP383,767$38.1M12.27%013F-HRTimeline
Global Retirement Partners, LLC383,088$38M0.94%13F-HRTimeline
RHUMBLINE ADVISERS382,337$37.9M0.03%-163,76113F-HRTimeline
eCIO, Inc.381,936$37.9M15.98%+12,58413F-HRTimeline
BRAVE ASSET MANAGEMENT INC379,283$37.6M10.25%new13F-HRTimeline
Prosperity Consulting Group, LLC378,434$37.5M2.74%-19,33313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC377,482$37.4M2.53%-8513F-HRTimeline
Tandem Wealth Advisors LLC374,285$37.1M18.36%-21,43313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC373,265$37M1.75%+34,14613F-HRTimeline
Financial Engines Advisors L.L.C.370,441$36.7M0.07%+203,20513F-HRTimeline
Cornerstone Management, Inc.369,384$36.6M6.37%+66913F-HRTimeline
Provenance Wealth Advisors, LLC365,986$36.3M5.22%+7,90713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding364,572$36.2M-25,122Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS361,547$35.9M1.33%-1,68213F-HRTimelineGroup
Pinnacle Financial Partners Inc361,007$35.8M0.75%+131,00013F-HRTimeline
Composition Wealth, LLC358,901$35.6M0.6%+44,93913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…358,649$35.6M5.7%+12,76913F-HRTimeline
First Business Financial Services, Inc.356,904$35.4M3.19%-22,86113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…356,438$35.4M0.08%-558,71213F-HR/ATimelineGroup
Gotham Asset Management, LLC354,774$35.2M0.21%+122,26213F-HRTimeline
MAI Capital Management353,400$35.1M0.24%+27,87913F-HRTimeline
Boyd Wealth Management, LLC351,574$34.9M15.1%-12,96913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding351,522$34.9M-13,160Timeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC350,499$34.8M2.02%+4,88713F-HRTimelineGroup
STRATEGIC INVESTMENT MANAGEMENT, LLC345,050$34.2M18.34%+65013F-HRTimeline
BOKF, NAin group BOKF, NA334,015$33.1M0.54%-3,18313F-HRTimelineGroup
Koss-Olinger Consulting, LLC333,891$33.1M2.72%-10,31613F-HRTimeline
Beirne Wealth Consulting Services, LLC333,656$33.1M10.73%-127,91813F-HRTimeline
LVZ, Inc.332,569$33M3.96%+2,39713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC332,131$32.9M0.08%-347,38113F-HRTimelineGroup
FIRST MERCHANTS CORP331,822$32.9M1.27%-18,68413F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.330,018$32.7M18.17%+2,77213F-HRTimeline
Dakota Wealth Management329,260$32.7M0.69%+34,13713F-HRTimeline
Smithfield Trust Co323,173$32M1.51%+13,09913F-HRTimeline
Black Diamond Financial, LLC322,654$32M4.97%-42,48913F-HRTimeline
UNITED BANK313,812$31.1M3.73%+88913F-HRTimeline
Savvy Advisors, Inc.311,642$30.9M2.06%+261,66213F-HRTimeline
Towercrest Capital Management308,652$30.6M5.46%-4,03413F-HRTimeline
AdvisorNet Financial, Inc304,871$30.2M1.95%+14,06113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…301,681$29.9M0.66%-44,03513F-HRTimelineGroup
UNIQUE WEALTH, LLC298,023$29.6M4.77%+9,45513F-HRTimeline
ETF Portfolio Partners, Inc.297,039$29.5M8.17%-2,27313F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…296,732$29.4M3.04%+89,46713F-HRTimelineGroup
First Bank & Trust294,184$29.2M5.2%+17,39813F-HRTimeline
Perigon Wealth Management, LLC294,142$29.2M0.68%+26,46213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management294,737$29.1M1.04%-40,49513F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…290,772$28.8M1.49%-3,05113F-HRTimeline
HANCOCK WHITNEY CORP289,290$28.7M0.55%+9,94813F-HRTimeline
Waverly Advisors, LLC288,079$28.6M0.31%-9,04013F-HRTimeline
Onyx Bridge Wealth Group LLC287,208$28.5M3.77%+67,94413F-HRTimeline
Tanager Wealth Management LLP286,016$28.4M3.35%-59,03413F-HRTimeline
ASPIRIANT, LLC285,460$28.3M0.9%+159,08413F-HRTimeline
Grey Fox Wealth Advisors, LLC282,786$28.1M6.69%-6,20013F-HRTimeline
World Investment Advisors282,254$28M0.64%+16,24413F-HRTimeline
SYON CAPITAL LLC281,602$27.9M1.85%+55,66613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…280,968$27.9M0.54%+46,82113F-HRTimelineGroup
GP Brinson Investments LLC280,650$27.8M11.87%013F-HRTimeline
Sanctuary Advisors, LLC280,125$27.8M0.17%+5,21913F-HRTimeline
Lineweaver Wealth Advisors, LLC278,026$27.6M4.36%+19,44613F-HRTimeline
Fort Henry Capital, LLC277,071$27.5M18.48%+1,68413F-HRTimeline
Elm Partners Management LLC274,869$27.3M1.27%+30,58013F-HR/ATimeline
Parkside Advisors LLC272,892$27.1M5.95%+4,70813F-HRTimeline
TD Capital Management LLC272,763$27.1M2.55%-4,42213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC272,588$27M1.96%-4,12713F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC271,216$26.9M4.68%-31,04113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…269,276$26.7M1.18%+24,16413F-HRTimeline
Legacy Private Trust Co.268,186$26.6M1.72%-23,84113F-HRTimeline
Man Group plcin group Man Group plc267,641$26.5M0.06%-44,67213F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC267,599$26.5M2.02%-4,88113F-HRTimeline
WRAPMANAGER INC263,990$26.2M6.38%+23,93413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC263,824$26.2M0.03%+56,20513F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding263,326$26.1M+14,930Timeline
Hudson Capital Management LLC263,175$26.1M7.41%-4,16613F-HRTimeline
Fiduciary Group, LLC257,135$25.5M2.4%+26,00713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP256,714$25.5M0.18%+2,61313F-HRTimelineGroup
Golden State Wealth Management, LLC256,641$25.5M3.1%+9,81513F-HRTimeline
Horizon Investments, LLC256,849$25.3M0.4%+7,00013F-HRTimeline
Heartwood Wealth Advisors LLC255,051$25.3M2.64%-68313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.253,204$25.1M2.58%-3,84513F-HRTimeline
Visionary Wealth Advisors253,014$25.1M1.28%+19,09513F-HRTimeline
Caliber Wealth Management, LLC / KS252,082$25M2.69%+147,15413F-HRTimeline
Octavia Wealth Advisors, LLC250,056$24.8M2.82%+5,83213F-HRTimeline
Eley Financial Management, Inc248,740$24.7M9.47%-1,71913F-HRTimeline
Parallel Advisors, LLC247,071$24.5M0.49%-33413F-HRTimeline
NewEdge Wealth, LLC246,991$24.5M0.38%+13,08413F-HRTimeline
BayBridge Capital Group, LLC246,272$24.4M15.68%+2,54613F-HRTimeline
BANK OF HAWAII245,154$24.3M1.28%+6,30413F-HRTimeline
Galvin, Gaustad & Stein, LLC245,113$24.3M2.1%-20,22313F-HRTimeline
Pure Financial Advisors, LLC245,076$24.3M0.43%+9,74513F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC242,014$24M0.26%+4,96313F-HRTimelineGroup
Marquette Asset Management, LLC241,866$24M4.02%-90,91213F-HRTimeline
Summit Financial, LLC241,108$23.9M0.54%-6,01513F-HRTimeline
Financial Designs Corp238,714$23.7M14.52%-1,13813F-HRTimeline
Matrix Trust Co238,708$23.7M3.77%+3,18913F-HRTimeline
DT Investment Partners, LLC238,300$23.6M2.12%-12,15713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC237,808$23.6M0.02%-1,164,57013F-HRTimelineGroup
Cresset Asset Management, LLC235,074$23.3M0.12%-30,94213F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…223,656$23.1M0.05%-38,51013F-HR/ATimelineGroup
CATALYST FINANCIAL PARTNERS LLC233,324$23.1M2.53%+35,00313F-HRTimeline
CULTIVAR CAPITAL, INC.231,361$23M16.59%+3,29713F-HRTimeline
Snider Financial Group229,649$22.8M6.57%+5,78713F-HRTimeline
Verdence Capital Advisors LLC228,714$22.7M1.55%+10,70313F-HRTimeline
SBI Securities Co., Ltd.225,957$22.4M0.64%-9,79613F-HRTimeline
Compound Planning, Inc.222,163$22M0.83%+18,73613F-HRTimeline
EARNED WEALTH ADVISORS, LLC219,780$21.8M4.27%+51,15213F-HRTimeline
Main Street Financial Solutions, LLC219,635$21.8M1.58%+5,10713F-HRTimeline
Zhang Financial LLC219,467$21.8M1%+74,29013F-HRTimeline
Clearstead Advisors, LLC219,459$21.8M0.31%-2,82213F-HRTimeline
TCI Wealth Advisors, Inc.219,114$21.7M1.49%-5,17113F-HRTimeline
Farther Finance Advisors, LLC218,741$21.7M0.43%+14,23213F-HRTimeline
Advisory Services Network, LLC219,448$21.6M0.35%-14,37013F-HRTimeline
CHEMUNG CANAL TRUST CO216,495$21.5M4.51%-12,19213F-HRTimeline
Hudock, Inc.215,744$21.4M3.44%+3,48213F-HRTimeline
Blue Oak Capital, LLC215,692$21.4M11.24%+88,28113F-HRTimeline
Lutz Financial Services LLC215,551$21.4M1.66%-1,55213F-HRTimeline
Valmark Advisers, Inc.214,337$21.3M0.3%-2,07113F-HRTimeline
Berger Financial Group, Inc214,314$21.3M1.38%+26613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK211,536$21M2.85%-1,99313F-HRTimelineGroup
Western Asset Management Company, LLC208,047$20.6M27.03%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC207,975$20.6M6.99%+17,97113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding207,275$20.6M+26,250Timeline
RED CEDAR INVESTMENT MANAGEMENT, LLC205,493$20.4M2.57%+164,64513F-HRTimeline
Sowell Financial Services LLC204,498$20.3M0.83%-3,22513F-HRTimeline
Integrated Wealth Concepts LLC204,249$20.3M0.2%-3,82313F-HRTimeline
Ted Buchan & Co200,738$19.9M7.92%+7,96113F-HRTimeline
Summit Wealth Partners, LLC200,667$19.9M3.8%-34,33213F-HRTimeline
Garde Capital, Inc.199,855$19.8M1.06%-5,35013F-HRTimeline
BALLAST ADVISORS LLC197,829$19.6M5.78%+6,64613F-HRTimeline
Modera Wealth Management, LLC195,958$19.4M0.24%-5,92813F-HRTimeline
Souders Financial Advisors195,848$19.4M2.47%+1,92313F-HRTimeline
REGIMEN WEALTH, LLC194,312$19.3M5.98%+7,34713F-HRTimeline
Freedom Investment Management, Inc.192,852$19.1M1.53%+18613F-HRTimeline
Signal Advisors Wealth, LLC192,483$19.1M1.49%-49,36113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…192,482$19.1M1.32%-1,22113F-HRTimeline
Foguth Wealth Management, LLC.192,114$19.1M4.08%-48,84613F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC187,409$18.6M7.62%+13,88213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…187,313$18.6M0.68%-41,01813F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC185,781$18.4M5.33%+10,28313F-HRTimeline
Fund Evaluation Group, LLC185,506$18.4M0.71%-25,63413F-HRTimeline
NorthCrest Asset Manangement, LLC186,441$18.4M0.49%+1,62813F-HRTimeline
Atria Wealth Solutions, Inc.184,372$18.2M0.41%-93,40313F-HRTimeline
Atria Investments, Inc183,506$18.2M0.21%+94,33213F-HRTimeline
INTEGRITY ALLIANCE, LLC.182,902$18.1M0.99%-93,67313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC182,864$18.1M0.49%+49,04513F-HRTimeline
Texas Capital Bank Wealth Management Se…181,763$18M1.68%+16,58113F-HRTimeline
Sheridan Capital Management, LLC181,491$18M12.42%+37513F-HRTimeline
INSIGHT 2811, INC.180,113$17.9M8.46%+13,89713F-HRTimeline
Vise Technologies, Inc.179,963$17.9M0.74%13F-HRTimeline
DIVERSIFIED TRUST CO176,789$17.5M0.39%-2,31513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…176,258$17.5M0.24%+88,39713F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES175,616$17.4M6.9%+75,01113F-HRTimeline
Genus Capital Management Inc.175,340$17.4M2.21%+1,07013F-HRTimeline
Sigma Planning Corp173,576$17.2M0.52%-4,91813F-HRTimeline
Florida Trust Wealth Management Co173,486$17.2M0.53%+11,63813F-HRTimeline
CW Advisors, LLC172,567$17.1M0.17%+78,48013F-HRTimeline
Omega Financial Group, LLC171,125$17M6.12%+2,68113F-HRTimeline
Joel Adams & Associates, Inc.169,319$16.8M14.87%+6,36813F-HRTimeline
Cordgrass Capital Advisors, LLC169,150$16.8M4.53%-47713F-HRTimeline
Ameliora Wealth Management Ltd.166,322$16.5M5.9%-56,25013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…165,630$16.4M0.44%+156,09713F-HRTimelineGroup
SCS Capital Management LLC165,008$16.4M0.18%-7,77813F-HRTimeline
Financial Partners Group, Inc164,957$16.4M2.26%new13F-HRTimeline
Ally Invest Advisors Inc.163,385$16.2M1.26%+8,49313F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP163,852$16.2M0.01%+4,92613F-HRTimeline
Alpha Financial Partners LLC163,050$16.2M11.65%+1,41713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers162,651$16.1M0.03%+25,44613F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC161,876$16.1M0.22%-5,46313F-HRTimeline
James J. Burns & Company, LLC161,365$16M2.61%+8,33113F-HRTimeline
CHOREO, LLC161,161$16M0.22%-9,95813F-HRTimeline
Chesapeake Wealth Management160,893$16M5.32%-36313F-HRTimeline
WASHINGTON TRUST Co160,478$15.9M0.56%-4,48113F-HRTimeline
Diversified Enterprises, LLC158,250$15.7M1.17%+30,69313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC158,113$15.7M5.71%-9,64113F-HRTimeline
HARBOUR INVESTMENTS, INC.157,991$15.7M0.4%+25,72513F-HRTimeline
Vantage Financial Partners, LLC157,959$15.7M3.62%-60,71013F-HRTimeline
WEBSTER BANK, N. A.157,463$15.6M1.61%+3,14613F-HRTimeline