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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
Joel Adams & Associates, Inc.150,439$14.6M13.24%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC150,153$14.5M4.52%new13F-HRTimeline
Sunesis Advisors, LLC149,885$14.5M8.83%+9,80013F-HRTimeline
FIDUCIENT ADVISORS LLC147,908$14.3M1.77%+4,04613F-HRTimeline
James J. Burns & Company, LLC146,713$14.2M2.47%-14,85113F-HRTimeline
Montecito Bank & Trust146,435$14.2M2.46%-1813F-HRTimeline
Blue Chip Partners, LLC146,282$14.2M1.22%+82,99113F-HRTimeline
Essential Planning, LLC.143,528$14.1M0.09%+141,30413F-HRTimeline
Sandy Cove Advisors, LLC145,775$14.1M5.55%+3,51313F-HRTimeline
Clearwater Capital Advisors, LLC145,715$14.1M1.38%+5,29813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.144,569$14M4.68%-211,98713F-HRTimeline
INSIGHT 2811, INC.144,112$14M7.2%+18,09113F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.143,213$13.9M7.27%+1,04613F-HRTimeline
SYM FINANCIAL Corp143,044$13.9M1.79%-33713F-HRTimeline
Ally Invest Advisors Inc.142,723$13.8M1.2%+26,89813F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC140,620$13.6M3.27%-20,88013F-HRTimeline
KELLY FINANCIAL GROUP LLC140,470$13.6M4.84%13F-HRTimeline
Tide Cove Capital Partners LLC141,387$13.5M11.67%13F-HR/ATimeline
FAGAN ASSOCIATES, INC.136,597$13.2M2.1%+31,27313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.135,741$13.2M0.63%+74,94713F-HRTimelineGroup
FC Advisory LLC136,242$13.2M4.42%+4,04113F-HRTimeline
Family Capital Trust Co136,000$13.2M4.47%+10,81513F-HRTimeline
GPS Wealth Strategies Group, LLC135,547$13.1M1.69%-29,76313F-HRTimeline
HBC Financial Services, PLLC133,863$13M7.95%+9,75113F-HRTimeline
High Net Worth Advisory Group LLC133,823$13M3.62%-1,55813F-HRTimeline
Robinswood Financial LLC132,848$12.9M4.87%+2,19213F-HRTimeline
New Capital Management LP132,214$12.8M3.75%+68313F-HRTimeline
MIdWestOne Financial Group, Inc.131,577$12.7M1.79%-14,15113F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC131,350$12.7M1%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC131,324$12.7M0.64%+7213F-HRTimelineGroup
Creekmur Asset Management LLC131,057$12.7M2.91%+15,13713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC131,005$12.7M0.37%+36,65113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC129,558$12.6M4.9%-38,12613F-HRTimeline
Fairvoy Private Wealth, LLC128,779$12.5M3.32%13F-HRTimeline
NewSquare Capital LLC128,349$12.4M0.99%+1,76013F-HRTimeline
BLAIR WILLIAM & CO/IL126,991$12.3M0.04%-2,28213F-HRTimeline
BARINGS LLCin group BARINGS LLC126,953$12.3M0.29%-135,98513F-HRTimelineGroup
Andina Capital Management, LLC126,827$12.3M10.02%+54,91913F-HRTimeline
ASPIRIANT, LLC126,032$12.2M0.44%+15,18613F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC124,754$12.1M1.58%-1,38713F-HRTimeline
Aquire Wealth Advisors, LLC124,729$12.1M3.74%+10,53413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK122,446$11.9M0.07%-6,52613F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC122,431$11.9M0.44%-16,47213F-HRTimeline
Diversified Enterprises, LLC122,104$11.8M1.13%+7,52613F-HRTimeline
COREPATH WEALTH PARTNERS LLC122,436$11.7M11.44%+7,43013F-HRTimeline
Kropog Financial Group, LLC121,142$11.7M10.75%13F-HRTimeline
Core Wealth Management, Inc.120,049$11.6M4.55%+117,68613F-HRTimeline
Blue Oak Capital, LLC119,585$11.6M7.04%13F-HRTimeline
HARBOUR INVESTMENTS, INC.117,138$11.4M0.33%-14,90213F-HRTimeline
Conservest Capital Advisors, Inc.117,100$11.3M1.17%-5,71213F-HRTimeline
LMG Wealth Partners, LLC116,781$11.3M2.47%-75313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP116,529$11.3M0.84%+19,77713F-HRTimeline
PFG Advisors115,891$11.2M0.69%+9,67813F-HRTimeline
Chicago Partners Investment Group LLC116,352$11.2M0.37%+13,37413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC115,701$11.2M1.66%+6,87013F-HRTimeline
SYNOVUS FINANCIAL CORP115,466$11.2M0.14%+6,22913F-HRTimeline
Independent Solutions Wealth Management…114,679$11.1M2.43%-33,33713F-HRTimeline
Van Hulzen Asset Management, LLC114,205$11.1M0.81%+1,59113F-HRTimeline
Richard W. Paul & Associates, LLC114,115$11.1M4.03%+11513F-HRTimeline
Strategic Financial Partners, Ltd.113,982$11M5.64%+6,82313F-HRTimeline
Accelerate Investment Advisors LLC113,705$11M9.72%+8,05213F-HRTimeline
Rehmann Capital Advisory Group113,437$11M0.7%-14,68713F-HRTimeline
CIBC WORLD MARKET INC.113,323$11M0.03%+58613F-HRTimeline
RFP Financial Group LLC113,087$11M4.26%+1,28713F-HRTimeline
Somnio Financial Group, LLC112,975$10.9M8.76%+7,55413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC112,658$10.9M0.15%+6,25513F-HRTimeline
OneDigital Investment Advisors LLC112,508$10.9M0.13%+16,63613F-HRTimeline
Geneos Wealth Management Inc.112,052$10.9M0.38%+50,45713F-HRTimeline
Empower Advisory Group, LLC112,033$10.9M0.04%-19,91113F-HRTimeline
Evensky & Katz LLC111,853$10.8M0.71%+7,68613F-HRTimeline
NWAM LLC111,282$10.8M0.67%+4,38213F-HRTimeline
Blankinship & Foster, LLC111,229$10.8M2.65%-7,73013F-HRTimeline
Mutual Advisors, LLC110,966$10.8M0.31%-167,87813F-HRTimeline
Parkside Investments, LLC110,953$10.8M1.61%+14,04813F-HRTimeline
Granite Harbor Advisors, Inc.110,862$10.7M5.94%+3,47813F-HRTimeline
NorthCoast Asset Management LLC110,382$10.7M0.05%-1,45613F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC110,071$10.7M0.23%-7,09313F-HRTimeline
Canton Hathaway, LLC109,216$10.6M2.64%-22,00013F-HRTimeline
Peak Financial Management, Inc.109,174$10.6M3.17%+2,84913F-HRTimeline
Sharkey, Howes & Javer109,153$10.6M1.49%+106,95713F-HRTimeline
LifePlan Investment Advisors, Inc.108,452$10.5M6.5%-8,13213F-HRTimeline
Kopp Family Office, LLC108,000$10.5M6.63%+11,00013F-HRTimeline
One Day In July LLC107,991$10.5M1.1%+2,31713F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.106,698$10.4M0.11%+84,59413F-HRTimeline
TBH Global Asset Management, LLC106,964$10.4M2.46%-13,02413F-HRTimeline
Legacy PCG, LLC106,941$10.4M7.37%-68413F-HRTimeline
CW Advisors, LLC106,918$10.4M0.14%+1,05213F-HRTimeline
Alliance Wealth Management Group106,907$10.4M2.77%+15,66313F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV106,688$10.3M4.58%+5,57213F-HRTimeline
Miller Financial Services LLC106,222$10.3M8.69%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC106,222$10.3M2.56%+13,60413F-HRTimelineGroup
MOTIVE WEALTH ADVISORS106,200$10.3M5.53%+14,66913F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP105,103$10.2M6.86%13F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.104,986$10.2M1.7%+30,47813F-HRTimeline
HTG Investment Advisors, Inc.104,918$10.2M4.65%+5,53813F-HRTimeline
SG Americas Securities, LLC104,268$10.1M0.04%+101,01413F-HRTimeline
LPWM LLC103,310$10M3.22%-72,23713F-HRTimeline
Carbahal Olsen Financial Services Group…103,304$10M9.23%13F-HRTimeline
TCP Asset Management, LLC102,960$9.98M2.2%+2,97813F-HRTimeline
Forefront Wealth Partners, LLC102,470$9.93M7.4%13F-HRTimeline
Avantax Planning Partners, Inc.102,397$9.92M0.36%-6,16713F-HRTimeline
Foguth Wealth Management, LLC.101,989$9.89M2.59%+25,52513F-HRTimeline
Blue Barn Wealth, LLC101,524$9.84M5.19%+9,94013F-HRTimeline
Sharp Wealth Advisory, LLC101,453$9.83M7.46%+10,21813F-HRTimeline
Addison Advisors LLC101,009$9.79M2.72%+5,44113F-HRTimeline
Summit Wealth Group, LLC100,099$9.7M2.81%-2,75613F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.99,870$9.68M0.04%-8,89013F-HRTimelineGroup
Westfuller Advisors, LLC99,729$9.66M6.14%+11,04413F-HRTimeline
FDx Advisors, Inc.99,607$9.65M2.82%-1,84213F-HRTimeline
Roundview Capital LLC98,790$9.57M0.67%+3,95913F-HRTimeline
Eagle Strategies LLC98,634$9.56M1.65%+1,56813F-HRTimeline
Amtrust Financial Services, Inc.98,560$9.55M4.31%013F-HRTimeline
Cynosure Group, LLC98,328$9.53M1.42%-4,40813F-HRTimeline
Destiny Capital Corp/CO98,264$9.52M5.78%+1,07513F-HRTimeline
Wescott Financial Advisory Group, LLC96,586$9.36M0.97%+30,04613F-HRTimeline
Tillman Hartley LLC95,903$9.29M2.67%-1,57813F-HRTimeline
Capstone Financial Advisors, Inc.95,282$9.23M0.57%+1,12713F-HRTimeline
Slow Capital, Inc.95,141$9.22M1.3%+32713F-HRTimeline
Stone House Investment Management, LLC94,975$9.2M2.34%-10,85313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.94,749$9.18M<0.01%new13F-HRTimelineGroup
LGL PARTNERS, LLC94,156$9.12M1.32%+65613F-HRTimeline
First Interstate Bank94,118$9.12M0.55%+66,19713F-HRTimeline
Oldfather Financial Services, LLC93,918$9.1M3.47%+20,29113F-HRTimeline
Caldwell Trust Co93,849$9.09M0.95%+8,91613F-HRTimeline
AE Wealth Management LLC93,011$9.01M0.08%-58,99313F-HRTimeline
Addis & Hill, Inc92,751$8.99M6.64%+17,71013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…92,076$8.92M0.17%+23,14113F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP92,000$8.91M0.01%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…91,692$8.89M0.12%+4,70413F-HRTimelineGroup
Firestone Capital Management91,059$8.82M2.19%+4,80713F-HRTimeline
Opes Wealth Management LLC90,179$8.74M1.79%+6,93113F-HRTimeline
GRIES FINANCIAL LLC89,760$8.7M1.54%+78,46713F-HRTimeline
Arete Wealth Advisors, LLC89,559$8.68M0.63%+29,35813F-HRTimeline
AJ Advisors, LLC89,140$8.64M4.48%+1,74913F-HRTimeline
Freestate Advisors LLC88,822$8.61M8.9%+4,64213F-HRTimeline
Innova Wealth Partners88,764$8.6M5.42%new13F-HRTimeline
Ausdal Financial Partners, Inc.87,972$8.52M0.74%+2,11013F-HRTimeline
Rothschild Wealth LLC87,389$8.47M2.48%+60,73413F-HRTimeline
BlueSky Wealth Advisors, LLC87,105$8.44M1.32%-14,63913F-HRTimeline
Edge Capital Group, LLC86,791$8.41M0.43%+9,95913F-HRTimeline
GM Advisory Group, LLC86,264$8.36M0.46%-5,32613F-HRTimeline
FFT WEALTH MANAGEMENT LLC85,725$8.31M0.63%-60113F-HRTimeline
ACT WEALTH MANAGEMENT, LLC85,605$8.3M3.88%+76613F-HRTimeline
CFS Investment Advisory Services, LLC85,494$8.28M0.74%+12,58413F-HRTimeline
TruWealth Advisors, LLC85,273$8.26M0.5%+8,03113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…84,965$8.23M0.02%-10,12613F-HR/ATimeline
NorthLanding Financial Partners, LLC84,962$8.23M8.31%+5,88313F-HRTimeline
Arrowroot Family Office, LLC84,795$8.22M4.27%+26,88213F-HRTimeline
Facet Wealth, Inc.84,258$8.21M0.22%+20,81613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC84,257$8.16M0.12%-11,96613F-HRTimelineGroup
Csenge Advisory Group83,919$8.13M0.44%+11,50213F-HRTimeline
Summit Asset Management, LLC83,645$8.11M1.42%+62,78913F-HRTimeline
High Note Wealth, LLC83,543$8.1M2.11%+70,32913F-HRTimeline
Catalyst Capital Advisors LLC83,148$8.06M0.17%+5,22313F-HRTimeline
U S WEALTH GROUP, LLC.82,617$8.01M6.05%13F-HRTimeline
Chesley Taft & Associates LLC82,437$7.99M0.37%-30,34513F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC81,964$7.94M3.78%+20,48413F-HRTimeline
CORNERSTONE PARTNERS CAPITAL MANAGEMENT…81,620$7.91M16.92%013F-HRTimeline
Lifestyle Asset Management, Inc.81,581$7.91M4.31%-75,64813F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC81,178$7.87M0.36%+5,71813F-HRTimeline
Vernal Point Advisors, LLC80,497$7.8M5.36%+10,33413F-HRTimeline
AlphaQ Advisors LLC80,215$7.77M21.25%+5,78413F-HRTimeline
Apexium Financial, LP80,072$7.76M0.47%+1,34313F-HRTimeline
Bryn Mawr Trust Advisors, LLC79,886$7.74M0.42%-7,01813F-HR/ATimeline
SteelPeak Wealth, LLC79,872$7.74M0.32%+67,19013F-HRTimeline
DURANTE & WATERS, LLC79,868$7.74M6.39%+20,20813F-HRTimeline
Forbes Financial Planning, Inc.79,470$7.7M3.73%+2,80813F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC79,260$7.68M1.53%-90,17613F-HRTimeline
Great Diamond Partners, LLC79,179$7.67M1.98%+77113F-HRTimeline
Avondale Wealth Management78,999$7.66M4.91%+5,48013F-HRTimeline
Heritage Financial Services, LLC77,805$7.54M1%+7,37513F-HRTimeline
Coastline Trust Co77,468$7.51M0.88%+20,61713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pathstone Holdings, LLCin group Pathstone Holdings, LLC77,231$7.48M0.03%+28,32913F-HRTimelineGroup
Emergent Wealth Advisors, LLC77,210$7.48M5.42%+1,70313F-HRTimeline
Westside Investment Management, Inc.77,132$7.47M1.58%+2,79013F-HRTimeline
PLIMOTH TRUST CO LLC76,567$7.42M1.91%+1,27213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC76,259$7.39M0.61%+11,87613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC76,186$7.38M2.48%+7,17213F-HRTimeline
ELEVATUS WELATH MANAGEMENT76,122$7.38M2.52%new13F-HRTimeline
WMS Partners, LLC75,397$7.31M0.41%-7,04313F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC73,552$7.28M0.56%+38,76713F-HRTimelineGroup
Moneda S.A. Administradora General de F…75,102$7.28M7.57%+5,86513F-HRTimeline
EPIQ PARTNERS, LLC75,000$7.27M3.93%+10,58113F-HRTimeline
CVA Family Office, LLC74,953$7.26M1.15%+15,09913F-HRTimeline
HB Wealth Management, LLC74,741$7.24M0.07%+26,35413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…74,508$7.22M0.23%+15,43813F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding74,468$7.22M+6,555Timeline
Lionsbridge Wealth Management LLC74,460$7.22M6.06%-2,59213F-HRTimeline
Cosner Financial Group, LLC74,454$7.21M4.57%013F-HRTimeline
Cedar Mountain Advisors, LLC74,305$7.2M1.58%-1613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC73,763$7.15M2.66%+7,95113F-HRTimeline
Eldridge Investment Advisors, Inc.73,727$7.14M1.66%+6,55013F-HRTimeline
Astoria Strategic Wealth, Inc.73,427$7.12M2.12%-7,79213F-HRTimeline
Avidian Wealth Enterprises, LLC73,348$7.11M0.32%-4,28113F-HRTimeline
Jackson Hole Capital Partners, LLC73,095$7.08M1.43%-1,96313F-HRTimeline
REDW Wealth LLC72,449$7.02M2.44%+57,50513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC72,247$7M0.72%-4,63613F-HRTimeline
Systematic Alpha Investments, LLC72,000$6.98M0.26%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES71,689$6.95M2.63%-98,69913F-HRTimeline
BlueStem Wealth Partners, LLC71,477$6.93M0.91%13F-HRTimeline