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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
Sound Financial Strategies Group, LLC153,682$15.2M13.57%-27,81313F-HRTimeline
Financial & Tax Architects, LLC153,620$15.2M3.81%-10,59213F-HRTimeline
Providence First Trust Co153,183$15.2M6.14%-7,79513F-HRTimeline
James J. Burns & Company, LLC153,034$15.1M2.71%+6,32113F-HRTimeline
Cercano Management LLC151,570$15M0.44%013F-HRTimeline
GPS Wealth Strategies Group, LLC151,569$15M2.02%+16,02213F-HRTimeline
Prospera Financial Services Inc150,824$14.9M0.34%-10,59713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC149,871$14.8M0.28%-809,54513F-HRTimeline
Sunesis Advisors, LLC149,426$14.8M8.02%-45913F-HRTimeline
Sandy Cove Advisors, LLC148,882$14.7M5.92%+3,10713F-HRTimeline
MOTIVE WEALTH ADVISORS148,217$14.7M7.84%+42,01713F-HRTimeline
FIDUCIENT ADVISORS LLC146,695$14.5M1.81%-1,21313F-HRTimeline
HB Wealth Management, LLC146,607$14.5M0.12%+71,86613F-HRTimeline
Zhang Financial LLC145,177$14.4M0.76%+113,08813F-HRTimeline
Geneos Wealth Management Inc.144,411$14.3M0.21%+32,35913F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.144,383$14.3M7.54%+1,17013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP142,300$14.1M0.71%new13F-HRTimeline
Tide Cove Capital Partners LLC142,224$14.1M12.24%+83713F-HRTimeline
BARINGS LLCin group BARINGS LLC141,889$14M0.35%+14,93613F-HRTimelineGroup
Clearwater Capital Advisors, LLC141,661$14M1.35%-4,05413F-HRTimeline
Family Capital Trust Co140,599$13.9M4.99%+4,59913F-HRTimeline
Robinswood Financial LLC140,300$13.9M5.13%+7,45213F-HRTimeline
High Net Worth Advisory Group LLC140,228$13.9M3.91%+6,40513F-HRTimeline
CENTRAL BANK & TRUST CO138,780$13.7M2.29%-56,94613F-HRTimeline
FC Advisory LLC138,487$13.7M4.63%+2,24513F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC138,271$13.7M0.68%+6,94713F-HRTimelineGroup
Montecito Bank & Trust138,247$13.7M2.42%-8,18813F-HRTimeline
FAGAN ASSOCIATES, INC.137,573$13.6M2.27%+97613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers137,205$13.6M0.03%-140,73713F-HRTimelineGroup
Creekmur Asset Management LLC135,482$13.4M2.81%+4,42513F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC133,961$13.3M3.36%-6,65913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC133,819$13.2M0.41%+2,81413F-HRTimeline
SYM FINANCIAL Corp133,148$13.2M1.62%-9,89613F-HRTimeline
HARBOUR INVESTMENTS, INC.132,266$13.1M0.37%+15,12813F-HRTimeline
MIdWestOne Financial Group, Inc.131,851$13M1.85%+27413F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC131,350$13M1.08%013F-HRTimeline
Evensky & Katz LLC131,209$13M0.87%+19,35613F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC130,249$12.9M15.75%-37,93113F-HRTimeline
SG Americas Securities, LLC130,075$12.9M0.04%+25,80713F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…129,500$12.8M0.11%new13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK127,890$12.7M0.08%+5,44413F-HRTimelineGroup
Diversified Enterprises, LLC127,557$12.6M1.06%+5,45313F-HRTimeline
Blue Oak Capital, LLC127,411$12.6M6.96%+7,82613F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC127,298$12.6M1.7%+2,54413F-HRTimeline
ASPIRIANT, LLC126,376$12.5M0.43%+34413F-HRTimeline
NewSquare Capital LLC126,003$12.5M1.02%-2,34613F-HRTimeline
COREPATH WEALTH PARTNERS LLC127,822$12.5M11.87%+5,38613F-HRTimeline
Catalyst Capital Advisors LLC125,169$12.4M0.25%+42,02113F-HRTimeline
Modern Wealth Management, LLC123,334$12.2M0.39%+118,21513F-HR/ATimeline
Aquire Wealth Advisors, LLC123,235$12.2M3.75%-1,49413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP122,765$12.1M0.91%+6,23613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC121,999$12.1M0.09%+79,49413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL121,292$12M0.04%-5,69913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC120,896$12M1.86%+5,19513F-HRTimeline
LMG Wealth Partners, LLC120,659$11.9M2.66%+3,87813F-HRTimeline
Mullooly Asset Management, Inc.120,109$11.9M5.41%13F-HR/ATimeline
Richard W. Paul & Associates, LLC120,280$11.9M4.67%+6,16513F-HRTimeline
Kropog Financial Group, LLC119,771$11.8M11.26%-1,37113F-HRTimeline
Granite Harbor Advisors, Inc.119,292$11.8M6.26%+8,43013F-HRTimeline
IHT Wealth Management, LLC118,570$11.7M0.37%-50,55613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC118,443$11.7M0.43%-3,98813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC117,805$11.7M0.16%+5,14713F-HRTimeline
Global Assets Advisory, LLC117,890$11.6M2.18%+58,05113F-HRTimeline
B. Riley Wealth Advisors, Inc.116,762$11.6M0.35%+78,96413F-HRTimeline
Independent Solutions Wealth Management…116,345$11.5M2.58%+1,66613F-HRTimeline
PFG Advisors116,159$11.5M0.64%+26813F-HRTimeline
Chicago Partners Investment Group LLC116,258$11.4M0.38%-9413F-HRTimeline
One Day In July LLC115,061$11.4M1.14%+7,07013F-HRTimeline
Alliance Wealth Management Group114,555$11.3M3.05%+7,64813F-HRTimeline
RFP Financial Group LLC114,538$11.3M4.56%+1,45113F-HRTimeline
Blue Chip Partners, LLC114,034$11.3M0.97%-32,24813F-HRTimeline
NWAM LLC113,893$11.3M0.97%+2,61113F-HRTimeline
Andina Capital Management, LLC113,661$11.2M8.01%-13,16613F-HRTimeline
CIBC WORLD MARKET INC.113,410$11.2M0.03%+8713F-HRTimeline
Forefront Wealth Partners, LLC112,401$11.1M7.57%+9,93113F-HRTimeline
Atlas Private Wealth Advisors112,156$11.1M1.55%+89,16913F-HRTimeline
NorthCoast Asset Management LLC112,118$11.1M0.06%+1,73613F-HR/ATimeline
Van Hulzen Asset Management, LLC111,723$11.1M1.01%-2,48213F-HRTimeline
Blue Barn Wealth, LLC111,233$11M5.74%+9,70913F-HRTimeline
Peak Financial Management, Inc.110,829$11M3.28%+1,65513F-HRTimeline
Stone House Investment Management, LLC110,794$11M2.22%+15,81913F-HRTimeline
TWO SIGMA SECURITIES, LLC110,786$11M1.68%+81,10713F-HRTimeline
Cynosure Group, LLC110,567$10.9M1.51%+12,23913F-HRTimeline
LifePlan Investment Advisors, Inc.110,396$10.9M6.28%+1,94413F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP110,306$10.9M7.32%+5,20313F-HRTimelineGroup
Blankinship & Foster, LLC110,253$10.9M2.75%-97613F-HRTimeline
HTG Investment Advisors, Inc.109,867$10.9M4.53%+4,94913F-HRTimeline
McGlone Suttner Wealth Management, Inc.109,682$10.8M1.78%+4,69613F-HRTimeline
Kopp Family Office, LLC109,080$10.8M7.46%+1,08013F-HRTimeline
Accelerate Investment Advisors LLC108,412$10.7M8.98%-5,29313F-HRTimeline
Roundview Capital LLC107,905$10.7M0.77%+9,11513F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.106,698$10.6M0.11%013F-HRTimeline
Addison Advisors LLC106,957$10.6M2.89%+5,94813F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV106,689$10.6M4.84%+113F-HRTimeline
Legacy PCG, LLC105,791$10.5M7.38%-1,15013F-HRTimeline
Carbahal Olsen Financial Services Group…105,154$10.4M9.87%+1,85013F-HRTimeline
Caliber Wealth Management, LLC / KS104,928$10.4M1.42%13F-HRTimeline
TCP Asset Management, LLC104,887$10.4M2.32%+1,92713F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.104,020$10.3M0.04%+4,15013F-HRTimelineGroup
SYNOVUS FINANCIAL CORP103,822$10.3M0.13%-11,64413F-HRTimeline
Oldfather Financial Services, LLC102,673$10.2M3.86%+8,75513F-HRTimeline
Bowman & Co S.C.101,712$10.1M4.94%-110,61613F-HRTimeline
Eagle Strategies LLC101,610$10.1M1.75%+2,97613F-HRTimeline
Caldwell Trust Co100,978$9.99M1.07%+7,12913F-HRTimeline
Vernal Point Advisors, LLC100,923$9.98M6.61%+20,42613F-HRTimeline
Rothschild Wealth LLC100,641$9.96M2.79%+13,25213F-HRTimeline
RETIREMENT CAPITAL STRATEGIES100,605$9.95M3.89%+28,91613F-HRTimeline
Wescott Financial Advisory Group, LLC100,114$9.9M1.03%+3,52813F-HRTimeline
TruWealth Advisors, LLC99,799$9.87M0.6%+14,52613F-HRTimeline
Sharp Wealth Advisory, LLC99,689$9.86M7.55%-1,76413F-HRTimeline
Rehmann Capital Advisory Group98,969$9.79M0.62%-14,46813F-HRTimeline
Amtrust Financial Services, Inc.98,560$9.75M4.7%013F-HRTimeline
Canton Hathaway, LLC98,216$9.72M1.96%-11,00013F-HRTimeline
Parkside Investments, LLC96,999$9.6M1.41%-13,95413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC96,144$9.51M2.43%-10,07813F-HRTimelineGroup
Opes Wealth Management LLC95,892$9.49M1.91%+5,71313F-HRTimeline
Capstone Financial Advisors, Inc.95,828$9.48M0.59%+54613F-HRTimeline
CW Advisors, LLC94,087$9.31M0.11%-12,83113F-HRTimeline
Slow Capital, Inc.94,020$9.3M1.25%-1,12113F-HRTimeline
Integrated Advisors Network LLC93,653$9.26M0.47%+27,93413F-HRTimeline
Addis & Hill, Inc93,488$9.25M6.46%+73713F-HRTimeline
Summit Wealth Group, LLC93,461$9.24M2.7%-6,63813F-HRTimeline
CVA Family Office, LLC93,141$9.21M1.41%+18,18813F-HRTimeline
Avantax Planning Partners, Inc.92,538$9.15M0.32%-9,85913F-HRTimeline
Arete Wealth Advisors, LLC91,834$9.08M0.69%+2,27513F-HRTimeline
FDx Advisors, Inc.91,484$9.05M2.94%-8,12313F-HRTimeline
Firestone Capital Management89,671$8.87M2.33%-1,38813F-HRTimeline
AE Wealth Management LLC89,302$8.83M0.07%-3,70913F-HRTimeline
Atria Investments, Inc89,174$8.82M0.11%+20,00513F-HRTimeline
Facet Wealth, Inc.89,587$8.76M0.23%+5,32913F-HRTimeline
CFS Investment Advisory Services, LLC88,495$8.75M0.78%+3,00113F-HRTimeline
LGL PARTNERS, LLC88,244$8.73M4.21%-5,91213F-HRTimeline
Long Run Wealth Advisors, LLC87,920$8.7M1.97%+31,78613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…87,861$8.69M0.13%-3,83113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC87,132$8.62M0.12%+2,87513F-HRTimelineGroup
Edge Financial Advisors LLC86,701$8.58M5.41%new13F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …86,579$8.56M1.11%+66,97913F-HRTimelineGroup
Summit Asset Management, LLC86,131$8.52M1.47%+2,48613F-HRTimeline
Emergent Wealth Advisors, LLC85,779$8.49M6.15%+8,56913F-HRTimeline
Csenge Advisory Group86,691$8.48M0.48%+2,77213F-HRTimeline
Lifestyle Asset Management, Inc.85,742$8.48M4.66%+4,16113F-HRTimeline
NorthLanding Financial Partners, LLC85,488$8.46M8.3%+52613F-HRTimeline
Tillman Hartley LLC85,053$8.41M2.45%-10,85013F-HRTimeline
Ausdal Financial Partners, Inc.84,808$8.39M0.63%-3,16413F-HRTimeline
GM Advisory Group, LLC84,499$8.36M0.45%-1,76513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.84,452$8.35M0.41%-51,28913F-HRTimelineGroup
FFT WEALTH MANAGEMENT LLC84,149$8.32M1.74%-1,57613F-HRTimeline
Coastline Trust Co83,815$8.29M1.03%+6,34713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WOLVERINE TRADING, LLC83,894$8.28M0.26%+61,91713F-HRTimeline
Avondale Wealth Management83,716$8.28M5.21%+4,71713F-HRTimeline
REDW Wealth LLC83,355$8.25M3.07%+10,90613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC82,630$8.17M0.68%+6,37113F-HRTimeline
ACT WEALTH MANAGEMENT, LLC82,623$8.17M3.7%-2,98213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.82,573$8.17M<0.01%-12,17613F-HRTimelineGroup
BlueSky Wealth Advisors, LLC82,056$8.12M1.26%-5,04913F-HRTimeline
Glassy Mountain Advisors, Inc.81,856$8.1M2.87%+13,38713F-HRTimeline
Great Diamond Partners, LLC81,669$8.08M2.21%+2,49013F-HRTimeline
CORNERSTONE PARTNERS CAPITAL MANAGEMENT…81,620$8.07M16.82%013F-HRTimeline
Timonier Family Office, LTD.81,522$8.06M3.57%+29,15413F-HRTimeline
Forbes Financial Planning, Inc.81,025$8.01M5.94%+1,55513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.80,716$7.98M0.58%+9,43013F-HRTimelineGroup
U S WEALTH GROUP, LLC.80,443$7.96M6.31%-2,17413F-HRTimeline
Chesley Taft & Associates LLC79,742$7.89M0.38%-2,69513F-HRTimeline
KFA Private Wealth Group, LLC79,090$7.82M2.74%+46,82213F-HRTimeline
Cosner Financial Group, LLC79,050$7.82M4.78%+4,59613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC78,781$7.79M3.03%+5,01813F-HRTimeline
Westside Investment Management, Inc.78,686$7.78M1.66%+1,55413F-HRTimeline
Rakuten Investment Management, Inc.78,619$7.76M0.04%13F-HRTimeline
EPIQ PARTNERS, LLC77,989$7.71M4.07%+2,98913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…77,952$7.71M0.02%-7,01313F-HRTimeline
DURANTE & WATERS, LLC77,899$7.71M6.48%-1,96913F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC76,824$7.6M3.76%-5,14013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC75,972$7.52M2.7%-21413F-HRTimeline
Moneda S.A. Administradora General de F…75,811$7.5M8.05%+70913F-HRTimeline
Cedar Mountain Advisors, LLC75,702$7.49M1.68%+1,39713F-HRTimeline
J.W. COLE ADVISORS, INC.75,537$7.47M0.23%+9,27413F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…74,791$7.4M0.65%+43,83513F-HRTimelineGroup
SIH Partners, LLLPin group SIH Partners, LLLP74,780$7.4M0.65%new13F-HRTimelineGroup
New Capital Management LP74,536$7.37M2.12%-57,67813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC74,452$7.36M7.78%+16,40313F-HRTimeline
Heritage Family Offices, LLP74,348$7.35M3.76%+5,63713F-HRTimeline
Eldridge Investment Advisors, Inc.74,194$7.34M1.69%+46713F-HRTimeline
IFP Advisors, Inc73,734$7.29M0.22%+36,69213F-HRTimeline
City State Bank73,492$7.27M2.4%+5,29013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…73,422$7.26M0.14%-18,65413F-HRTimelineGroup
Jackson Hole Capital Partners, LLC73,197$7.24M1.44%+10213F-HRTimeline
CX Institutional73,179$7.24M0.27%+50,44913F-HRTimeline
BCS Wealth Management72,992$7.22M1.86%+14,03313F-HRTimeline
Destiny Capital Corp/CO72,942$7.22M4.92%-25,32213F-HRTimeline
Apexium Financial, LP72,736$7.2M0.43%-7,33613F-HRTimeline
MKD WEALTH COACHES, LLC72,536$7.18M8.12%+5,05613F-HRTimeline
Astoria Strategic Wealth, Inc.72,157$7.14M2.1%-1,27013F-HRTimeline
Heritage Financial Services, LLC72,003$7.12M0.7%-5,80213F-HRTimeline
Systematic Alpha Investments, LLC72,000$7.12M0.27%013F-HRTimeline
Regal Investment Advisors LLC71,576$7.08M0.57%+30,42613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding71,472$7.07M-2,996Timeline
Columbus Macro, LLC71,402$7.06M0.93%+29113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…71,321$7.06M0.22%-3,18713F-HRTimelineGroup
All Terrain Financial Advisors, LLC70,946$7.02M2.74%+4,48913F-HRTimeline
Avidian Wealth Enterprises, LLC70,726$7M0.31%-2,62213F-HRTimeline