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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
FIDUCIENT ADVISORS LLC154,085$15.3M1.87%+7,39013F-HRTimeline
Prospera Financial Services Inc151,777$15.1M0.28%+95313F-HRTimeline
Silverleafe Capital Partners, LLC151,708$15M5.25%-4,68513F-HRTimeline
Cercano Management LLC151,570$15M0.43%013F-HRTimeline
MOTIVE WEALTH ADVISORS151,521$15M6.84%+3,30413F-HRTimeline
Providence First Trust Co151,188$15M5.3%-1,99513F-HRTimeline
Aquire Wealth Advisors, LLC150,944$15M4.02%+27,70913F-HRTimeline
Sandy Cove Advisors, LLC150,060$14.9M5.38%+1,17813F-HRTimeline
Financial & Tax Architects, LLC149,546$14.8M3.6%-4,07413F-HRTimeline
GPS Wealth Strategies Group, LLC149,335$14.8M1.71%-2,23413F-HRTimeline
EIGHT 31 FINANCIAL, LLC149,320$14.8M9.78%-11,94513F-HRTimeline
Sequoia Financial Advisors, LLC147,791$14.7M0.1%-11,98913F-HRTimeline
Sound Financial Strategies Group, LLC147,450$14.6M12.37%-6,23213F-HRTimeline
DSG Capital Advisors, LLC144,987$14.4M2.56%+122,65313F-HRTimeline
Tide Cove Capital Partners LLC145,324$14.3M11.31%+3,10013F-HRTimeline
Brooklyn Investment Group142,694$14.2M1.86%+132,52813F-HR/ATimeline
Family Capital Trust Co142,308$14.1M4.89%+1,70913F-HRTimeline
Robinswood Financial LLC139,282$13.8M4.89%-1,01813F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.138,908$13.8M6.72%-5,47513F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC138,864$13.8M0.59%+59313F-HRTimelineGroup
Smith & Howard Wealth Management, LLC138,548$13.7M3.49%-574,69713F-HRTimeline
FC Advisory LLC138,479$13.7M4.24%-813F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV138,078$13.7M2.76%+130,28913F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …136,465$13.5M1.8%+49,88613F-HRTimelineGroup
FAGAN ASSOCIATES, INC.136,445$13.5M2.09%-1,12813F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC136,268$13.5M3.13%+2,30713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP135,889$13.5M0.9%+13,12413F-HRTimeline
High Net Worth Advisory Group LLC135,867$13.5M3.57%-4,36113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC135,719$13.5M0.23%-14,15213F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC134,971$13.4M13.9%+4,72213F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P132,411$13.1M0.02%+130,33113F-HRTimelineGroup
MIdWestOne Financial Group, Inc.132,160$13.1M1.7%+30913F-HRTimeline
COREPATH WEALTH PARTNERS LLC132,840$13.1M11.03%+5,01813F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC131,825$13.1M0.09%+9,82613F-HR/ATimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC131,671$13.1M0.17%+44,53913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK131,580$13.1M0.08%+3,69013F-HRTimelineGroup
EASTERLY INVESTMENT PARTNERS LLC131,350$13M0.93%013F-HRTimeline
rebel Financial LLC131,214$13M5.93%13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC131,094$13M1.82%+10,19813F-HRTimeline
Clearwater Capital Advisors, LLC130,881$13M1.19%-10,78013F-HRTimeline
Modern Wealth Management, LLC130,373$12.9M0.32%+7,03913F-HR/ATimeline
Catalyst Capital Advisors LLC130,085$12.9M0.26%+4,91613F-HRTimeline
Evensky & Katz LLC130,051$12.9M0.79%-1,15813F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC129,661$12.9M1.6%+2,36313F-HRTimeline
Atlas Private Wealth Advisors129,565$12.9M1.65%+17,40913F-HRTimeline
Freestate Advisors LLC124,572$12.4M11.03%+61,54813F-HRTimeline
NewSquare Capital LLC123,778$12.3M0.91%-2,22513F-HRTimeline
Somnio Financial Group, LLC123,241$12.2M8.75%13F-HRTimeline
J.W. COLE ADVISORS, INC.123,085$12.2M0.26%+47,54813F-HRTimeline
Mullooly Asset Management, Inc.123,071$12.2M5.12%+2,96213F-HRTimeline
Richard W. Paul & Associates, LLC123,041$12.2M4.41%+2,76113F-HRTimeline
Arrowroot Family Office, LLC123,028$12.2M5.47%13F-HRTimeline
CENTRAL BANK & TRUST CO122,631$12.2M1.99%-16,14913F-HRTimeline
BLAIR WILLIAM & CO/IL122,455$12.1M0.03%+1,16313F-HRTimeline
LMG Wealth Partners, LLC120,571$12M2.46%-8813F-HRTimeline
IHT Wealth Management, LLC120,254$11.9M0.33%+1,68413F-HRTimeline
Cynosure Group, LLC120,016$11.9M1.35%+9,44913F-HRTimeline
Granite Harbor Advisors, Inc.119,305$11.8M5.56%+1313F-HRTimeline
NWAM LLC119,284$11.8M0.68%+5,39113F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC118,326$11.7M0.14%+52113F-HRTimeline
Independent Solutions Wealth Management…116,650$11.6M2.26%+30513F-HRTimeline
One Day In July LLC116,440$11.6M1.05%+1,37913F-HRTimeline
HB Wealth Management, LLC116,352$11.5M0.09%-30,25513F-HRTimeline
Sharp Wealth Advisory, LLC115,935$11.5M7.42%+16,24613F-HRTimeline
Strategic Financial Partners, Ltd.115,639$11.5M5.32%-63,48513F-HRTimeline
Accelerate Investment Advisors LLC115,334$11.4M8.51%+6,92213F-HRTimeline
Blue Barn Wealth, LLC114,887$11.4M5.37%+3,65413F-HRTimeline
TruWealth Advisors, LLC114,877$11.4M0.63%+15,07813F-HRTimeline
McGlone Suttner Wealth Management, Inc.114,571$11.4M1.72%+4,88913F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…114,400$11.3M0.08%-15,10013F-HRTimelineGroup
HTG Investment Advisors, Inc.113,727$11.3M4.2%+3,86013F-HRTimeline
Rothschild Wealth LLC113,578$11.3M2.76%+12,93713F-HRTimeline
Van Hulzen Asset Management, LLC113,525$11.3M0.94%+1,80213F-HRTimeline
RFP Financial Group LLC112,731$11.2M4.62%-1,80713F-HRTimeline
Peak Financial Management, Inc.112,719$11.2M3.18%+1,89013F-HRTimeline
LifePlan Investment Advisors, Inc.111,656$11.1M5.5%+1,26013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC111,357$11M0.39%-7,08613F-HRTimeline
CIBC WORLD MARKET INC.111,211$11M0.02%-2,19913F-HRTimeline
Alliance Wealth Management Group110,969$11M2.8%-3,58613F-HRTimeline
Addison Advisors LLC110,957$11M2.75%+4,00013F-HRTimeline
IFP Advisors, Inc110,854$11M0.31%+37,12013F-HRTimeline
Kopp Family Office, LLC110,380$10.9M7.09%+1,30013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…109,760$10.9M0.17%+36,33813F-HRTimelineGroup
Carbahal Olsen Financial Services Group…109,479$10.9M9.26%+4,32513F-HRTimeline
High Note Wealth, LLC108,795$10.8M2.47%-55,01713F-HRTimeline
Blue Chip Partners, LLC108,209$10.7M0.87%-5,82513F-HRTimeline
Geneos Wealth Management Inc.107,826$10.7M0.26%-36,58513F-HRTimeline
Roundview Capital LLC107,423$10.7M0.71%-48213F-HRTimeline
TCP Asset Management, LLC107,070$10.6M2.11%+2,18313F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV106,690$10.6M4.59%+113F-HRTimeline
Caldwell Trust Co106,508$10.6M1.06%+5,53013F-HRTimeline
Mutual Advisors, LLC106,420$10.5M0.26%-146,94513F-HRTimeline
CVA Family Office, LLC105,264$10.4M1.47%+12,12313F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP104,836$10.4M6.73%-5,47013F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.105,028$10.4M0.09%-1,67013F-HRTimeline
Eagle Strategies LLC104,053$10.3M1.57%+2,44313F-HRTimeline
Oldfather Financial Services, LLC103,794$10.3M3.54%+1,12113F-HRTimeline
Forefront Wealth Partners, LLC104,487$10.1M6.95%-7,91413F-HRTimeline
Bowman & Co S.C.101,993$10.1M4.51%+28113F-HRTimeline
SYNOVUS FINANCIAL CORP101,732$10.1M0.12%-2,09013F-HRTimeline
Blankinship & Foster, LLC101,632$10.1M2.36%-8,62113F-HRTimeline
Andina Capital Management, LLC101,307$10M7.04%-12,35413F-HRTimeline
Opes Wealth Management LLC99,531$9.87M1.75%+3,63913F-HRTimeline
Ashton Thomas Private Wealth, LLC99,057$9.83M0.35%+45,41113F-HRTimeline
Wescott Financial Advisory Group, LLC99,032$9.82M0.94%-1,08213F-HRTimeline
Amtrust Financial Services, Inc.98,560$9.78M3.47%013F-HRTimeline
Legacy PCG, LLC98,150$9.74M6.23%-7,64113F-HRTimeline
Christopher J. Hasenberg, Inc96,628$9.59M3.56%+89,93313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/96,540$9.57M0.01%-124,99513F-HR/ATimelineGroup
CFS Investment Advisory Services, LLC95,559$9.48M0.78%+7,06413F-HRTimeline
Addis & Hill, Inc94,971$9.42M6.15%+1,48313F-HRTimeline
Slow Capital, Inc.94,386$9.36M1.15%+36613F-HRTimeline
Timonier Family Office, LTD.94,264$9.35M3.5%+12,74213F-HRTimeline
Emergent Wealth Advisors, LLC90,867$9.17M5.86%+5,08813F-HRTimeline
WHITTIER TRUST CO92,050$9.13M0.11%+26,15913F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co91,629$9.09M2.06%new13F-HRTimelineGroup
Capstone Financial Advisors, Inc.90,929$9.02M0.52%-4,89913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC90,890$9.02M0.67%+8,26013F-HRTimeline
Columbus Macro, LLC90,745$9M1.1%+19,34313F-HRTimeline
Avantax Planning Partners, Inc.90,385$8.97M0.28%-2,15313F-HRTimeline
Vernal Point Advisors, LLC90,275$8.96M5.22%-10,64813F-HRTimeline
Long Run Wealth Advisors, LLC89,731$8.9M1.87%+1,81113F-HRTimeline
FDx Advisors, Inc.89,528$8.88M2.71%-1,95613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding89,205$8.85M+46,513Timeline
Cosner Financial Group, LLC88,874$8.82M4.91%+9,82413F-HRTimeline
BCS Wealth Management88,260$8.76M1.88%+15,26813F-HRTimeline
Crabel Capital Management, LLC87,581$8.69M5.32%+27,33113F-HRTimeline
Summit Asset Management, LLC87,231$8.65M1.41%+1,10013F-HRTimeline
Firestone Capital Management86,648$8.6M2.02%-3,02313F-HRTimeline
Merit Financial Group, LLC86,478$8.58M0.1%+18,64213F-HRTimeline
NorthLanding Financial Partners, LLC86,451$8.58M7.59%+96313F-HRTimeline
Aventus Investment Advisors, Inc.86,341$8.57M7.7%13F-HRTimeline
Silver Coast Investments LLC86,287$8.56M3.11%-83,25813F-HRTimeline
Qube Research & Technologies Ltd86,091$8.54M0.01%-79,00913F-HRTimeline
OneDigital Investment Advisors LLC85,926$8.52M0.09%+17,87313F-HRTimeline
Lifestyle Asset Management, Inc.85,629$8.49M3.97%-11313F-HRTimeline
Csenge Advisory Group85,832$8.42M0.44%-85913F-HRTimeline
GM Advisory Group, LLC84,806$8.41M0.42%+30713F-HRTimeline
Arete Wealth Advisors, LLC84,763$8.41M0.6%-7,07113F-HRTimeline
B. Riley Wealth Advisors, Inc.84,556$8.39M0.41%-32,20613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC84,336$8.37M2.32%-11,80813F-HRTimelineGroup
Glassy Mountain Advisors, Inc.84,161$8.35M2.69%+2,30513F-HRTimeline
Coastline Trust Co83,709$8.3M0.95%-10613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ACT WEALTH MANAGEMENT, LLC83,527$8.29M3.5%+90413F-HRTimeline
Rehmann Capital Advisory Group82,730$8.21M0.5%-16,23913F-HRTimeline
Chicago Partners Investment Group LLC83,332$8.2M0.24%-32,92613F-HRTimeline
Wayfinding Financial, LLC82,555$8.19M3.66%+18,68413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.82,442$8.18M0.56%+1,72613F-HRTimelineGroup
EPIQ PARTNERS, LLC81,917$8.13M4.14%+3,92813F-HRTimeline
Ausdal Financial Partners, Inc.81,498$8.08M0.54%-3,31013F-HRTimeline
Westside Investment Management, Inc.80,817$8.02M1.49%+2,13113F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC80,677$8M2.84%+1,89613F-HRTimeline
RFG Advisory, LLC80,637$8M0.19%+58,94413F-HRTimeline
Facet Wealth, Inc.81,085$8M0.18%-8,50213F-HRTimeline
Chesley Taft & Associates LLC80,502$7.99M0.36%+76013F-HRTimeline
KFA Private Wealth Group, LLC79,899$7.93M2.46%+80913F-HRTimeline
Copperwynd Financial, LLC79,180$7.85M1.96%+39,68813F-HRTimeline
REDW Wealth LLC78,461$7.78M3.1%-4,89413F-HRTimeline
AE Wealth Management LLC78,116$7.75M0.06%-11,18613F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC77,459$7.68M7.5%+3,00713F-HRTimeline
DURANTE & WATERS, LLC76,804$7.62M6%-1,09513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…76,081$7.55M0.02%-1,87113F-HRTimeline
Midwestern Financial, LLC /IA75,693$7.51M7.04%13F-HRTimeline
LGL PARTNERS, LLC75,264$7.46M3.31%-12,98013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…75,182$7.46M0.59%+39113F-HRTimelineGroup
BlueSky Wealth Advisors, LLC74,565$7.4M1.07%-7,49113F-HRTimeline
Destiny Capital Corp/CO74,147$7.36M4.44%+1,20513F-HRTimeline
All Terrain Financial Advisors, LLC74,003$7.34M2.66%+3,05713F-HRTimeline
Heritage Family Offices, LLP74,348$7.34M3.71%013F-HRTimeline
U S WEALTH GROUP, LLC.73,958$7.34M5.72%-6,48513F-HRTimeline
Jackson Hole Capital Partners, LLC73,751$7.32M1.34%+55413F-HRTimeline
Apexium Financial, LP73,499$7.29M0.39%+76313F-HRTimeline
Cedar Mountain Advisors, LLC72,969$7.24M1.5%-2,73313F-HRTimeline
PLIMOTH TRUST CO LLC72,629$7.2M1.73%+2,40313F-HRTimeline
Greykasell Wealth Strategies, Inc.72,493$7.19M3.45%+17,87213F-HRTimeline
DOHJ, LLC73,506$7.18M2.09%+17,51213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…72,091$7.15M0.21%+77013F-HRTimelineGroup
Systematic Alpha Investments, LLC72,000$7.14M0.25%013F-HRTimeline
Summit Wealth Group, LLC71,792$7.12M1.83%-21,66913F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC71,774$7.12M3.35%-5,05013F-HRTimeline
Astoria Strategic Wealth, Inc.71,693$7.11M1.92%-46413F-HRTimeline
Regal Investment Advisors LLC71,356$7.08M0.53%-22013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.71,073$7.05M<0.01%-11,50013F-HRTimelineGroup
Boomfish Wealth Group, LLC70,860$7.03M4.06%+4,39313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC70,759$7.02M0.6%+39613F-HRTimeline
Tillman Hartley LLC70,624$7.01M1.98%-14,42913F-HRTimeline
MKD WEALTH COACHES, LLC70,497$6.99M7.37%-2,03913F-HRTimeline
City State Bank69,942$6.94M2.18%-3,55013F-HRTimeline
Smartleaf Asset Management LLC69,920$6.91M0.61%+1,93013F-HRTimeline
Erickson Financial Group, LLC69,632$6.91M4.67%+1,10013F-HRTimeline
Heritage Financial Services, LLC68,934$6.84M0.66%-3,06913F-HRTimeline
Exchange Capital Management, Inc.68,910$6.84M1.02%+2,67013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC68,728$6.82M0.25%+7,50713F-HRTimeline
Accurate Wealth Management, LLC68,804$6.77M1.04%+2,76913F-HRTimeline
MN Wealth Advisors, LLC67,928$6.74M3.92%+32,20113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC67,907$6.74M2.3%-8,06513F-HRTimeline
Moneda S.A. Administradora General de F…67,712$6.72M7.28%-8,09913F-HRTimeline
Sovereign Investment Advisors, LLC67,620$6.71M1.84%+3,09613F-HRTimeline
CIBC WORLD MARKETS CORP67,606$6.71M0.04%+45213F-HRTimeline
Pinnacle Financial Group, LLC / IL67,322$6.68M2.24%+1,60213F-HRTimeline