Skip to content
Disclosery

AGG ISHARES TR

Follow

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
NBT BANK, N.A.in group NBT BANK, N.A.71,286$6.91M0.48%+24413F-HRTimelineGroup
Columbus Macro, LLC71,111$6.89M0.96%+39,64913F-HRTimeline
Fund Evaluation Group, LLC70,564$6.84M0.32%+2513F-HRTimeline
Atria Investments, Inc69,169$6.7M0.08%+5,82213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…68,745$6.66M0.65%-14,61113F-HR/ATimelineGroup
Heritage Family Offices, LLP68,711$6.66M3.32%+1,47413F-HRTimeline
Glassy Mountain Advisors, Inc.68,469$6.63M2.27%+17,55113F-HRTimeline
City State Bank68,202$6.61M2.33%+25713F-HRTimeline
Strategic Financial Concepts, LLC68,026$6.59M1.26%+51,75913F-HR/ATimeline
CIBC WORLD MARKETS CORP67,541$6.54M0.04%+3,22513F-HRTimeline
MKD WEALTH COACHES, LLC67,480$6.54M6.62%13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp67,236$6.52M0.62%-22513F-HRTimelineGroup
Erickson Financial Group, LLC67,116$6.5M4.63%+37013F-HRTimeline
PFW Advisors LLC67,113$6.5M2%13F-HRTimeline
WHITTIER TRUST CO67,012$6.49M0.09%-22913F-HRTimeline
Exchange Capital Management, Inc.66,923$6.48M1.03%-7,14913F-HRTimeline
Sovereign Investment Advisors, LLC66,542$6.45M1.92%+83113F-HRTimeline
All Terrain Financial Advisors, LLC66,457$6.44M2.51%+1,44413F-HRTimeline
LITTLE HOUSE CAPITAL LLC66,335$6.43M1.84%+12,65513F-HRTimeline
J.W. COLE ADVISORS, INC.66,263$6.42M0.26%+1,31013F-HRTimeline
ARRIEN INVESTMENTS, INC.65,485$6.39M4.56%+2,68013F-HRTimeline
Boomfish Wealth Group, LLC65,919$6.39M3.88%+20,93413F-HRTimeline
Integrated Advisors Network LLC65,719$6.37M0.31%-5,28113F-HRTimeline
Gemmer Asset Management LLC65,157$6.31M0.62%+48513F-HRTimeline
Golden Bell Financial Planning LLC65,020$6.3M6.33%13F-HRTimeline
RiverFront Investment Group, LLC64,084$6.21M0.14%+59,38513F-HRTimeline
Linscomb Wealth, Inc.63,756$6.18M0.31%-28113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC63,690$6.17M0.01%+50,72713F-HRTimelineGroup
Proficio Capital Partners LLC67,904$6.16M0.5%-80,69013F-HR/ATimeline
Pinnacle Financial Group, LLC / IL63,314$6.14M2.4%+7,96213F-HRTimeline
Accurate Wealth Management, LLC63,319$6.07M1.17%+11,41313F-HRTimeline
Redwood Park Advisors LLC62,269$6.03M5.15%13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO61,815$5.99M1.42%-1,70513F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…61,152$5.93M2.26%+15,20313F-HRTimelineGroup
Valeo Financial Advisors, LLC60,172$5.83M0.16%+2,56113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC59,934$5.81M0.44%+6,65313F-HRTimeline
Prime Buchholz LLC59,853$5.8M1.89%13F-HRTimeline
Global Assets Advisory, LLC59,839$5.8M3.2%-4,45713F-HRTimeline
WealthTrust Asset Management, LLC59,467$5.76M4.14%+19813F-HRTimeline
Element Wealth, LLC59,341$5.75M3.01%-2,76413F-HRTimeline
BCS Wealth Management58,959$5.71M1.42%new13F-HRTimeline
American State Bank (Iowa)58,635$5.68M3.42%+5,99013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC58,049$5.62M6.12%13F-HRTimeline
Financial Freedom, LLC57,933$5.61M2.96%-3,11613F-HRTimeline
Ashton Thomas Private Wealth, LLC57,766$5.6M0.22%+11,81513F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co57,660$5.59M1.39%013F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.57,516$5.57M1.12%+9,06113F-HRTimeline
RWA WEALTH PARTNERS, LLC56,936$5.52M0.07%-24,88513F-HRTimeline
Stonegate Investment Group, LLC56,750$5.5M0.15%+4,85013F-HRTimeline
TPG Advisors LLC56,476$5.47M4.27%+16,98713F-HRTimeline
Long Run Wealth Advisors, LLC56,134$5.44M1.3%+2,50113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd56,083$5.43M0.11%new13F-HRTimelineGroup
NVWM, LLC55,439$5.37M1.36%+42,71913F-HRTimeline
DSG Capital Advisors, LLC55,237$5.35M0.97%13F-HRTimeline
Wayfinding Financial, LLC55,223$5.35M2.86%+6,01913F-HRTimeline
Family Firm, Inc.54,847$5.31M1.18%+59313F-HRTimeline
FourThought Financial Partners, LLC54,489$5.28M0.55%+18,14413F-HRTimeline
OBSIDIAN CIO, LLC54,142$5.25M0.96%+47,05113F-HRTimeline
Grove Bank & Trust54,138$5.25M0.73%+11,97813F-HRTimeline
May Hill Capital, LLC53,740$5.21M2.02%13F-HRTimeline
DMC Group, LLC53,638$5.2M4.23%+1913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding53,060$5.14M+506Timeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …52,757$5.11M<0.01%013F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.52,469$5.08M0.85%+2,20013F-HRTimeline
FIRST AMERICAN TRUST, FSB52,415$5.08M0.51%-9,09913F-HRTimeline
Timonier Family Office, LTD.52,368$5.07M2.6%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DONALDSON CAPITAL MANAGEMENT, LLC52,358$5.07M0.19%+7,46613F-HRTimeline
Kades & Cheifetz LLC52,214$5.06M2.59%new13F-HRTimeline
Diligent Investors, LLC52,184$5.06M1.16%-9,36813F-HRTimeline
One Capital Management, LLC51,940$5.03M0.17%+23,80013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA51,916$5.03M0.33%-3,90013F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC51,726$5.01M0.8%+1,72513F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC51,151$4.96M2.32%+11,28213F-HRTimeline
Ironwood Financial, llc51,024$4.94M1.04%-2,16413F-HRTimeline
Centerstone Investors, LLC51,000$4.94M4.63%new13F-HR/ATimeline
Forum Private Client Group LLC50,980$4.94M2.2%-1,87913F-HRTimeline
Impact Capital Partners LLC50,711$4.91M1.75%13F-HRTimeline
BG Investment Services, LLC50,565$4.9M4.93%13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC50,190$4.88M1.26%-67313F-HR/ATimeline
PFG Investments, LLC50,315$4.88M0.3%+5,53813F-HRTimeline
Accredited Investors Inc.50,273$4.87M0.29%-95,52213F-HRTimeline
McAdam, LLC50,159$4.86M0.27%-11,28813F-HRTimeline
1ST SOURCE BANK49,862$4.83M0.28%-55513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC49,700$4.82M0.15%-2,27313F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC49,608$4.81M2.03%+15,76413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC49,406$4.79M0.04%+17,02113F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP48,860$4.73M<0.01%+19,26513F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.48,170$4.67M0.56%-1,49913F-HRTimeline
RKL Wealth Management LLC48,122$4.66M0.42%+4,97813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC47,978$4.65M0.98%+1,36913F-HRTimeline
New Century Financial Group, LLC47,992$4.65M1.98%+1,20313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.47,847$4.64M0.11%-12,13213F-HRTimelineGroup
Midwest Professional Planners, LTD.47,810$4.63M1.38%+50413F-HRTimeline
LEUTHOLD GROUP, LLC47,795$4.63M0.56%-4,34913F-HRTimeline
Capital Advisors Wealth Management, LLC47,517$4.6M0.82%-4,98713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC47,471$4.6M0.1%-5,85113F-HRTimelineGroup
PKS Advisory Services, LLC46,857$4.54M1.14%13F-HRTimeline
Kagan Cocozza Asset Management46,528$4.51M3.74%13F-HRTimeline
Canvas Wealth Advisors, LLC46,350$4.49M1.13%+7,19313F-HRTimeline
STOCK YARDS BANK & TRUST CO46,033$4.46M0.15%-7,24213F-HRTimeline
Alamar Capital Management, LLC45,965$4.45M2.43%+7,70413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC45,850$4.44M0.4%+52013F-HRTimelineGroup
RFG Advisory, LLC45,842$4.44M0.13%-1,90513F-HRTimeline
Newport Capital Group, LLC45,771$4.44M3.27%+3,67413F-HRTimeline
Graypoint LLC45,658$4.42M0.27%+7,91313F-HRTimeline
Tradition Wealth Management, LLC45,562$4.41M0.39%-26413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.45,348$4.39M0.66%-24213F-HR/ATimeline
Grant/GrossMendelsohn, LLC45,300$4.39M2.29%-3,01113F-HRTimeline
Modus Advisors, LLC45,113$4.37M1.37%+2,18613F-HRTimeline
KG Capital Management44,865$4.35M1.4%+1,04713F-HRTimeline
Oxinas Partners, LLC44,633$4.32M2.54%+4813F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC44,286$4.29M1.61%new13F-HRTimeline
PRIVATE TRUST CO NA44,113$4.27M0.44%-65813F-HRTimeline
Optas, LLC43,790$4.24M0.91%-8813F-HRTimeline
WBH ADVISORY INC43,669$4.23M0.39%+29,23313F-HRTimeline
Parallax Volatility Advisers, L.P.43,651$4.23M0.09%013F-HRTimeline
Smartleaf Asset Management LLC43,303$4.2M0.43%+88713F-HRTimeline
F/m Investments LLC43,261$4.19M0.15%+27,69113F-HRTimeline
Logan Stone Capital, LLC43,043$4.17M1.4%-174,45713F-HRTimeline
OARSMAN CAPITAL, INC.42,965$4.16M0.73%-45013F-HRTimeline
XML Financial, LLC42,849$4.15M0.38%+3,21113F-HRTimeline
Simmons Bankin group Simmons Bank42,680$4.14M0.3%+5813F-HRTimelineGroup
Compagnie Lombard Odier SCmA42,550$4.12M0.06%+42,03013F-HRTimeline
HRT FINANCIAL LP42,526$4.12M0.02%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC42,505$4.12M0.03%+30,94213F-HRTimelineGroup
Savvy Advisors, Inc.42,488$4.12M0.5%+8,04513F-HRTimeline
E&G Advisors, LLC42,084$4.08M1.11%-1,29113F-HRTimeline
Glenview Trust Co41,935$4.06M0.08%+5,56313F-HRTimeline
Ullmann Wealth Partners Group, LLC41,861$4.06M0.52%+20213F-HRTimeline
QUADRANT CAPITAL GROUP LLC41,816$4.05M0.28%+69613F-HRTimeline
TI-TRUST, INC41,776$4.05M2.71%+65413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC41,631$4.03M0.38%+4,17313F-HRTimeline
RiverGlades Family Offices LLC41,601$4.03M2.88%-8,11813F-HRTimeline
Gladstone Institutional Advisory LLC41,595$4.03M0.19%-16,75513F-HRTimeline
Family Investment Center, Inc.41,582$4.03M1.02%+55013F-HRTimeline
Hickory Point Bank & Trust41,400$4.01M3.56%13F-HRTimeline
BOK Financial Private Wealth, Inc.41,360$4.01M0.29%-8,28613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…41,268$4M0.76%-77313F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/41,249$4M0.22%+22,29613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC41,246$4M0.93%+51013F-HRTimeline
Royal Harbor Partners, LLC41,236$4M1.51%+1,64513F-HRTimeline
Regal Investment Advisors LLC41,150$3.99M0.3%-10,78413F-HRTimeline
Stanich Group LLC41,062$3.98M2.97%13F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC40,848$3.96M0.5%013F-HRTimeline
Sharper & Granite LLC40,680$3.94M1.74%-3,37013F-HRTimeline
Exchange Bank40,252$3.9M3.14%+4,14313F-HRTimeline
Schechter Investment Advisors, LLC40,083$3.88M0.3%+18,19113F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC39,952$3.87M1.82%+85313F-HRTimeline
Coign Capital Advisors LLC39,743$3.85M3.55%13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC39,641$3.84M0.68%+13113F-HRTimeline
Joseph P. Lucia & Associates, LLC39,443$3.82M1.7%+5,25413F-HRTimeline
Cannon Wealth Management Services, LLC39,328$3.82M3.29%+4,28013F-HRTimeline
Financial Strategies Group, Inc.39,742$3.81M0.91%+4,12613F-HRTimeline
Sound View Wealth Advisors Group, LLC39,347$3.81M0.31%-22813F-HRTimeline
FAMILY WEALTH PARTNERS, LLC39,007$3.78M1.8%+2,58713F-HRTimeline
TOWNSQUARE CAPITAL LLC38,905$3.77M0.04%+10,57113F-HRTimeline
Security Financial Services, INC.38,706$3.75M0.76%-3,03213F-HRTimeline
Counterweight Ventures, LLC38,663$3.75M2.65%+78013F-HRTimeline
Winthrop Capital Management, LLC38,334$3.72M0.99%new13F-HRTimeline
DecisionMap Wealth Management, LLC37,938$3.68M2.91%13F-HRTimeline
B. Riley Wealth Advisors, Inc.37,798$3.66M0.12%-52,40113F-HRTimeline
Northwest Capital Management Inc37,793$3.66M1.57%-8,26813F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC37,579$3.64M2.15%13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC37,427$3.63M0.02%-4,87013F-HRTimelineGroup
Vise Technologies, Inc.37,377$3.62M0.3%+28,85713F-HRTimeline
Arista Wealth Management, LLC37,355$3.62M0.87%013F-HRTimeline
Snowden Capital Advisors LLC37,157$3.6M0.11%+5,57913F-HRTimeline
Man Group plcin group Man Group plc37,150$3.6M0.01%-303,94513F-HRTimelineGroup
WAYCROSS PARTNERS, LLC37,110$3.6M0.47%013F-HRTimeline
IFP Advisors, Inc37,042$3.59M0.12%+5,97213F-HRTimeline
Mechanics Bank Trust Department36,916$3.58M0.48%+98513F-HRTimeline
MN Wealth Advisors, LLC36,775$3.56M2.01%+3,71313F-HRTimeline
Merit Financial Group, LLC36,730$3.56M0.06%+19,80013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD36,645$3.55M0.01%-6,42513F-HRTimelineGroup
Compass Ion Advisors, LLC36,301$3.52M0.42%+90313F-HRTimeline
MPS Loria Financial Planners, LLC35,758$3.46M1.03%+73213F-HRTimeline
Global View Capital Management LLC35,693$3.46M1.21%13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …35,607$3.45M0.75%013F-HRTimeline
AtlasMark Financial, Inc35,589$3.45M3.17%+97613F-HRTimeline
NYL Investors LLC35,400$3.43M0.31%+2,10013F-HRTimeline
Merkkuri Wealth Advisors LLC35,373$3.43M2.71%+3,24213F-HRTimeline
SMITH, MOORE & CO.35,324$3.42M0.31%+3,69613F-HRTimeline
Waldron Private Wealth LLC35,264$3.42M0.14%+3,37413F-HRTimeline
FINANCIAL COUNSELORS INC34,964$3.39M0.05%+1,63413F-HRTimeline
Innovative Wealth Building LLC34,902$3.38M3.06%13F-HRTimeline
Aspect Partners, LLC34,878$3.38M1.95%-1,37713F-HRTimeline
Legacy Wealth Management, LLC34,819$3.37M0.22%-3,69413F-HRTimeline
Stonekeep Investments, LLC34,795$3.37M2.51%-10813F-HRTimeline
Intergy Private Wealth, LLC34,514$3.34M1.25%+6,09013F-HRTimeline
TD Waterhouse Canada Inc.33,459$3.24M0.03%+11,10613F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV33,296$3.23M1.89%+1,11813F-HRTimeline
IFG Advisory, LLC33,009$3.2M0.18%+14,07913F-HRTimeline
Aletheian Wealth Advisors LLC32,862$3.18M1.88%+1,79813F-HRTimeline
AMG National Trust Bank32,545$3.15M0.09%-1,41013F-HRTimeline
KFA Private Wealth Group, LLC32,268$3.13M1.31%+21,72813F-HRTimeline
DAVENPORT & Co LLC32,237$3.12M0.02%+2,08713F-HRTimeline
Gotham Asset Management, LLC32,201$3.12M0.03%+4,25513F-HRTimeline
Zhang Financial LLC32,089$3.11M0.18%+8,75213F-HRTimeline
Kovack Advisors, Inc.31,968$3.1M0.3%+2,68613F-HRTimeline
Compass Financial Group, Inc.31,958$3.1M1.48%+2213F-HRTimeline