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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
INSIGNEO ADVISORY SERVICES, LLC70,363$6.96M0.72%-1,88413F-HRTimeline
PLIMOTH TRUST CO LLC70,226$6.95M1.81%-6,34113F-HRTimeline
Erickson Financial Group, LLC68,532$6.78M5.06%+1,41613F-HRTimeline
OneDigital Investment Advisors LLC68,053$6.73M0.08%-44,45513F-HRTimeline
Smartleaf Asset Management LLC67,990$6.71M0.65%+24,68713F-HRTimeline
Merit Financial Group, LLC67,836$6.71M0.1%+31,10613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp67,236$6.65M0.74%013F-HRTimelineGroup
CIBC WORLD MARKETS CORP67,154$6.64M0.05%-38713F-HRTimeline
Innova Wealth Partners66,900$6.62M4.1%-21,86413F-HRTimeline
Boomfish Wealth Group, LLC66,467$6.57M4.27%+54813F-HRTimeline
Exchange Capital Management, Inc.66,240$6.55M1.06%-68313F-HRTimeline
AlphaQ Advisors LLC66,227$6.55M15.7%-13,98813F-HRTimeline
ARRIEN INVESTMENTS, INC.65,999$6.53M4.68%+51413F-HRTimeline
WHITTIER TRUST CO65,891$6.52M0.09%-1,12113F-HRTimeline
Pinnacle Financial Group, LLC / IL65,720$6.5M2.36%+2,40613F-HRTimeline
Gemmer Asset Management LLC65,267$6.46M0.65%+11013F-HRTimeline
PFW Advisors LLC65,195$6.45M2.02%-1,91813F-HRTimeline
Simplicity Wealth,LLC64,836$6.41M0.5%+61,37713F-HRTimeline
Accurate Wealth Management, LLC66,035$6.41M1.22%+2,71613F-HRTimeline
Lionsbridge Wealth Management LLC64,746$6.4M5.69%-9,71413F-HRTimeline
Linscomb Wealth, Inc.64,000$6.33M0.32%+24413F-HRTimeline
Golden Bell Financial Planning LLC63,918$6.32M6.14%-1,10213F-HRTimeline
Sovereign Investment Advisors, LLC64,524$6.32M2.2%-2,01813F-HRTimeline
Wayfinding Financial, LLC63,871$6.32M2.77%+8,64813F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC63,046$6.24M1.24%-16,21413F-HRTimeline
Freestate Advisors LLC63,024$6.23M6.19%-25,79813F-HRTimeline
Conservest Capital Advisors, Inc.62,934$6.23M0.65%-54,16613F-HRTimeline
Redwood Park Advisors LLC62,810$6.21M5.21%+54113F-HRTimeline
MARQUETTE ASSOCIATES, INC.62,542$6.19M6.19%new13F-HRTimeline
Empower Advisory Group, LLC62,216$6.15M0.02%-49,81713F-HRTimeline
TOEWS CORP /ADV62,213$6.15M2.72%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO62,135$6.15M1.48%+32013F-HRTimeline
Element Wealth, LLC62,038$6.14M3.29%+2,69713F-HRTimeline
TPG Advisors LLC61,442$6.08M4.79%+4,96613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC61,221$6.06M0.23%+8,86313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC60,970$6.03M0.57%+19,33913F-HRTimeline
Graypoint LLC60,880$6.02M0.38%+15,22213F-HRTimeline
MinichMacGregor Wealth Management, LLC60,696$6M1.34%new13F-HRTimeline
American State Bank (Iowa)60,658$6M3.62%+2,02313F-HRTimeline
Stonegate Investment Group, LLC60,370$5.97M0.16%+3,62013F-HRTimeline
Crabel Capital Management, LLC60,250$5.96M6.44%+54,35813F-HRTimeline
CBM Financial, LLC60,957$5.95M4.84%13F-HRTimeline
Capital Management Associates, Inc59,828$5.92M1.34%+33,18413F-HRTimeline
WealthTrust Asset Management, LLC59,044$5.84M4.33%-42313F-HRTimeline
DMC Group, LLC58,240$5.76M4.69%+4,60213F-HRTimeline
Proficio Capital Partners LLC58,534$5.75M0.44%-9,37013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.57,927$5.73M1.11%+41113F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co57,660$5.7M1.38%013F-HRTimelineGroup
Independent Advisor Alliance57,271$5.67M0.19%-107,98213F-HRTimeline
Alamar Capital Management, LLC56,394$5.58M3.32%+10,42913F-HRTimeline
Family Firm, Inc.56,094$5.55M1.24%+1,24713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.56,081$5.55M0.15%+8,23413F-HRTimelineGroup
DOHJ, LLC55,994$5.54M1.27%+31,89713F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…55,729$5.51M2.06%-5,42313F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…55,708$5.51M1.96%+24,04113F-HRTimeline
FourThought Financial Partners, LLC55,498$5.49M0.57%+1,00913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC55,248$5.47M0.5%-4,68613F-HR/ATimeline
Grove Bank & Trust54,898$5.43M0.73%+76013F-HRTimeline
Compton Financial Group, LLC54,864$5.43M1.56%-496,41513F-HRTimeline
Midwest Professional Planners, LTD.54,658$5.41M1.68%+6,84813F-HRTimeline
Greykasell Wealth Strategies, Inc.54,621$5.4M2.88%+29,43313F-HRTimeline
Valeo Financial Advisors, LLC54,523$5.39M0.15%-5,64913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC54,369$5.38M0.02%-22,86213F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC53,940$5.34M0.32%-25,94613F-HRTimeline
TOWNSQUARE CAPITAL LLC53,795$5.32M0.06%+14,89013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC53,688$5.31M2.49%+2,53713F-HRTimeline
Ashton Thomas Private Wealth, LLC53,646$5.31M0.2%-4,12013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/53,557$5.3M0.29%+12,30813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC53,228$5.27M0.12%+5,75713F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …52,757$5.22M<0.01%013F-HRTimelineGroup
BLUESTEM FINANCIAL ADVISORS, LLC52,572$5.2M2.43%+12,62013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC52,537$5.2M0.16%+2,83713F-HRTimelineGroup
WP Advisors, LLC52,430$5.19M1.73%new13F-HRTimeline
May Hill Capital, LLC52,337$5.18M1.95%-1,40313F-HRTimeline
Pandora Wealth, Inc.51,871$5.13M3.38%13F-HRTimeline
PKS Advisory Services, LLC51,704$5.11M1.4%+4,84713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.51,403$5.08M0.65%+3,23313F-HRTimeline
Logan Stone Capital, LLC51,273$5.07M2.36%+8,23013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA51,166$5.06M0.35%-75013F-HRTimelineGroup
RKL Wealth Management LLC51,146$5.06M0.48%+3,02413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …50,255$4.97M1.02%+14,64813F-HRTimeline
Savvy Advisors, Inc.49,980$4.94M0.5%+7,49213F-HRTimeline
DAVENPORT & Co LLC49,965$4.94M0.03%+17,72813F-HRTimeline
Centerstone Investors, LLC51,000$4.94M11.72%013F-HRTimeline
Arcadia Wealth Management, LLC49,864$4.93M2.44%new13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC49,788$4.93M1.03%+1,81013F-HRTimeline
PFG Investments, LLC49,769$4.92M0.32%-54613F-HRTimeline
Forum Private Client Group LLC49,656$4.91M2.13%-1,32413F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC49,221$4.87M1.67%-96913F-HRTimeline
Ironwood Financial, llc49,215$4.87M1.04%-1,80913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding49,207$4.87M-3,853Timeline
1ST SOURCE BANK49,135$4.86M0.29%-72713F-HRTimeline
Diligent Investors, LLC49,052$4.85M1.18%-3,13213F-HRTimeline
Coppell Advisory Solutions LLC8,599$4.79M0.67%-11,18013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.48,369$4.78M0.26%+18,31313F-HR/ATimelineGroup
Glenview Trust Co48,124$4.76M0.09%+6,18913F-HR/ATimeline
LEUTHOLD GROUP, LLC47,795$4.73M0.61%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC47,090$4.64M2.01%-2,51813F-HRTimeline
LITTLE HOUSE CAPITAL LLC46,754$4.62M1.27%-19,58113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.46,726$4.62M0.8%-5,74313F-HRTimeline
Financial Freedom, LLC46,391$4.59M2.64%-11,54213F-HRTimeline
Kovack Advisors, Inc.46,375$4.59M0.49%+14,40713F-HRTimeline
Waldron Private Wealth LLC46,249$4.57M0.22%+10,98513F-HRTimeline
Belpointe Asset Management LLC46,247$4.57M0.24%+36,07113F-HRTimeline
XML Financial, LLC46,070$4.56M0.43%+3,22113F-HRTimeline
Kagan Cocozza Asset Management45,965$4.55M3.72%-56313F-HRTimeline
Coign Capital Advisors LLC45,242$4.48M3.44%+5,49913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.45,188$4.47M1.73%+13,23213F-HRTimeline
KG Capital Management45,005$4.45M1.44%+14013F-HRTimeline
Canvas Wealth Advisors, LLC45,577$4.44M1.14%-77313F-HRTimeline
Tradition Wealth Management, LLC44,819$4.43M0.39%-74313F-HRTimeline
Reyes Financial Architecture, Inc.44,754$4.43M3.26%+35,96113F-HRTimeline
Mechanics Bank Trust Department44,549$4.41M0.6%+7,63313F-HRTimeline
Modus Advisors, LLC44,244$4.38M1.43%-86913F-HRTimeline
FIRST AMERICAN TRUST, FSB44,182$4.37M0.4%-8,23313F-HRTimeline
McAdam, LLC44,009$4.35M0.27%-6,15013F-HRTimeline
Jaffetilchin Investment Partners, LLC43,998$4.35M0.32%+31,81713F-HRTimeline
WBH ADVISORY INC43,882$4.34M0.4%+21313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.43,805$4.33M0.65%-1,54313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC43,695$4.32M0.04%-5,71113F-HR/ATimelineGroup
Ullmann Wealth Partners Group, LLC43,682$4.32M0.57%+1,82113F-HRTimeline
Parallax Volatility Advisers, L.P.43,651$4.32M0.14%013F-HRTimeline
Sharper & Granite LLC43,628$4.32M1.78%+2,94813F-HRTimeline
Compagnie Lombard Odier SCmA43,600$4.31M0.05%+1,05013F-HRTimeline
F/m Investments LLC43,322$4.29M0.17%+6113F-HRTimeline
Capital Advisors Wealth Management, LLC43,114$4.26M0.75%-4,40313F-HRTimeline
IEQ CAPITAL, LLC43,112$4.26M0.03%+26,34613F-HRTimeline
Newport Capital Group, LLC43,087$4.26M3.07%-2,68413F-HRTimeline
Optas, LLC42,872$4.24M0.74%-91813F-HRTimeline
TI-TRUST, INC42,728$4.23M2.8%+95213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding42,692$4.22M+1,424Timeline
Strategic Financial Concepts, LLC42,662$4.22M0.79%-25,36413F-HRTimeline
Simmons Bankin group Simmons Bank42,605$4.21M0.32%-7513F-HRTimelineGroup
Impact Capital Partners LLC42,365$4.19M1.52%-8,34613F-HRTimeline
E&G Advisors, LLC41,984$4.15M1.17%-10013F-HRTimeline
Hickory Point Bank & Trust41,665$4.12M3.62%+26513F-HRTimeline
RiverGlades Family Offices LLC41,524$4.11M2.96%-7713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC41,507$4.11M0.93%+26113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC41,450$4.1M0.52%-32,10213F-HRTimelineGroup
Archvest Wealth Advisors, Inc.40,918$4.05M3.35%-208,71113F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC40,848$4.04M0.56%013F-HRTimeline
Sound View Wealth Advisors Group, LLC40,842$4.04M0.33%+1,49513F-HRTimeline
Joseph P. Lucia & Associates, LLC40,516$4.01M1.83%+1,07313F-HRTimeline
Enterprise Bank & Trust Co40,457$4M1.55%-233,03813F-HRTimeline
Cannon Wealth Management Services, LLC40,736$4M3.57%+1,40813F-HRTimeline
Sharkey, Howes & Javer39,887$3.95M0.56%-69,26613F-HRTimeline
Aspect Partners, LLC39,826$3.94M2.26%+4,94813F-HRTimeline
OARSMAN CAPITAL, INC.39,786$3.94M0.71%-3,17913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.39,671$3.92M1.15%-104,89813F-HRTimeline
PRIVATE TRUST CO NA39,518$3.91M0.4%-4,59513F-HRTimeline
Copperwynd Financial, LLC39,492$3.91M1.08%+34,81613F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC39,434$3.9M2.16%+1,85513F-HRTimeline
Exchange Bank39,351$3.89M3.14%-90113F-HRTimeline
Counterweight Ventures, LLC39,324$3.89M2.79%+66113F-HRTimeline
Family Investment Center, Inc.39,091$3.87M0.94%-2,49113F-HRTimeline
Advisor Resource Council38,596$3.82M0.31%+33,97613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC38,150$3.77M0.36%-7,70013F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC38,071$3.77M0.72%-1,57013F-HRTimeline
Stanich Group LLC37,864$3.75M2.77%-3,19813F-HRTimeline
STOCK YARDS BANK & TRUST CO37,862$3.75M0.13%-8,17113F-HRTimeline
Grant/GrossMendelsohn, LLC37,699$3.73M2.07%-7,60113F-HRTimeline
Arista Wealth Management, LLC37,355$3.7M0.9%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …37,276$3.69M0.23%+29,10913F-HRTimelineGroup
Winthrop Capital Management, LLC37,293$3.69M1.01%-1,04113F-HRTimeline
AtlasMark Financial, Inc37,275$3.69M3.42%+1,68613F-HRTimeline
Stonekeep Investments, LLC37,165$3.68M2.71%+2,37013F-HRTimeline
WAYCROSS PARTNERS, LLC37,110$3.67M0.41%013F-HRTimeline
Wolf Group Capital Advisors36,695$3.63M1.22%+23,45713F-HRTimeline
Snowden Capital Advisors LLC36,680$3.63M0.12%-47713F-HRTimeline
FAMILY WEALTH PARTNERS, LLC36,569$3.62M1.65%-2,43813F-HRTimeline
Legacy Wealth Management, LLC36,454$3.61M0.24%+1,63513F-HRTimeline
NYL Investors LLC36,000$3.56M0.23%+60013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.35,839$3.55M0.14%new13F-HRTimelineGroup
MN Wealth Advisors, LLC35,727$3.53M2.08%-1,04813F-HRTimeline
SMITH, MOORE & CO.35,590$3.52M0.33%+26613F-HRTimeline
Columbia Bank35,547$3.52M1.22%+5,44013F-HRTimeline
FINANCIAL COUNSELORS INC35,432$3.5M0.05%+46813F-HRTimeline
Compass Ion Advisors, LLC35,401$3.5M0.41%-90013F-HRTimeline
MPS Loria Financial Planners, LLC35,267$3.49M1.03%-49113F-HRTimeline
Intergy Private Wealth, LLC35,190$3.48M1.32%+67613F-HRTimeline
Northwest Capital Management Inc35,153$3.48M1.43%-2,64013F-HRTimeline
Financial Strategies Group, Inc.35,322$3.45M0.82%-4,42013F-HRTimeline
Patriot Financial Group Insurance Agenc…34,884$3.45M0.46%+3,16113F-HRTimeline
LeConte Wealth Management, LLC34,785$3.44M2.19%13F-HRTimeline
Accel Wealth Management34,670$3.43M1.24%+7,59113F-HRTimeline
Dynamic Advisor Solutions LLC34,578$3.42M0.11%+3,47713F-HRTimeline
Cheviot Value Management, LLC34,618$3.38M0.42%new13F-HRTimeline
Innovative Wealth Building LLC34,025$3.37M3.1%-87713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC33,631$3.33M0.38%+3,90013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC33,619$3.33M0.12%+2,69013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.33,501$3.31M0.5%+10,02413F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV33,389$3.3M1.86%+9313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP33,333$3.3M0.08%+16,07513F-HRTimeline
LPWM LLC33,275$3.29M1.06%-70,03513F-HRTimeline
BOK Financial Private Wealth, Inc.33,123$3.28M0.25%-8,23713F-HRTimeline
Gryphon Financial Partners LLC32,588$3.22M0.46%+3,07613F-HRTimeline
Aletheian Wealth Advisors LLC32,582$3.22M1.81%-28013F-HRTimeline
AMG National Trust Bank32,578$3.22M0.09%+3313F-HRTimeline
Flagship Private Wealth, LLC32,413$3.21M1.53%+4,04613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC32,399$3.2M0.52%-19,32713F-HRTimeline