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Disclosery

AGG ISHARES TR

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SHS (fund)

1,910 managers (1,935 13F filers) reported a position in AGG shares at 2025-09-30, 1,185,780,463 shares in all. 122 filers opened a position and 96 filers sold out during the quarter.

Managers
1,910
13F filers
1,935
New
122
Added
963
Reduced
599
Sold out
96
Shares held by filers
1,185,780,463

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Pinnacle Financial Group, LLC / IL70,048$7.02M2.12%+2,72613F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…69,672$6.99M0.51%-5,51013F-HRTimelineGroup
Hillcrest Wealth Advisors - NY, LLC69,600$6.98M3.14%-2,17413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC69,515$6.97M0.49%-1,24413F-HRTimeline
Summit Wealth Group, LLC69,246$6.94M1.68%-2,54613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC69,034$6.92M2.32%+30,98213F-HRTimeline
WCG Wealth Advisors LLC68,863$6.9M0.43%+10,90513F-HRTimeline
AE Wealth Management LLC68,575$6.87M0.04%-9,54113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…68,562$6.87M0.01%+63,31813F-HRTimelineGroup
Sovereign Investment Advisors, LLC68,284$6.85M1.87%+66413F-HRTimeline
ARRIEN INVESTMENTS, INC.67,788$6.8M3.97%+3,52213F-HRTimeline
City State Bank67,574$6.77M1.96%-2,36813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding67,413$6.76M+2,965Timeline
Alamar Capital Management, LLC67,261$6.74M3.56%+5,01913F-HRTimeline
TPG Advisors LLC67,131$6.73M4.43%+2,08813F-HRTimeline
Redwood Park Advisors LLC66,765$6.69M4.98%+94113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC66,242$6.64M0.52%+3,53913F-HRTimeline
PFW Advisors LLC66,195$6.64M1.96%+1,74513F-HRTimeline
RKL Wealth Management LLC66,088$6.63M0.56%+1,23313F-HRTimeline
Sovran Advisors, LLC65,194$6.56M0.58%+30,27013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.65,178$6.53M0.25%-1,30913F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp64,926$6.51M0.67%-37513F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…62,527$6.5M2.92%new13F-HRTimeline
Strategic Financial Concepts, LLC64,812$6.5M0.94%+1,24013F-HRTimeline
Stonegate Investment Group, LLC64,676$6.48M0.15%+5,81213F-HRTimeline
Linscomb Wealth, Inc.64,591$6.48M0.28%+52813F-HRTimeline
Heritage Family Offices, LLP64,337$6.45M3%-10,01113F-HRTimeline
Vise Technologies, Inc.64,246$6.44M0.24%-115,71713F-HRTimeline
WealthPlan Investment Management, LLC64,115$6.43M0.43%+59,64213F-HRTimeline
Rehmann Capital Advisory Group63,610$6.38M0.35%-19,12013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.63,253$6.34M0.15%+313F-HRTimelineGroup
WHITTIER TRUST CO63,124$6.32M0.07%-28,92613F-HRTimeline
Global Assets Advisory, LLC62,832$6.3M1.87%+11,72813F-HRTimeline
MARQUETTE ASSOCIATES, INC.62,542$6.27M7.54%+33,24613F-HRTimeline
DMC Group, LLC62,488$6.26M4.34%+88613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO62,392$6.25M1.34%+61213F-HRTimeline
Independent Advisor Alliance62,229$6.24M0.16%+1,07113F-HRTimeline
Kovack Advisors, Inc.61,456$6.16M0.58%+3,71513F-HRTimeline
Element Wealth, LLC61,235$6.14M2.68%-6313F-HRTimeline
Gemmer Asset Management LLC61,232$6.14M0.49%-1,42713F-HRTimeline
Waterloo Capital, L.P.61,040$6.12M0.46%+38513F-HRTimeline
Avidian Wealth Enterprises, LLC60,497$6.06M0.23%-2,13413F-HRTimeline
Valeo Financial Advisors, LLC59,911$6.01M0.14%+5,27813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC59,595$5.97M0.12%+88313F-HRTimelineGroup
Belpointe Asset Management LLC59,210$5.94M0.23%+4,96713F-HRTimeline
TOEWS CORP /ADV59,124$5.93M0.85%-6,70013F-HRTimeline
Silver Grove Financial Group, Inc.58,806$5.9M5.59%13F-HRTimeline
Midwest Professional Planners, LTD.58,411$5.86M1.43%+2,32013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.58,405$5.86M0.89%+44413F-HRTimeline
Golden Bell Financial Planning LLC57,768$5.79M5.03%-2,46913F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co57,660$5.78M1.3%013F-HRTimelineGroup
Grove Bank & Trust57,011$5.72M0.67%+79413F-HRTimeline
Columbia Bank56,654$5.71M1.6%+29,43713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC56,875$5.7M0.34%+3,21713F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…56,389$5.65M1.65%+10913F-HRTimeline
Creekmur Asset Management LLC56,118$5.63M0.93%-4,44113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.55,959$5.61M1.73%+36,65113F-HRTimeline
FIRST MANHATTAN CO. LLC.55,851$5.6M0.01%-3,27413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.55,850$5.6M0.61%+4,04513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding55,480$5.56M+893Timeline
FourThought Financial Partners, LLC55,258$5.54M0.49%+1,19013F-HRTimeline
Sellwood Investment Partners LLC54,820$5.5M2.19%new13F-HRTimeline
Innova Wealth Partners54,757$5.49M2.97%-7,02813F-HRTimeline
XML Financial, LLC54,642$5.48M0.45%+2,41213F-HRTimeline
Counterweight Ventures, LLC54,418$5.46M3.19%+14,58313F-HRTimeline
Moneda S.A. Administradora General de F…53,752$5.4M5.97%-13,96013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC53,449$5.36M0.03%+5,16913F-HR/ATimelineGroup
Park Place Capital Corp53,424$5.36M1.13%+9,37913F-HRTimeline
Proficio Capital Partners LLC52,647$5.28M0.36%-1513F-HR/ATimeline
WealthTrust Asset Management, LLC52,439$5.26M3.64%+9813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC52,002$5.21M0.87%-3,05713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …51,414$5.15M0.01%-5,66113F-HRTimelineGroup
Logan Stone Capital, LLC51,355$5.15M2.34%+1,99213F-HRTimeline
Glenview Trust Co51,109$5.12M0.08%+38113F-HRTimeline
Crabel Capital Management, LLC50,907$5.1M4.57%-36,67413F-HRTimeline
Canvas Wealth Advisors, LLC50,709$5.08M0.92%+3,83113F-HRTimeline
1ST SOURCE BANK50,004$5.01M0.26%+25313F-HRTimeline
Sharper & Granite LLC49,538$4.97M1.78%+3,58813F-HRTimeline
Coign Capital Advisors LLC49,355$4.95M2.72%+1,46813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.49,337$4.95M1.65%+3,26113F-HRTimeline
LITTLE HOUSE CAPITAL LLC49,321$4.94M1.14%+4813F-HRTimeline
FFT WEALTH MANAGEMENT LLC49,063$4.92M0.9%-1,30313F-HRTimeline
Aspect Partners, LLC48,779$4.89M2.22%+5,54813F-HRTimeline
Canton Hathaway, LLC48,700$4.88M0.94%013F-HRTimeline
JGP Wealth Management, LLC48,500$4.86M0.54%+23,04913F-HRTimeline
PKS Advisory Services, LLC48,430$4.86M1.01%+4,16113F-HRTimeline
Impact Capital Partners LLC48,057$4.82M1.45%-2,12413F-HRTimeline
LEUTHOLD GROUP, LLC47,770$4.79M0.52%-2513F-HRTimeline
Arcadia Wealth Management, LLC47,639$4.78M1.89%-2,11913F-HRTimeline
Ironwood Financial, llc47,524$4.76M0.84%-1,69113F-HRTimeline
INVESTED ADVISORS49,125$4.74M6.9%13F-HRTimeline
Forum Private Client Group LLC47,158$4.73M1.68%-1,82013F-HRTimeline
Modus Advisors, LLC46,819$4.69M1.28%+1,08813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.46,675$4.68M0.55%-58313F-HRTimeline
AtlasMark Financial, Inc46,658$4.68M3.13%013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC46,655$4.68M1.48%-1,49713F-HRTimeline
GeoWealth Management, LLC46,585$4.67M0.17%+22,62413F-HRTimeline
Kagan Cocozza Asset Management46,460$4.66M3.53%-57513F-HRTimeline
IEQ CAPITAL, LLC46,430$4.65M0.01%-95113F-HRTimeline
PFG Investments, LLC46,163$4.63M0.24%-2,92813F-HRTimeline
Ullmann Wealth Partners Group, LLC46,035$4.62M0.5%-3,99213F-HRTimeline
LANARK FINANCIAL, INC.45,664$4.58M0.35%+21,63713F-HRTimeline
United Advisor Group, LLC45,496$4.56M0.61%+17,75713F-HRTimeline
Wise Wealth Partners45,467$4.56M6.96%+4,82713F-HRTimeline
Patriot Financial Group Insurance Agenc…45,335$4.54M0.58%+5,52613F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC45,215$4.53M0.03%013F-HRTimelineGroup
BLUESTEM FINANCIAL ADVISORS, LLC44,948$4.51M1.76%-6,51613F-HRTimeline
Newport Capital Group, LLC44,804$4.49M2.82%-32113F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA44,696$4.48M0.28%-5,08013F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …44,674$4.47M0.15%+18,42513F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC44,560$4.47M1.61%-2,61613F-HR/ATimeline
Signal Advisors Wealth, LLC44,515$4.46M0.4%-147,96813F-HRTimeline
Jaffetilchin Investment Partners, LLC44,274$4.44M0.27%+14713F-HRTimeline
Equity Wealth Partners, LLC43,924$4.4M3.57%13F-HRTimeline
Compagnie Lombard Odier SCmA43,800$4.39M0.05%013F-HRTimeline
Conservest Capital Advisors, Inc.43,662$4.38M0.4%-1,72613F-HRTimeline
Parallax Volatility Advisers, L.P.43,651$4.38M0.13%013F-HRTimeline
Joseph P. Lucia & Associates, LLC43,591$4.37M1.65%+75313F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC43,550$4.37M1.97%+2,66513F-HRTimeline
Sound View Wealth Advisors Group, LLC43,360$4.35M0.3%-5813F-HRTimeline
TI-TRUST, INC43,289$4.34M2.73%+38313F-HRTimeline
F/m Investments LLC43,255$4.34M0.17%-6713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC43,186$4.33M0.78%+41413F-HRTimeline
RiverGlades Family Offices LLC42,859$4.3M2.62%+43313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC42,670$4.28M0.12%+5,93213F-HRTimeline
MassMutual Private Wealth & Trust, FSB42,653$4.28M0.11%+14713F-HRTimeline
Capital Management Associates, Inc42,595$4.27M1.15%+8,28713F-HRTimeline
MorganRosel Wealth Management, LLC42,542$4.26M1.11%+6,84413F-HRTimeline
Cannon Wealth Management Services, LLC42,476$4.26M3.22%+49213F-HRTimeline
One Capital Management, LLC42,429$4.25M0.14%-3,44513F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.41,697$4.21M6.25%+7,12813F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.42,040$4.21M0.56%+4,09413F-HRTimeline
Legacy Edge Advisors, LLC41,797$4.19M0.49%+19,84313F-HRTimeline
Flagship Private Wealth, LLC41,785$4.19M1.68%+3,10313F-HRTimeline
Compton Financial Group, LLC41,719$4.18M1.01%-35413F-HRTimeline
Penney Financial, LLC41,705$4.18M1.87%+1,53913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC41,598$4.17M0.02%-3,17013F-HRTimelineGroup
Simmons Bankin group Simmons Bank41,481$4.16M0.28%-61013F-HRTimelineGroup
Tactive Advisors, LLC41,428$4.15M1.18%+22,05813F-HRTimeline
WBH ADVISORY INC41,087$4.12M0.31%-2,67713F-HRTimeline
E&G Advisors, LLC40,889$4.1M0.95%+3,02313F-HRTimeline
Winthrop Capital Management, LLC40,593$4.07M0.98%+4,00013F-HRTimeline
FIRST AMERICAN TRUST, FSB40,099$4.02M0.29%-3,57013F-HRTimeline
Capital Advisors Wealth Management, LLC40,037$4.01M0.57%-20213F-HRTimeline
Evercore Wealth Management, LLC39,734$3.98M0.06%+37,68913F-HRTimeline
Accel Wealth Management39,683$3.98M1.16%+6,30913F-HRTimeline
Foundations Investment Advisors, LLC39,509$3.96M0.06%+1,68113F-HRTimeline
5T Wealth, LLC39,337$3.94M1.72%+1,55313F-HRTimeline
IFS Advisors, LLC39,151$3.92M2.3%new13F-HRTimeline
Family Investment Center, Inc.39,140$3.92M0.81%+1,29413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC39,122$3.92M0.34%+1,11213F-HRTimelineGroup
INTREPID CAPITAL MANAGEMENT INC38,954$3.91M1.54%+10,37913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC38,944$3.9M0.34%-6,84913F-HRTimelineGroup
Legacy Wealth Management, LLC38,944$3.9M0.23%-67013F-HRTimeline
Arista Wealth Management, LLC38,868$3.9M0.48%+18813F-HRTimeline
Compass Ion Advisors, LLC38,847$3.89M0.38%+2,70213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC38,820$3.89M0.5%+1,73413F-HRTimeline
DAVENPORT & Co LLC38,636$3.87M0.02%+2,52113F-HRTimeline
KG Capital Management38,293$3.84M1.05%-4,07313F-HRTimeline
HEARTLAND ADVISORS INC38,258$3.84M0.2%new13F-HRTimeline
CROBAN38,034$3.81M2.54%+9,86413F-HRTimeline
TWO SIGMA SECURITIES, LLC37,950$3.8M0.56%new13F-HRTimeline
Edge Financial Advisors LLC37,739$3.79M1.7%-18,55913F-HRTimeline
Fortis Capital Advisors, LLC37,761$3.79M0.6%-50713F-HRTimeline
Dynamic Advisor Solutions LLC37,641$3.77M0.11%+2,32113F-HRTimeline
Snowden Capital Advisors LLC37,544$3.76M0.1%+2,13813F-HRTimeline
Stonekeep Investments, LLC37,542$3.76M2.38%-9113F-HRTimeline
Innovative Wealth Building LLC37,510$3.76M2.93%-2,55713F-HRTimeline
Intergy Private Wealth, LLC37,495$3.76M1.18%+1,60013F-HRTimeline
Mechanics Bank Trust Department37,177$3.73M0.52%-1,73013F-HRTimeline
TD Waterhouse Canada Inc.37,177$3.72M0.02%-1,19113F-HRTimeline
WAYCROSS PARTNERS, LLC37,110$3.72M0.32%013F-HRTimeline
Exchange Bank37,000$3.71M2.57%+2,72713F-HRTimeline
Charter Capital Management, LLC\DE36,762$3.69M1.99%+1,88913F-HRTimeline
Merkkuri Wealth Advisors LLC36,623$3.67M2.66%+3,32713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …36,418$3.65M0.64%+29313F-HRTimeline
Tradition Wealth Management, LLC36,298$3.64M0.27%-5,69813F-HRTimeline
MPS Loria Financial Planners, LLC36,143$3.62M0.96%+42513F-HRTimeline
Maxele Advisors, LLC36,073$3.62M3.12%+5,16913F-HRTimeline
Sincerus Advisory, LLC35,906$3.6M3.08%+4,09713F-HRTimeline
QUADRANT CAPITAL GROUP LLC35,688$3.58M0.12%+6,05213F-HRTimeline
Bedell Frazier Investment Counselling, …35,606$3.57M0.73%+10,69213F-HRTimeline
Cheviot Value Management, LLC35,246$3.57M0.38%+34913F-HRTimeline
Randall & Associates Wealth Management35,247$3.53M2.57%+3,73313F-HRTimeline
Financial Strategies Group, Inc.35,054$3.51M0.67%-85113F-HRTimeline
Wealth Management Associates, Inc.34,785$3.49M1.24%+1,84113F-HRTimeline
NYL Investors LLC34,676$3.48M1.14%-17613F-HRTimeline
PAYDEN & RYGEL34,542$3.46M0.29%new13F-HRTimeline
Chandler Asset Management, Inc.34,482$3.46M0.57%+13,57813F-HRTimeline
LPWM LLC34,190$3.43M0.91%+1,59213F-HRTimeline
ADIRONDACK TRUST CO34,098$3.42M1.15%-64713F-HRTimeline
DAVIDSON TRUST CO33,632$3.37M1.39%+6,66413F-HRTimeline
ROCKLAND TRUST CO33,583$3.37M0.14%new13F-HRTimeline
TFB Advisors LLC33,035$3.33M0.97%+4,31613F-HRTimeline
FineMark National Bank & Trust32,614$3.27M0.11%+9,36113F-HRTimeline
Simplicity Wealth,LLC32,605$3.27M0.19%-9,40513F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC32,531$3.26M1.52%-50713F-HRTimeline
Aletheian Wealth Advisors LLC32,426$3.25M1.51%013F-HRTimeline
SMITH, MOORE & CO.32,421$3.25M0.25%-3,63513F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV32,342$3.24M1.61%+1,29413F-HRTimeline