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Disclosery

AGG ISHARES TR

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SHS (fund)

2,066 managers (2,098 13F filers) reported a position in AGG shares at 2026-06-30, 1,239,605,534 shares in all. 116 filers opened a position and 105 filers sold out during the quarter.

Managers
2,066
13F filers
2,098
New
116
Added
1,029
Reduced
687
Sold out
105
Shares held by filers
1,239,605,534

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Heritage Wealth Management, Inc. /CA/38,673$3.83M1.91%+1,59113F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD38,677$3.82M0.03%new13F-HRTimelineGroup
KFA Private Wealth Group, LLC38,468$3.81M0.92%-43,90713F-HRTimeline
Mesirow Financial Investment Management…37,877$3.75M0.06%+1,00213F-HRTimeline
Legacy Wealth Management, LLC37,783$3.74M0.2%-2,97513F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding37,716$3.73M-28,418Timeline
Tactive Advisors, LLC37,435$3.71M0.91%-9,56013F-HRTimeline
Stonekeep Investments, LLC37,418$3.7M2.16%+2513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC37,340$3.7M0.09%-5,73313F-HRTimeline
Delos Wealth Advisors, LLC37,233$3.69M1.89%+6,49213F-HRTimeline
Exchange Bank37,018$3.66M2.28%-42813F-HRTimeline
Global Trust Wealth Management LLC36,861$3.65M2.51%+6,05913F-HRTimeline
Aspen Wealth Management LLC36,858$3.65M0.62%+17,27113F-HRTimeline
SMITH, MOORE & CO.36,802$3.64M0.24%+19813F-HRTimeline
NYL Investors LLC36,740$3.64M1.39%-12313F-HRTimeline
Bauman Advisory Group, LLC36,733$3.64M1.92%+7,87713F-HRTimeline
Financial Strategies Group, Inc.37,000$3.62M0.58%+1,06813F-HRTimeline
ELEVATUS WELATH MANAGEMENT36,508$3.61M0.88%-31,79213F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …36,373$3.6M0.47%-49213F-HRTimeline
Tradition Wealth Management, LLC36,065$3.57M0.22%-76613F-HRTimeline
Compagnie Lombard Odier SCmA35,867$3.55M0.04%-11,75013F-HRTimeline
Cheviot Value Management, LLC35,825$3.55M0.36%+87013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC35,717$3.54M1.39%-2,67813F-HRTimeline
Gryphon Financial Partners LLC35,503$3.51M0.31%-21313F-HRTimeline
Larry Mathis Financial Planning, LLC35,455$3.51M2.67%+5,35413F-HR/ATimeline
Innovative Wealth Building LLC35,347$3.5M2.03%-46713F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA35,256$3.49M0.1%-1,15213F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO34,819$3.45M0.85%+25813F-HRTimeline
Stronghold Wealth Management L.L.C.34,768$3.44M4.61%+1,02613F-HRTimeline
Compass Ion Advisors, LLC34,714$3.44M0.3%+61513F-HRTimeline
REICON WEALTH ADVISORS, LLC34,495$3.41M2.13%+16,34313F-HRTimeline
Chandler Asset Management, Inc.34,482$3.41M0.48%013F-HRTimeline
May Hill Capital, LLC34,158$3.38M0.71%+19,37213F-HRTimeline
Maxele Advisors, LLC34,007$3.37M2.35%13F-HRTimeline
GLR Partners, LLC33,854$3.35M1.56%+1,72213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP33,372$3.3M<0.01%-36713F-HRTimelineGroup
Canal Capital Management, LLC33,327$3.3M0.4%+7,84513F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC33,174$3.28M0.27%-1,07913F-HRTimelineGroup
EFG International AGin group EFG International AG33,116$3.28M0.06%013F-HRTimelineGroup
Capital Advisors Wealth Management, LLC33,065$3.27M0.38%-1,67113F-HRTimeline
Integrity Advisory Solutions, LLC33,042$3.27M0.34%-2,61313F-HRTimeline
TOP Private Wealth LLC.32,967$3.26M3.13%13F-HRTimeline
SYM FINANCIAL Corp32,898$3.26M0.26%+55113F-HRTimeline
United Community Bankin group United Community Bank32,844$3.25M1.01%+83013F-HRTimelineGroup
Integrated Advisors Network LLC32,832$3.25M0.15%-66,49713F-HRTimeline
BLB&B Advisors, LLC32,829$3.25M0.12%-5,06013F-HRTimeline
Simmons Bankin group Simmons Bank32,773$3.24M0.19%+1,06013F-HRTimelineGroup
Quantum Financial Planning Services, In…32,637$3.23M1%+18113F-HRTimeline
Advyzon Investment Management, LLC32,615$3.23M0.23%+4,21813F-HRTimeline
Invera Wealth Advisors, LLC32,432$3.21M1.72%+3,75613F-HRTimeline
1ST SOURCE BANK32,378$3.2M0.15%-19,69213F-HRTimeline
Kastel Capital Advisors, LLC32,266$3.2M2.03%-20,68713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST32,166$3.18M0.27%+3,41713F-HRTimeline
Moneda S.A. Administradora General de F…32,139$3.18M2.61%-10,38413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC32,116$3.18M0.46%+1,77413F-HRTimeline
Accredited Investors Inc.32,106$3.18M0.14%-1,86013F-HRTimeline
Bigelow Investment Advisors, LLC32,005$3.17M1.15%-2,61913F-HRTimeline
Valpey Financial Services, LLC31,954$3.16M1.88%+2,54713F-HRTimeline
NVWM, LLC31,596$3.13M0.63%+3,04813F-HRTimeline
First Interstate Bank31,467$3.11M0.16%+1,03213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.31,457$3.11M0.11%-34713F-HRTimeline
BEAM WEALTH ADVISORS, INC.31,454$3.11M0.69%+86613F-HR/ATimeline
Michels Family Financial, LLC31,422$3.11M1.99%-16113F-HRTimeline
SC&H Financial Advisors, Inc.31,344$3.1M0.41%-2,27213F-HRTimeline
JHP Wealth Management, LLC31,341$3.1M2.54%-2,03713F-HRTimeline
Private Wealth Asset Management, LLC31,317$3.1M0.3%+3,35113F-HRTimeline
Soltis Investment Advisors LLC31,288$3.1M0.18%+38513F-HRTimeline
MIRAMONTES CAPITAL, LLC31,087$3.08M0.96%-1613F-HRTimeline
Aries Wealth Management31,049$3.07M0.6%+3,99213F-HRTimeline
SAXON INTERESTS, INC.30,999$3.07M0.85%-5113F-HRTimeline
CGN Advisors LLC30,924$3.06M0.22%+43613F-HRTimeline
PRIVATE TRUST CO NA30,879$3.06M0.24%-2,12913F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO30,861$3.05M0.33%+14,16813F-HRTimelineGroup
KG Capital Management30,758$3.04M1.81%-1,12713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC30,635$3.03M<0.01%+2,42513F-HRTimelineGroup
Arista Wealth Management, LLC30,307$3M0.32%+26913F-HRTimeline
Clearview Wealth Management LLC30,071$2.98M1.91%-49013F-HRTimeline
DEARBORN PARTNERS LLC30,048$2.97M0.17%+97813F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…30,020$2.97M0.25%+6,15613F-HRTimelineGroup
Arcadia Wealth Management, LLC29,921$2.96M0.93%+1,29713F-HRTimeline
FIRST AMERICAN TRUST, FSB29,881$2.96M0.18%-65013F-HRTimeline
Hickory Point Bank & Trust29,720$2.94M1.78%+22013F-HRTimeline
Patten Group, Inc.29,565$2.93M0.45%-15,95113F-HRTimeline
Maia Wealth LLC29,511$2.92M0.43%+2,52013F-HRTimeline
Cordgrass Capital Advisors, LLC29,444$2.91M1.09%-152,72713F-HRTimeline
Cooksen Wealth, LLC29,372$2.91M1.83%+89013F-HRTimeline
Hoxton Planning & Management, LLC28,995$2.87M0.75%+26513F-HRTimeline
BLALOCK WILLIAMS, LLC28,995$2.87M1.86%-78713F-HRTimeline
Pointe Capital Management LLC28,985$2.87M1.28%+2,96813F-HRTimeline
Wingate Wealth Advisors, Inc.28,909$2.86M1.26%-1,70513F-HRTimeline
Mechanics Bank Trust Department28,844$2.85M0.35%-4,85813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.28,840$2.85M0.23%+1,18313F-HRTimelineGroup
Compass Financial Group, Inc.28,826$2.85M1.21%-1,53913F-HRTimeline
Madrona Financial Services, LLC28,764$2.85M0.52%+90213F-HRTimeline
BlueSky Wealth Advisors, LLC28,532$2.82M0.33%-1,01313F-HRTimeline
Stockman Wealth Management, Inc.28,356$2.81M0.29%+36713F-HRTimeline
SlateStone Wealth, LLC28,321$2.8M0.21%+12,32613F-HRTimeline
Alhambra Investment Management LLC28,251$2.8M1.22%-1,26213F-HRTimeline
FFT WEALTH MANAGEMENT LLC28,223$2.79M0.44%-2,53613F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC28,091$2.78M0.41%-94413F-HRTimeline
Heritage Family Offices, LLP28,089$2.78M1.07%-21,02813F-HRTimeline
Pacific Excel Wealth Advisors, Inc.28,089$2.78M1.08%new13F-HRTimeline
Fairway Wealth LLC28,081$2.78M0.64%+1,00613F-HRTimeline
New England Private Wealth Advisors LLC28,458$2.77M0.27%+4,75513F-HRTimeline
Retirement Systems of Alabama27,899$2.76M0.01%013F-HRTimeline
MCDONALD PARTNERS LLC27,872$2.76M0.67%-2,26913F-HRTimeline
Atlanta Consulting Group Advisors, LLC27,751$2.75M0.44%+6013F-HRTimeline
DENALI ADVISORS LLC27,652$2.74M0.28%+1,59913F-HRTimeline
Capstone Wealth Management, Inc.27,747$2.73M2.05%+2,52413F-HRTimeline
American State Bank (Iowa)27,621$2.73M1.11%-74413F-HRTimeline
AMG National Trust Bank27,558$2.73M0.06%-5,90913F-HRTimeline
DecisionMap Wealth Management, LLC27,485$2.72M1.52%+1,27713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV27,470$2.72M0.31%+3,74213F-HRTimeline
Rehmann Capital Advisory Group27,492$2.72M0.12%-3,97413F-HRTimeline
Aletheian Wealth Advisors LLC27,449$2.72M1.16%-1,33913F-HRTimeline
Balboa Wealth Partners27,371$2.71M0.37%+1,65013F-HRTimeline
Aviance Capital Partners, LLC27,357$2.71M0.28%-30,63513F-HRTimeline
Ascent Wealth Partners, LLC27,347$2.71M0.27%+83713F-HRTimeline
Gateway Wealth Partners, LLC27,328$2.7M0.16%-11,85513F-HRTimeline
LCNB CORP27,310$2.7M0.83%-1,09813F-HRTimeline
Sierra Capital LLC27,201$2.69M0.26%+3,67213F-HRTimeline
Integrated Investment Consultants, LLC26,852$2.66M0.52%+36513F-HRTimeline
Larson Financial Group LLC26,692$2.64M0.07%+5,03313F-HRTimeline
Retirement Wealth Solutions LLC26,624$2.64M1.45%+2,20413F-HRTimeline
Measured Wealth Private Client Group, L…26,494$2.62M0.63%-1,68713F-HRTimeline
North Dakota State Investment Board26,460$2.62M0.11%new13F-HRTimeline
XML Financial, LLC26,444$2.62M0.19%+2,43413F-HRTimeline
Clear Harbor Asset Management, LLC26,429$2.62M0.16%+13,33913F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC26,400$2.61M0.26%+2,25013F-HRTimeline
Occidental Asset Management, LLC26,358$2.61M0.26%-2013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.26,221$2.6M1.72%-28413F-HRTimeline
Keenan, LLC26,158$2.59M1.83%+1,45613F-HRTimeline
Topor & Co. Korea26,135$2.59M2.04%-1,23813F-HRTimeline
FAMILY WEALTH PARTNERS, LLC25,993$2.57M0.79%-5913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT25,929$2.57M0.17%-64113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26,006$2.56M0.15%+6,48313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC25,832$2.56M0.09%+12,00013F-HRTimeline
LongView Wealth Management25,831$2.56M0.66%+1,87813F-HRTimeline
NTV Asset Management LLC25,781$2.55M0.25%-27013F-HRTimeline
Cyndeo Wealth Partners, LLC25,600$2.53M0.12%+38113F-HRTimeline
DT Investment Partners, LLC25,416$2.52M0.19%-9,09113F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC25,552$2.49M0.26%-61013F-HRTimeline
Asset Management Group, Inc.24,989$2.47M0.36%-42913F-HRTimeline
CFG Wealth Management Services, Inc.24,838$2.47M2.31%013F-HRTimeline
Christensen, King & Associates Investme…24,905$2.47M0.98%-10113F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.24,853$2.46M0.09%+53113F-HRTimelineGroup
Austin Wealth Management, LLC25,025$2.46M0.52%+75513F-HRTimeline
Heritage Wealth Management, Inc.24,779$2.45M0.61%new13F-HRTimeline
Richard W. Paul & Associates, LLC24,744$2.45M0.75%-44,08613F-HRTimeline
Financial Freedom, LLC24,670$2.44M1.12%+6013F-HRTimeline
PRAIRIE ADVISORY, LLC24,519$2.43M0.58%13F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV24,459$2.42M2.09%+1013F-HRTimeline
Wealth Alliance Advisory Group, LLC24,085$2.38M0.34%-39713F-HRTimeline
Core Wealth Management, Inc.24,077$2.38M0.67%013F-HRTimeline
Grey Ledge Advisors, LLC24,043$2.38M0.48%+1,75813F-HRTimeline
Lionsbridge Wealth Management LLC24,043$2.38M2.34%-74313F-HRTimeline
Turn8 Private Wealth Inc.24,017$2.38M1.59%-11,55913F-HRTimeline
McNaughton Wealth Management, LLC23,965$2.37M0.84%+1,59613F-HRTimeline
PSI Advisors, LLC23,841$2.36M0.55%-51813F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich23,807$2.36M0.01%013F-HRTimeline
Miller Capital Partners, Inc.23,750$2.35M0.92%+60513F-HRTimeline
Register Financial Advisors LLC23,741$2.35M0.72%+20013F-HRTimeline
ZENITH SOLUTIONS, INC.23,644$2.34M2.12%13F-HRTimeline
Abundance Wealth Counselors23,548$2.33M0.15%+12,32413F-HRTimeline
Trilogy Capital Inc.23,395$2.32M0.09%+12613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,238$2.3M0.04%+1,76913F-HRTimeline
Aptus Capital Advisors, LLC23,237$2.3M0.02%+8,53713F-HRTimeline
Auour Investments LLC23,146$2.29M0.66%+25713F-HRTimeline
L.K. Benson & Company, P.C.23,021$2.28M0.69%+16813F-HRTimeline
Keeler Thomas Management LLC23,017$2.28M0.81%+20,07113F-HRTimeline
Vernal Point Advisors, LLC23,009$2.28M0.77%013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC22,989$2.27M0.04%-20413F-HRTimeline
Edgemoor Investment Advisors, Inc.22,941$2.27M0.15%+10513F-HRTimeline
C2C Wealth Management, LLC22,791$2.26M1.77%-46413F-HRTimeline
Ballast, Inc.22,776$2.25M0.43%+20413F-HRTimeline
Keating Financial Advisory Services, In…22,632$2.24M0.29%-1213F-HRTimeline
Rossby Financial, LCC22,482$2.23M0.41%+4,63313F-HRTimeline
Tassel Capital Management, Inc.22,414$2.22M1.04%new13F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…22,381$2.21M0.05%new13F-HRTimelineGroup
Waldron Private Wealth LLC22,343$2.21M0.08%+29313F-HRTimeline
Axis Wealth Partners, LLC22,337$2.21M1.06%-83113F-HRTimeline
Proficio Capital Partners LLC22,292$2.21M0.08%-4,26513F-HRTimeline
Legacy Edge Advisors, LLC22,260$2.2M0.2%-29013F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC22,249$2.2M0.13%+2,60113F-HRTimeline
First National Trust Co22,187$2.2M0.07%+75713F-HRTimeline
UHLMANN PRICE SECURITIES, LLC22,143$2.19M0.08%-2,78413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…22,126$2.19M0.07%-1,364,59613F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC22,108$2.19M0.02%+8,88013F-HRTimelineGroup
Strategic Blueprint, LLC22,080$2.19M0.11%+1,46913F-HRTimeline
First Financial Bankshares Inc22,065$2.18M0.04%013F-HRTimeline
VestGen Advisors, LLC21,892$2.17M0.06%+1913F-HRTimeline
Venture Visionary Partners LLC21,810$2.16M0.06%+6,08113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC21,808$2.16M0.41%+78113F-HR/ATimeline
Berger Financial Group, Inc21,739$2.15M0.11%-2,68113F-HRTimeline
Cherry Tree Wealth Management, LLC21,570$2.14M0.4%-61613F-HRTimeline
United Asset Strategies, Inc.21,514$2.13M0.15%+26713F-HRTimeline
Compton Financial Group, LLC21,514$2.13M0.41%-11,00813F-HRTimeline
Wall Street Financial Group, Inc.21,472$2.13M1.14%-29,94613F-HRTimeline
Pacific Capital Wealth Advisors, Inc.21,399$2.12M0.32%-4013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV21,291$2.11M0.1%+1,69713F-HRTimeline