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Disclosery

AGG ISHARES TR

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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
Jackson, Grant Investment Advisers, Inc.31,956$3.1M1.19%-15,07613F-HRTimeline
Canal Capital Management, LLC31,913$3.09M0.5%+10,45013F-HRTimeline
Patriot Financial Group Insurance Agenc…31,723$3.07M0.41%+4,52913F-HRTimeline
ADIRONDACK TRUST CO31,682$3.07M1.17%-1,93413F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…31,667$3.07M1.05%+23,29513F-HRTimeline
Ballew Advisors, Inc31,973$3.06M1.96%-48413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…31,482$3.05M1.09%+3,42413F-HRTimeline
CRUX WEALTH ADVISORS31,477$3.05M1.7%13F-HRTimeline
Hoxton Planning & Management, LLC31,451$3.05M1.16%+1,77913F-HRTimeline
Maxele Advisors, LLC31,380$3.04M2.9%13F-HRTimeline
Madrona Financial Services, LLC31,264$3.03M0.82%-6,58813F-HRTimeline
Dynamic Advisor Solutions LLC31,101$3.01M0.13%-48,30413F-HRTimeline
Alhambra Investment Management LLC31,090$3.01M1.55%-55413F-HRTimeline
Delos Wealth Advisors, LLC30,996$3M2.39%+6,27613F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…30,956$3M0.25%+3,41113F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC30,929$3M0.1%+1,83813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CONTINENTAL INVESTORS SERVICES, INC.30,934$3M5.94%+40413F-HRTimeline
DENALI ADVISORS LLC30,901$2.99M0.31%+9,29513F-HRTimeline
CGN Advisors LLC30,107$2.92M0.28%-62813F-HRTimeline
Sincerus Advisory, LLC30,056$2.91M3.12%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.30,056$2.91M0.16%+11,10713F-HR/ATimelineGroup
Randall & Associates Wealth Management29,959$2.9M2.41%+64013F-HRTimeline
Columbia Bank30,107$2.89M1%+6,55013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC29,731$2.88M0.33%+2,53313F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC29,679$2.88M0.52%new13F-HRTimeline
SAXON INTERESTS, INC.29,603$2.87M1.26%+1,13813F-HRTimeline
Algorithmic Investment Models, LLC29,570$2.87M2.21%-25,25413F-HRTimeline
Iowa State Bank29,538$2.86M0.6%-4,12113F-HRTimeline
Smith Thornton Advisors LLC29,517$2.86M1.81%-1,25913F-HRTimeline
Gryphon Financial Partners LLC29,512$2.86M0.41%-3,44913F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV29,493$2.86M1.65%+14,40413F-HRTimeline
Ironwood Investment Counsel, LLC29,483$2.86M0.49%-1,54513F-HRTimeline
Chris Bulman Inc29,399$2.85M1.82%-22,01213F-HRTimeline
Wealth Management Associates, Inc.28,546$2.77M1.18%+97813F-HRTimeline
Flagship Private Wealth, LLC28,367$2.75M1.32%+1,66613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC28,124$2.73M0.38%+8,17113F-HRTimeline
Objective Capital Management, LLC27,956$2.71M1.81%-2,39513F-HRTimeline
Northstar Advisory Group, LLC27,820$2.7M1.37%+1,82713F-HRTimeline
TFB Advisors LLC27,744$2.69M0.77%+1,90513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT27,554$2.67M0.11%+1,17213F-HRTimeline
Optivise Advisory Services LLC27,543$2.67M1.44%-48,78313F-HRTimeline
HBK Sorce Advisory LLC27,533$2.67M0.08%-1,74913F-HRTimeline
Maia Wealth LLC27,321$2.67M0.57%+11,80913F-HRTimeline
United Asset Strategies, Inc.27,305$2.65M0.24%-1,79513F-HRTimeline
Connecticut Wealth Management, LLC27,300$2.65M0.13%-9,65813F-HRTimeline
Michels Family Financial, LLC27,147$2.63M2.41%13F-HRTimeline
Accel Wealth Management27,079$2.62M0.99%-13613F-HRTimeline
RIK SAYLOR FINANCIAL, INC.27,074$2.62M2.43%13F-HRTimeline
Asset Management Group, Inc.26,988$2.62M0.46%-1,44813F-HRTimeline
WealthShield Partners, LLC26,932$2.61M0.37%+1,21013F-HRTimeline
CAP Partners, LLC26,746$2.59M1.83%+8,85513F-HRTimeline
Cherry Tree Wealth Management, LLC26,713$2.59M0.64%-88413F-HRTimeline
Cahill Wealth Management, LLC26,688$2.59M1.32%-28613F-HRTimeline
McLean Asset Management Corp26,671$2.58M0.78%+68413F-HRTimeline
Capital Management Associates, Inc26,644$2.58M0.97%+5,86113F-HRTimeline
Turn8 Private Wealth Inc.26,560$2.57M1.83%13F-HRTimeline
EPIQ Capital Group, LLC26,414$2.56M0.67%+32413F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC26,369$2.56M1.64%+2213F-HRTimeline
Axis Wealth Partners, LLC26,317$2.55M2.15%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST26,293$2.55M0.28%-2,12913F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION26,139$2.53M0.24%-17,84013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.25,841$2.5M0.12%-8,27213F-HRTimeline
Smith Anglin Financial, LLC25,819$2.5M0.23%+6,57513F-HRTimeline
Riverview Trust Co25,819$2.5M2.27%013F-HRTimeline
J.Safra Asset Management Corp25,470$2.47M0.2%-10,59313F-HRTimeline
Asset Allocation Strategies LLC25,474$2.46M0.59%+3,46113F-HRTimeline
Cooksen Wealth, LLC25,358$2.46M2.26%+1,88213F-HRTimeline
Retirement Systems of Alabama25,330$2.45M0.01%+1,17213F-HRTimeline
United Advisor Group, LLC25,328$2.45M0.49%+98813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC25,217$2.44M0.45%+40513F-HRTimeline
Alesco Advisors, LLC, An ESL Co25,194$2.44M0.08%+113F-HRTimeline
Avior Wealth Management, LLC25,292$2.44M0.09%+22013F-HRTimeline
Greykasell Wealth Strategies, Inc.25,188$2.44M1.36%13F-HRTimeline
A&I FINANCIAL SERVICES, LLC25,135$2.44M2.37%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC25,089$2.43M1%-1,32013F-HRTimeline
Occidental Asset Management, LLC25,072$2.43M0.38%+1,12013F-HRTimeline
Christensen, King & Associates Investme…25,088$2.43M1.14%+2,27413F-HRTimeline
Patten Group, Inc.24,963$2.42M0.54%-7,81113F-HRTimeline
Hixon Zuercher, LLC24,962$2.42M0.93%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC24,759$2.4M0.1%+1,26713F-HR/ATimeline
WEALTHCARE CAPITAL MANAGEMENT LLC24,691$2.39M0.24%+83913F-HRTimeline
Advocacy Wealth Management, LLC24,616$2.39M0.18%-6413F-HRTimeline
Sheets Smith Investment Management24,469$2.37M2.01%13F-HRTimeline
Granite Bay Wealth Management, LLC24,439$2.37M0.88%new13F-HRTimeline
FineMark National Bank & Trust24,350$2.36M0.08%+1,24113F-HRTimeline
Soltis Investment Advisors LLC24,336$2.36M0.22%-2,12913F-HRTimeline
Lake Hills Wealth Management, LLC24,274$2.35M1.61%-77,72613F-HRTimeline
Measured Wealth Private Client Group, L…24,200$2.34M0.76%+69813F-HRTimeline
CROBAN24,171$2.34M2.3%13F-HRTimeline
Lindbrook Capital, LLC24,154$2.34M0.21%-2713F-HRTimeline
DOHJ, LLC24,097$2.33M0.54%+5,20913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC24,090$2.33M0.09%-138,77013F-HRTimelineGroup
Fairway Wealth LLC24,011$2.33M1.05%+29513F-HRTimeline
NAPATREE CAPITAL LLC23,980$2.32M1.36%+2,04413F-HRTimeline
McNaughton Wealth Management, LLC23,943$2.32M1.12%+2,10913F-HRTimeline
Aptus Capital Advisors, LLC23,927$2.32M0.03%+10,00213F-HRTimeline
Bigelow Investment Advisors, LLC23,910$2.32M1.09%-26213F-HRTimeline
LCNB CORP23,623$2.29M0.83%+20413F-HRTimeline
Good Life Advisors, LLC23,613$2.29M0.17%-25,56713F-HRTimeline
C2C Wealth Management, LLC23,574$2.28M2.12%-14013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.23,477$2.27M0.33%+2,75613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC23,202$2.25M0.07%-1,07313F-HRTimeline
DAVIDSON TRUST CO23,120$2.24M1.15%+16713F-HRTimeline
Atlas Private Wealth Advisors22,987$2.23M0.32%+12,50213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,770$2.21M0.18%-2,390,76213F-HRTimeline
CX Institutional22,730$2.2M0.09%+4,03313F-HRTimeline
5T Wealth, LLC22,711$2.2M1.21%13F-HRTimeline
Edgemoor Investment Advisors, Inc.22,577$2.19M0.19%+10,80213F-HRTimeline
Triad Wealth Partners, LLC22,367$2.17M0.78%new13F-HRTimeline
NTV Asset Management LLC22,358$2.17M0.29%-14613F-HRTimeline
Running Point Capital Advisors, LLC22,151$2.15M0.74%+4,06413F-HRTimeline
PITCAIRN COin group PITCAIRN CO22,027$2.13M0.13%+6,07013F-HRTimelineGroup
WOLVERINE TRADING, LLC21,977$2.13M0.05%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group21,948$2.13M0.26%+6,06513F-HRTimelineGroup
Roberts Financial Services LLC21,879$2.12M0.4%-2,51813F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC21,847$2.12M0.57%+2,82213F-HRTimeline
Envision Financial LLC21,817$2.11M1.69%13F-HR/ATimeline
Moss Adams Wealth Advisors LLC21,811$2.11M0.22%-1,71213F-HRTimeline
Ascent Wealth Partners, LLC21,307$2.06M0.28%+1,61213F-HRTimeline
JGP Wealth Management, LLC21,267$2.06M0.27%+8,40713F-HRTimeline
Retirement Wealth Solutions LLC21,475$2.06M1.74%13F-HRTimeline
Bedell Frazier Investment Counselling, …21,260$2.06M0.51%+49713F-HRTimeline
Cyndeo Wealth Partners, LLC21,256$2.06M0.14%-1,83213F-HRTimeline
Stockman Wealth Management, Inc.21,147$2.05M0.32%+56013F-HRTimeline
Beacon Bridge Wealth Partners, LLC21,086$2.04M0.87%-8,57013F-HRTimeline
Chandler Asset Management, Inc.20,904$2.03M0.39%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC20,877$2.02M0.61%-24213F-HRTimeline
Auour Investments LLC20,693$2.02M0.7%+39513F-HRTimeline
BLALOCK WILLIAMS, LLC20,729$2.01M2.34%13F-HRTimeline
Grey Ledge Advisors, LLC20,318$1.97M0.51%+69613F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.20,219$1.96M0.78%+6,00013F-HRTimeline
STEVENS CAPITAL PARTNERS20,174$1.95M0.89%+91613F-HRTimeline
Integrated Investment Consultants, LLC20,094$1.95M0.4%+7,09513F-HR/ATimeline
Aries Wealth Management20,021$1.94M0.53%+3,21913F-HRTimeline
MassMutual Private Wealth & Trust, FSB19,827$1.92M0.05%+1,21113F-HRTimeline
Coppell Advisory Solutions LLC19,779$1.92M0.27%+3,98413F-HRTimeline
Larson Financial Group LLC19,787$1.92M0.1%+1,56113F-HRTimeline
Trilogy Capital Inc.19,765$1.92M0.1%+75513F-HRTimeline
Rather & Kittrell, Inc.19,749$1.91M0.45%-2,20613F-HRTimeline
Olde Wealth Management, LLC19,680$1.91M0.68%-48113F-HRTimeline
Atwater Malick LLC19,644$1.9M0.64%+34113F-HRTimeline
Skyline Advisors, Inc.19,624$1.9M0.74%-146,05613F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …19,600$1.9M0.24%new13F-HRTimelineGroup
L.K. Benson & Company, P.C.19,364$1.88M1.32%13F-HRTimeline
Tennessee Valley Asset Management Partn…19,344$1.87M0.31%+4,59613F-HRTimeline
PINNACLE ASSOCIATES LTD19,320$1.87M0.03%-25813F-HRTimeline
Evernest Financial Advisors, LLC19,310$1.87M0.49%+1,54613F-HRTimeline
Narus Financial Partners, LLC19,245$1.86M0.63%+2,39113F-HRTimeline
Meridian Wealth Management, LLC19,180$1.86M0.09%+8213F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC19,168$1.86M0.03%-2,08613F-HRTimeline
Fermata Advisors, LLC18,880$1.83M0.34%-9,18013F-HRTimeline
United Community Bankin group United Community Bank18,832$1.82M0.71%-20013F-HRTimelineGroup
LongView Asset Management LLC18,783$1.82M1.59%13F-HRTimeline
Mosaic Advisors LLC18,717$1.81M2.13%-7,50113F-HRTimeline
EIGHT 31 FINANCIAL, LLC18,662$1.81M1.36%-1,73613F-HRTimeline
Ignite Planners, LLC18,671$1.81M0.4%+77113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC18,534$1.8M0.06%-11113F-HRTimeline
Hayek Kallen Investment Management18,501$1.79M0.65%-1,25513F-HRTimeline
Sandy Spring Bank18,417$1.78M0.07%-4,48913F-HRTimeline
SlateStone Wealth, LLC18,370$1.78M0.17%-2,17513F-HRTimeline
Net Worth Advisory Group18,281$1.77M0.54%-1,10813F-HRTimeline
Heritage Wealth Management, Inc. /CA/18,252$1.77M1.51%+84213F-HRTimeline
Rialto Wealth Management, LLC18,219$1.77M0.58%13F-HRTimeline
FSA Investment Group, LLC18,374$1.76M1.53%13F-HRTimeline
Cascade Financial Partners, LLC18,176$1.76M0.23%-2,46813F-HRTimeline
Bellwether Advisors, LLC18,170$1.76M0.31%-7613F-HRTimeline
CULBERTSON A N & CO INC18,060$1.75M0.28%-52013F-HRTimeline
Litman Gregory Wealth Management LLC17,951$1.74M0.15%-11,69313F-HRTimeline
Ballast, Inc.17,908$1.74M0.5%+71913F-HRTimeline
SC&H Financial Advisors, Inc.17,907$1.74M0.36%-1,22213F-HRTimeline
Keystone Financial Group17,803$1.73M0.17%+14,18613F-HRTimeline
Aviance Capital Partners, LLC17,752$1.72M0.24%+52713F-HRTimeline
Wealth Dimensions Group, Ltd.17,698$1.71M0.42%+4,17613F-HRTimeline
Carr Financial Group Corp17,665$1.71M0.54%-37713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC17,408$1.69M0.26%-4,92413F-HRTimeline
North Berkeley Wealth Management, LLC17,359$1.68M1.71%13F-HRTimeline
Camarda Financial Advisors, LLC17,352$1.68M0.63%-16,60113F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC17,314$1.68M0.49%+4,20713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP17,258$1.67M0.04%+24513F-HRTimeline
Headlands Technologies LLC17,031$1.65M0.17%new13F-HRTimeline
Intelligence Driven Advisers, LLC17,023$1.65M0.31%-20413F-HRTimeline
Acropolis Investment Management, LLC17,003$1.65M0.1%-1,21413F-HRTimeline
Schiavi & Co LLC16,876$1.64M0.64%+95513F-HRTimeline
Clarity Financial LLC16,823$1.63M0.19%-4513F-HRTimeline
Symphony Financial, Ltd. Co.16,751$1.63M0.26%new13F-HRTimeline
Koshinski Asset Management, Inc.16,773$1.63M0.15%-2,11613F-HRTimeline
Halter Ferguson Financial Inc.16,767$1.62M0.69%-2,10213F-HRTimeline
IEQ CAPITAL, LLC16,766$1.62M0.02%+13,33513F-HRTimeline
JMG Financial Group, Ltd.16,722$1.62M0.06%+5213F-HRTimeline
RBA Wealth Management, LLC16,717$1.62M0.62%+1,99413F-HRTimeline
Capital Investment Advisors, LLC16,659$1.61M0.03%+40713F-HRTimeline
Range Financial Group LLC16,646$1.61M0.74%+2,09813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,645$1.61M0.12%+1,19413F-HRTimeline
OLD NATIONAL BANCORP /IN/16,547$1.6M0.04%+25313F-HRTimeline
SAGE FINANCIAL GROUP INC16,478$1.6M0.13%+70013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC16,465$1.6M0.23%-8,77113F-HRTimeline
Presidio Capital Management, LLC16,405$1.59M0.85%+6,50513F-HRTimeline
4WEALTH ADVISORS, INC.16,362$1.59M1.62%13F-HRTimeline
Stewardship Advisors, LLC16,332$1.58M0.44%+2,99113F-HRTimeline
SIMON QUICK ADVISORS, LLC16,273$1.58M0.09%-1,28213F-HRTimeline