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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
Merkkuri Wealth Advisors LLC32,176$3.18M2.73%-3,19713F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.32,093$3.17M6.3%+1,15913F-HRTimeline
Asset Allocation Strategies LLC31,928$3.16M0.79%+6,45413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP31,912$3.16M<0.01%-16,94813F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…31,876$3.15M1.2%+39413F-HRTimeline
Randall & Associates Wealth Management31,775$3.14M2.59%+1,81613F-HRTimeline
Wealth Management Associates, Inc.31,703$3.14M1.34%+3,15713F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD31,700$3.14M0.01%-4,94513F-HRTimelineGroup
ADIRONDACK TRUST CO31,682$3.13M1.22%013F-HRTimeline
IFG Advisory, LLC31,650$3.13M0.17%-1,35913F-HRTimeline
DENALI ADVISORS LLC31,576$3.12M0.36%+67513F-HRTimeline
GRIES FINANCIAL LLC31,565$3.12M0.61%-58,19513F-HRTimeline
Compass Financial Group, Inc.31,398$3.11M1.6%-56013F-HRTimeline
MorganRosel Wealth Management, LLC31,305$3.1M0.94%+21,51713F-HRTimeline
One Capital Management, LLC31,293$3.1M0.1%-20,64713F-HRTimeline
Accredited Investors Inc.31,262$3.09M0.19%-19,01113F-HRTimeline
TD Waterhouse Canada Inc.31,121$3.08M0.03%-2,33813F-HRTimeline
Maxele Advisors, LLC31,118$3.08M2.97%-26213F-HRTimeline
Delos Wealth Advisors, LLC30,778$3.04M2.41%-21813F-HRTimeline
Sincerus Advisory, LLC30,757$3.04M3.21%+70113F-HRTimeline
Alhambra Investment Management LLC30,630$3.03M1.56%-46013F-HRTimeline
Hoxton Planning & Management, LLC30,617$3.03M1.16%-83413F-HRTimeline
HBK Sorce Advisory LLC30,527$3.02M0.09%+2,99413F-HRTimeline
DecisionMap Wealth Management, LLC30,329$3M2.28%-7,60913F-HRTimeline
Turn8 Private Wealth Inc.30,043$3M2.35%+3,48313F-HRTimeline
True Link Financial Advisors, LLC30,000$2.97M0.22%new13F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV29,446$2.91M1.5%-4713F-HRTimeline
TFB Advisors LLC29,405$2.91M0.84%+1,66113F-HRTimeline
Core Wealth Management, Inc.29,320$2.9M1.11%-90,72913F-HRTimeline
CGN Advisors LLC29,221$2.89M0.28%-88613F-HRTimeline
Madrona Financial Services, LLC29,087$2.88M0.79%-2,17713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC29,053$2.87M<0.01%-34,63713F-HRTimelineGroup
Security Financial Services, INC.29,046$2.87M0.57%-9,66013F-HRTimeline
First Interstate Bank28,904$2.86M0.17%-65,21413F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC28,803$2.85M0.37%+67913F-HRTimeline
SAXON INTERESTS, INC.28,444$2.81M1.32%-1,15913F-HRTimeline
Iowa State Bank28,313$2.8M0.59%-1,22513F-HRTimeline
Maia Wealth LLC28,560$2.79M0.63%+1,23913F-HRTimeline
Ballew Advisors, Inc28,652$2.78M1.86%-3,32113F-HRTimeline
Northstar Advisory Group, LLC28,077$2.78M1.81%+25713F-HRTimeline
Axis Wealth Partners, LLC28,075$2.78M2.05%+1,75813F-HRTimeline
WealthShield Partners, LLC27,936$2.76M0.36%+1,00413F-HRTimeline
CRUX WEALTH ADVISORS27,921$2.76M1.44%-3,55613F-HRTimeline
Michels Family Financial, LLC27,748$2.74M2.48%+60113F-HRTimeline
Algorithmic Investment Models, LLC27,300$2.7M1.99%-2,27013F-HRTimeline
Cherry Tree Wealth Management, LLC27,259$2.7M0.65%+54613F-HRTimeline
Granite Bay Wealth Management, LLC27,243$2.69M0.94%+2,80413F-HRTimeline
Bigelow Investment Advisors, LLC27,151$2.69M1.28%+3,24113F-HRTimeline
Asset Management Group, Inc.27,027$2.67M0.49%+3913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.26,976$2.67M2.35%-9813F-HRTimeline
Triad Wealth Partners, LLC26,969$2.67M0.83%+4,60213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT26,955$2.67M0.12%-59913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST26,947$2.67M0.3%+65413F-HRTimeline
Chris Bulman Inc26,943$2.67M1.68%-2,45613F-HRTimeline
NDWM LLC26,882$2.66M2.6%+10,63813F-HRTimeline
Cahill Wealth Management, LLC26,877$2.66M1.35%+18913F-HRTimeline
United Asset Strategies, Inc.26,835$2.65M0.25%-47013F-HRTimeline
Gladstone Institutional Advisory LLC26,582$2.63M0.12%-15,01313F-HRTimeline
McLean Asset Management Corp26,596$2.6M0.86%-7513F-HRTimeline
CAP Partners, LLC26,234$2.6M1.88%-51213F-HRTimeline
Occidental Asset Management, LLC26,040$2.58M0.39%+96813F-HRTimeline
J.Safra Asset Management Corp26,015$2.57M0.21%+54513F-HR/ATimeline
United Advisor Group, LLC25,923$2.56M0.53%+59513F-HRTimeline
Riverview Trust Co25,819$2.55M2.52%013F-HRTimeline
CROBAN25,697$2.54M2.34%+1,52613F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC25,682$2.54M0.49%+46513F-HRTimeline
Fairway Wealth LLC25,655$2.54M0.94%+1,64413F-HRTimeline
Soltis Investment Advisors LLC25,618$2.53M0.23%+1,28213F-HRTimeline
Retirement Systems of Alabama25,330$2.51M0.01%013F-HRTimeline
Wilshire Advisors LLC272,362$2.5M7.9%-230,72313F-HR/ATimeline
Stewardship Advisors, LLC25,143$2.49M0.67%+8,81113F-HRTimeline
Christensen, King & Associates Investme…25,174$2.48M1.18%+8613F-HRTimeline
Measured Wealth Private Client Group, L…24,994$2.47M0.79%+79413F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC24,954$2.47M1.61%-1,41513F-HRTimeline
Envision Financial LLC24,575$2.43M1.83%+2,75813F-HRTimeline
Private Wealth Asset Management, LLC24,457$2.42M0.35%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB24,420$2.42M0.07%+4,59313F-HRTimeline
Cyndeo Wealth Partners, LLC24,236$2.4M0.16%+2,98013F-HRTimeline
NTV Asset Management LLC24,013$2.38M0.32%+1,65513F-HRTimeline
Smith Anglin Financial, LLC23,952$2.37M0.25%-1,86713F-HRTimeline
Alesco Advisors, LLC, An ESL Co23,824$2.36M0.07%-1,37013F-HRTimeline
FineMark National Bank & Trust23,708$2.35M0.09%-64213F-HRTimeline
NAPATREE CAPITAL LLC23,660$2.34M1.32%-32013F-HRTimeline
LCNB CORP23,623$2.34M0.86%013F-HRTimeline
Canal Capital Management, LLC23,617$2.34M0.39%-8,29613F-HRTimeline
Schechter Investment Advisors, LLC23,599$2.33M0.19%-16,48413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp23,531$2.33M0.11%+16,60013F-HRTimelineGroup
C2C Wealth Management, LLC23,342$2.31M2.17%-23213F-HRTimeline
Fortis Capital Advisors, LLC23,341$2.31M0.47%+20,14413F-HRTimeline
Running Point Capital Advisors, LLC23,176$2.29M0.73%+1,02513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.23,133$2.29M0.11%-2,70813F-HRTimeline
Cooksen Wealth, LLC23,342$2.29M2.32%-2,01613F-HRTimeline
PINNACLE ASSOCIATES LTD23,074$2.28M0.03%+3,75413F-HRTimeline
Edgemoor Investment Advisors, Inc.23,062$2.28M0.21%+48513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,907$2.27M0.2%+13713F-HRTimeline
Aptus Capital Advisors, LLC22,847$2.26M0.03%-1,08013F-HRTimeline
Invera Wealth Advisors, LLC22,768$2.25M1.46%new13F-HR/ATimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC22,693$2.24M0.6%+5,37913F-HRTimeline
BECKER CAPITAL MANAGEMENT INC22,662$2.24M0.07%-54013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC22,611$2.24M1.11%+7,30813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.22,607$2.24M1.21%new13F-HRTimeline
LANARK FINANCIAL, INC.22,600$2.23M0.19%+22,58313F-HRTimeline
Kraft, Davis & Associates, LLC22,827$2.23M0.72%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC22,426$2.22M0.08%-1,66413F-HRTimelineGroup
DSG Capital Advisors, LLC22,334$2.21M0.45%-32,90313F-HRTimeline
Moss Adams Wealth Advisors LLC22,195$2.2M0.23%+38413F-HRTimeline
Patten Group, Inc.22,184$2.19M0.5%-2,77913F-HRTimeline
Stockman Wealth Management, Inc.22,116$2.19M0.32%+96913F-HRTimeline
DAVIDSON TRUST CO22,087$2.18M1.04%-1,03313F-HRTimeline
PITCAIRN COin group PITCAIRN CO22,027$2.18M0.13%013F-HRTimelineGroup
5T Wealth, LLC22,006$2.18M1.24%-70513F-HRTimeline
McNaughton Wealth Management, LLC21,978$2.17M1.06%-1,96513F-HRTimeline
Advocacy Wealth Management, LLC21,974$2.17M0.15%-2,64213F-HRTimeline
Benchmark Wealth Management, LLC21,953$2.17M1.05%+12,81613F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group21,723$2.15M0.28%-22513F-HRTimelineGroup
RFG Advisory, LLC21,693$2.15M0.06%-24,14913F-HRTimeline
Beacon Bridge Wealth Partners, LLC21,689$2.15M0.92%+60313F-HRTimeline
Retirement Wealth Solutions LLC21,591$2.14M1.72%+11613F-HRTimeline
Bedell Frazier Investment Counselling, …21,572$2.13M0.54%+31213F-HRTimeline
Rialto Wealth Management, LLC21,416$2.12M0.67%+3,19713F-HRTimeline
Ascent Wealth Partners, LLC21,365$2.11M0.28%+5813F-HRTimeline
JGP Wealth Management, LLC21,267$2.1M0.28%013F-HRTimeline
SC&H Financial Advisors, Inc.21,026$2.08M0.41%+3,11913F-HRTimeline
Evernest Financial Advisors, LLC20,906$2.07M0.74%+1,59613F-HRTimeline
Chandler Asset Management, Inc.20,904$2.07M0.39%013F-HRTimeline
Larson Financial Group LLC20,893$2.07M0.1%+1,10613F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC20,821$2.06M0.49%-1,02613F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC20,721$2.05M0.03%+1,55313F-HRTimeline
North Berkeley Wealth Management, LLC20,698$2.05M2.13%+3,33913F-HRTimeline
Connecticut Wealth Management, LLC20,635$2.04M0.11%-6,66513F-HRTimeline
Aries Wealth Management20,569$2.03M0.55%+54813F-HRTimeline
Auour Investments LLC20,404$2.02M0.73%-28913F-HRTimeline
Atwater Malick LLC20,383$2.02M0.68%+73913F-HRTimeline
Grey Ledge Advisors, LLC20,276$2.01M0.53%-4213F-HRTimeline
Global View Capital Management LLC20,264$2M0.73%-15,42913F-HRTimeline
BEAM WEALTH ADVISORS, INC.20,182$2M0.67%+4,66113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC20,099$1.99M0.66%-77813F-HRTimeline
Skyline Advisors, Inc.19,846$1.96M0.77%+22213F-HRTimeline
Trilogy Capital Inc.19,814$1.96M0.1%+4913F-HRTimeline
BG Investment Services, LLC19,789$1.96M2.11%-30,77613F-HRTimeline
Roberts Financial Services LLC19,781$1.96M0.38%-2,09813F-HRTimeline
Koshinski Asset Management, Inc.19,749$1.95M0.17%+2,97613F-HRTimeline
Lake Hills Wealth Management, LLC19,448$1.92M1.33%-4,82613F-HRTimeline
L.K. Benson & Company, P.C.19,430$1.92M1.33%+6613F-HRTimeline
Aviance Capital Partners, LLC19,304$1.91M0.27%+1,55213F-HRTimeline
Westfuller Advisors, LLC19,250$1.9M1.27%-80,47913F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…19,206$1.9M0.06%+14,46813F-HRTimelineGroup
Integrated Investment Consultants, LLC19,144$1.89M0.38%-95013F-HR/ATimeline
MUIRFIELD WEALTH ADVISORS LLC19,122$1.89M1.61%new13F-HRTimeline
Narus Financial Partners, LLC19,100$1.89M0.64%-14513F-HRTimeline
Nilsine Partners, LLC19,066$1.89M0.21%+5,67913F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.18,972$1.88M0.77%-1,24713F-HRTimeline
Ignite Planners, LLC19,029$1.87M0.37%+35813F-HRTimeline
Sandy Spring Bank18,899$1.87M0.08%+48213F-HRTimeline
Meridian Wealth Management, LLC18,869$1.87M0.09%-31113F-HRTimeline
Rather & Kittrell, Inc.18,856$1.87M0.4%-89313F-HRTimeline
Vawter Financial, Ltd.18,818$1.86M1.04%+3,41613F-HRTimeline
BLALOCK WILLIAMS, LLC18,706$1.85M2.07%-2,02313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,620$1.84M0.06%+2,86113F-HRTimeline
Range Financial Group LLC18,579$1.84M0.82%+1,93313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC18,534$1.83M0.06%013F-HRTimeline
Ballast, Inc.18,238$1.8M0.51%+33013F-HRTimeline
Ironwood Investment Counsel, LLC18,106$1.79M0.31%-11,37713F-HRTimeline
CULBERTSON A N & CO INC18,030$1.78M0.28%-3013F-HRTimeline
Clarity Financial LLC18,004$1.78M0.2%+1,18113F-HRTimeline
FSA Investment Group, LLC17,936$1.77M1.51%-43813F-HRTimeline
STEVENS CAPITAL PARTNERS17,935$1.77M0.83%-2,23913F-HRTimeline
OLD NATIONAL BANCORP /IN/17,888$1.77M0.05%+1,34113F-HRTimeline
Hayek Kallen Investment Management17,879$1.77M0.65%-62213F-HRTimeline
Net Worth Advisory Group17,603$1.74M0.55%-67813F-HRTimeline
Bellwether Advisors, LLC17,598$1.74M0.36%-57213F-HRTimeline
Retireful, LLC17,533$1.73M1.65%new13F-HRTimeline
Fermata Advisors, LLC17,424$1.72M0.31%-1,45613F-HRTimeline
Dunhill Financial, LLC17,403$1.72M0.78%+12,09713F-HRTimeline
United Community Bankin group United Community Bank17,309$1.71M0.64%-1,52313F-HRTimelineGroup
DHK Financial Advisors, Inc.17,000$1.68M0.92%+8,50013F-HRTimeline
Halter Ferguson Financial Inc.16,980$1.68M0.92%+21313F-HRTimeline
Empirical Asset Management, LLC16,890$1.67M0.57%+1,21713F-HRTimeline
Carr Financial Group Corp16,861$1.67M0.55%-80413F-HRTimeline
Miller Financial Services LLC16,841$1.67M2.39%-89,38113F-HRTimeline
Intelligence Driven Advisers, LLC16,794$1.66M0.32%-22913F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC16,743$1.66M0.17%-7,94813F-HRTimeline
SAGE FINANCIAL GROUP INC16,686$1.65M0.13%+20813F-HRTimeline
Strategic Blueprint, LLC16,677$1.65M0.09%+3,67813F-HRTimeline
SlateStone Wealth, LLC16,670$1.65M0.17%-1,70013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC16,597$1.64M0.01%-20,83013F-HRTimelineGroup
Wealth Dimensions Group, Ltd.16,586$1.64M0.39%-1,11213F-HRTimeline
Vannoy Advisory Group, Inc.16,538$1.64M1.21%+4,86113F-HRTimeline
Bakala Capital LLC16,461$1.63M9.33%+2,96713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RBA Wealth Management, LLC16,459$1.63M0.64%-25813F-HRTimeline
SAX WEALTH ADVISORS, LLC16,433$1.63M0.12%+11,33913F-HRTimeline
Acropolis Investment Management, LLC16,215$1.6M0.1%-78813F-HRTimeline
Heritage Wealth Management, Inc.16,196$1.6M0.55%+1,54013F-HRTimeline
Heritage Wealth Management, Inc. /CA/16,077$1.59M1.36%-2,17513F-HRTimeline
Factor Wealth Management LTD16,013$1.58M0.49%+12313F-HRTimeline
Optivise Advisory Services LLC15,929$1.58M0.88%-11,61413F-HRTimeline
Schiavi & Co LLC15,921$1.57M0.58%-95513F-HRTimeline
DOW CHEMICAL CO /DE/15,912$1.57M0.23%013F-HRTimeline
INVESTMENT HOUSE LLC15,898$1.57M0.09%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,858$1.57M0.12%-78713F-HRTimeline