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Disclosery

AGG ISHARES TR

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SHS (fund)

1,891 managers (1,913 13F filers) reported a position in AGG shares at 2025-06-30, 1,209,488,820 shares in all. 92 filers opened a position and 110 filers sold out during the quarter.

Managers
1,891
13F filers
1,913
New
92
Added
851
Reduced
743
Sold out
110
Shares held by filers
1,209,488,820

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
DecisionMap Wealth Management, LLC29,897$2.97M2.03%-43213F-HRTimeline
Wingate Wealth Advisors, Inc.29,843$2.96M2.64%+24,52513F-HRTimeline
Hoxton Planning & Management, LLC29,777$2.95M1.02%-84013F-HRTimeline
Accredited Investors Inc.29,707$2.95M0.17%-1,55513F-HRTimeline
QUADRANT CAPITAL GROUP LLC29,636$2.94M0.11%-822,48513F-HRTimeline
CGN Advisors LLC29,463$2.92M0.26%+24213F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV29,436$2.92M1.41%-1013F-HRTimeline
MARQUETTE ASSOCIATES, INC.29,296$2.91M2.85%-33,24613F-HRTimeline
Northstar Advisory Group, LLC29,296$2.91M1.42%+1,21913F-HRTimeline
Granite Bay Wealth Management, LLC29,102$2.89M0.93%+1,85913F-HRTimeline
DENALI ADVISORS LLC29,049$2.88M0.3%-2,52713F-HRTimeline
WealthShield Partners, LLC28,921$2.87M0.35%+98513F-HRTimeline
Michels Family Financial, LLC28,870$2.86M2.44%+1,12213F-HRTimeline
Oxinas Partners, LLC28,848$2.86M1.47%+15,41413F-HRTimeline
Turn8 Private Wealth Inc.28,809$2.86M2.06%-1,23413F-HRTimeline
TFB Advisors LLC28,719$2.85M0.75%-68613F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC28,575$2.83M1.15%+24,13313F-HRTimeline
First Interstate Bank28,573$2.83M0.17%-33113F-HRTimeline
NDWM LLC28,494$2.83M2.07%+1,61213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST28,382$2.82M0.29%+1,43513F-HRTimeline
SAXON INTERESTS, INC.28,444$2.81M1.32%013F-HRTimeline
CROBAN28,170$2.79M2.39%+2,47313F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC28,142$2.79M0.4%-66113F-HRTimeline
Security Financial Services, INC.28,087$2.79M0.49%-95913F-HRTimeline
Valpey Financial Services, LLC27,984$2.78M1.92%13F-HRTimeline
Asset Management Group, Inc.27,771$2.75M0.48%+74413F-HRTimeline
Optivise Advisory Services LLC27,757$2.75M1.41%+11,82813F-HRTimeline
United Advisor Group, LLC27,739$2.75M0.48%+1,81613F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD27,620$2.74M0.01%-4,08013F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC27,172$2.7M0.48%+1,49013F-HRTimeline
DAVIDSON TRUST CO26,968$2.68M1.23%+4,88113F-HRTimeline
Bigelow Investment Advisors, LLC26,952$2.67M1.18%-19913F-HRTimeline
J.Safra Asset Management Corp26,925$2.67M0.19%+91013F-HR/ATimeline
Columbia Bank27,217$2.67M0.81%-8,33013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.26,754$2.65M2.04%-22213F-HRTimeline
Core Wealth Management, Inc.26,689$2.65M0.93%-2,63113F-HRTimeline
May Hill Capital, LLC26,654$2.64M0.87%-25,68313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …26,249$2.6M0.1%-11,02713F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT26,042$2.58M0.11%-91313F-HRTimeline
Occidental Asset Management, LLC26,004$2.58M0.36%-3613F-HRTimeline
Chris Bulman Inc25,959$2.58M1.47%-98413F-HRTimeline
Cherry Tree Wealth Management, LLC25,887$2.57M0.6%-1,37213F-HRTimeline
Algorithmic Investment Models, LLC25,851$2.56M1.75%-1,44913F-HRTimeline
Fairway Wealth LLC25,849$2.56M0.82%+19413F-HRTimeline
Riverview Trust Co25,819$2.56M3.19%013F-HRTimeline
Financial Freedom, LLC25,805$2.56M1.38%-20,58613F-HRTimeline
Retirement Systems of Alabama25,683$2.55M0.01%+35313F-HRTimeline
Triad Wealth Partners, LLC25,610$2.54M0.51%-1,35913F-HRTimeline
JGP Wealth Management, LLC25,451$2.52M0.31%+4,18413F-HRTimeline
McLean Asset Management Corp25,459$2.51M0.66%-1,13713F-HRTimeline
Aptus Capital Advisors, LLC25,218$2.5M0.02%+2,37113F-HRTimeline
Measured Wealth Private Client Group, L…25,124$2.49M0.75%+13013F-HRTimeline
CAP Partners, LLC25,088$2.49M1.57%-1,14613F-HRTimeline
Stewardship Advisors, LLC25,085$2.49M0.63%-5813F-HRTimeline
Cooksen Wealth, LLC25,009$2.48M1.99%+1,66713F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC24,959$2.48M1.48%+513F-HRTimeline
Bedell Frazier Investment Counselling, …24,914$2.47M0.62%+3,34213F-HRTimeline
Soltis Investment Advisors LLC24,907$2.47M0.19%-71113F-HRTimeline
McNaughton Wealth Management, LLC24,792$2.46M1.1%+2,81413F-HRTimeline
Mesirow Financial Investment Management…24,789$2.46M0.05%+10,41113F-HRTimeline
Delos Wealth Advisors, LLC24,694$2.45M1.91%-6,08413F-HRTimeline
Iowa State Bank24,505$2.43M0.48%-3,80813F-HRTimeline
Christensen, King & Associates Investme…24,476$2.43M1.11%-69813F-HRTimeline
Austin Wealth Management, LLC24,394$2.41M0.43%new13F-HRTimeline
Invera Wealth Advisors, LLC24,244$2.41M1.57%+1,47613F-HRTimeline
LANARK FINANCIAL, INC.24,027$2.38M0.19%+1,42713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,000$2.38M0.19%+1,09313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…23,962$2.38M0.11%+12,32613F-HRTimelineGroup
GeoWealth Management, LLC23,961$2.38M0.09%+8,73213F-HRTimeline
SYM FINANCIAL Corp23,943$2.38M0.27%-109,20513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.23,872$2.37M0.11%+73913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group23,779$2.36M0.29%+2,05613F-HRTimelineGroup
Running Point Capital Advisors, LLC23,700$2.35M0.65%+52413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC23,700$2.35M<0.01%new13F-HRTimeline
North Berkeley Wealth Management, LLC23,627$2.34M2.15%+2,92913F-HRTimeline
Patten Group, Inc.23,508$2.33M0.49%+1,32413F-HRTimeline
Private Wealth Asset Management, LLC23,463$2.33M0.31%-99413F-HRTimeline
McAdam, LLC23,460$2.33M0.13%-20,54913F-HRTimeline
Cyndeo Wealth Partners, LLC23,449$2.33M0.14%-78713F-HRTimeline
C2C Wealth Management, LLC23,345$2.32M2.1%+313F-HRTimeline
FineMark National Bank & Trust23,253$2.31M0.08%-45513F-HRTimeline
Alesco Advisors, LLC, An ESL Co23,040$2.29M0.07%-78413F-HRTimeline
NTV Asset Management LLC23,028$2.28M0.27%-98513F-HRTimeline
PINNACLE ASSOCIATES LTD22,867$2.27M0.03%-20713F-HRTimeline
Envision Financial LLC22,804$2.26M1.51%-1,77113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP22,758$2.26M0.05%-10,57513F-HRTimeline
Gladstone Institutional Advisory LLC22,581$2.24M0.09%-4,00113F-HRTimeline
LCNB CORP22,551$2.24M0.79%-1,07213F-HRTimeline
Edgemoor Investment Advisors, Inc.22,442$2.23M0.19%-62013F-HRTimeline
Retirement Wealth Solutions LLC22,398$2.22M1.62%+80713F-HRTimeline
SC&H Financial Advisors, Inc.22,357$2.22M0.38%+1,33113F-HRTimeline
BOK Financial Private Wealth, Inc.22,260$2.21M0.15%-10,86313F-HRTimeline
Diligent Investors, LLC22,213$2.2M0.52%-26,83913F-HRTimeline
Net Worth Advisory Group22,209$2.2M0.49%+4,60613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp22,015$2.18M0.1%-1,51613F-HRTimelineGroup
Rialto Wealth Management, LLC21,978$2.18M0.61%+56213F-HRTimeline
Advocacy Wealth Management, LLC21,974$2.18M0.13%013F-HRTimeline
Smith Anglin Financial, LLC21,963$2.18M0.2%-1,98913F-HRTimeline
Legacy Edge Advisors, LLC21,954$2.18M0.29%+13,62813F-HRTimeline
Moss Adams Wealth Advisors LLC21,724$2.16M0.2%-47113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.21,807$2.14M0.39%-24,91913F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC21,524$2.13M0.04%+80313F-HRTimeline
United Asset Strategies, Inc.21,514$2.13M0.18%-5,32113F-HRTimeline
Aries Wealth Management21,485$2.13M0.56%+91613F-HRTimeline
Ascent Wealth Partners, LLC21,446$2.13M0.26%+8113F-HRTimeline
Aviance Capital Partners, LLC21,204$2.1M0.27%+1,90013F-HRTimeline
Axis Wealth Partners, LLC21,107$2.09M1.38%-6,96813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC21,098$2.09M0.53%new13F-HRTimeline
Stockman Wealth Management, Inc.21,007$2.08M0.28%-1,10913F-HRTimeline
Chandler Asset Management, Inc.20,904$2.07M0.37%013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC20,877$2.07M0.01%+4,28013F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC20,782$2.06M0.06%-1,88013F-HRTimeline
Atwater Malick LLC20,597$2.04M0.65%+21413F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding20,430$2.03M+17,065Timeline
Larson Financial Group LLC20,296$2.01M0.08%-59713F-HRTimeline
New Capital Management LP20,289$2.01M0.56%-54,24713F-HRTimeline
Meridian Wealth Management, LLC20,132$2M0.09%+1,26313F-HRTimeline
Grey Ledge Advisors, LLC19,997$1.98M0.49%-27913F-HRTimeline
Core Wealth Partners LLC19,945$1.98M1%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC19,753$1.96M0.55%-34613F-HRTimeline
Trilogy Capital Inc.19,654$1.95M0.09%-16013F-HRTimeline
Dunhill Financial, LLC19,609$1.95M0.56%+2,20613F-HRTimeline
Integrated Investment Consultants, LLC19,601$1.94M0.38%+45713F-HRTimeline
Consolidated Portfolio Review Corp19,499$1.93M0.27%+8,07813F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.19,401$1.92M0.72%+42913F-HRTimeline
Brookwood Investment Group LLC19,390$1.92M0.31%+16,76113F-HRTimeline
Tactive Advisors, LLC19,370$1.92M0.62%13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.19,308$1.92M0.91%-3,29913F-HRTimeline
Narus Financial Partners, LLC19,278$1.91M0.6%+17813F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC19,246$1.91M0.4%-1,57513F-HRTimeline
JMG Financial Group, Ltd.19,242$1.91M0.06%+12,55713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp19,189$1.9M0.04%new13F-HRTimelineGroup
Global View Capital Management LLC19,046$1.89M0.6%-1,21813F-HRTimeline
Lake Hills Wealth Management, LLC19,012$1.89M1.08%-43613F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA18,893$1.87M<0.01%-356,65013F-HRTimelineGroup
Skyline Advisors, Inc.18,844$1.87M0.69%-1,00213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,797$1.86M0.05%+17713F-HRTimeline
MinichMacGregor Wealth Management, LLC18,733$1.86M0.4%-41,96313F-HRTimeline
L.K. Benson & Company, P.C.18,630$1.85M1.14%-80013F-HRTimeline
BEAM WEALTH ADVISORS, INC.18,624$1.85M0.55%-1,55813F-HRTimeline
Ironwood Investment Counsel, LLC18,596$1.84M0.29%+49013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC18,534$1.84M0.06%013F-HRTimeline
HBK Sorce Advisory LLC18,492$1.83M0.05%-12,03513F-HRTimeline
Range Financial Group LLC18,424$1.83M0.72%-15513F-HRTimeline
Discipline Wealth Solutions, LLC18,389$1.82M0.7%+7,13313F-HRTimeline
Wealth Dimensions Group, Ltd.18,328$1.82M0.4%+1,74213F-HRTimeline
Bleakley Financial Group, LLC18,312$1.82M0.05%new13F-HRTimeline
Ballast, Inc.18,209$1.81M0.47%-2913F-HR/ATimeline
NVWM, LLC18,139$1.8M0.43%+2,43613F-HRTimeline
Rather & Kittrell, Inc.18,123$1.8M0.36%-73313F-HRTimeline
Sierra Capital LLC18,094$1.79M0.21%+2,85113F-HRTimeline
Ignite Planners, LLC18,225$1.79M0.31%-80413F-HR/ATimeline
Balefire, LLC17,950$1.78M0.39%+12,00613F-HRTimeline
Balboa Wealth Partners17,882$1.77M0.36%+4,45113F-HRTimeline
Intelligence Driven Advisers, LLC17,871$1.77M0.27%+1,07713F-HRTimeline
CULBERTSON A N & CO INC17,870$1.77M0.27%-16013F-HRTimeline
SlateStone Wealth, LLC17,765$1.76M0.16%+1,09513F-HRTimeline
Archvest Wealth Advisors, Inc.17,673$1.75M1.53%-23,24513F-HRTimeline
United Community Bankin group United Community Bank17,547$1.74M0.6%+23813F-HRTimelineGroup
Auour Investments LLC17,545$1.74M0.6%-2,85913F-HRTimeline
FSA Investment Group, LLC17,497$1.74M1.29%-43913F-HRTimeline
Heritage Wealth Management, Inc.17,306$1.72M0.56%+1,11013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,283$1.71M0.12%+1,42513F-HRTimeline
New Century Financial Group, LLC17,271$1.71M2.01%+12,20513F-HRTimeline
Nilsine Partners, LLC17,268$1.71M0.17%-1,79813F-HRTimeline
Strategic Blueprint, LLC17,255$1.71M0.08%+57813F-HRTimeline
Empirical Asset Management, LLC17,217$1.71M0.53%+32713F-HRTimeline
Register Financial Advisors LLC17,201$1.71M0.75%+1,48813F-HRTimeline
Bellwether Advisors, LLC17,193$1.71M0.29%-40513F-HRTimeline
Engineers Gate Manager LP17,183$1.7M0.02%new13F-HRTimeline
October Effect Ltd17,067$1.69M2.04%13F-HRTimeline
Halter Ferguson Financial Inc.16,961$1.68M0.62%-1913F-HRTimeline
CRUX WEALTH ADVISORS16,917$1.68M0.71%-11,00413F-HRTimeline
Avior Wealth Management, LLC16,926$1.67M0.06%+1,68113F-HRTimeline
Vannoy Advisory Group, Inc.16,701$1.66M1.15%+16313F-HRTimeline
Koshinski Asset Management, Inc.16,628$1.65M0.12%-3,12113F-HRTimeline
Hayek Kallen Investment Management16,547$1.64M0.56%-1,33213F-HRTimeline
Carr Financial Group Corp16,491$1.64M0.48%-37013F-HRTimeline
Miller Financial Services LLC16,485$1.64M2.08%-35613F-HRTimeline
Beacon Bridge Wealth Partners, LLC16,479$1.63M0.65%-5,21013F-HRTimeline
Avondale Wealth Management16,427$1.63M0.91%-67,28913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.16,421$1.63M0.42%-23,25013F-HRTimeline
Clarity Financial LLC16,303$1.62M0.17%-1,70113F-HRTimeline
BG Investment Services, LLC16,273$1.61M2.02%-3,51613F-HRTimeline
RBA Wealth Management, LLC16,091$1.6M0.59%-36813F-HRTimeline
Heritage Wealth Management, Inc. /CA/16,058$1.59M1.21%-1913F-HRTimeline
Factor Wealth Management LTD16,042$1.59M0.44%+2913F-HRTimeline
DOW CHEMICAL CO /DE/15,912$1.58M0.66%013F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC15,854$1.57M0.31%+78713F-HRTimeline
SAX WEALTH ADVISORS, LLC15,832$1.57M0.09%-60113F-HRTimeline
Bakala Capital LLC15,709$1.56M8.95%-75213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ballentine Partners, LLC15,681$1.56M0.02%+17413F-HRTimeline
Dixon Mitchell Investment Counsel Inc.15,604$1.55M0.06%013F-HRTimeline
Acropolis Investment Management, LLC15,559$1.54M0.08%-65613F-HRTimeline
Schiavi & Co LLC15,523$1.54M0.52%-39813F-HRTimeline
LongView Wealth Management15,497$1.54M0.47%+2,80213F-HRTimeline
Connecticut Wealth Management, LLC15,474$1.53M0.07%-5,16113F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC15,391$1.53M0.16%-1,35213F-HRTimeline
DEARBORN PARTNERS LLC15,383$1.53M0.07%+69213F-HRTimeline
WestHill Financial Advisors, Inc.15,342$1.52M0.32%+41113F-HRTimeline