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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
Granite Bay Wealth Management, LLC31,947$3.2M0.83%+2,84513F-HRTimeline
Gryphon Financial Partners LLC31,865$3.19M0.36%-61413F-HRTimeline
Midwest Trust Co31,657$3.17M0.04%-4,37513F-HRTimeline
Madrona Financial Services, LLC31,566$3.16M0.7%+1,35613F-HRTimeline
FAMILY WEALTH PARTNERS, LLC31,538$3.16M1.19%-28713F-HRTimeline
STOCK YARDS BANK & TRUST CO31,430$3.15M0.1%-51213F-HRTimeline
American State Bank (Iowa)31,405$3.15M1.6%-9,76613F-HRTimeline
Oxinas Partners, LLC31,330$3.14M1.68%+2,48213F-HRTimeline
Compass Financial Group, Inc.30,966$3.1M1.39%+4513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP30,960$3.1M<0.01%-33413F-HRTimelineGroup
Wingate Wealth Advisors, Inc.30,936$3.1M2.15%+1,09313F-HRTimeline
Wall Street Financial Group, Inc.30,895$3.1M2.27%+23,45813F-HRTimeline
Waldron Private Wealth LLC30,810$3.09M0.13%-11,22013F-HRTimeline
DecisionMap Wealth Management, LLC30,598$3.07M1.97%+70113F-HRTimeline
Northstar Advisory Group, LLC30,587$3.07M1.25%+1,29113F-HRTimeline
CAP Partners, LLC30,369$3.04M1.73%+5,28113F-HRTimeline
CGN Advisors LLC30,356$3.04M0.25%+89313F-HRTimeline
Global View Capital Management LLC30,321$3.04M0.65%+11,27513F-HRTimeline
Long Run Wealth Advisors, LLC30,197$3.03M0.59%-59,53413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…30,194$3.03M0.94%-50613F-HRTimeline
Alhambra Investment Management LLC30,052$3.01M1.43%-37913F-HRTimeline
Bigelow Investment Advisors, LLC30,020$3.01M1.21%+3,06813F-HRTimeline
NDWM LLC29,990$3.01M2.04%+1,49613F-HRTimeline
Maia Wealth LLC29,989$3M0.51%-97113F-HRTimeline
Strategic Blueprint, LLC29,941$3M0.13%+12,68613F-HRTimeline
AMG National Trust Bank29,925$3M0.07%-99713F-HRTimeline
U.S. Capital Wealth Advisors, LLC29,902$3M0.08%+22,54213F-HRTimeline
Michels Family Financial, LLC29,555$2.96M2.31%+68513F-HRTimeline
Hickory Point Bank & Trust29,550$2.96M2.21%-92513F-HRTimeline
SteelPeak Wealth, LLC29,394$2.95M0.1%+25,18613F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV29,338$2.94M1.36%-9813F-HRTimeline
J.Safra Asset Management Corp29,240$2.93M0.18%+2,31513F-HRTimeline
Accredited Investors Inc.29,144$2.92M0.16%-56313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…28,994$2.91M0.34%+22,32413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST28,799$2.89M0.28%+41713F-HRTimeline
United Community Bankin group United Community Bank28,778$2.88M0.89%+11,23113F-HRTimelineGroup
Valpey Financial Services, LLC28,608$2.87M1.88%+62413F-HRTimeline
First Interstate Bank28,403$2.85M0.16%-17013F-HRTimeline
Hoxton Planning & Management, LLC28,226$2.83M0.91%-1,55113F-HRTimeline
Mesirow Financial Investment Management…28,223$2.83M0.05%+3,43413F-HRTimeline
Asset Management Group, Inc.28,023$2.81M0.46%+25213F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC27,852$2.79M0.46%+68013F-HRTimeline
Soltis Investment Advisors LLC27,843$2.79M0.19%+2,93613F-HRTimeline
Atwater Malick LLC27,627$2.77M0.8%+7,03013F-HRTimeline
Patten Group, Inc.27,622$2.77M0.54%+4,11413F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC27,605$2.77M0.36%-53713F-HRTimeline
PRIVATE TRUST CO NA27,506$2.76M0.24%-5,26713F-HRTimeline
SYM FINANCIAL Corp27,315$2.74M0.29%+3,37213F-HRTimeline
Triad Wealth Partners, LLC27,239$2.73M0.35%+1,62913F-HRTimeline
Delos Wealth Advisors, LLC27,194$2.73M1.84%+2,50013F-HRTimeline
EFG Private Wealth Management (Americas…27,154$2.72M0.47%-5,91013F-HRTimeline
Westfuller Advisors, LLC27,131$2.72M1.24%+20,12913F-HRTimeline
Retirement Systems of Alabama27,114$2.72M0.01%+1,43113F-HRTimeline
SAXON INTERESTS, INC.27,220$2.71M1.06%-1,22413F-HRTimeline
RIK SAYLOR FINANCIAL, INC.26,710$2.68M1.96%-4413F-HRTimeline
Stewardship Advisors, LLC26,572$2.66M0.63%+1,48713F-HRTimeline
SURIENCE PRIVATE WEALTH LLC26,569$2.66M2.52%new13F-HRTimeline
Discipline Wealth Solutions, LLC26,546$2.66M0.7%+8,15713F-HRTimeline
Stockman Wealth Management, Inc.26,513$2.66M0.33%+5,50613F-HRTimeline
Occidental Asset Management, LLC26,507$2.66M0.33%+50313F-HRTimeline
Fairway Wealth LLC26,503$2.66M0.75%+65413F-HRTimeline
SC&H Financial Advisors, Inc.26,384$2.65M0.43%+4,02713F-HRTimeline
Algorithmic Investment Models, LLC26,378$2.64M1.76%+52713F-HRTimeline
Envision Financial LLC26,371$2.64M1.52%+3,56713F-HRTimeline
Cooksen Wealth, LLC26,265$2.63M1.97%+1,25613F-HRTimeline
Meridian Wealth Management, LLC26,204$2.63M0.1%+6,07213F-HRTimeline
DENALI ADVISORS LLC26,156$2.62M0.3%-2,89313F-HRTimeline
Lionsbridge Wealth Management LLC25,905$2.6M2.56%-41,03913F-HRTimeline
Riverview Trust Co25,819$2.59M3.13%013F-HRTimeline
Cherry Tree Wealth Management, LLC25,749$2.58M0.57%-13813F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group25,733$2.58M0.31%+1,95413F-HRTimelineGroup
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…25,400$2.55M0.02%-89,00013F-HRTimelineGroup
Running Point Capital Advisors, LLC25,253$2.53M0.68%+1,55313F-HRTimeline
IFS Group,LLC25,221$2.53M2.22%13F-HRTimeline
Cyndeo Wealth Partners, LLC25,160$2.52M0.14%+1,71113F-HRTimeline
Mach-1 Financial Group, LLC25,071$2.51M0.4%new13F-HRTimeline
Integrity Advisory Solutions, LLC25,071$2.51M0.4%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.25,068$2.51M0.11%+1,19613F-HRTimeline
Turn8 Private Wealth Inc.25,045$2.51M1.8%-3,76413F-HRTimeline
McNaughton Wealth Management, LLC24,992$2.51M1.06%+20013F-HRTimeline
Core Wealth Management, Inc.24,865$2.49M0.8%-1,82413F-HRTimeline
Measured Wealth Private Client Group, L…24,849$2.49M0.67%-27513F-HRTimeline
NTV Asset Management LLC24,814$2.49M0.27%+1,78613F-HRTimeline
FSA WEALTH PARTNERS, INC.24,696$2.48M0.95%+14,65713F-HRTimeline
Christensen, King & Associates Investme…24,675$2.47M1.06%+19913F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC24,649$2.47M1.39%-31013F-HRTimeline
Financial Freedom, LLC24,645$2.47M1.23%-1,16013F-HRTimeline
Austin Wealth Management, LLC24,394$2.47M0.39%013F-HRTimeline
LCNB CORP24,484$2.45M0.86%+1,93313F-HRTimeline
Invera Wealth Advisors, LLC24,356$2.44M1.5%+11213F-HRTimeline
Wilshire Advisors LLC24,041$2.41M6.25%+11,96113F-HRTimeline
INVESTMENT HOUSE LLC23,968$2.4M0.11%+16,05313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp23,915$2.4M0.11%+1,90013F-HRTimelineGroup
Empirical Asset Management, LLC28,949$2.38M0.66%+11,73213F-HRTimeline
Koshinski Asset Management, Inc.23,668$2.37M0.16%+7,04013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,000$2.37M0.19%013F-HRTimeline
C2C Wealth Management, LLC23,345$2.34M2.01%013F-HRTimeline
United Asset Strategies, Inc.23,317$2.34M0.19%+1,80313F-HRTimeline
Private Wealth Asset Management, LLC23,169$2.32M0.27%-29413F-HRTimeline
North Berkeley Wealth Management, LLC22,954$2.3M1.82%-67313F-HRTimeline
Ascent Wealth Partners, LLC22,902$2.3M0.27%+1,45613F-HRTimeline
CENTRAL TRUST Co22,762$2.28M0.05%+8,72313F-HRTimeline
Core Wealth Partners LLC22,696$2.28M1.05%+2,75113F-HRTimeline
McAdam, LLC22,629$2.27M0.11%-83113F-HRTimeline
Alesco Advisors, LLC, An ESL Co22,591$2.26M0.06%-44913F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding22,504$2.25M+2,074Timeline
Aviance Capital Partners, LLC22,459$2.25M0.27%+1,25513F-HRTimeline
PINNACLE ASSOCIATES LTD22,442$2.25M0.03%-42513F-HRTimeline
Retirement Wealth Solutions LLC22,417$2.25M1.48%+1913F-HRTimeline
Axis Wealth Partners, LLC22,192$2.22M1.3%+1,08513F-HRTimeline
WealthShield Partners, LLC22,119$2.22M0.25%-6,80213F-HRTimeline
Security Financial Services, INC.22,107$2.22M0.36%-5,98013F-HRTimeline
Larson Financial Group LLC22,083$2.21M0.08%+1,78713F-HRTimeline
First Financial Bankshares Inc22,065$2.21M0.05%new13F-HRTimeline
Aries Wealth Management22,035$2.21M0.52%+55013F-HRTimeline
Advocacy Wealth Management, LLC21,974$2.2M0.1%013F-HRTimeline
LongView Wealth Management21,939$2.2M0.6%+6,44213F-HRTimeline
Landing Point Financial Group, LLC21,900$2.2M1.14%new13F-HRTimeline
Auour Investments LLC21,840$2.19M0.71%+4,29513F-HRTimeline
Iowa State Bank21,735$2.18M0.41%-2,77013F-HRTimeline
Choate Investment Advisors21,677$2.17M0.04%+14,94013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.21,646$2.17M0.38%-16113F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC21,532$2.16M0.04%+813F-HRTimeline
Moss Adams Wealth Advisors LLC21,453$2.15M0.17%-27113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC21,368$2.14M0.51%+1,61513F-HRTimeline
Pointe Capital Management LLC21,133$2.12M1.04%+11,30613F-HRTimeline
Gladstone Institutional Advisory LLC21,016$2.11M0.08%-1,56513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC20,782$2.08M0.06%013F-HRTimeline
L.K. Benson & Company, P.C.20,688$2.07M1.12%+2,05813F-HRTimeline
BOK Financial Private Wealth, Inc.20,610$2.07M0.13%-1,65013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20,488$2.05M0.07%-5,55413F-HRTimeline
JMG Financial Group, Ltd.20,433$2.05M0.06%+1,19113F-HRTimeline
Grey Ledge Advisors, LLC20,382$2.04M0.46%+38513F-HRTimeline
Diligent Investors, LLC20,316$2.04M0.51%-1,89713F-HRTimeline
Boyd Wealth Management, LLC20,088$2.01M0.87%-331,48613F-HRTimeline
BLALOCK WILLIAMS, LLC19,968$2M1.75%+9,48113F-HRTimeline
Narus Financial Partners, LLC19,769$1.98M0.54%+49113F-HR/ATimeline
Chris Bulman Inc19,738$1.98M0.99%-6,22113F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC19,688$1.97M0.34%+44213F-HRTimeline
Heritage Wealth Management, Inc.19,627$1.97M0.58%+2,32113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,607$1.97M0.05%-146,02313F-HRTimelineGroup
Trilogy Capital Inc.19,592$1.96M0.09%-6213F-HRTimeline
Lake Hills Wealth Management, LLC19,527$1.96M1.05%+51513F-HRTimeline
Integrated Investment Consultants, LLC19,515$1.96M0.33%-8613F-HRTimeline
NVWM, LLC19,426$1.95M0.44%+1,28713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…19,227$1.93M0.07%-1,393,54713F-HRTimelineGroup
Skyline Advisors, Inc.19,076$1.91M0.66%+23213F-HRTimeline
Consolidated Portfolio Review Corp19,064$1.91M0.24%-43513F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.18,957$1.9M0.64%-44413F-HRTimeline
Register Financial Advisors LLC18,871$1.89M0.74%+1,67013F-HRTimeline
Range Financial Group LLC18,857$1.89M0.68%+43313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC18,775$1.88M0.04%+24113F-HRTimeline
Ballast, Inc.18,755$1.88M0.46%+54613F-HRTimeline
Wealth Dimensions Group, Ltd.18,748$1.88M0.39%+42013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,616$1.87M0.12%+1,33313F-HRTimeline
Balboa Wealth Partners18,616$1.87M0.32%+73413F-HRTimeline
Sierra Capital LLC18,609$1.87M0.2%+51513F-HRTimeline
Vawter Financial, Ltd.18,593$1.86M0.85%new13F-HR/ATimeline
Intelligence Driven Advisers, LLC18,159$1.82M0.25%+28813F-HRTimeline
Canal Capital Management, LLC18,126$1.82M0.27%-18,87013F-HRTimeline
DEARBORN PARTNERS LLC18,079$1.81M0.08%+2,69613F-HRTimeline
Optivise Advisory Services LLC17,980$1.8M1.07%-9,77713F-HRTimeline
Clarity Financial LLC17,928$1.8M0.18%+1,62513F-HRTimeline
Inscription Capital, LLC17,923$1.8M0.19%+9,33313F-HRTimeline
HBK Sorce Advisory LLC17,810$1.79M0.04%-68213F-HR/ATimeline
Welch & Forbes LLC17,821$1.79M0.02%+2,64313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP17,820$1.79M0.04%-4,93813F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT17,801$1.78M0.84%13F-HRTimeline
RBA Wealth Management, LLC17,699$1.77M0.61%+1,60813F-HRTimeline
CPR Investments Inc.17,678$1.77M1.22%+3,91713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,561$1.76M0.04%-1,23613F-HRTimeline
Ignite Planners, LLC17,499$1.75M0.29%-72613F-HRTimeline
Acropolis Investment Management, LLC17,680$1.75M0.09%+2,12113F-HRTimeline
October Effect Ltd17,486$1.75M1.93%+41913F-HRTimeline
Bellwether Advisors, LLC17,422$1.75M0.29%+22913F-HRTimeline
Halter Ferguson Financial Inc.17,295$1.73M0.42%+33413F-HRTimeline
CULBERTSON A N & CO INC17,205$1.72M0.24%-66513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC17,131$1.72M<0.01%+2,94813F-HRTimelineGroup
Sepio Capital, LP17,075$1.71M0.1%+2,20813F-HRTimeline
Heritage Wealth Management, Inc. /CA/17,072$1.71M1.17%+1,01413F-HRTimeline
Navigation Wealth Management, Inc.16,953$1.7M2.5%+2,69613F-HRTimeline
Net Worth Advisory Group16,939$1.7M0.49%-5,27013F-HRTimeline
Vannoy Advisory Group, Inc.16,906$1.69M1.11%+20513F-HRTimeline
FSA Investment Group, LLC16,812$1.68M1.05%-68513F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC16,769$1.68M0.31%+91513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.16,714$1.68M0.12%-1,526,64313F-HRTimeline
Factor Wealth Management LTD16,694$1.67M0.42%+65213F-HRTimeline
WestHill Financial Advisors, Inc.16,663$1.67M0.33%+1,32113F-HRTimeline
Wealth Alliance Advisory Group, LLC16,648$1.67M0.3%+1,81913F-HRTimeline
Carrera Capital Advisors16,619$1.67M0.3%+1,51313F-HRTimeline
Beacon Bridge Wealth Partners, LLC16,594$1.66M0.59%+11513F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.16,514$1.66M1.44%+1,81613F-HRTimeline
Dixon Mitchell Investment Counsel Inc.16,497$1.65M0.06%+89313F-HRTimeline
Hayek Kallen Investment Management16,472$1.65M0.52%-7513F-HRTimeline
Miller Financial Services LLC16,434$1.65M1.9%-5113F-HRTimeline
Bakala Capital LLC16,372$1.64M8.86%+66313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
American Investment Services, Inc.16,315$1.64M0.39%+1,42913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.16,287$1.63M0.03%new13F-HRTimelineGroup
Ironwood Investment Counsel, LLC16,250$1.63M0.24%-2,34613F-HRTimeline
Carr Financial Group Corp15,946$1.6M0.44%-54513F-HRTimeline