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Disclosery

AGG ISHARES TR

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SHS (fund)

2,065 managers (2,094 13F filers) reported a position in AGG shares at 2026-03-31, 1,234,130,990 shares in all. 122 filers opened a position and 135 filers sold out during the quarter.

Managers
2,065
13F filers
2,094
New
122
Added
1,006
Reduced
700
Sold out
135
Shares held by filers
1,234,130,990

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC40,097$3.98M<0.01%+17,16913F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO39,973$3.97M0.12%+9,48713F-HRTimeline
Family Investment Center, Inc.39,858$3.96M0.76%+71513F-HRTimeline
TD Waterhouse Canada Inc.39,971$3.96M0.01%-40713F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.39,790$3.95M3.78%+2,09113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.39,569$3.93M0.41%-1,44513F-HRTimeline
Hudson Oak Wealth Advisory LLC39,290$3.9M3.39%+1,44513F-HRTimeline
DAVIDSON TRUST CO39,216$3.89M1.68%+2,08613F-HRTimeline
Gateway Wealth Partners, LLC39,183$3.89M0.15%+30,71613F-HRTimeline
Charter Capital Management, LLC\DE39,043$3.88M1.94%+1,77513F-HRTimeline
Godfrey Financial Associates, Inc.38,592$3.83M3.29%+76413F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC38,395$3.81M1.71%+2,79113F-HRTimeline
Randall & Associates Wealth Management38,303$3.8M2.56%+1,62913F-HRTimeline
Intergy Private Wealth, LLC38,280$3.8M1.11%+2,19713F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV38,054$3.78M1.81%+1,41013F-HRTimeline
BLB&B Advisors, LLC37,889$3.76M0.16%-10,20813F-HRTimeline
Wealth Management Associates, Inc.37,657$3.74M1.29%+91213F-HRTimeline
Strategic Financial Concepts, LLC39,356$3.73M0.92%+21,12913F-HRTimeline
Exchange Bank37,446$3.72M2.58%+67113F-HRTimeline
Stonekeep Investments, LLC37,393$3.71M2.41%+3613F-HRTimeline
Heritage Wealth Management, Inc. /CA/37,082$3.68M2.05%+8,20913F-HRTimeline
Mesirow Financial Investment Management…36,875$3.66M0.06%+13,20913F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …36,865$3.66M0.56%+49213F-HRTimeline
NYL Investors LLC36,863$3.66M1.38%+1,29213F-HRTimeline
Tradition Wealth Management, LLC36,831$3.66M0.26%-56113F-HRTimeline
SMITH, MOORE & CO.36,604$3.63M0.26%+4,54313F-HRTimeline
McLean Asset Management Corp36,568$3.63M0.64%+17,99013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC36,415$3.61M0.26%+1,90013F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA36,408$3.61M0.11%-9,16313F-HRTimelineGroup
J.Safra Asset Management Corp36,208$3.59M0.19%+89313F-HRTimeline
Financial Strategies Group, Inc.35,932$3.57M0.6%+87113F-HRTimeline
CAP Partners, LLC35,986$3.57M2.02%+3,04013F-HRTimeline
Innovative Wealth Building LLC35,814$3.56M2.5%-64713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group35,741$3.55M0.4%+8,84313F-HRTimelineGroup
Gryphon Financial Partners LLC35,716$3.55M0.37%+2,81513F-HRTimeline
Integrity Advisory Solutions, LLC35,655$3.54M0.47%+10,03713F-HRTimeline
Turn8 Private Wealth Inc.35,576$3.53M2.21%+10,32013F-HRTimeline
Cheviot Value Management, LLC34,955$3.47M0.35%+3,60013F-HRTimeline
Capital Advisors Wealth Management, LLC34,736$3.45M0.46%-3,97413F-HRTimeline
Bigelow Investment Advisors, LLC34,624$3.44M1.38%+2,05813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO34,561$3.43M0.95%+37613F-HRTimeline
DT Investment Partners, LLC34,507$3.43M0.29%-1,97513F-HRTimeline
Chandler Asset Management, Inc.34,482$3.42M0.52%013F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC34,253$3.4M1.25%-5,62313F-HRTimelineGroup
ADIRONDACK TRUST CO34,223$3.4M1.14%+12513F-HRTimeline
Compass Ion Advisors, LLC34,099$3.39M0.32%-3,87513F-HRTimeline
Accredited Investors Inc.33,966$3.37M0.18%+3,36913F-HRTimeline
Strive Financial Group ,LLC33,816$3.36M1.78%new13F-HRTimeline
Stronghold Wealth Management L.L.C.33,742$3.35M5.06%+26313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP33,739$3.35M<0.01%+1,66113F-HRTimelineGroup
Mechanics Bank Trust Department33,702$3.35M0.46%-2,93913F-HRTimeline
SC&H Financial Advisors, Inc.33,616$3.34M0.5%+4,76113F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV33,541$3.33M1.55%+4,21413F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.33,538$3.33M0.13%+9,87713F-HR/ATimelineGroup
AMG National Trust Bank33,467$3.32M0.07%+4,25713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC33,451$3.32M1.2%-8,63313F-HR/ATimelineGroup
JHP Wealth Management, LLC33,378$3.31M3.17%+5,56213F-HRTimeline
EFG International AGin group EFG International AG33,116$3.29M0.07%-5,43513F-HRTimelineGroup
PRIVATE TRUST CO NA33,008$3.28M0.29%+1,37613F-HRTimeline
Indivisible Partners32,562$3.23M0.29%-10,33913F-HRTimeline
Compton Financial Group, LLC32,522$3.23M0.71%-2,16313F-HRTimeline
JNBA Financial Advisors32,479$3.22M0.27%+31,81313F-HRTimeline
Quantum Financial Planning Services, In…32,456$3.22M1.16%-1,56813F-HRTimeline
SYM FINANCIAL Corp32,347$3.21M0.32%+3,77413F-HRTimeline
GLR Partners, LLC32,132$3.19M1.74%13F-HRTimeline
United Community Bankin group United Community Bank32,014$3.18M1.06%new13F-HRTimelineGroup
KG Capital Management31,885$3.17M2.27%-6,86913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.31,804$3.16M0.13%+4,07213F-HRTimeline
Simmons Bankin group Simmons Bank31,713$3.15M0.21%+34613F-HRTimelineGroup
Michels Family Financial, LLC31,583$3.14M2.26%+32513F-HRTimeline
Rehmann Capital Advisory Group31,466$3.12M0.16%-16,19313F-HRTimeline
MIRAMONTES CAPITAL, LLC31,103$3.09M1.07%+3,25713F-HRTimeline
SAXON INTERESTS, INC.31,050$3.08M1.06%+17113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…31,050$3.08M0.92%-27,42313F-HRTimeline
Soltis Investment Advisors LLC30,903$3.07M0.2%-2813F-HRTimeline
Global Trust Wealth Management LLC30,802$3.06M2.31%+1,72213F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…30,775$3.06M0.49%+7,91613F-HRTimeline
FFT WEALTH MANAGEMENT LLC30,759$3.05M0.55%-5,93213F-HRTimeline
Delos Wealth Advisors, LLC30,741$3.05M1.75%+3,01713F-HRTimeline
Wingate Wealth Advisors, Inc.30,614$3.04M1.62%-14213F-HRTimeline
BEAM WEALTH ADVISORS, INC.30,588$3.04M0.76%+15,09013F-HRTimeline
Clearview Wealth Management LLC30,561$3.03M2.15%13F-HRTimeline
FIRST AMERICAN TRUST, FSB30,531$3.03M0.2%-6,19013F-HRTimeline
CGN Advisors LLC30,488$3.03M0.24%-81613F-HRTimeline
First Interstate Bank30,435$3.02M0.17%+1,72713F-HRTimeline
Compass Financial Group, Inc.30,365$3.01M1.36%-40513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC30,342$3.01M0.48%+1,70213F-HRTimeline
Triad Wealth Partners, LLC30,146$2.99M0.24%+3,75113F-HRTimeline
MCDONALD PARTNERS LLC30,141$2.99M0.71%+12,77913F-HRTimeline
Larry Mathis Financial Planning, LLC30,101$2.99M2.68%-42313F-HRTimeline
Arista Wealth Management, LLC30,038$2.98M0.36%+86513F-HRTimeline
BLALOCK WILLIAMS, LLC29,782$2.96M2.29%+4,61813F-HRTimeline
BlueSky Wealth Advisors, LLC29,545$2.93M0.38%-42,95513F-HRTimeline
Alhambra Investment Management LLC29,513$2.93M1.35%-13613F-HRTimeline
Hickory Point Bank & Trust29,500$2.93M1.93%-5013F-HRTimeline
Valpey Financial Services, LLC29,407$2.92M1.9%+64413F-HRTimeline
DEARBORN PARTNERS LLC29,070$2.89M0.16%-81813F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC29,035$2.88M0.48%-18813F-HRTimeline
Quantinno Capital Management LP28,882$2.87M<0.01%+19,50613F-HRTimeline
Bauman Advisory Group, LLC28,856$2.86M2.01%new13F-HRTimeline
Aletheian Wealth Advisors LLC28,788$2.86M1.39%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST28,749$2.85M0.27%-71213F-HRTimeline
Hoxton Planning & Management, LLC28,730$2.85M0.86%+1,22513F-HRTimeline
Invera Wealth Advisors, LLC28,676$2.85M1.83%+40513F-HRTimeline
Arcadia Wealth Management, LLC28,624$2.84M1.03%-19,26913F-HRTimeline
NVWM, LLC28,548$2.83M0.63%-18,24913F-HRTimeline
Cooksen Wealth, LLC28,482$2.83M2.05%+1,39313F-HRTimeline
Welch & Forbes LLC28,450$2.82M0.04%+8,17013F-HRTimeline
LCNB CORP28,408$2.82M0.95%+3,89313F-HRTimeline
Advyzon Investment Management, LLC28,397$2.82M0.25%+3,83913F-HRTimeline
American State Bank (Iowa)28,365$2.82M1.35%-6,62913F-HRTimeline
WealthShield Partners, LLC28,330$2.81M0.31%+2,07913F-HRTimeline
WealthPLAN Partners, LLC28,250$2.8M0.54%+17,07913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC28,210$2.8M<0.01%-22,75113F-HRTimelineGroup
Measured Wealth Private Client Group, L…28,181$2.8M0.76%-83913F-HRTimeline
IFS Group,LLC28,059$2.79M2.48%13F-HRTimeline
Stockman Wealth Management, Inc.27,989$2.78M0.31%+80213F-HRTimeline
Private Wealth Asset Management, LLC27,966$2.78M0.3%+39413F-HRTimeline
Retirement Systems of Alabama27,899$2.77M0.01%013F-HRTimeline
Madrona Financial Services, LLC27,862$2.77M0.61%-3,65113F-HRTimeline
Stewardship Advisors, LLC27,830$2.76M0.63%-8,74713F-HRTimeline
Atlanta Consulting Group Advisors, LLC27,691$2.75M0.59%+23,09013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.27,657$2.75M0.25%+11,02413F-HRTimelineGroup
CAPITAL FINANCIAL GROUP INC\CO\ /ADV27,483$2.73M1.5%-3,62713F-HRTimeline
Topor & Co. Korea27,373$2.72M2.3%-7,98113F-HRTimeline
F/m Investments LLC27,169$2.7M0.18%-146,23113F-HRTimeline
Fairway Wealth LLC27,075$2.69M0.71%-1,54813F-HRTimeline
Aries Wealth Management27,057$2.69M0.59%+79313F-HRTimeline
Maia Wealth LLC26,991$2.68M0.45%-1,93913F-HRTimeline
Proficio Capital Partners LLC26,557$2.67M0.14%-20,49713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT26,570$2.64M0.1%+2,51813F-HRTimeline
Ascent Wealth Partners, LLC26,510$2.63M0.31%+3,08713F-HRTimeline
RIK SAYLOR FINANCIAL, INC.26,505$2.63M2%+1313F-HRTimeline
Integrated Investment Consultants, LLC26,487$2.63M0.56%-5,16913F-HRTimeline
Occidental Asset Management, LLC26,378$2.62M0.31%+97113F-HRTimeline
DecisionMap Wealth Management, LLC26,208$2.6M1.68%-6,69313F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC26,162$2.6M0.3%-62113F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…26,108$2.59M0.3%+12,61113F-HRTimeline
DENALI ADVISORS LLC26,053$2.59M0.29%+3,48713F-HRTimeline
FAMILY WEALTH PARTNERS, LLC26,052$2.59M0.88%-3,34713F-HRTimeline
NTV Asset Management LLC26,051$2.59M0.28%+15213F-HRTimeline
Pointe Capital Management LLC26,017$2.58M1.28%+2,77313F-HRTimeline
Riverview Trust Co25,819$2.56M3.16%013F-HRTimeline
Balboa Wealth Partners25,721$2.55M0.43%+4,47113F-HRTimeline
Core Wealth Partners LLC25,640$2.55M1.18%-11413F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC25,495$2.53M0.36%+78413F-HRTimeline
Canal Capital Management, LLC25,482$2.53M0.34%-29,06713F-HRTimeline
Asset Management Group, Inc.25,418$2.52M0.41%+12213F-HRTimeline
Cyndeo Wealth Partners, LLC25,219$2.5M0.13%+60413F-HRTimeline
Capstone Wealth Management, Inc.25,223$2.5M2.12%-21513F-HRTimeline
Christensen, King & Associates Investme…25,006$2.48M1.07%+77213F-HRTimeline
MassMutual Private Wealth & Trust, FSB25,002$2.48M0.07%+1,15813F-HRTimeline
Keenan, LLC24,702$2.48M2.09%+82213F-HRTimeline
CFG Wealth Management Services, Inc.24,838$2.47M2.24%-46013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC24,927$2.46M0.17%new13F-HRTimeline
Lionsbridge Wealth Management LLC24,786$2.46M2.47%-99313F-HRTimeline
Financial Freedom, LLC24,610$2.44M1.22%+3713F-HRTimeline
Strategic Wealth Partners, Ltd.24,533$2.44M0.17%+12,27013F-HRTimeline
Wealth Alliance Advisory Group, LLC24,482$2.43M0.38%+5,33213F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV24,449$2.43M2.31%+1,13713F-HRTimeline
CIBC Asset Management Inc24,440$2.43M0.01%+6,46513F-HRTimeline
Berger Financial Group, Inc24,420$2.42M0.14%-191,91013F-HRTimeline
Retirement Wealth Solutions LLC24,420$2.42M1.53%-16813F-HRTimeline
PSI Advisors, LLC24,359$2.42M0.58%+13,32713F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.24,322$2.41M0.1%+1,65113F-HRTimelineGroup
Austin Wealth Management, LLC24,270$2.4M0.55%-62813F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC24,150$2.4M0.25%+7,50013F-HRTimeline
Portfolio Resources Advisor Group, Inc.24,142$2.4M2.38%-5513F-HRTimeline
Retirement Planning Group, LLC24,092$2.39M0.07%+17,45213F-HRTimeline
Core Wealth Management, Inc.24,077$2.39M0.73%013F-HRTimeline
LongView Wealth Management23,953$2.39M0.6%+513F-HRTimeline
XML Financial, LLC24,010$2.38M0.19%-39,49513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…23,864$2.37M0.2%-72813F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich23,807$2.36M0.01%-25013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV23,728$2.36M0.31%+12,93113F-HRTimeline
New England Private Wealth Advisors LLC23,703$2.35M0.27%+5,05413F-HRTimeline
Register Financial Advisors LLC23,541$2.34M0.86%+1,57313F-HRTimeline
Sierra Capital LLC23,529$2.34M0.25%+4,94213F-HRTimeline
Trilogy Capital Inc.23,269$2.31M0.1%+2,65813F-HRTimeline
C2C Wealth Management, LLC23,255$2.31M1.95%+4313F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC23,193$2.3M0.04%+91313F-HRTimeline
Axis Wealth Partners, LLC23,168$2.3M1.22%+29813F-HRTimeline
Miller Capital Partners, Inc.23,145$2.3M1.11%-38013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.23,028$2.29M0.16%+5,85513F-HRTimeline
Vernal Point Advisors, LLC23,009$2.28M0.93%-5,37513F-HRTimeline
Auour Investments LLC22,889$2.27M0.71%+96313F-HRTimeline
L.K. Benson & Company, P.C.22,853$2.27M0.75%+10613F-HRTimeline
Edgemoor Investment Advisors, Inc.22,836$2.27M0.18%+5,97913F-HRTimeline
American Investment Services, Inc.22,794$2.26M0.5%+2,38813F-HRTimeline
Keating Financial Advisory Services, In…22,644$2.25M0.36%-2,04913F-HRTimeline
Ballast, Inc.22,572$2.24M0.52%+3,18413F-HRTimeline
Legacy Edge Advisors, LLC22,550$2.24M0.24%-23,34113F-HRTimeline
Wilshire Advisors LLC22,396$2.22M22.31%-1,44613F-HRTimeline
McNaughton Wealth Management, LLC22,369$2.22M0.92%-1,88213F-HRTimeline
Grey Ledge Advisors, LLC22,285$2.21M0.5%+1,74713F-HRTimeline
Clear Creek Financial Management, LLC22,235$2.21M0.17%+17,59813F-HRTimeline
Cherry Tree Wealth Management, LLC22,186$2.2M0.47%+41413F-HRTimeline
First Financial Bankshares Inc22,065$2.19M0.04%013F-HRTimeline
Waldron Private Wealth LLC22,050$2.19M0.09%-1,07913F-HRTimeline
Net Worth Advisory Group22,021$2.19M0.45%-47413F-HRTimeline