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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
NDWM LLC16,244$1.57M1.32%+3,74513F-HRTimeline
Global Trust Asset Management, LLC16,160$1.57M0.59%-1,84713F-HRTimeline
Gray Private Wealth, LLC16,146$1.56M0.93%+13,51213F-HRTimeline
Chicago Capital, LLC16,036$1.55M0.04%-16,25013F-HRTimeline
WestHill Financial Advisors, Inc.15,968$1.55M0.35%+49013F-HRTimeline
DOW CHEMICAL CO /DE/15,912$1.54M0.27%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC15,911$1.54M0.4%new13F-HR/ATimeline
Factor Wealth Management LTD15,890$1.54M0.51%13F-HRTimeline
Foundations Investment Advisors, LLC15,794$1.53M0.03%-178,67813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,759$1.53M0.05%+90613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…15,715$1.52M0.15%+21713F-HRTimelineGroup
GFG Capital, LLC15,681$1.52M0.42%013F-HRTimeline
Empirical Asset Management, LLC15,673$1.52M0.51%+2,26313F-HRTimeline
Pinnacle Bancorp, Inc.15,616$1.51M0.49%+79813F-HRTimeline
BEAM WEALTH ADVISORS, INC.15,521$1.5M0.48%+95613F-HRTimeline
Avion Wealth15,419$1.49M0.38%+2113F-HRTimeline
Vawter Financial, Ltd.15,402$1.49M0.9%+1,02413F-HRTimeline
Phillips Wealth Planners LLC15,511$1.49M1.49%+2,38613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC15,303$1.48M0.8%-3,29813F-HRTimeline
Sound Income Strategies, LLC15,259$1.48M0.09%+7613F-HRTimeline
DEARBORN PARTNERS LLC15,225$1.48M0.06%-2,39113F-HRTimeline
MFA Wealth Services15,179$1.47M1.18%13F-HRTimeline
Ballentine Partners, LLC15,140$1.47M0.03%-41,00213F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC14,988$1.45M0.27%+1,82113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC14,940$1.45M<0.01%-2,95613F-HRTimelineGroup
American Investment Services, Inc.14,806$1.43M0.25%-4,08713F-HR/ATimeline
Wealth Alliance Advisory Group, LLC14,741$1.43M0.3%+2,92813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14,740$1.43M<0.01%-5,55013F-HRTimelineGroup
Heritage Wealth Management, Inc.14,656$1.42M0.47%+2,14513F-HRTimeline
Curi Capital, LLC14,627$1.42M0.03%+72513F-HRTimeline
AGILIS PARTNERS LLC14,473$1.4M0.42%013F-HRTimeline
New England Private Wealth Advisors LLC14,455$1.4M0.22%-13213F-HRTimeline
Lifeworks Advisors, LLC14,140$1.37M0.25%-2,59513F-HRTimeline
Physician Wealth Advisors, Inc.14,088$1.37M0.23%+4,17613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…14,025$1.36M0.2%-1,06813F-HRTimeline
Western Wealth Management, LLC13,944$1.35M0.09%-7,69813F-HR/ATimeline
HOWLAND CAPITAL MANAGEMENT LLC13,833$1.34M0.06%-90813F-HRTimeline
Red Tortoise LLC13,791$1.34M0.7%+14413F-HRTimeline
GTS SECURITIES LLC13,646$1.32M0.06%new13F-HRTimeline
Pathway Financial Advisors LLC13,598$1.32M0.3%+5,05013F-HRTimeline
Orgel Wealth Management, LLC13,533$1.31M0.03%+9,29213F-HRTimeline
Bakala Capital LLC13,494$1.31M7.86%+16913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Procyon Advisors, LLC13,452$1.3M0.08%-78513F-HRTimeline
King Wealth Management Group13,447$1.3M0.19%+48413F-HRTimeline
Trek Financial, LLC13,436$1.3M0.1%-1,86313F-HRTimeline
Nilsine Partners, LLC13,387$1.3M0.14%+2,22813F-HRTimeline
Wolf Group Capital Advisors13,238$1.3M0.63%013F-HRTimeline
Balboa Wealth Partners13,376$1.3M0.3%+1,10813F-HRTimeline
GARRISON POINT ADVISORS, LLC13,325$1.29M0.61%+27513F-HRTimeline
Rede Wealth, LLC13,315$1.29M0.49%-65213F-HRTimeline
Sage Mountain Advisors LLC13,313$1.29M0.09%+3,76013F-HRTimeline
Kohmann Bosshard Financial Services, LLC13,261$1.28M0.15%+4,86713F-HRTimeline
Private Capital Management, LLC13,243$1.28M0.14%+14013F-HRTimeline
ORG Partners LLC13,157$1.28M0.17%+22613F-HRTimeline
Realta Investment Advisors13,166$1.27M0.52%-6,32213F-HRTimeline
Tyler-Stone Wealth Management13,152$1.27M0.23%-50013F-HRTimeline
International Private Wealth Advisors L…13,148$1.27M1.27%+4,16013F-HRTimeline
Proquility Private Wealth Partners, LLC13,133$1.27M0.41%new13F-HRTimeline
Ariadne Wealth Management, LP12,980$1.27M0.58%013F-HRTimeline
Princeton Global Asset Management LLC13,047$1.26M0.24%-99913F-HRTimeline
Rockbridge Investment Management, LCC13,032$1.26M0.16%-4,69013F-HRTimeline
Mesirow Financial Investment Management…13,014$1.26M0.03%+34013F-HRTimeline
Strategic Blueprint, LLC12,999$1.26M0.07%+12313F-HRTimeline
Private Wealth Group, LLC12,959$1.26M0.61%013F-HRTimeline
Total Wealth Planning, LLC12,940$1.25M0.2%+3913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,905$1.25M0.1%+1,58313F-HRTimeline
Weil Company, Inc.12,860$1.25M0.43%-3,02513F-HRTimeline
LongView Wealth Management12,613$1.22M0.37%-1,83413F-HRTimeline
FOCUS Wealth Advisors, LLC12,595$1.22M0.65%-5,39213F-HRTimeline
Whitegate Investment Counselors, Inc.12,590$1.22M0.42%-62,68513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC12,574$1.22M0.32%13F-HRTimeline
Register Financial Advisors LLC12,527$1.21M0.61%+1,36513F-HRTimeline
Horizons Wealth Management12,505$1.21M0.94%+38213F-HRTimeline
Clarity Capital Partners LLC12,503$1.21M0.63%+2,16113F-HRTimeline
Brookmont Capital Management12,494$1.21M0.65%+4,10113F-HRTimeline
INGALLS & SNYDER LLC12,459$1.21M0.05%013F-HRTimeline
GeoWealth Management, LLC12,454$1.21M0.04%-53,04213F-HRTimeline
Jordan Park Group LLC12,389$1.2M0.09%-35,51913F-HRTimeline
Blue Fin Capital, Inc.12,362$1.2M0.22%+3313F-HRTimeline
Tradewinds Capital Management, LLC12,349$1.2M0.32%+12,26513F-HRTimeline
Werba Rubin Papier Wealth Management12,260$1.19M0.28%+26813F-HRTimeline
Jaffetilchin Investment Partners, LLC12,181$1.18M0.09%+3,56713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT12,146$1.18M0.14%-11,12813F-HRTimeline
Seascape Capital Management12,100$1.17M0.41%+8,10013F-HRTimeline
BBR PARTNERS, LLC12,033$1.17M0.08%-1,08113F-HRTimeline
Sovran Advisors, LLC12,058$1.16M0.16%13F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC11,890$1.15M0.96%013F-HRTimeline
Ellis Investment Partners, LLC11,885$1.15M0.23%+47513F-HRTimeline
Welch & Forbes LLC11,858$1.15M0.01%+2,19313F-HRTimeline
Stephens Consulting, LLC11,827$1.15M0.29%+56713F-HRTimeline
TSFG, LLC11,808$1.14M0.23%-25213F-HRTimeline
Discipline Wealth Solutions, LLC11,746$1.14M0.53%-5,10713F-HRTimeline
SIGNATUREFD, LLC11,737$1.14M0.02%-83213F-HRTimeline
TME FINANCIAL, INC.11,212$1.14M1.06%13F-HRTimeline
Vannoy Advisory Group, Inc.11,677$1.13M0.84%+29713F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …11,639$1.13M0.16%13F-HRTimeline
Forza Wealth Management, LLC11,587$1.12M0.51%-14213F-HRTimeline
VestGen Investment Management11,537$1.12M0.31%-37313F-HRTimeline
V2 Financial group LLC11,513$1.12M0.68%-27013F-HRTimeline
TCV Trust & Wealth Management, Inc.11,336$1.1M0.1%013F-HRTimeline
Magnolia Private Wealth, LLC11,333$1.1M0.98%13F-HRTimeline
Five Oceans Advisors11,330$1.1M0.5%+13913F-HRTimeline
Quest 10 Wealth Builders, Inc.11,312$1.1M1.09%13F-HRTimeline
Abundance Wealth Counselors11,312$1.1M0.24%+1,35013F-HRTimeline
Watts Gwilliam & Co., LLC11,305$1.09M0.23%+2,22513F-HRTimeline
Consolidated Portfolio Review Corp11,232$1.09M0.17%-5813F-HRTimeline
Providence Capital Advisors, LLC11,206$1.09M0.22%-10213F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.11,205$1.09M0.01%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp11,097$1.08M<0.01%+31713F-HRTimelineGroup
Farrell Financial LLC11,083$1.07M0.77%+1,01213F-HRTimeline
UMB Bank, n.a.11,045$1.07M0.02%-1,83813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TITLEIST ASSET MANAGEMENT, LLC10,969$1.06M0.12%+1,91813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,936$1.06M0.07%+1,98113F-HRTimelineGroup
Sierra Capital LLC10,899$1.06M0.13%+7413F-HRTimeline
TruNorth Capital Management, LLC10,879$1.05M0.29%-5,82213F-HRTimeline
KINTRA WEALTH, LLC10,842$1.05M0.73%-108,40313F-HRTimeline
Clark Asset Management, LLC10,758$1.04M0.19%new13F-HRTimeline
Veltria Advisors Corp.10,730$1.04M0.43%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.10,635$1.03M0.1%-5013F-HRTimelineGroup
Annex Advisory Services, LLC10,603$1.03M0.03%+2,19613F-HRTimeline
Carrera Capital Advisors10,522$1.02M0.24%+1,12613F-HRTimeline
Belpointe Asset Management LLC10,176$1.01M0.06%-19,79413F-HRTimeline
ALTFEST L J & CO INC10,354$1M0.13%+1913F-HRTimeline
Tilson Financial Group, Inc.10,352$1M0.41%+1,77013F-HRTimeline
Choate Investment Advisors10,336$1M0.02%-1,13213F-HRTimeline
TSA Wealth Managment LLC10,318$1000K0.41%-5,50313F-HRTimeline
Mainsail Financial Group, LLC10,290$997K0.58%+27313F-HRTimeline
WEDBUSH SECURITIES INC10,281$996K0.04%-75413F-HRTimeline
GatePass Capital, LLC10,254$994K1.08%13F-HRTimeline
CIBC Asset Management Inc10,211$989K<0.01%-2713F-HRTimeline
Disciplined Investments, LLC10,190$987K0.49%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP10,180$986K0.01%-2,96413F-HRTimeline
Kampmann Melissa S.10,133$982K0.77%+18013F-HRTimeline
AG Asset Advisory, LLC10,114$980K0.98%13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.10,109$980K0.75%13F-HRTimeline
PACIFIC FINANCIAL GROUP INC10,095$978K0.73%+36013F-HRTimeline
FINANCIAL CONSULATE, INC10,068$976K0.26%013F-HRTimeline
Virtue Capital Management, LLC10,047$974K0.2%-28413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…10,038$973K0.2%+1213F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV10,031$972K0.06%13F-HR/ATimeline
Badgley Phelps Wealth Managers, LLC10,021$971K0.02%-58413F-HRTimeline
Bowie Capital Management, LLC10,000$969K0.05%013F-HRTimeline
BRIGHTON JONES LLC9,984$967K0.03%+7,03013F-HR/ATimeline
Dale Q Rice Investment Management Ltd9,947$964K0.42%13F-HRTimeline
ABLE Financial Group, LLC9,932$962K0.28%-89,33213F-HRTimeline
Sepio Capital, LP9,881$957K0.08%-20713F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP9,957$954K0.17%-2,20713F-HRTimeline
MorganRosel Wealth Management, LLC9,788$948K0.31%+13713F-HRTimeline
HRC WEALTH MANAGEMENT, LLC9,787$948K0.56%+6313F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD9,750$945K<0.01%+7,25013F-HRTimelineGroup
Evergreen Advisors, LLC9,742$944K0.26%-3,76513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/9,731$943K0.44%-1,34113F-HRTimelineGroup
Sequent Planning LLC9,719$942K0.35%+1,05013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,690$939K0.05%+5,18413F-HRTimelineGroup
Noble Family Wealth, LLC9,676$939K0.26%013F-HRTimeline
EWG Elevate Inc.9,683$938K0.29%+7,08913F-HRTimeline
Capital Investment Advisory Services, L…9,659$936K0.09%+17613F-HRTimeline
Madden Advisory Services, Inc.9,617$932K0.43%-1,35713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC9,563$927K0.42%13F-HRTimeline
William Howard & Co Financial Advisors …9,462$916K0.83%-2,47713F-HRTimeline
Aprio Wealth Management, LLC9,451$916K0.13%+3,27313F-HRTimeline
Icon Wealth Advisors, LLC9,448$915K0.08%+6,00113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…9,308$902K0.08%-12513F-HRTimeline
Winthrop Advisory Group LLC9,293$900K0.11%-13713F-HRTimeline
Per Stirling Capital Management, LLC.9,289$900K0.13%-94713F-HRTimeline
Penney Financial, LLC9,279$899K0.6%+39813F-HRTimeline
New World Advisors LLC9,254$897K0.22%+1,89313F-HRTimeline
Horan Securities, Inc.9,245$896K0.34%+2,40913F-HRTimeline
Perennial Investment Advisors, LLC9,241$895K0.11%+1,01813F-HRTimeline
Benchmark Wealth Management, LLC9,137$885K0.44%+1,68713F-HRTimeline
Revolve Wealth Partners, LLC9,127$884K0.13%+3,04413F-HR/ATimeline
Naviter Wealth, LLC9,079$880K0.11%-12513F-HRTimeline
Finward Bancorp9,042$876K0.76%13F-HRTimeline
Jacobi Capital Management LLC9,002$872K0.07%-1,46713F-HRTimeline
UPTICK PARTNERS, LLC8,983$870K0.32%+2,00313F-HRTimeline
Claro Advisors Inc.8,922$865K0.12%-1,05913F-HRTimeline
Mayflower Financial Advisors, LLC8,899$862K0.13%-1,44013F-HRTimeline
Madison Wealth Partners, Inc8,871$860K0.24%-94813F-HRTimeline
Central Pacific Bank - Trust Division8,831$856K0.11%013F-HRTimeline
Reyes Financial Architecture, Inc.8,793$852K0.67%13F-HRTimeline
Mittelman Wealth Management8,790$852K0.79%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC8,767$850K0.11%-15513F-HRTimeline
Veracity Capital LLC8,763$849K0.31%+1,84613F-HRTimeline
Drucker Wealth 3.0, LLC8,699$843K0.19%+2,97513F-HR/ATimeline
MGO ONE SEVEN LLC8,691$842K0.03%+2,25713F-HRTimeline
HOWE & RUSLING INC8,691$842K0.07%+4,27713F-HRTimeline
Genesis Wealth Advisors, LLC8,687$842K0.73%13F-HRTimeline
RHS Financial, LLC8,683$841K0.44%-1513F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,660$839K0.03%+1,50713F-HRTimeline
FSA WEALTH PARTNERS, INC.8,642$837K0.2%+67813F-HRTimeline
Rinkey Investments8,587$832K0.27%+8213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC8,537$827K0.07%+1,12713F-HRTimeline
DHK Financial Advisors, Inc.8,500$824K0.5%013F-HRTimeline
Strategic Wealth Partners, Ltd.8,449$822K0.07%+2,89613F-HRTimeline
Legacy Edge Advisors, LLC8,426$817K0.13%new13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…8,389$813K<0.01%-3313F-HRTimeline
Dorsey & Whitney Trust CO LLC8,386$813K0.04%new13F-HRTimeline
UNION SAVINGS BANK8,359$810K0.4%+3713F-HRTimeline
Triumph Capital Management8,344$809K0.28%-3,40813F-HRTimeline
KPP Advisory Services LLC8,327$807K0.19%-39613F-HRTimeline