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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
Pinnacle Bancorp, Inc.15,805$1.56M0.51%+18913F-HRTimeline
Register Financial Advisors LLC15,713$1.55M0.81%+3,18613F-HRTimeline
NVWM, LLC15,703$1.55M0.41%-39,73613F-HRTimeline
GFG Capital, LLC15,681$1.55M0.48%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.15,604$1.54M0.07%+13,72013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC15,582$1.54M0.63%-28,70413F-HRTimeline
Ballentine Partners, LLC15,507$1.53M0.03%+36713F-HRTimeline
Pathway Financial Advisors LLC15,372$1.52M0.27%+1,77413F-HRTimeline
Camarda Financial Advisors, LLC15,313$1.51M0.68%-2,03913F-HRTimeline
Sierra Capital LLC15,243$1.51M0.18%+4,34413F-HRTimeline
Litman Gregory Wealth Management LLC15,238$1.51M0.13%-2,71313F-HRTimeline
GeoWealth Management, LLC15,229$1.51M0.06%+2,77513F-HRTimeline
Avior Wealth Management, LLC15,245$1.5M0.06%-10,04713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…15,144$1.5M0.15%-57113F-HRTimelineGroup
Cascade Financial Partners, LLC15,113$1.49M0.19%-3,06313F-HRTimeline
Avion Wealth15,419$1.49M0.38%013F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC15,067$1.49M0.32%+7913F-HRTimeline
Wealth Alliance Advisory Group, LLC15,012$1.48M0.31%+27113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC14,968$1.48M0.4%-94313F-HRTimeline
WestHill Financial Advisors, Inc.14,931$1.48M0.34%-1,03713F-HRTimeline
Objective Capital Management, LLC14,819$1.47M1.87%-13,13713F-HRTimeline
Sound Income Strategies, LLC14,804$1.46M0.09%-45513F-HRTimeline
DEARBORN PARTNERS LLC14,691$1.45M0.07%-53413F-HRTimeline
Sage Mountain Advisors LLC14,654$1.45M0.11%+1,34113F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC14,570$1.44M0.63%+11,98813F-HRTimeline
Virtue Capital Management, LLC14,537$1.44M0.17%+4,49013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14,540$1.44M<0.01%-20013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC14,481$1.43M0.06%-10,27813F-HR/ATimeline
American Investment Services, Inc.14,475$1.43M0.25%-33113F-HRTimeline
New England Private Wealth Advisors LLC14,455$1.43M0.22%013F-HRTimeline
Mesirow Financial Investment Management…14,378$1.42M0.03%+1,36413F-HRTimeline
Capital Investment Advisors, LLC14,377$1.42M0.03%-2,28213F-HRTimeline
Welch & Forbes LLC14,261$1.41M0.02%+2,40313F-HRTimeline
Presidio Capital Management, LLC14,229$1.41M0.59%-2,17613F-HRTimeline
GatePass Capital, LLC14,143$1.4M1.05%+3,88913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC13,949$1.38M0.06%+11613F-HRTimeline
Carrera Capital Advisors13,783$1.36M0.3%+3,26113F-HRTimeline
Tennessee Valley Asset Management Partn…13,626$1.35M0.22%-5,71813F-HRTimeline
GARRISON POINT ADVISORS, LLC13,620$1.35M0.65%+29513F-HRTimeline
One Wealth Advisors, LLC13,609$1.35M0.2%new13F-HRTimeline
Olde Wealth Management, LLC13,560$1.34M0.47%-6,12013F-HRTimeline
Clarity Capital Partners LLC13,471$1.33M0.54%+96813F-HRTimeline
Oxinas Partners, LLC13,434$1.33M0.78%-31,19913F-HRTimeline
Balboa Wealth Partners13,431$1.33M0.32%+5513F-HRTimeline
CPR Investments Inc.13,378$1.32M1.17%+6,43413F-HRTimeline
First Financial Bankshares Inc13,374$1.32M0.03%new13F-HRTimeline
Rede Wealth, LLC13,307$1.32M0.46%-813F-HRTimeline
Kohmann Bosshard Financial Services, LLC13,272$1.31M0.15%+1113F-HRTimeline
Fonville Wealth Management LLC13,175$1.3M0.38%+10,05313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…13,104$1.3M0.12%+3,79613F-HRTimeline
Phillips Wealth Planners LLC13,311$1.29M1.36%-2,20013F-HRTimeline
Princeton Global Asset Management LLC13,022$1.29M0.26%-2513F-HRTimeline
Private Wealth Group, LLC12,959$1.28M0.75%013F-HRTimeline
Werba Rubin Papier Wealth Management12,942$1.28M0.28%+68213F-HRTimeline
Curi Capital, LLC12,938$1.28M0.03%-1,68913F-HRTimeline
King Wealth Management Group12,845$1.27M0.19%-60213F-HRTimeline
Horizons Wealth Management12,843$1.27M0.96%+33813F-HRTimeline
Ariadne Wealth Management, LP12,980$1.27M0.66%013F-HRTimeline
ALTFEST L J & CO INC12,818$1.27M0.16%+2,46413F-HRTimeline
Total Wealth Planning, LLC12,805$1.27M0.19%-13513F-HRTimeline
Tyler-Stone Wealth Management12,762$1.26M0.23%-39013F-HRTimeline
LongView Wealth Management12,695$1.26M0.38%+8213F-HRTimeline
Rockbridge Investment Management, LCC12,627$1.25M0.15%-40513F-HRTimeline
FOCUS Wealth Advisors, LLC12,595$1.25M0.69%013F-HRTimeline
Jordan Park Group LLC12,582$1.24M0.09%+19313F-HRTimeline
Blue Fin Capital, Inc.12,531$1.24M0.24%+16913F-HRTimeline
Quantinno Capital Management LP12,476$1.23M0.01%new13F-HRTimeline
INGALLS & SNYDER LLC12,459$1.23M0.04%013F-HRTimeline
MFA Wealth Services12,448$1.23M1.01%-2,73113F-HRTimeline
VestGen Investment Management12,426$1.23M0.93%+88913F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.12,400$1.23M0.69%+7,40013F-HRTimeline
Fairvoy Private Wealth, LLC12,340$1.22M0.34%-116,43913F-HRTimeline
Forza Wealth Management, LLC12,337$1.22M0.55%+75013F-HRTimeline
Realta Investment Advisors12,328$1.22M0.56%-83813F-HRTimeline
Alpha Financial Advisors, LLC12,234$1.21M0.54%+6,25913F-HRTimeline
Dorsey & Whitney Trust CO LLC12,228$1.21M0.07%+3,84213F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …12,228$1.21M0.17%+58913F-HRTimeline
Procyon Advisors, LLC12,132$1.2M0.07%-1,32013F-HRTimeline
Stephens Consulting, LLC12,020$1.19M0.3%+19313F-HRTimeline
BBR PARTNERS, LLC11,985$1.19M0.08%-4813F-HRTimeline
Quest 10 Wealth Builders, Inc.11,920$1.18M1.26%+60813F-HRTimeline
Brookmont Capital Management11,922$1.18M0.67%-57213F-HRTimeline
Aprio Wealth Management, LLC11,917$1.18M0.15%+2,46613F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC11,890$1.18M0.96%013F-HRTimeline
Lion Street Advisors, LLC11,887$1.18M0.37%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC11,856$1.17M0.07%-4,41713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,758$1.16M0.08%+5,69713F-HRTimelineGroup
Mainsail Financial Group, LLC11,766$1.16M0.66%+1,47613F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…11,763$1.16M0.12%+4,04713F-HRTimeline
Abundance Wealth Counselors11,748$1.16M0.24%+43613F-HRTimeline
Lee Financial Co11,668$1.15M0.18%+5,84713F-HRTimeline
UMB Bank, n.a.11,662$1.15M0.02%+61713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,636$1.15M0.06%+1,94613F-HRTimelineGroup
Arkadios Wealth Advisors11,601$1.15M0.04%+4,87513F-HRTimeline
LifeGoal Investments, LLC11,575$1.15M1.24%+5,22813F-HRTimeline
Ellis Investment Partners, LLC11,555$1.14M0.24%-33013F-HRTimeline
TSFG, LLC11,524$1.14M0.23%-28413F-HRTimeline
V2 Financial group LLC11,490$1.14M0.73%-2313F-HRTimeline
Consolidated Portfolio Review Corp11,421$1.13M0.18%+18913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT11,360$1.12M0.14%-78613F-HRTimeline
NORDEN GROUP LLC11,335$1.12M0.13%new13F-HRTimeline
TCV Trust & Wealth Management, Inc.11,329$1.12M0.1%-713F-HRTimeline
ABLE Financial Group, LLC11,304$1.12M0.31%+1,37213F-HRTimeline
LEE DANNER & BASS INC11,299$1.12M0.09%+8,25713F-HRTimeline
Discipline Wealth Solutions, LLC11,256$1.11M0.53%-49013F-HRTimeline
Summit Financial Consulting LLC11,034$1.09M1.01%13F-HRTimeline
Western Wealth Management, LLC11,009$1.09M0.07%-2,93513F-HRTimeline
Lifeworks Advisors, LLC10,952$1.08M0.18%-3,18813F-HRTimeline
Triumph Capital Management10,901$1.08M0.36%+2,55713F-HRTimeline
Watts Gwilliam & Co., LLC10,898$1.08M0.23%-40713F-HRTimeline
Providence Capital Advisors, LLC10,794$1.07M0.22%-41213F-HRTimeline
Capital Investment Advisory Services, L…10,743$1.06M0.1%+1,08413F-HRTimeline
Veltria Advisors Corp.10,730$1.06M0.69%013F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.10,705$1.06M0.01%-50013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC10,538$1.04M0.16%-5,92713F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP10,605$1.04M0.21%+64813F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.10,371$1.03M0.09%-26413F-HRTimelineGroup
Red Tortoise LLC10,281$1.02M0.53%-3,51013F-HRTimeline
Sovran Advisors, LLC10,391$1.02M0.13%-1,66713F-HRTimeline
Yukon Wealth Management, Inc.10,258$1.01M0.42%13F-HRTimeline
UPTICK PARTNERS, LLC10,213$1.01M0.34%+1,23013F-HRTimeline
Kampmann Melissa S.10,208$1.01M0.8%+7513F-HRTimeline
Five Oceans Advisors10,188$1.01M0.48%-1,14213F-HRTimeline
Sequent Planning LLC10,177$1.01M0.36%+45813F-HRTimeline
Brooklyn Investment Group10,166$1.01M0.22%+10,16113F-HRTimeline
Per Stirling Capital Management, LLC.10,137$1M0.14%+84813F-HRTimeline
PACIFIC FINANCIAL GROUP INC10,134$1M0.81%+3913F-HRTimeline
AG Asset Advisory, LLC10,114$1M1.03%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.10,109$1000K0.78%013F-HRTimeline
International Private Wealth Advisors L…10,106$1000K0.96%-3,04213F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,104$1000K0.02%+8313F-HRTimeline
SIGNATUREFD, LLC10,100$999K0.02%-1,63713F-HRTimeline
WEDBUSH SECURITIES INC10,100$999K0.04%-18113F-HRTimeline
Clear Creek Financial Management, LLC10,059$995K0.1%+4,85913F-HRTimeline
CIBC Asset Management Inc10,047$994K<0.01%-16413F-HRTimeline
Horan Securities, Inc.10,013$990K0.37%+76813F-HRTimeline
Bowie Capital Management, LLC10,000$989K0.05%013F-HRTimeline
Rinkey Investments9,986$988K0.31%+1,39913F-HRTimeline
Penney Financial, LLC9,964$986K0.65%+68513F-HRTimeline
Smith Thornton Advisors LLC9,936$983K0.61%-19,58113F-HRTimeline
TME FINANCIAL, INC.9,894$979K0.85%-1,31813F-HRTimeline
Sepio Capital, LP9,881$977K0.08%013F-HRTimeline
Whitegate Investment Counselors, Inc.9,875$977K0.35%-2,71513F-HRTimeline
ALM First Financial Advisors, LLC9,767$966K0.22%new13F-HRTimeline
HRC WEALTH MANAGEMENT, LLC9,764$966K0.6%-2313F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD9,750$964K0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.9,722$962K0.17%-4,36613F-HRTimeline
Perennial Investment Advisors, LLC9,721$962K0.11%+48013F-HRTimeline
Advisory Alpha, LLC9,715$961K0.03%+1,53513F-HR/ATimeline
Fiera Capital Corpin group Fiera Capital Corp9,710$961K<0.01%-1,38713F-HRTimelineGroup
Dale Q Rice Investment Management Ltd9,694$959K0.5%-25313F-HRTimeline
TruNorth Capital Management, LLC9,685$958K0.24%-1,19413F-HRTimeline
Noble Family Wealth, LLC9,666$956K0.26%-1013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,649$954K0.18%-38913F-HR/ATimelineGroup
Keystone Financial Group9,569$947K0.1%-8,23413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,533$943K0.03%+5,97013F-HRTimelineGroup
Inscription Capital, LLC9,579$938K0.15%13F-HRTimeline
Farrell Financial LLC9,482$938K0.68%-1,60113F-HRTimeline
William Howard & Co Financial Advisors …9,462$936K0.88%013F-HRTimeline
Evergreen Advisors, LLC9,439$934K0.26%-30313F-HRTimeline
FWG Holdings, LLC9,410$933K0.46%+2,35913F-HRTimeline
Revolve Wealth Partners, LLC9,419$932K0.13%+29213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC9,410$931K0.18%-3,16413F-HRTimeline
McElhenny Sheffield Capital Management,…9,395$929K0.35%+4,11113F-HRTimeline
Pointe Capital Management LLC9,375$927K0.54%+1,12213F-HRTimeline
Disciplined Investments, LLC9,303$920K0.42%-88713F-HRTimeline
Finward Bancorp9,192$909K0.79%+15013F-HRTimeline
Good Life Advisors, LLC9,102$900K0.06%-14,51113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC9,067$897K0.35%+1,54613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/9,018$892K0.42%-71313F-HRTimelineGroup
Wealth Management Nebraskain group Wealth Management Nebraska9,000$890K0.14%new13F-HRTimelineGroup
Mittelman Wealth Management8,846$875K0.79%+5613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC8,843$875K0.11%+7613F-HRTimeline
Trek Financial, LLC8,807$871K0.06%-4,62913F-HRTimeline
Madison Wealth Partners, Inc8,796$870K0.21%-7513F-HRTimeline
Naviter Wealth, LLC8,776$866K0.11%-30313F-HRTimeline
Tilson Financial Group, Inc.8,749$865K0.34%-1,60313F-HRTimeline
RiverFront Investment Group, LLC8,706$861K0.02%-55,37813F-HRTimeline
Central Pacific Bank - Trust Division8,670$858K0.12%-16113F-HRTimeline
HOWE & RUSLING INC8,666$857K0.07%-2513F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV8,773$853K0.38%-1,25813F-HR/ATimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…8,608$852K0.01%+21913F-HRTimeline
Bison Wealth, LLC8,545$846K0.08%+2,81413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,538$845K0.07%-4,36713F-HRTimeline
CIDEL ASSET MANAGEMENT INC8,497$841K0.05%new13F-HRTimeline
Carmel Capital Partners, LLC8,447$836K0.33%+4,54113F-HRTimeline
EWG Elevate Inc.8,404$831K0.32%-1,27913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC8,537$827K0.07%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC8,330$824K0.24%+3013F-HRTimeline
Legacy Edge Advisors, LLC8,326$824K0.13%-10013F-HRTimeline
MGO ONE SEVEN LLC8,307$822K0.03%-38413F-HRTimeline
UNION SAVINGS BANK8,307$822K0.4%-5213F-HRTimeline
FSA WEALTH PARTNERS, INC.8,283$819K0.31%-35913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,209$812K0.05%-2,72713F-HRTimelineGroup
VestGen Advisors, LLC8,198$811K0.04%13F-HRTimeline
Genesee Capital Advisors, LLC8,178$809K0.4%+8913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,164$808K<0.01%-6,77613F-HRTimelineGroup
Investment Advisory Group, LLC8,086$800K0.27%+38113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC8,055$797K0.23%+2,29813F-HRTimeline
Flaharty Asset Management, LLC8,025$794K0.11%+513F-HRTimeline