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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
Welch & Forbes LLC15,178$1.51M0.02%+91713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC15,125$1.5M0.06%+1,17613F-HRTimeline
Carrera Capital Advisors15,106$1.5M0.3%+1,32313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…15,081$1.5M0.14%-6313F-HRTimelineGroup
Pinnacle Bancorp, Inc.15,064$1.49M0.46%-74113F-HRTimeline
GRIES FINANCIAL LLC14,995$1.49M0.27%-16,57013F-HRTimeline
Litman Gregory Wealth Management LLC14,994$1.49M0.12%-24413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC14,968$1.48M0.37%013F-HRTimeline
American Investment Services, Inc.14,886$1.48M0.38%+41113F-HRTimeline
Sepio Capital, LP14,867$1.47M0.1%+4,98613F-HRTimeline
Wealth Alliance Advisory Group, LLC14,829$1.47M0.28%-18313F-HRTimeline
Kohmann Bosshard Financial Services, LLC14,782$1.47M0.16%+1,51013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.14,698$1.46M1.37%13F-HR/ATimeline
Fonville Wealth Management LLC14,663$1.45M0.37%+1,48813F-HRTimeline
Alpha Cubed Investments, LLC14,517$1.44M0.05%+6,99913F-HRTimeline
Rede Wealth, LLC14,378$1.43M0.51%+1,07113F-HRTimeline
New England Private Wealth Advisors LLC14,455$1.42M0.21%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO14,354$1.42M0.09%-7,67313F-HR/ATimelineGroup
Navigation Wealth Management, Inc.14,257$1.41M2.08%+11,94713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14,183$1.41M<0.01%-35713F-HRTimelineGroup
Pathway Financial Advisors LLC14,146$1.4M0.21%-1,22613F-HRTimeline
CENTRAL TRUST Co14,039$1.39M0.03%+11,52213F-HRTimeline
Objective Capital Management, LLC14,038$1.39M1.56%-78113F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC14,020$1.39M0.29%+9,32013F-HRTimeline
GatePass Capital, LLC14,020$1.39M0.92%-12313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC14,013$1.39M0.05%-46813F-HRTimeline
Sequent Planning LLC13,964$1.39M0.44%+3,78713F-HRTimeline
Presidio Capital Management, LLC13,949$1.38M0.53%-28013F-HRTimeline
Cascade Financial Partners, LLC13,790$1.37M0.16%-1,32313F-HRTimeline
CPR Investments Inc.13,761$1.37M1.06%+38313F-HRTimeline
STEVENS CAPITAL PARTNERS13,739$1.36M0.49%-4,19613F-HRTimeline
Curi Capital, LLC13,736$1.36M0.03%+79813F-HRTimeline
Alpha Financial Advisors, LLC13,734$1.36M0.53%+1,50013F-HRTimeline
First National Trust Co13,630$1.35M0.05%+8,99713F-HRTimeline
MCDONALD PARTNERS LLC13,600$1.35M0.32%new13F-HRTimeline
GARRISON POINT ADVISORS, LLC13,580$1.35M0.62%-4013F-HRTimeline
Werba Rubin Papier Wealth Management13,423$1.33M0.25%+48113F-HRTimeline
Quantinno Capital Management LP13,419$1.33M0.01%+94313F-HRTimeline
Sage Mountain Advisors LLC13,398$1.33M0.09%-1,25613F-HRTimeline
Horizons Wealth Management13,130$1.3M0.94%+28713F-HRTimeline
Mainsail Financial Group, LLC13,302$1.3M0.61%+1,53613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…13,082$1.3M0.11%-2213F-HRTimeline
CONWAY CAPITAL MANAGEMENT, INC.13,044$1.29M0.58%new13F-HRTimeline
Ariadne Wealth Management, LP12,980$1.29M0.62%013F-HRTimeline
Davies Financial Advisors, Inc.12,961$1.29M1%new13F-HRTimeline
Private Wealth Group, LLC12,959$1.29M0.68%013F-HRTimeline
ALTFEST L J & CO INC12,921$1.28M0.15%+10313F-HRTimeline
Lee Financial Co12,835$1.27M0.18%+1,16713F-HRTimeline
L.M. KOHN & COMPANY12,815$1.27M0.34%new13F-HRTimeline
LifeGoal Investments, LLC12,794$1.27M1.21%+1,21913F-HRTimeline
Arkadios Wealth Advisors12,758$1.27M0.04%+1,15713F-HRTimeline
GWN SECURITIES INC.12,715$1.26M0.23%-164,27913F-HRTimeline
MFA Wealth Services12,718$1.26M0.95%+27013F-HRTimeline
Worth Asset Management, LLC12,713$1.26M0.62%+4,99313F-HRTimeline
Capital Investment Advisors, LLC12,678$1.26M0.02%-1,69913F-HR/ATimeline
FOCUS Wealth Advisors, LLC12,595$1.25M0.65%013F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.12,600$1.24M0.67%+20013F-HRTimeline
King Wealth Management Group12,463$1.24M0.17%-38213F-HRTimeline
Princeton Global Asset Management LLC12,439$1.23M0.22%-58313F-HRTimeline
Phillips Wealth Planners LLC12,533$1.23M1.11%-77813F-HRTimeline
INGALLS & SNYDER LLC12,334$1.22M0.04%-12513F-HRTimeline
Forza Wealth Management, LLC12,337$1.22M0.5%013F-HRTimeline
Strategic Wealth Partners, Ltd.12,337$1.22M0.1%13F-HRTimeline
Rockbridge Investment Management, LCC12,293$1.22M0.13%-33413F-HRTimeline
AlphaStar Capital Management, LLC12,271$1.22M0.09%new13F-HRTimeline
Tyler-Stone Wealth Management12,232$1.21M0.2%-53013F-HRTimeline
SIMON QUICK ADVISORS, LLC12,228$1.21M0.06%+37213F-HR/ATimeline
Dorsey & Whitney Trust CO LLC12,228$1.21M0.06%013F-HRTimeline
Fermata Advisors, LLC12,208$1.21M0.32%-5,21613F-HRTimeline
Jordan Park Group LLC12,173$1.21M0.08%-40913F-HRTimeline
Kraft, Davis & Associates, LLC12,278$1.21M0.33%-10,54913F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.12,160$1.21M0.85%+2,05113F-HRTimeline
Wilshire Advisors LLC12,080$1.2M10.84%-260,28213F-HRTimeline
BBR PARTNERS, LLC11,951$1.19M0.07%-3413F-HRTimeline
Brookmont Capital Management11,936$1.18M0.68%+1413F-HRTimeline
Procyon Advisors, LLC11,915$1.18M0.11%-21713F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC11,890$1.18M0.89%013F-HRTimeline
Lion Street Advisors, LLC11,827$1.17M0.36%-6013F-HRTimeline
UMB Bank, n.a.11,696$1.16M0.02%+3413F-HR/ATimeline
Western Wealth Management, LLC11,546$1.15M0.07%+53713F-HRTimeline
Fairvoy Private Wealth, LLC11,487$1.14M0.28%-85313F-HRTimeline
Summit Financial Consulting LLC11,365$1.13M1.01%+33113F-HRTimeline
TCV Trust & Wealth Management, Inc.11,329$1.12M0.1%013F-HRTimeline
Yukon Wealth Management, Inc.11,277$1.12M0.4%+1,01913F-HRTimeline
Avion Wealth11,262$1.12M0.25%-4,15713F-HR/ATimeline
Horan Securities, Inc.11,230$1.11M0.39%+1,21713F-HRTimeline
V2 Financial group LLC11,223$1.11M0.67%-26713F-HRTimeline
Realta Investment Advisors11,222$1.11M0.44%-1,10613F-HRTimeline
Noble Family Wealth, LLC11,116$1.1M0.27%+1,45013F-HRTimeline
Ellis Investment Partners, LLC11,105$1.1M0.21%-45013F-HRTimeline
Quest 10 Wealth Builders, Inc.11,055$1.1M1.07%-86513F-HRTimeline
Providence Capital Advisors, LLC11,028$1.09M0.2%+23413F-HRTimeline
TSFG, LLC11,013$1.09M0.2%-51113F-HRTimeline
PACIFIC FINANCIAL GROUP INC10,997$1.09M0.85%+86313F-HRTimeline
Sound Income Strategies, LLC10,993$1.09M0.06%-3,81113F-HRTimeline
Lifeworks Advisors, LLC10,952$1.09M0.16%013F-HRTimeline
Abundance Wealth Counselors10,946$1.09M0.2%-80213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT10,864$1.08M0.13%-49613F-HRTimeline
Red Tortoise LLC10,861$1.08M0.53%+58013F-HRTimeline
Aprio Wealth Management, LLC10,861$1.08M0.12%-1,05613F-HRTimeline
Gladwyn Financial Advisors, Inc.10,773$1.07M0.83%13F-HRTimeline
TME FINANCIAL, INC.10,759$1.07M0.86%+86513F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.10,705$1.06M0.01%013F-HRTimeline
Sharkey, Howes & Javer10,654$1.06M0.14%-29,23313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC10,541$1.05M0.08%+2,00413F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC10,538$1.05M0.12%013F-HRTimeline
Stephens Consulting, LLC10,509$1.04M0.25%-1,51113F-HRTimeline
BLALOCK WILLIAMS, LLC10,487$1.04M1.04%-8,21913F-HRTimeline
UPTICK PARTNERS, LLC10,460$1.04M0.3%+24713F-HRTimeline
Coppell Advisory Solutions LLC10,440$1.03M0.12%+1,84113F-HR/ATimeline
Kampmann Melissa S.10,368$1.03M0.77%+16013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.10,352$1.03M0.08%-1913F-HRTimelineGroup
Premier Path Wealth Partners, LLC10,319$1.02M0.14%+4,31213F-HRTimeline
Watts Gwilliam & Co., LLC10,164$1.02M0.17%-73413F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …10,273$1.02M0.14%-1,95513F-HRTimeline
TruNorth Capital Management, LLC10,260$1.02M0.23%+57513F-HRTimeline
Five Oceans Advisors10,260$1.02M0.43%+7213F-HRTimeline
BridgePort Financial Solutions, LLC10,235$1.02M0.34%+4,79713F-HRTimeline
Sovereign Financial Group, Inc.10,207$1.01M0.21%new13F-HRTimeline
Rinkey Investments10,184$1.01M0.3%+19813F-HRTimeline
Camarda Financial Advisors, LLC10,140$1.01M0.4%-5,17313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,054$997K0.06%+1,84513F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.10,039$996K0.48%+1,75613F-HRTimeline
Bowie Capital Management, LLC10,000$992K0.05%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,917$984K0.03%-12,50913F-HRTimelineGroup
CoreCap Advisors, LLC9,913$983K0.04%+2,46513F-HRTimeline
Badgley Phelps Wealth Managers, LLC9,906$983K0.02%-19813F-HRTimeline
Smith Thornton Advisors LLC9,886$981K0.56%-5013F-HRTimeline
Pointe Capital Management LLC9,827$975K0.51%+45213F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp9,815$974K<0.01%+10513F-HRTimelineGroup
Edgestream Partners, L.P.9,784$971K0.03%new13F-HRTimeline
ALM First Financial Advisors, LLC9,767$969K0.21%013F-HRTimeline
Per Stirling Capital Management, LLC.9,754$968K0.13%-38313F-HRTimeline
Quartz Partners, LLC9,678$960K0.44%+6,85113F-HRTimeline
Bond & Devick Financial Network, Inc.9,621$954K0.32%+3,54613F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,620$954K0.16%-2913F-HR/ATimelineGroup
ABLE Financial Group, LLC9,601$952K0.23%-1,70313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,537$946K0.07%-2,22113F-HRTimelineGroup
Perennial Investment Advisors, LLC9,522$945K0.09%-19913F-HRTimeline
WEDBUSH SECURITIES INC9,518$944K0.03%-58213F-HRTimeline
Gateway Wealth Partners, LLC9,496$942K0.18%+3,98413F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…9,463$939K0.01%+85513F-HRTimeline
Advisory Alpha, LLC9,457$938K0.03%-25813F-HRTimeline
Revolve Wealth Partners, LLC9,420$934K0.12%+113F-HRTimeline
Virtue Capital Management, LLC9,411$934K0.17%-5,12613F-HRTimeline
Richard Bernstein Advisors LLC9,353$928K0.02%+4,47713F-HRTimeline
William Howard & Co Financial Advisors …9,340$927K0.81%-12213F-HRTimeline
Total Wealth Planning, LLC9,275$920K0.12%-3,53013F-HRTimeline
Stone House Investment Management, LLC9,260$919K0.17%-101,53413F-HRTimeline
Alliance Wealth Advisors, LLC /UT9,257$918K0.22%+3,64013F-HRTimeline
Blue Fin Capital, Inc.9,250$918K0.16%-3,28113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD9,200$913K<0.01%-55013F-HRTimelineGroup
Finward Bancorp9,192$912K0.72%013F-HRTimeline
Weil Company, Inc.9,175$910K0.24%+3,45713F-HRTimeline
FWG Holdings, LLC9,164$909K0.43%-24613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC9,134$906K0.08%+1,77213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO9,104$903K0.23%13F-HRTimeline
VestGen Advisors, LLC9,090$902K0.04%+89213F-HRTimeline
HighMark Wealth Management LLC9,079$901K0.44%+9,06213F-HRTimeline
HRC WEALTH MANAGEMENT, LLC9,064$899K0.48%-70013F-HRTimeline
Farrell Financial LLC9,054$898K0.6%-42813F-HRTimeline
Evergreen Advisors, LLC9,035$896K0.24%-40413F-HRTimeline
PUREfi Wealth, LLC8,946$887K0.71%+3,75813F-HRTimeline
International Private Wealth Advisors L…8,918$885K0.76%-1,18813F-HRTimeline
Ledyard National Bank8,879$881K0.08%+1,10813F-HRTimeline
Reyes Financial Architecture, Inc.8,793$872K0.75%-35,96113F-HRTimeline
EWG Elevate Inc.8,718$865K0.27%+31413F-HRTimeline
OBSIDIAN CIO, LLC8,716$865K0.13%+1,37813F-HRTimeline
Orin Green Financial, LLC8,675$861K0.36%+58213F-HRTimeline
Madison Wealth Partners, Inc8,673$860K0.19%-12313F-HRTimeline
SAGE FINANCIAL GROUP INC8,667$860K0.06%-8,01913F-HRTimeline
McElhenny Sheffield Capital Management,…8,657$859K0.23%-73813F-HR/ATimeline
Physician Wealth Advisors, Inc.8,629$856K0.13%-1,09313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC8,614$854K0.28%-45313F-HR/ATimeline
Inscription Capital, LLC8,590$852K0.12%-98913F-HRTimeline
Central Pacific Bank - Trust Division8,579$851K0.11%-9113F-HRTimeline
Naviter Wealth, LLC8,564$850K0.1%-21213F-HRTimeline
DHK Financial Advisors, Inc.8,500$843K0.48%-8,50013F-HRTimeline
Advyzon Investment Management, LLC8,495$843K0.19%+6,16013F-HRTimeline
BRIGHTON JONES LLC8,463$840K0.02%+3,09513F-HRTimeline
PLANWISER FINANCIAL, LLC8,533$839K0.72%+2,41313F-HRTimeline
PATRON PARTNERS, LLC8,450$838K0.41%+3,00213F-HRTimeline
Bison Wealth, LLC8,468$837K0.07%-7713F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC8,430$836K0.21%+10013F-HRTimeline
VestGen Investment Management8,407$834K0.6%-4,01913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC8,355$829K0.36%+4,38813F-HRTimeline
Triumph Capital Management8,338$827K0.25%-2,56313F-HR/ATimeline
HOGE FINANCIAL SERVICES, LLC8,328$826K0.51%new13F-HRTimeline
Carmel Capital Partners, LLC8,294$823K0.29%-15313F-HRTimeline
Genesee Capital Advisors, LLC8,257$819K0.37%+7913F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC8,253$819K0.82%+4,72913F-HRTimeline
UNION SAVINGS BANK8,295$818K0.38%-1213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,264$816K0.15%+57413F-HRTimeline
Finley Financial, LLC8,210$814K0.41%+2,50013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV8,318$814K0.05%-45513F-HR/ATimeline
Investment Advisory Group, LLC8,172$811K0.25%+8613F-HRTimeline
Rock Point Advisors, LLC8,145$808K0.23%+99513F-HRTimeline
Laird Norton Wetherby Wealth Management…8,108$804K0.04%13F-HRTimeline
CIBC Asset Management Inc8,070$801K<0.01%-1,97713F-HRTimeline
Flaharty Asset Management, LLC8,025$796K0.11%013F-HR/ATimeline