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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
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…15,914$1.6M0.13%+83313F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp15,873$1.59M0.03%-3,31613F-HRTimelineGroup
Fonville Wealth Management LLC15,871$1.59M0.36%+1,20813F-HRTimeline
Nilsine Partners, LLC15,799$1.58M0.14%-1,46913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD15,770$1.58M<0.01%-11,85013F-HRTimelineGroup
Edgemoor Investment Advisors, Inc.15,717$1.58M0.12%-6,72513F-HRTimeline
Ballentine Partners, LLC15,681$1.57M0.02%013F-HRTimeline
Schiavi & Co LLC15,523$1.56M0.51%013F-HRTimeline
BEAM WEALTH ADVISORS, INC.15,467$1.55M0.42%-3,15713F-HRTimeline
First National Trust Co15,416$1.55M0.05%+1,78613F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC15,402$1.54M0.02%new13F-HR/ATimelineGroup
Pinnacle Bancorp, Inc.15,393$1.54M0.46%+32913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,237$1.53M0.04%+5,32013F-HRTimelineGroup
SlateStone Wealth, LLC15,115$1.51M0.13%-2,65013F-HRTimeline
Kohmann Bosshard Financial Services, LLC15,063$1.51M0.15%+28113F-HRTimeline
MCDONALD PARTNERS LLC15,028$1.51M0.45%+1,42813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd14,994$1.5M0.08%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,964$1.5M<0.01%+10,37213F-HRTimelineGroup
GRIES FINANCIAL LLC14,962$1.5M0.24%-3313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC14,918$1.5M0.39%-5013F-HRTimeline
GatePass Capital, LLC14,916$1.5M0.86%+89613F-HRTimeline
CRUX WEALTH ADVISORS14,891$1.49M0.59%-2,02613F-HRTimeline
Avior Wealth Management, LLC14,953$1.49M0.05%-1,97313F-HRTimeline
Arkadios Wealth Advisors14,827$1.49M0.04%+2,06913F-HRTimeline
BFSG, LLC14,826$1.49M0.14%+8,78413F-HRTimeline
Archvest Wealth Advisors, Inc.14,622$1.47M1.31%-3,05113F-HRTimeline
Litman Gregory Wealth Management LLC14,604$1.46M0.11%-39013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC14,554$1.46M0.15%-83713F-HRTimeline
Alpha Cubed Investments, LLC14,468$1.45M0.05%-4913F-HRTimeline
New England Private Wealth Advisors LLC14,455$1.45M0.19%013F-HRTimeline
Apella Capital, LLC14,239$1.44M0.03%new13F-HRTimeline
Retireful, LLC14,282$1.43M1.38%new13F-HRTimeline
Objective Capital Management, LLC14,269$1.43M1.48%+23113F-HRTimeline
Pathway Financial Advisors LLC14,255$1.43M0.19%+10913F-HRTimeline
SAX WEALTH ADVISORS, LLC14,189$1.42M0.08%-1,64313F-HRTimeline
TUDOR INVESTMENT CORP ET AL14,142$1.42M0.01%+6,42313F-HR/ATimeline
Horizons Wealth Management14,088$1.41M0.97%+95813F-HRTimeline
One Wealth Advisors, LLC14,018$1.41M0.18%+6,00213F-HRTimeline
Curi Capital, LLC13,986$1.4M0.03%+25013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC13,949$1.4M0.05%-1,17613F-HRTimeline
Alpha Financial Advisors, LLC13,899$1.39M0.49%+16513F-HRTimeline
Private Wealth Group, LLC13,886$1.39M0.69%+92713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC13,824$1.39M0.05%-18913F-HRTimeline
GWN SECURITIES INC.13,782$1.38M0.32%+1,06713F-HRTimeline
Cascade Financial Partners, LLC13,797$1.38M0.16%+713F-HRTimeline
Advyzon Investment Management, LLC13,759$1.38M0.24%+5,26413F-HRTimeline
Rather & Kittrell, Inc.13,754$1.38M0.24%-4,36913F-HRTimeline
Strategic Wealth Partners, Ltd.13,549$1.36M0.1%+1,21213F-HRTimeline
Capital Investment Advisors, LLC13,496$1.35M0.02%+81813F-HRTimeline
Presidio Capital Management, LLC13,465$1.35M0.47%-48413F-HRTimeline
ALTFEST L J & CO INC13,322$1.34M0.15%+40113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…13,157$1.32M0.1%+7513F-HRTimeline
CONWAY CAPITAL MANAGEMENT, INC.13,044$1.31M0.55%013F-HRTimeline
Ariadne Wealth Management, LP12,980$1.3M0.58%013F-HRTimeline
Phillips Wealth Planners LLC12,850$1.28M1.07%+31713F-HRTimeline
GARRISON POINT ADVISORS, LLC12,790$1.28M0.54%-79013F-HRTimeline
TruNorth Capital Management, LLC12,757$1.28M0.25%+2,49713F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.12,600$1.26M0.64%013F-HRTimeline
FOCUS Wealth Advisors, LLC12,595$1.26M0.61%013F-HRTimeline
Forza Wealth Management, LLC12,587$1.26M0.48%+25013F-HRTimeline
Coppell Advisory Solutions LLC12,556$1.26M0.13%+2,11613F-HRTimeline
Davies Financial Advisors, Inc.12,538$1.26M1.02%-42313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …12,538$1.26M0.07%new13F-HRTimeline
MFA Wealth Services12,530$1.26M0.87%-18813F-HRTimeline
EWG Elevate Inc.12,427$1.25M0.39%+3,70913F-HRTimeline
Americana Partners, LLC12,401$1.24M0.04%+7,66213F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC12,390$1.24M0.84%+50013F-HRTimeline
Fermata Advisors, LLC12,380$1.24M0.31%+17213F-HRTimeline
INGALLS & SNYDER LLC12,365$1.24M0.04%+3113F-HRTimeline
Princeton Global Asset Management LLC12,356$1.24M0.21%-8313F-HRTimeline
SIMON QUICK ADVISORS, LLC12,298$1.23M0.06%+7013F-HRTimeline
Rockbridge Investment Management, LCC12,266$1.23M0.12%-2713F-HRTimeline
STEVENS CAPITAL PARTNERS12,255$1.23M0.37%-1,48413F-HRTimeline
Weil Company, Inc.12,252$1.23M0.3%+3,07713F-HRTimeline
Dorsey & Whitney Trust CO LLC12,228$1.23M0.06%013F-HRTimeline
King Wealth Management Group12,211$1.22M0.15%-25213F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.12,160$1.22M0.76%013F-HRTimeline
Western Wealth Management, LLC11,958$1.2M0.06%+41213F-HRTimeline
BBR PARTNERS, LLC11,951$1.2M0.07%013F-HRTimeline
Aptus Capital Advisors, LLC11,872$1.19M0.01%-13,34613F-HRTimeline
Tennessee Valley Asset Management Partn…11,798$1.18M0.16%+5,75813F-HRTimeline
Balefire, LLC11,761$1.18M0.24%-6,18913F-HRTimeline
Worth Asset Management, LLC11,719$1.17M0.53%-99413F-HRTimeline
McLean Asset Management Corp11,697$1.17M0.24%-13,76213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC11,628$1.17M0.08%+1,08713F-HRTimeline
Mainsail Financial Group, LLC11,607$1.16M0.5%-1,69513F-HRTimeline
Avondale Wealth Management11,556$1.16M0.62%-4,87113F-HRTimeline
Providence Capital Advisors, LLC11,549$1.16M0.2%+52113F-HRTimeline
Procyon Advisors, LLC11,540$1.16M0.07%-37513F-HRTimeline
Cadent Capital Advisors, LLC11,461$1.15M0.3%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT11,371$1.14M0.27%+2,11413F-HRTimeline
TCV Trust & Wealth Management, Inc.11,329$1.14M0.1%013F-HRTimeline
TME FINANCIAL, INC.11,327$1.14M0.85%+56813F-HRTimeline
Realta Investment Advisors11,327$1.14M0.38%+10513F-HRTimeline
Summit Financial Consulting LLC11,313$1.13M0.91%-5213F-HRTimeline
Yukon Wealth Management, Inc.11,277$1.13M0.37%013F-HRTimeline
HORAN Wealth, LLC11,275$1.13M0.18%new13F-HRTimeline
Sage Mountain Advisors LLC11,242$1.13M0.06%-2,15613F-HRTimeline
V2 Financial group LLC11,216$1.12M0.62%-713F-HRTimeline
Thrive Wealth Management, LLC11,210$1.12M0.17%-19,27813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT11,169$1.12M0.13%+30513F-HRTimeline
LifeGoal Investments, LLC11,150$1.12M0.93%-1,64413F-HRTimeline
Premier Path Wealth Partners, LLC11,125$1.12M0.14%+80613F-HRTimeline
Fairvoy Private Wealth, LLC11,120$1.11M0.25%-36713F-HRTimeline
OBSIDIAN CIO, LLC11,110$1.11M0.15%+2,39413F-HRTimeline
Gladwyn Financial Advisors, Inc.11,107$1.11M0.8%+33413F-HRTimeline
Noble Family Wealth, LLC11,105$1.11M0.25%-1113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC11,099$1.11M<0.01%+3,13713F-HRTimelineGroup
Avion Wealth11,061$1.11M0.24%-20113F-HRTimeline
TSFG, LLC10,988$1.1M0.18%-2513F-HRTimeline
Connecticut Wealth Management, LLC10,985$1.1M0.05%-4,48913F-HRTimeline
Aprio Wealth Management, LLC10,975$1.1M0.11%+11413F-HRTimeline
PACIFIC FINANCIAL GROUP INC10,956$1.1M0.81%-4113F-HRTimeline
Abundance Wealth Counselors10,946$1.1M0.19%013F-HRTimeline
Red Tortoise LLC10,928$1.1M0.48%+6713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…10,901$1.09M0.01%+1,43813F-HRTimeline
FWG Holdings, LLC10,805$1.09M0.47%+1,64113F-HRTimeline
Brendel Financial Advisors LLC10,798$1.08M0.56%new13F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.10,705$1.07M0.01%013F-HRTimeline
Lifeworks Advisors, LLC10,648$1.07M0.14%-30413F-HRTimeline
Quest 10 Wealth Builders, Inc.10,580$1.06M0.98%-47513F-HRTimeline
BridgePort Financial Solutions, LLC10,544$1.06M0.28%+30913F-HRTimeline
Laird Norton Wetherby Wealth Management…10,498$1.05M0.04%+2,39013F-HRTimeline
Ellis Investment Partners, LLC10,448$1.05M0.19%-65713F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC10,538$1.05M0.12%013F-HRTimeline
Kampmann Melissa S.10,408$1.04M0.76%+4013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC10,372$1.04M0.16%+2,10813F-HRTimeline
Alteri Wealth LLC10,367$1.04M0.36%+2,97213F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.10,352$1.04M0.07%013F-HRTimelineGroup
Brookmont Capital Management10,323$1.03M0.58%-1,61313F-HRTimeline
Sharkey, Howes & Javer10,262$1.03M0.13%-39213F-HRTimeline
Watts Gwilliam & Co., LLC10,164$1.02M0.16%013F-HRTimeline
Advisory Alpha, LLC10,070$1.01M0.03%+61313F-HRTimeline
SHUTTLEWORTH & Co10,024$1M0.91%13F-HRTimeline
Bowie Capital Management, LLC10,000$1M0.05%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,954$998K0.05%-10013F-HRTimelineGroup
Perennial Investment Advisors, LLC9,947$997K0.08%+42513F-HRTimeline
Smith Thornton Advisors LLC9,931$996K0.52%+4513F-HRTimeline
Walkner Condon Financial Advisors LLC9,913$994K0.16%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC9,906$993K0.02%013F-HRTimeline
Rinkey Investments9,881$991K0.26%-30313F-HRTimeline
Faithward Advisors, LLC9,870$989K0.15%new13F-HRTimeline
Madison Wealth Partners, Inc9,858$988K0.2%+1,18513F-HRTimeline
Bond & Devick Financial Network, Inc.9,849$987K0.3%+22813F-HRTimeline
CoreCap Advisors, LLC9,840$986K0.04%-7313F-HRTimeline
ALM First Financial Advisors, LLC9,767$979K0.2%013F-HRTimeline
Per Stirling Capital Management, LLC.9,764$979K0.12%+1013F-HRTimeline
Total Wealth Planning, LLC9,746$977K0.11%+47113F-HRTimeline
Investment Advisory Group, LLC9,744$977K0.27%+1,57213F-HRTimeline
Revolve Wealth Partners, LLC9,624$965K0.12%+20413F-HRTimeline
Flaharty Asset Management, LLC9,540$956K0.12%+1,51513F-HRTimeline
UPTICK PARTNERS, LLC9,531$955K0.25%-92913F-HRTimeline
PUREfi Wealth, LLC9,474$950K0.73%+52813F-HRTimeline
Five Oceans Advisors9,416$944K0.35%-84413F-HRTimeline
Addison Advisors LLC9,399$942K0.22%-101,55813F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp9,349$937K<0.01%-46613F-HRTimelineGroup
William Howard & Co Financial Advisors …9,340$936K0.8%013F-HRTimeline
Oak Harvest Investment Services9,306$933K0.11%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,301$932K0.11%-23613F-HR/ATimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,247$927K0.14%-37313F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD9,200$922K<0.01%013F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC9,160$918K0.17%+73013F-HRTimeline
Gateway Wealth Partners, LLC9,052$907K0.12%-44413F-HRTimeline
VestGen Advisors, LLC9,050$907K0.03%-4013F-HRTimeline
Blue Fin Capital, Inc.9,043$907K0.14%-20713F-HRTimeline
HighMark Wealth Management LLC8,937$896K0.39%-14213F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC8,923$895K0.69%+1,94113F-HRTimeline
SAGE FINANCIAL GROUP INC8,921$894K0.06%+25413F-HRTimeline
Finley Financial, LLC8,910$893K0.41%+70013F-HRTimeline
Beacon Financial Advisory LLC8,908$893K0.21%+1,67313F-HRTimeline
Sovereign Financial Group, Inc.8,850$887K0.17%-1,35713F-HRTimeline
Stone House Investment Management, LLC8,845$887K0.15%-41513F-HRTimeline
HRC WEALTH MANAGEMENT, LLC8,835$886K0.43%-22913F-HRTimeline
Carmel Capital Partners, LLC8,832$885K0.37%+53813F-HRTimeline
International Private Wealth Advisors L…8,830$885K0.56%-8813F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…8,797$882K0.08%+87513F-HRTimeline
Reyes Financial Architecture, Inc.8,793$881K0.6%013F-HRTimeline
UMB Bank, n.a.8,769$879K0.01%-2,92713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEDBUSH SECURITIES INC8,727$875K0.03%-79113F-HRTimeline
HUB Investment Partners, LLC8,716$874K0.03%+4,42213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,655$868K0.07%-47913F-HRTimeline
Portus Wealth Advisors, LLC8,651$867K0.86%13F-HRTimeline
American Trust8,638$866K0.07%+1,76013F-HRTimeline
Rossby Financial, LCC8,584$860K0.29%+1,01113F-HRTimeline
Orin Green Financial, LLC8,564$859K0.34%-11113F-HRTimeline
Bison Wealth, LLC8,547$856K0.08%+7913F-HRTimeline
HANOVER ADVISORS INC8,540$856K0.33%+2,26213F-HRTimeline
Central Pacific Bank - Trust Division8,531$855K0.1%-4813F-HRTimeline
Orgel Wealth Management, LLC8,514$854K0.02%+49713F-HRTimeline
McElhenny Sheffield Capital Management,…8,483$850K0.2%-17413F-HRTimeline
PATRON PARTNERS, LLC8,450$847K0.38%013F-HRTimeline
HOGE FINANCIAL SERVICES, LLC8,410$843K0.48%+8213F-HRTimeline
Caprock Group, LLC8,469$842K0.02%13F-HRTimeline
Vested Financial Planning, LLC8,340$836K0.68%+1,92313F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV8,316$834K0.04%-213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,306$833K0.01%+93813F-HRTimeline
PITCAIRN COin group PITCAIRN CO8,284$830K0.07%-6,07013F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …8,235$826K0.11%-2,03813F-HRTimeline
Clear Creek Financial Management, LLC8,221$824K0.07%+97213F-HRTimeline
Sound Income Strategies, LLC8,234$824K0.05%-2,75913F-HRTimeline