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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
CHILDRESS CAPITAL ADVISORS, LLC8,300$804K0.22%+1,05013F-HRTimeline
Pointe Capital Management LLC8,253$800K0.46%+22413F-HR/ATimeline
ELEVATION POINT WEALTH PARTNERS, LLC8,246$799K0.06%+12213F-HR/ATimeline
Castleview Partners, LLC8,236$798K0.43%-97113F-HR/ATimeline
Advisory Alpha, LLC8,180$793K0.03%-31913F-HRTimeline
Shepherd Financial Partners LLC8,171$792K0.09%-2,48213F-HRTimeline
BIRCH FINANCIAL GROUP, LLC8,157$790K0.89%13F-HRTimeline
Hilltop Partners LLC8,128$788K0.27%-42213F-HRTimeline
Laird Norton Wetherby Wealth Management…8,099$785K0.04%+813F-HRTimeline
Genesee Capital Advisors, LLC8,089$784K0.36%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,167$784K0.04%-21,78213F-HRTimelineGroup
Wall Street Financial Group, Inc.8,083$783K0.77%new13F-HRTimeline
Willis Johnson & Associates, Inc.8,078$783K0.06%+3,64413F-HRTimeline
Flaharty Asset Management, LLC8,020$777K0.11%-2013F-HRTimeline
BRADY FAMILY WEALTH, LLC7,971$772K0.24%-2,62713F-HRTimeline
Diversified Portfolios, Inc.7,870$763K0.08%-55313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD7,464$756K0.04%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV7,789$755K0.17%-7,58013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,789$755K0.01%+1,75713F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…7,716$748K0.08%-67013F-HRTimeline
Investment Advisory Group, LLC7,705$747K0.25%-1,00513F-HRTimeline
Successful Portfolios LLC7,695$746K0.5%+813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,613$738K0.02%-15,56913F-HRTimeline
Alpha Cubed Investments, LLC7,557$732K0.03%+26113F-HRTimeline
Stillwater Capital Advisors, LLC7,530$730K0.09%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC7,521$729K0.33%+66613F-HRTimeline
Advus Financial Partners, LLC7,516$728K0.31%-7013F-HR/ATimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…7,505$727K0.15%-1,27813F-HRTimeline
Guardian Partners Inc.7,524$726K0.07%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL7,380$724K0.24%+6,36713F-HRTimeline
Redhawk Wealth Advisors, Inc.7,445$721K0.1%+19113F-HRTimeline
Ethos Financial Group, LLC7,443$721K0.09%-2,14313F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…7,412$718K0.11%-1,10213F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC7,284$708K0.07%-4,32313F-HRTimeline
Sunbelt Securities, Inc.7,279$706K0.06%-5,46013F-HRTimeline
Tradewinds, LLC.7,223$703K0.2%-2,40013F-HRTimeline
Pallas Capital Advisors LLC7,159$694K0.03%+213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC7,121$690K0.27%+4,69113F-HRTimeline
Topel & Distasi Wealth Management, LLC7,101$688K0.29%013F-HRTimeline
FWG Holdings, LLC7,051$685K0.33%+2813F-HRTimeline
Rock Point Advisors, LLC7,065$685K0.2%new13F-HRTimeline
Lokken Investment Group LLC7,024$681K0.29%+17513F-HRTimeline
MBL Wealth, LLC7,001$678K0.07%-1,07813F-HRTimeline
Atlanta Consulting Group Advisors, LLC6,961$675K0.25%-6,18413F-HR/ATimeline
CPR Investments Inc.6,944$673K0.61%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,931$672K0.04%+99013F-HRTimelineGroup
Wingate Wealth Advisors, Inc.6,905$669K0.66%13F-HRTimeline
Prairiewood Capital, LLC6,904$669K0.29%+99113F-HRTimeline
Summa Corp.6,900$669K0.33%013F-HRTimeline
MRP Capital Investments, LLC6,897$668K0.61%-17013F-HRTimeline
Tidemark, LLC6,885$667K0.26%+1,82313F-HRTimeline
John W. Brooker & Co., CPAs6,865$665K0.29%-2,50113F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC6,864$665K0.17%+5213F-HRTimeline
SCRATCH CAPITAL LLC6,842$663K0.81%13F-HRTimeline
Balanced Rock Investment Advisors LLC6,785$657K0.52%+27013F-HRTimeline
Quadcap Wealth Management, LLC6,770$656K0.1%-66913F-HRTimeline
Old Mission Investment Co LLC6,766$656K0.2%-2,28513F-HRTimeline
Haverford Trust Co6,758$655K0.01%-45513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,740$653K0.05%-1,39813F-HRTimeline
Heritage Trust Co6,739$653K0.08%13F-HRTimeline
Arkadios Wealth Advisors6,726$652K0.04%-4,32313F-HRTimeline
Americana Partners, LLC6,719$651K0.03%-14913F-HRTimeline
Abel Hall, LLC6,686$648K0.41%-8413F-HRTimeline
Vigilare Wealth Management6,680$647K0.26%-4,16113F-HRTimeline
MCF Advisors LLC6,676$647K0.05%+1913F-HRTimeline
Thrive Wealth Management, LLC6,644$644K0.12%new13F-HRTimeline
Carnegie Investment Counsel6,633$643K0.02%-45813F-HRTimeline
BKM Wealth Management, LLC6,575$637K0.26%-9,89313F-HRTimeline
Investure, LLC6,565$636K0.04%new13F-HRTimeline
WARNER FINANCIAL, INC6,562$636K0.27%-35713F-HRTimeline
Leonard Rickey Investment Advisors P.L.…6,556$635K0.15%+37713F-HRTimeline
PATTEN & PATTEN INC/TN6,555$635K0.04%-23113F-HRTimeline
PENNINGTON PARTNERS & CO., LLC6,547$634K0.31%13F-HRTimeline
MMA ASSET MANAGEMENT LLC6,465$627K0.27%-7,89913F-HRTimeline
Cambridge Advisors Inc.6,458$626K0.14%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich5,828$623K<0.01%+40313F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,399$620K0.02%-9813F-HRTimeline
Texas Yale Capital Corp.6,393$619K0.02%-1,63013F-HRTimeline
BSW Wealth Partners6,386$619K0.09%+3,45413F-HRTimeline
VAUGHAN & Co SECURITIES, INC.6,384$619K0.37%-70913F-HRTimeline
MSH Capital Advisors LLC6,378$618K0.19%-55813F-HRTimeline
LifeGoal Investments, LLC6,347$615K0.67%13F-HRTimeline
Aviso Financial Inc.6,341$615K0.03%013F-HRTimeline
Fortitude Advisory Group L.L.C.6,313$612K0.37%-26113F-HRTimeline
Retirement Planning Group, LLC6,303$611K0.03%-28213F-HRTimeline
Christopher J. Hasenberg, Inc6,297$610K0.25%+25313F-HRTimeline
Sterling Group Wealth Management, LLC6,296$610K0.32%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD6,286$609K0.37%+34513F-HRTimeline
MONTAG A & ASSOCIATES INC6,279$608K0.03%013F-HRTimeline
HUB Investment Partners, LLC6,272$608K0.03%+1,21513F-HRTimeline
Inman Jager Wealth Management, LLC6,246$605K0.47%13F-HRTimeline
COUNTRY CLUB BANK6,218$603K0.04%+31313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC6,269$601K0.13%+2,14413F-HRTimeline
CALTON & ASSOCIATES, INC.6,207$601K0.27%-23513F-HRTimeline
Vested Financial Planning, LLC6,205$601K0.57%13F-HRTimeline
GFS Advisors, LLC6,202$601K0.09%013F-HRTimeline
Summit Financial Strategies, Inc.6,185$599K0.07%+12313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,129$594K<0.01%new13F-HRTimelineGroup
TRUEFG, LLC6,118$593K0.19%+41413F-HRTimeline
Pacific Point Advisors, LLC6,088$593K0.36%13F-HRTimeline
Planned Solutions, Inc.6,100$591K0.24%-7613F-HRTimeline
BFSG, LLC6,082$589K0.07%+74813F-HRTimeline
Berkeley Capital Partners, LLC6,080$589K0.16%+7613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,061$587K0.05%new13F-HRTimelineGroup
American Trust6,041$585K0.04%new13F-HRTimeline
Quartz Partners, LLC6,016$583K0.35%+69613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,994$581K0.01%-3,20313F-HRTimelineGroup
Alpha Financial Advisors, LLC5,975$579K0.26%+16713F-HRTimeline
Crabel Capital Management, LLC5,892$571K1.85%-76,99013F-HRTimeline
Northwest Financial Advisors5,869$569K0.47%+4,02513F-HRTimeline
IMS Capital Management5,858$568K0.26%013F-HRTimeline
Lee Financial Co5,821$564K0.08%+2,15013F-HRTimeline
CoreCap Advisors, LLC5,813$563K0.03%-25013F-HRTimeline
PrairieView Partners, LLC5,803$562K0.06%+2,51613F-HRTimeline
Ledyard National Bank5,794$561K0.05%-39513F-HRTimeline
Premier Path Wealth Partners, LLC5,792$561K0.09%+43313F-HRTimeline
FRG Family Wealth Advisors LLC5,785$561K0.1%+1,30013F-HRTimeline
Wood Tarver Financial Group, LLC5,775$559K0.19%13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,757$558K0.16%new13F-HRTimeline
POSTROCK PARTNERS LLC5,744$557K0.27%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,743$557K<0.01%+74313F-HRTimelineGroup
Bison Wealth, LLC5,731$555K0.07%13F-HRTimeline
WNY Asset Management, LLC5,715$554K0.07%-86913F-HRTimeline
PROFFITT & GOODSON INC5,714$554K0.09%+2,04113F-HRTimeline
Manuka Financial, LLC5,710$553K0.37%13F-HRTimeline
Kingdom Financial Group LLC.5,690$551K0.38%-2,15213F-HRTimeline
Wells Financial Advisors INC5,678$550K0.75%+28913F-HRTimeline
Partners in Financial Planning5,666$549K0.11%+2,23013F-HRTimeline
49 WEALTH MANAGEMENT, LLC5,655$548K0.08%new13F-HRTimeline
BURNEY CO/5,654$548K0.02%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,629$545K0.32%new13F-HRTimeline
Hobbs Group Advisors, LLC5,624$545K0.2%+6113F-HRTimeline
ARK & TLK INVESTMENTS, LLC5,581$541K0.19%+1,12513F-HRTimeline
Oak Wealth Advisors LLC5,525$535K0.41%13F-HRTimeline
Ameraudi Asset Management, Inc.5,520$535K0.3%013F-HRTimeline
Bond & Devick Financial Network, Inc.5,243$531K0.23%013F-HRTimeline
Finley Financial, LLC5,485$530K0.28%13F-HRTimeline
ATMOS ADVISORY, LLC5,474$530K0.37%new13F-HRTimeline
Promus Capital, LLC5,468$530K0.41%13F-HR/ATimeline
Palisade Asset Management, LLC5,454$528K0.05%-29113F-HRTimeline
BridgePort Financial Solutions, LLC5,345$528K0.24%13F-HRTimeline
Bernardo Wealth Planning LLC5,494$527K0.13%+49513F-HRTimeline
Farmers National Bank5,434$527K0.15%13F-HRTimeline
Resurgent Financial Advisors LLC5,416$525K0.31%-5,48613F-HRTimeline
RTD Financial Advisors, Inc.5,411$524K0.07%+70113F-HRTimeline
Strategies Wealth Advisors, LLC5,372$524K0.07%-1,91413F-HRTimeline
Latitude Advisors, LLC5,402$523K0.29%-2,79213F-HRTimeline
FAS Wealth Partners, Inc.5,370$520K0.04%-49213F-HRTimeline
Stonebridge Capital Advisors LLC5,358$519K0.04%+1,24913F-HRTimeline
Rockingstone Advisors LLC5,350$518K0.23%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.5,348$518K0.03%+2,19513F-HRTimeline
PATRON PARTNERS, LLC5,322$516K0.28%+2,02113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.5,316$515K0.34%+44113F-HRTimeline
Dunhill Financial, LLC5,306$514K0.24%+2,70613F-HRTimeline
McElhenny Sheffield Capital Management,…5,284$512K0.17%-10013F-HRTimeline
Etesian Wealth Advisors, Inc.5,270$511K0.23%013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC5,316$510K0.05%+2,35613F-HRTimelineGroup
Gradient Capital Advisors, LLC5,239$508K0.16%013F-HRTimeline
Janney Capital Management LLC5,225$506K0.03%new13F-HRTimeline
Clear Creek Financial Management, LLC5,200$504K0.05%-15213F-HRTimeline
Continuum Advisory, LLC5,192$503K0.06%-97713F-HRTimeline
FULLCIRCLE WEALTH LLC5,159$502K0.21%+2,88613F-HRTimeline
Sonora Investment Management Group, LLC5,155$500K0.04%new13F-HRTimeline
Syverson Strege & Co5,153$499K0.17%-1,48813F-HRTimeline
Cornerstone Wealth Management, LLC5,152$499K0.03%-4413F-HRTimeline
ACT Advisors, LLC.5,124$497K0.27%+2,81613F-HRTimeline
Modern Wealth Management, LLC5,119$496K0.02%-26313F-HR/ATimeline
NWK Group, Inc.5,104$495K0.19%+15213F-HRTimeline
SAX WEALTH ADVISORS, LLC5,094$494K0.04%+50713F-HRTimeline
Harvest Investment Services, LLC5,094$494K0.12%new13F-HRTimeline
Elios Financial Group Inc.5,077$492K0.23%-1,65013F-HRTimeline
IMA Advisory Services, Inc.5,074$492K0.06%new13F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC5,049$489K0.58%13F-HRTimeline
VISION FINANCIAL MARKETS LLC5,000$484K0.52%13F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.5,000$484K0.29%new13F-HRTimeline
POWER WEALTH MANAGEMENT LLC4,995$484K0.2%-47513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC4,990$484K0.01%new13F-HRTimeline
Beacon Financial Advisory LLC4,975$482K0.16%+34913F-HRTimeline
Note Advisors, LLC4,975$482K0.43%13F-HRTimeline
Pinnacle Wealth Management Group, Inc.4,962$481K0.3%-2,75213F-HRTimeline
Roger Wittlin Investment Advisory, LLC4,942$479K0.27%-4,01613F-HRTimeline
SPROTT INC.4,936$478K0.03%+47913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,894$475K0.04%-1,12713F-HRTimeline
J. W. Coons Advisors, LLC4,893$474K0.12%+14213F-HRTimeline
GSG Advisors LLC4,891$474K0.15%+5213F-HRTimeline
Coastwise Capital Group, LLC4,884$473K0.38%-8313F-HRTimeline
Clare Market Investments LLC4,883$473K0.11%+37913F-HRTimeline
CHAPIN DAVIS, INC.4,672$473K0.15%013F-HRTimeline
Wela Strategies, Inc.60,170$473K0.2%new13F-HRTimeline
Leo Wealth, LLC4,811$466K0.04%+5113F-HRTimeline
First National Trust Co4,800$465K0.02%-5113F-HRTimeline
Insight Wealth Partners, LLC4,766$462K0.29%+1,59313F-HRTimeline
Affinity Capital Advisors, LLC4,790$462K0.09%-4,49713F-HRTimeline
WealthPlan Investment Management, LLC4,763$462K0.05%new13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC4,749$460K0.01%-8,80013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,738$459K0.09%+1,64813F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding4,679$453K-277,231Timeline
Copperwynd Financial, LLC4,676$453K0.13%+60413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,675$453K0.03%+2913F-HR/ATimeline
Gateway Wealth Partners, LLC4,634$449K0.12%+1,27013F-HRTimeline