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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
Genesis Wealth Advisors, LLC7,993$791K0.64%-69413F-HRTimeline
BRADY FAMILY WEALTH, LLC7,971$788K0.25%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION7,967$788K0.08%-18,17213F-HRTimeline
Orin Green Financial, LLC8,093$787K0.37%new13F-HRTimeline
Wall Street Financial Group, Inc.7,864$778K0.81%-21913F-HRTimeline
PENNINGTON PARTNERS & CO., LLC7,849$776K0.44%+1,30213F-HRTimeline
Advus Financial Partners, LLC7,815$773K0.33%+29913F-HR/ATimeline
FIRST NATIONAL CORP /MA/ /ADV7,789$770K0.17%013F-HRTimeline
Ledyard National Bank7,771$769K0.08%+1,97713F-HRTimeline
Worth Asset Management, LLC7,720$764K0.42%new13F-HRTimeline
Wells Financial Advisors INC7,681$760K1.05%+2,00313F-HRTimeline
Level Financial Advisors7,570$749K0.25%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,690$747K0.16%+1,42113F-HRTimeline
Shepherd Financial Partners LLC7,552$747K0.09%-61913F-HRTimeline
Successful Portfolios LLC7,534$745K0.51%-16113F-HRTimeline
Stillwater Capital Advisors, LLC7,530$745K0.1%013F-HRTimeline
Hobbs Group Advisors, LLC7,526$744K0.28%+1,90213F-HRTimeline
Alpha Cubed Investments, LLC7,518$744K0.03%-3913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,470$739K0.01%-2,71013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD7,464$738K0.04%013F-HR/ATimeline
CoreCap Advisors, LLC7,448$737K0.03%+1,63513F-HRTimeline
Mayflower Financial Advisors, LLC7,423$734K0.11%-1,47613F-HRTimeline
Ethos Financial Group, LLC7,512$728K0.07%+6913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,362$726K0.08%+7813F-HRTimeline
OBSIDIAN CIO, LLC7,338$726K0.12%-46,80413F-HRTimeline
Kingdom Financial Group LLC.7,323$724K0.53%+1,63313F-HRTimeline
Rossby Financial, LCC7,277$718K0.31%+4,61613F-HRTimeline
Pallas Capital Advisors LLC7,234$716K0.03%+7513F-HRTimeline
BEACON FINANCIAL GROUP7,227$715K0.08%+3,34113F-HRTimeline
Guardian Partners Inc.7,314$715K0.07%-21013F-HRTimeline
New World Advisors LLC7,217$714K0.16%-2,03713F-HRTimeline
Rock Point Advisors, LLC7,150$707K0.22%+8513F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC7,128$705K0.21%+26413F-HRTimeline
Caprock Group, LLC7,070$699K0.02%new13F-HRTimeline
Haverford Trust Co7,067$699K0.01%+30913F-HRTimeline
Choate Investment Advisors7,055$698K0.02%-3,28113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,044$697K0.23%-143,10913F-HRTimeline
MRP Capital Investments, LLC7,044$697K0.65%+14713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC7,042$697K0.06%-1,20413F-HR/ATimeline
Veracity Capital LLC7,005$693K0.27%-1,75813F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,001$693K0.02%-1,65913F-HRTimeline
Prairiewood Capital, LLC6,917$684K0.28%+1313F-HRTimeline
Summa Corp.6,900$683K0.39%013F-HRTimeline
ORG Partners LLC6,849$678K0.17%-6,30813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,842$677K0.05%+10213F-HRTimeline
BURNEY CO/6,837$676K0.02%+1,18313F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,787$671K0.02%+38813F-HRTimeline
WARNER FINANCIAL, INC6,772$670K0.3%+21013F-HRTimeline
Inman Jager Wealth Management, LLC6,723$665K0.5%+47713F-HRTimeline
Vigilare Wealth Management6,718$665K0.27%+3813F-HRTimeline
Christopher J. Hasenberg, Inc6,695$663K0.28%+39813F-HRTimeline
JMG Financial Group, Ltd.6,685$661K0.02%-10,03713F-HRTimeline
Retirement Planning Group, LLC6,667$660K0.03%+36413F-HRTimeline
Hilltop Partners LLC6,629$656K0.22%-1,49913F-HRTimeline
Leonard Rickey Investment Advisors P.L.…6,690$653K0.14%+13413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,611$653K0.1%-7,41413F-HRTimeline
PATTEN & PATTEN INC/TN6,564$649K0.04%+913F-HRTimeline
Seascape Capital Management6,565$649K0.23%-5,53513F-HRTimeline
MCF Advisors LLC6,531$646K0.05%-14513F-HRTimeline
TUDOR INVESTMENT CORP ET AL6,521$645K0.01%new13F-HRTimeline
Texas Yale Capital Corp.6,496$643K0.03%+10313F-HRTimeline
Cambridge Advisors Inc.6,458$639K0.14%013F-HRTimeline
CALTON & ASSOCIATES, INC.6,438$637K0.15%+23113F-HR/ATimeline
VAUGHAN & Co SECURITIES, INC.6,435$637K0.39%+5113F-HRTimeline
Sonora Investment Management Group, LLC6,423$635K0.05%+1,26813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,422$635K0.01%-1,36713F-HRTimeline
TRUEFG, LLC6,421$635K0.21%+30313F-HRTimeline
Jacobi Capital Management LLC6,402$633K0.05%-2,60013F-HRTimeline
KINTRA WEALTH, LLC6,378$631K0.43%-4,46413F-HRTimeline
MMA ASSET MANAGEMENT LLC6,368$630K0.27%-9713F-HRTimeline
BlueStem Wealth Partners, LLC6,366$630K0.09%-65,11113F-HRTimeline
Aviso Financial Inc.6,341$628K0.03%013F-HRTimeline
Tradewinds, LLC.6,321$625K0.18%-90213F-HRTimeline
Bernardo Wealth Planning LLC6,314$625K0.15%+82013F-HR/ATimeline
Gitterman Wealth Management, LLC6,314$625K0.17%+1,94613F-HRTimeline
Sterling Group Wealth Management, LLC6,296$623K0.33%013F-HRTimeline
Vested Financial Planning, LLC6,284$622K0.62%+7913F-HRTimeline
MONTAG A & ASSOCIATES INC6,279$621K0.03%013F-HRTimeline
Heritage Trust Co6,278$621K0.08%-46113F-HRTimeline
Planned Solutions, Inc.6,247$618K0.25%+14713F-HRTimeline
Investure, LLC6,237$617K0.04%-32813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD6,226$616K0.37%-6013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC6,189$612K0.07%-4,78013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich6,175$611K<0.01%+34713F-HR/ATimeline
Carnegie Investment Counsel6,219$611K0.01%-41413F-HRTimeline
POSTROCK PARTNERS LLC6,173$611K0.3%+42913F-HRTimeline
Independent Wealth Network Inc.6,168$610K0.24%+2,23413F-HRTimeline
BFSG, LLC6,163$610K0.07%+8113F-HRTimeline
ARK & TLK INVESTMENTS, LLC6,161$609K0.21%+58013F-HRTimeline
Fortitude Advisory Group L.L.C.6,202$609K0.44%-11113F-HRTimeline
Berkeley Capital Partners, LLC6,127$606K0.17%+4713F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.6,118$605K0.41%+80213F-HRTimeline
Abel Hall, LLC6,099$603K0.36%-58713F-HRTimeline
Magnolia Private Wealth, LLC6,090$602K0.51%-5,24313F-HRTimeline
Bond & Devick Financial Network, Inc.6,075$601K0.22%+83213F-HRTimeline
PLANWISER FINANCIAL, LLC6,120$601K0.54%13F-HRTimeline
Madden Advisory Services, Inc.6,071$601K0.28%-3,54613F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…6,049$598K0.06%-62,69613F-HR/ATimelineGroup
FINANCIAL CONSULATE, INC6,023$596K0.15%-4,04513F-HRTimeline
Woodside Wealth Management LLC6,012$595K0.55%13F-HRTimeline
Premier Path Wealth Partners, LLC6,007$594K0.09%+21513F-HRTimeline
Orgel Wealth Management, LLC5,961$590K0.02%-7,57213F-HRTimeline
PrairieView Partners, LLC5,955$589K0.06%+15213F-HRTimeline
Balefire, LLC5,944$588K0.2%+4,27313F-HRTimeline
HUB Investment Partners, LLC5,935$587K0.02%-33713F-HRTimeline
Balanced Rock Investment Advisors LLC5,934$587K0.47%-85113F-HRTimeline
Topel & Distasi Wealth Management, LLC5,930$587K0.27%-1,17113F-HRTimeline
Summit Financial Strategies, Inc.5,882$582K0.06%-30313F-HRTimeline
IMS Capital Management5,876$581K0.29%+1813F-HRTimeline
Winthrop Advisory Group LLC5,864$580K0.07%-3,42913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,844$578K0.01%-1,76913F-HRTimeline
Oak Wealth Advisors LLC5,799$574K0.42%+27413F-HRTimeline
PAX Financial Group, LLC5,759$570K0.1%+2,64113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,750$569K<0.01%+713F-HRTimelineGroup
TSA Wealth Managment LLC5,730$567K0.23%-4,58813F-HRTimeline
BIRCH FINANCIAL GROUP, LLC5,723$566K0.5%-2,43413F-HRTimeline
Finley Financial, LLC5,710$566K0.32%+22513F-HRTimeline
Weil Company, Inc.5,718$566K0.17%-7,14213F-HRTimeline
Asset Allocation & Management Company, …5,692$563K0.28%new13F-HRTimeline
Diversified Portfolios, Inc.5,679$562K0.06%-2,19113F-HRTimeline
Partners in Financial Planning5,656$559K0.11%-1013F-HRTimeline
Cornerstone Wealth Management, LLC5,646$558K0.04%+49413F-HRTimeline
Tidemark, LLC5,622$556K0.2%-1,26313F-HRTimeline
Alliance Wealth Advisors, LLC /UT5,617$556K0.14%+1,83913F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC5,555$550K0.51%+50613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,555$549K0.01%-43913F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED5,559$549K0.05%+66513F-HR/ATimeline
Peterson Wealth Services5,539$548K0.17%+2,55313F-HRTimeline
PROFFITT & GOODSON INC5,532$547K0.09%-18213F-HRTimeline
Harvest Investment Services, LLC5,528$547K0.15%+43413F-HRTimeline
Ameraudi Asset Management, Inc.5,520$546K0.31%013F-HRTimeline
Gateway Wealth Partners, LLC5,512$545K0.12%+87813F-HRTimeline
Tassel Capital Management, Inc.5,495$544K0.48%+3,32413F-HRTimeline
Garden State Investment Advisory Servic…5,486$543K0.17%new13F-HRTimeline
Promus Capital, LLC5,468$541K0.41%013F-HR/ATimeline
PATRON PARTNERS, LLC5,448$539K0.29%+12613F-HRTimeline
BridgePort Financial Solutions, LLC5,438$538K0.24%+9313F-HRTimeline
Resurgent Financial Advisors LLC5,430$537K0.32%+1413F-HRTimeline
RTD Financial Advisors, Inc.5,427$537K0.07%+1613F-HRTimeline
GFS Advisors, LLC5,402$534K0.11%-80013F-HRTimeline
BRIGHTON JONES LLC5,368$531K0.02%-4,61613F-HRTimeline
Rockingstone Advisors LLC5,350$529K0.24%013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC5,348$529K0.24%-4,21513F-HRTimeline
Elios Financial Group Inc.5,337$528K0.26%+26013F-HRTimeline
KPP Advisory Services LLC5,334$528K0.1%-2,99313F-HRTimeline
Wingate Wealth Advisors, Inc.5,318$526K0.61%-1,58713F-HRTimeline
FAS Wealth Partners, Inc.5,307$525K0.04%-6313F-HRTimeline
Old Mission Investment Co LLC5,305$525K0.16%-1,46113F-HRTimeline
BKM Wealth Management, LLC5,299$524K0.22%-1,27613F-HRTimeline
Sunbelt Securities, Inc.5,273$522K0.05%-2,00613F-HRTimeline
COUNTRY CLUB BANK5,265$520K0.04%-95313F-HRTimeline
Gradient Capital Advisors, LLC5,239$518K0.17%013F-HRTimeline
MSH Capital Advisors LLC5,238$518K0.16%-1,14013F-HRTimeline
Palisade Asset Management, LLC5,204$515K0.05%-25013F-HRTimeline
PUREfi Wealth, LLC5,188$513K0.51%new13F-HRTimeline
NWK Group, Inc.5,183$513K0.23%+7913F-HRTimeline
Claro Advisors Inc.5,078$502K0.07%-3,84413F-HRTimeline
New Century Financial Group, LLC5,066$501K0.58%-42,92613F-HRTimeline
RHS Financial, LLC5,058$500K0.28%-3,62513F-HRTimeline
Cadence Bank5,049$499K0.04%+1,39213F-HRTimeline
Etesian Wealth Advisors, Inc.5,041$499K0.21%-22913F-HRTimeline
HFG Wealth Management, LLC5,123$496K0.3%+1,49413F-HRTimeline
Apeiron RIA LLC5,016$496K0.15%+2,63513F-HRTimeline
Quadcap Wealth Management, LLC5,013$496K0.07%-1,75713F-HRTimeline
VISION FINANCIAL MARKETS LLC5,000$495K0.54%013F-HRTimeline
Beacon Financial Advisory LLC4,972$492K0.15%-313F-HRTimeline
Roger Wittlin Investment Advisory, LLC4,965$491K0.29%+2313F-HRTimeline
SPROTT INC.4,958$490K0.03%+2213F-HRTimeline
Clare Market Investments LLC4,910$486K0.13%+2713F-HRTimeline
PMG Wealth Management, Inc.4,925$486K0.52%+35013F-HRTimeline
LongView Asset Management LLC4,899$485K0.42%-13,88413F-HRTimeline
J. W. Coons Advisors, LLC4,898$485K0.13%+513F-HRTimeline
Strategies Wealth Advisors, LLC4,891$484K0.06%-48113F-HRTimeline
GSG Advisors LLC4,928$483K0.16%+3713F-HRTimeline
Richard Bernstein Advisors LLC4,876$482K0.01%-271,44713F-HRTimeline
SSA SWISS ADVISORS AG4,866$481K0.25%13F-HRTimeline
Cardinal Point Capital Management ULC4,853$480K0.04%new13F-HRTimeline
Manuka Financial, LLC4,844$479K0.31%-86613F-HRTimeline
CHAPIN DAVIS, INC.4,841$479K0.16%+16913F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC4,840$479K0.37%new13F-HRTimeline
Americana Partners, LLC4,815$476K0.02%-1,90413F-HRTimeline
MBL Wealth, LLC4,761$471K0.05%-2,24013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC4,749$470K0.01%013F-HRTimeline
POWER WEALTH MANAGEMENT LLC4,713$466K0.19%-28213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC4,700$465K0.1%new13F-HRTimeline
WNY Asset Management, LLC4,680$463K0.06%-1,03513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,675$462K0.03%013F-HRTimeline
Drucker Wealth 3.0, LLC4,674$462K0.1%-4,02513F-HRTimeline
SONATA CAPITAL GROUP INC4,673$462K0.2%+5213F-HRTimeline
Latitude Advisors, LLC4,669$462K0.27%-73313F-HRTimeline
WealthPlan Investment Management, LLC4,661$461K0.05%-10213F-HRTimeline
First National Trust Co4,633$458K0.02%-16713F-HRTimeline
Rosenberg Matthew Hamilton4,631$458K0.11%+16813F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC4,626$458K0.16%+26113F-HRTimeline
Crewe Advisors LLC4,623$457K0.06%013F-HRTimeline
Beacon Capital Management, LLC4,621$457K0.06%+12713F-HRTimeline
Atlas Legacy Advisors, LLC4,614$456K0.12%013F-HRTimeline
John W. Brooker & Co., CPAs4,603$455K0.19%-2,26213F-HRTimeline
Atlanta Consulting Group Advisors, LLC4,550$450K0.13%-2,41113F-HRTimeline
Wood Tarver Financial Group, LLC4,531$448K0.15%-1,24413F-HRTimeline