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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
Orgel Wealth Management, LLC8,017$795K0.02%+2,05613F-HRTimeline
One Wealth Advisors, LLC8,016$795K0.11%-5,59313F-HRTimeline
BRADY FAMILY WEALTH, LLC7,971$791K0.24%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,962$790K<0.01%-20213F-HR/ATimelineGroup
Whitegate Investment Counselors, Inc.7,944$788K0.27%-1,93113F-HRTimeline
NORDEN GROUP LLC7,930$787K0.09%-3,40513F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…7,922$786K0.08%-3,84113F-HRTimeline
INVESTMENT HOUSE LLC7,915$785K0.04%-7,98313F-HRTimeline
Advus Financial Partners, LLC7,904$784K0.31%+8913F-HR/ATimeline
BARCLAYS PLCin group BARCLAYS PLC7,901$784K<0.01%+7,45113F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV7,899$784K0.06%-63913F-HRTimeline
PENNINGTON PARTNERS & CO., LLC7,867$780K0.42%+1813F-HRTimeline
Elios Financial Group Inc.7,838$778K0.35%+2,50113F-HRTimeline
TUDOR INVESTMENT CORP ET AL7,719$766K0.01%+1,19813F-HRTimeline
MGO ONE SEVEN LLC7,712$765K0.02%-59513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,705$764K0.09%-1,13813F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP7,724$761K0.13%-2,88113F-HRTimeline
ORG Partners LLC7,680$759K0.16%+83113F-HRTimeline
Rossby Financial, LCC7,573$751K0.28%+29613F-HRTimeline
Level Financial Advisors7,570$751K0.23%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC7,568$751K0.05%-92913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …7,555$749K<0.01%-45,20213F-HRTimelineGroup
Stillwater Capital Advisors, LLC7,530$747K0.09%013F-HRTimeline
Acorn Wealth Advisors, LLC7,520$746K0.28%new13F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC7,470$741K0.27%-8,11213F-HRTimeline
GW HENSSLER & ASSOCIATES LTD7,464$740K0.04%013F-HRTimeline
Successful Portfolios LLC7,442$738K0.45%-9213F-HRTimeline
Wall Street Financial Group, Inc.7,437$738K0.67%-42713F-HRTimeline
BEACON FINANCIAL GROUP7,409$735K0.08%+18213F-HRTimeline
MRP Capital Investments, LLC7,404$734K0.51%+36013F-HRTimeline
Alteri Wealth LLC7,395$734K0.28%+3,31113F-HRTimeline
Ethos Financial Group, LLC7,380$732K0.06%-13213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,368$731K0.01%+94613F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,360$730K0.02%+35913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/7,300$724K0.3%-1,71813F-HR/ATimelineGroup
Clear Creek Financial Management, LLC7,249$719K0.07%-2,81013F-HRTimeline
Pallas Capital Advisors LLC7,244$719K0.03%+1013F-HRTimeline
Beacon Financial Advisory LLC7,235$718K0.19%+2,26313F-HRTimeline
BARINGS LLCin group BARINGS LLC7,164$711K0.02%-134,72513F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC7,141$708K0.05%+29913F-HRTimeline
Sunbelt Securities, Inc.7,279$705K0.06%+2,00613F-HRTimeline
Strategies Wealth Advisors, LLC7,102$705K0.08%+2,21113F-HRTimeline
Guardian Partners Inc.7,129$702K0.06%-18513F-HRTimeline
Veracity Capital LLC7,060$700K0.24%+5513F-HRTimeline
Summa Corp.7,050$699K0.36%+15013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC7,049$699K0.19%-7913F-HRTimeline
Carnegie Investment Counsel7,042$699K0.01%+82313F-HRTimeline
Gitterman Wealth Management, LLC7,004$695K0.16%+69013F-HRTimeline
Westfuller Advisors, LLC7,002$695K0.4%-12,24813F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC6,982$693K0.6%+1,42713F-HRTimeline
Mayflower Financial Advisors, LLC6,977$692K0.1%-44613F-HRTimeline
Good Life Advisors, LLC6,954$690K0.04%-2,14813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC6,924$687K0.17%-1,13113F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION6,903$685K0.06%-1,06413F-HRTimeline
Shepherd Financial Partners LLC6,879$682K0.07%-67313F-HRTimeline
American Trust6,878$682K0.06%new13F-HRTimeline
Tilson Financial Group, Inc.6,872$682K0.26%-1,87713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC6,824$677K0.07%+63513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,808$675K0.01%-66213F-HRTimeline
BWM Planning, LLC6,786$673K0.23%new13F-HRTimeline
POSTROCK PARTNERS LLC6,784$673K0.32%+61113F-HRTimeline
WARNER FINANCIAL, INC6,775$672K0.28%+313F-HRTimeline
CALTON & ASSOCIATES, INC.6,766$671K0.12%+32813F-HRTimeline
Hobbs Group Advisors, LLC6,760$671K0.23%-76613F-HRTimeline
Genesis Wealth Advisors, LLC6,753$670K0.5%-1,24013F-HRTimeline
Investure, LLC6,747$669K0.05%+51013F-HRTimeline
Choate Investment Advisors6,737$668K0.01%-31813F-HRTimeline
Dentgroup LLC6,707$665K0.46%new13F-HRTimeline
Wells Financial Advisors INC6,698$664K0.91%-98313F-HRTimeline
Heritage Trust Co6,682$663K0.08%+40413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,670$662K0.09%+5913F-HRTimeline
Vigilare Wealth Management6,667$661K0.25%-5113F-HRTimeline
Leonard Rickey Investment Advisors P.L.…6,639$659K0.13%-5113F-HRTimeline
Inman Jager Wealth Management, LLC6,591$654K0.44%-13213F-HRTimeline
PATTEN & PATTEN INC/TN6,580$653K0.04%+1613F-HRTimeline
VAUGHAN & Co SECURITIES, INC.6,539$649K0.37%+10413F-HRTimeline
Retirement Planning Group, LLC6,538$649K0.03%-12913F-HRTimeline
IMS Capital Management6,526$647K0.3%+65013F-HRTimeline
Strathmore Capital Advisors, Inc.6,565$647K0.29%13F-HRTimeline
Roger Wittlin Investment Advisory, LLC6,516$646K0.36%+1,55113F-HRTimeline
Texas Yale Capital Corp.6,496$644K0.02%013F-HRTimeline
MSH Capital Advisors LLC6,483$643K0.19%+1,24513F-HRTimeline
Jacobi Capital Management LLC6,459$641K0.04%+5713F-HRTimeline
Cambridge Advisors Inc.6,458$641K0.13%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC6,456$640K0.21%+29513F-HRTimeline
Attessa Capital LLC6,453$640K0.41%+2,47413F-HRTimeline
HFG Wealth Management, LLC6,471$640K0.39%+1,34813F-HRTimeline
Independent Wealth Network Inc.6,447$640K0.23%+27913F-HRTimeline
Vested Financial Planning, LLC6,417$637K0.57%+13313F-HRTimeline
PrairieView Partners, LLC6,412$636K0.06%+45713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD6,406$635K0.33%+18013F-HRTimeline
Latitude Advisors, LLC6,399$635K0.32%+1,73013F-HRTimeline
COURIER CAPITAL LLC6,376$632K0.04%+2,40713F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.6,373$632K0.4%+25513F-HRTimeline
MMA ASSET MANAGEMENT LLC6,372$632K0.24%+413F-HRTimeline
Cornerstone Wealth Management, LLC6,326$628K0.04%+68013F-HRTimeline
Fortitude Advisory Group L.L.C.6,295$624K0.36%+9313F-HRTimeline
Planned Solutions, Inc.6,293$624K0.24%+4613F-HRTimeline
Sonora Investment Management Group, LLC6,291$624K0.05%-13213F-HRTimeline
ABOUND FINANCIAL, LLC6,286$624K0.27%+2,97013F-HRTimeline
HANOVER ADVISORS INC6,278$623K0.25%+2,22613F-HRTimeline
Hilltop Partners LLC6,256$621K0.19%-37313F-HRTimeline
Clarity Capital Partners LLC6,221$617K0.22%-7,25013F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,206$616K0.01%-58113F-HRTimeline
Bernardo Wealth Planning LLC6,179$613K0.13%-13513F-HRTimeline
Berkeley Capital Partners, LLC6,177$613K0.16%+5013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich6,175$613K<0.01%013F-HR/ATimeline
Uptown Financial Advisors LLC6,168$612K0.57%new13F-HRTimeline
Crewe Advisors LLC6,150$610K0.09%+1,52713F-HRTimeline
Woodside Wealth Management LLC6,137$609K0.52%+12513F-HRTimeline
Venture Visionary Partners LLC6,126$608K0.02%+1,82313F-HRTimeline
Winthrop Advisory Group LLC6,081$603K0.06%+21713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC6,076$603K0.25%+72813F-HRTimeline
BFSG, LLC6,042$599K0.07%-12113F-HRTimeline
Tennessee Valley Asset Management Partn…6,040$599K0.15%-7,58613F-HRTimeline
Roberts Financial Services LLC6,014$597K0.21%-13,76713F-HRTimeline
Oak Wealth Advisors LLC6,013$596K0.38%+21413F-HRTimeline
CWA Asset Management Group, LLC5,978$593K0.03%-223,10613F-HRTimeline
TRUEFG, LLC5,945$590K0.18%-47613F-HRTimeline
Financial Partners Group, LLC5,927$588K0.21%new13F-HRTimeline
KINTRA WEALTH, LLC5,899$585K0.35%-47913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,877$583K0.01%+3313F-HRTimeline
BlueStem Wealth Partners, LLC5,848$580K0.07%-51813F-HRTimeline
PAX Financial Group, LLC5,796$575K0.11%+3713F-HRTimeline
Madden Advisory Services, Inc.5,740$569K0.24%-33113F-HRTimeline
Sterling Group Wealth Management, LLC5,700$565K0.31%-59613F-HRTimeline
Asset Allocation & Management Company, …5,692$565K0.26%013F-HRTimeline
Peterson Wealth Services5,688$564K0.15%+14913F-HRTimeline
Partners in Financial Planning5,671$563K0.1%+1513F-HRTimeline
Garden State Investment Advisory Servic…5,669$562K0.15%+18313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,649$560K0.05%+9013F-HRTimeline
Prairiewood Capital, LLC5,645$560K0.21%-1,27213F-HRTimeline
Summit Financial Strategies, Inc.5,578$553K0.05%-30413F-HRTimeline
Seascape Capital Management5,514$547K0.17%-1,05113F-HRTimeline
Harvest Investment Services, LLC5,510$547K0.12%-1813F-HRTimeline
Promus Capital, LLC5,491$545K0.35%+2313F-HR/ATimeline
Moloney Securities Asset Management, LLC5,457$541K0.07%+1,23913F-HRTimeline
Balanced Rock Investment Advisors LLC5,424$538K0.42%-51013F-HRTimeline
NWK Group, Inc.5,415$537K0.19%+23213F-HRTimeline
Cadence Bank5,395$535K0.04%+34613F-HRTimeline
COUNTRY CLUB BANK5,415$535K0.03%+15013F-HRTimeline
FAS Wealth Partners, Inc.5,390$535K0.04%+8313F-HRTimeline
PROFFITT & GOODSON INC5,373$533K0.08%-15913F-HRTimeline
TSA Wealth Managment LLC5,350$531K0.19%-38013F-HRTimeline
Diversified Portfolios, Inc.5,294$525K0.05%-38513F-HRTimeline
Old Mission Investment Co LLC5,284$524K0.14%-2113F-HRTimeline
BKM Wealth Management, LLC5,246$520K0.2%-5313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,244$520K<0.01%-149,20813F-HRTimelineGroup
Gradient Capital Advisors, LLC5,208$517K0.15%-3113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding5,204$516K+2,676Timeline
FINANCIAL CONSULATE, INC5,203$516K0.1%-82013F-HRTimeline
GFS Advisors, LLC5,200$516K0.07%-20213F-HRTimeline
Continuum Advisory, LLC5,191$515K0.06%+93213F-HRTimeline
Williams Jones Wealth Management, LLC.5,176$513K0.01%+1,92913F-HRTimeline
DOVER ADVISORS, LLC5,166$512K0.23%new13F-HRTimeline
SPROTT INC.5,160$512K0.03%+20213F-HRTimeline
Magnolia Private Wealth, LLC5,124$508K0.39%-96613F-HRTimeline
Tidemark, LLC5,113$507K0.16%-50913F-HRTimeline
Traynor Capital Management, Inc.5,104$504K0.04%+1,26413F-HRTimeline
Leo Wealth, LLC5,034$499K0.04%new13F-HRTimeline
MCF Advisors LLC5,019$498K0.03%-1,51213F-HRTimeline
VISION FINANCIAL MARKETS LLC5,000$496K0.47%013F-HRTimeline
Capital Investment Advisory Services, L…4,975$494K0.04%-5,76813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,962$492K0.16%+3,94313F-HRTimeline
Palisade Asset Management, LLC4,954$491K0.05%-25013F-HRTimeline
GSG Advisors LLC4,954$491K0.14%+2613F-HRTimeline
Guerra Advisors Inc4,936$490K0.23%new13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC4,931$489K0.39%-79213F-HRTimeline
Clare Market Investments LLC4,914$487K0.11%+413F-HRTimeline
J. W. Coons Advisors, LLC4,898$486K0.11%013F-HRTimeline
Trek Financial, LLC4,897$486K0.03%-3,91013F-HRTimeline
Manuka Financial, LLC4,876$484K0.26%+3213F-HRTimeline
POWER WEALTH MANAGEMENT LLC4,874$484K0.19%+16113F-HRTimeline
CHAPIN DAVIS, INC.4,848$481K0.13%+713F-HRTimeline
Boreal Capital Management LLC4,820$478K0.39%13F-HRTimeline
New World Advisors LLC4,811$477K0.1%-2,40613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,805$477K<0.01%+31013F-HRTimelineGroup
Dale Q Rice Investment Management Ltd4,847$474K0.39%-4,84713F-HRTimeline
Willis Johnson & Associates, Inc.4,782$474K0.03%+30913F-HRTimeline
Drucker Wealth 3.0, LLC4,813$474K0.09%+13913F-HRTimeline
MASECO LLP4,768$473K0.02%13F-HRTimeline
MBL Wealth, LLC4,755$472K0.05%-613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,743$471K0.04%-2,29913F-HR/ATimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC4,742$470K0.03%new13F-HRTimeline
Americana Partners, LLC4,739$470K0.02%-7613F-HRTimeline
M1 Capital Management LLC4,732$469K0.24%+67913F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV4,731$469K0.14%+1,72313F-HRTimeline
Hemington Wealth Management4,719$468K0.07%+73713F-HRTimeline
Mittelman Wealth Management4,714$468K0.39%-4,13213F-HRTimeline
BURNEY CO/4,710$467K0.02%-2,12713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,710$467K0.07%-4,70013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC4,706$467K0.11%+39213F-HR/ATimeline
Atlas Legacy Advisors, LLC4,693$466K0.1%+7913F-HRTimeline
SONATA CAPITAL GROUP INC4,673$464K0.19%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,675$464K0.02%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC4,626$459K0.14%013F-HRTimeline
KPP Advisory Services LLC4,605$457K0.08%-72913F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,592$456K<0.01%-1,15813F-HRTimelineGroup
Haverford Trust Co4,591$455K<0.01%-2,47613F-HRTimeline
WNY Asset Management, LLC4,579$454K0.05%-10113F-HRTimeline