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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
C M BIDWELL & ASSOCIATES LTD8,201$822K0.4%+1,79513F-HRTimeline
Acorn Wealth Advisors, LLC8,129$815K0.26%+60913F-HRTimeline
VestGen Investment Management8,103$812K0.49%-30413F-HRTimeline
ARK & TLK INVESTMENTS, LLC8,092$811K0.26%+1,63613F-HRTimeline
Rock Point Advisors, LLC8,046$807K0.21%-9913F-HRTimeline
BRADY FAMILY WEALTH, LLC7,971$799K0.25%013F-HRTimeline
Advus Financial Partners, LLC7,958$798K0.3%+5413F-HR/ATimeline
Genesee Capital Advisors, LLC7,947$797K0.35%-31013F-HRTimeline
CIBC Asset Management Inc7,937$796K<0.01%-13313F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP7,895$792K0.13%+17113F-HRTimeline
ABLE Financial Group, LLC7,896$792K0.17%-1,70513F-HRTimeline
ORG Partners LLC7,764$790K0.14%+8413F-HRTimeline
Physician Wealth Advisors, Inc.7,883$790K0.11%-74613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,870$789K0.08%+16513F-HRTimeline
Putney Financial Group LLC7,827$785K0.78%new13F-HRTimeline
PENNINGTON PARTNERS & CO., LLC7,824$784K0.37%-4313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,810$783K0.31%-54513F-HRTimeline
BRIGHTON JONES LLC7,787$781K0.02%-67613F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC7,731$775K0.07%new13F-HRTimeline
Quartz Partners, LLC7,715$773K0.28%-1,96313F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC7,705$772K0.72%-54813F-HRTimeline
Ethos Financial Group, LLC7,619$764K0.06%+23913F-HRTimeline
NWK Group, Inc.7,616$764K0.26%+2,20113F-HRTimeline
CJM Wealth Advisers, Ltd.7,616$763K0.23%+4,64713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,615$763K0.07%+79113F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…7,600$762K1.12%new13F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.7,578$760K0.4%+1,03913F-HRTimeline
BWM Planning, LLC7,577$760K0.23%+79113F-HRTimeline
Level Financial Advisors7,570$759K0.21%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC7,568$759K0.04%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …7,555$757K<0.01%013F-HRTimelineGroup
Farrell Financial LLC7,551$757K0.47%-1,50313F-HRTimeline
Venture Visionary Partners LLC7,521$754K0.03%+1,39513F-HRTimeline
Freedom Investment Management, Inc.7,509$753K0.2%-185,34313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD7,464$748K0.04%013F-HRTimeline
PSI Advisors, LLC7,413$743K0.19%+4,18613F-HRTimeline
Quantinno Capital Management LP7,396$741K<0.01%-6,02313F-HRTimeline
May Hill Capital, LLC7,364$738K0.22%-19,29013F-HRTimeline
Independent Wealth Network Inc.7,335$735K0.24%+88813F-HRTimeline
MRP Capital Investments, LLC7,404$734K0.63%013F-HR/ATimeline
Nordwand Advisors, LLC7,298$732K0.12%+4,79913F-HRTimeline
Attessa Capital LLC7,257$730K0.43%+80413F-HRTimeline
Veracity Capital LLC7,256$727K0.23%+19613F-HRTimeline
Lee Financial Co7,246$726K0.09%-5,58913F-HRTimeline
Successful Portfolios LLC7,193$721K0.42%-24913F-HRTimeline
Federation des caisses Desjardins du Qu…7,145$716K<0.01%+4,99713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,143$716K0.05%+213F-HRTimeline
Finward Bancorp7,132$715K0.54%-2,06013F-HRTimeline
M1 Capital Management LLC7,124$714K0.31%+2,39213F-HRTimeline
Investure, LLC7,110$713K0.04%+36313F-HRTimeline
Strathmore Capital Advisors, Inc.7,063$708K0.29%+49813F-HRTimeline
Sunbelt Securities, Inc.7,052$707K0.05%-22713F-HRTimeline
Summa Corp.7,050$707K0.31%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC7,049$707K0.14%013F-HRTimeline
Mayflower Financial Advisors, LLC7,004$702K0.09%+2713F-HRTimeline
HFG Wealth Management, LLC6,975$699K0.38%+50413F-HR/ATimeline
Brookwood Investment Group LLC6,948$697K0.09%-12,44213F-HRTimeline
MSH Capital Advisors LLC6,933$695K0.19%+45013F-HRTimeline
Dentgroup LLC6,933$695K0.45%+22613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/6,925$694K0.27%-37513F-HRTimelineGroup
Guardian Partners Inc.6,912$692K0.06%-21713F-HRTimeline
Madden Advisory Services, Inc.6,898$692K0.27%+1,15813F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.6,888$691K0.4%+51513F-HRTimeline
Tilson Financial Group, Inc.6,794$681K0.22%-7813F-HRTimeline
POSTROCK PARTNERS LLC6,784$680K0.3%013F-HRTimeline
WARNER FINANCIAL, INC6,778$680K0.25%+313F-HRTimeline
Hobbs Group Advisors, LLC6,760$678K0.21%013F-HRTimeline
Genesis Wealth Advisors, LLC6,728$674K0.48%-2513F-HRTimeline
Carnegie Investment Counsel6,686$670K0.01%-35613F-HRTimeline
Leonard Rickey Investment Advisors P.L.…6,686$670K0.13%+4713F-HRTimeline
Heritage Trust Co6,682$670K0.07%013F-HRTimeline
BEACON FINANCIAL GROUP6,677$669K0.07%-73213F-HRTimeline
Vigilare Wealth Management6,667$668K0.23%013F-HRTimeline
BlueStem Wealth Partners, LLC6,622$664K0.08%+77413F-HRTimeline
Ledyard National Bank6,605$662K0.06%-2,27413F-HRTimeline
Inman Jager Wealth Management, LLC6,591$661K0.42%013F-HRTimeline
Fortitude Advisory Group L.L.C.6,591$661K0.36%+29613F-HRTimeline
Jacobi Capital Management LLC6,591$661K0.04%+13213F-HRTimeline
Roger Wittlin Investment Advisory, LLC6,580$660K0.37%+6413F-HRTimeline
Shepherd Financial Partners LLC6,566$658K0.06%-31313F-HRTimeline
KERR FINANCIAL PLANNING Corp6,538$655K0.92%13F-HR/ATimeline
IMS Capital Management6,526$654K0.3%013F-HRTimeline
Retirement Planning Group, LLC6,526$654K0.02%-1213F-HRTimeline
Planned Solutions, Inc.6,511$653K0.23%+21813F-HRTimeline
PMG Wealth Management, Inc.6,500$651K0.5%+2,50013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,494$651K0.12%-7,52613F-HRTimeline
Hilltop Partners LLC6,491$651K0.19%+23513F-HRTimeline
Latitude Advisors, LLC6,470$649K0.3%+7113F-HRTimeline
Cambridge Advisors Inc.6,458$647K0.13%013F-HRTimeline
PAX Financial Group, LLC6,406$642K0.12%+61013F-HRTimeline
PATTEN & PATTEN INC/TN6,367$638K0.04%-21313F-HRTimeline
Sonora Investment Management Group, LLC6,281$630K0.04%-1013F-HRTimeline
Cornerstone Wealth Management, LLC6,258$627K0.03%-6813F-HRTimeline
Rialto Wealth Management, LLC6,248$626K0.16%-15,73013F-HRTimeline
Woodside Wealth Management LLC6,241$626K0.49%+10413F-HRTimeline
Berkeley Capital Partners, LLC6,239$625K0.15%+6213F-HRTimeline
Prairiewood Capital, LLC6,230$625K0.21%+58513F-HRTimeline
TRUEFG, LLC6,227$624K0.17%+28213F-HRTimeline
Bernardo Wealth Planning LLC6,216$623K0.12%+3713F-HRTimeline
Olde Wealth Management, LLC6,225$623K0.19%13F-HRTimeline
MMA ASSET MANAGEMENT LLC6,210$623K0.21%-16213F-HRTimeline
ABOUND FINANCIAL, LLC6,199$621K0.25%-8713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,195$621K0.01%-61313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich6,175$619K<0.01%013F-HRTimeline
NorthRock Partners, LLC6,160$618K0.01%new13F-HRTimeline
Crewe Advisors LLC6,150$617K0.06%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT6,140$615K0.18%+2,55513F-HRTimeline
Uptown Financial Advisors LLC6,127$614K0.54%-4113F-HRTimeline
PLANWISER FINANCIAL, LLC6,104$611K0.49%-2,42913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.6,031$605K0.14%-10,39013F-HRTimeline
Oak Wealth Advisors LLC6,027$604K0.35%+1413F-HRTimeline
Northwest Capital Management Inc6,019$603K0.63%-24,34413F-HRTimeline
Roberts Financial Services LLC6,014$603K0.19%013F-HRTimeline
Beta Wealth Group, Inc.5,986$600K0.24%new13F-HRTimeline
Trek Financial, LLC5,877$589K0.04%+98013F-HRTimeline
Whitegate Investment Counselors, Inc.5,848$586K0.19%-2,09613F-HRTimeline
Winthrop Advisory Group LLC5,829$584K0.05%-25213F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC5,800$582K0.22%-27613F-HRTimeline
CALTON & ASSOCIATES, INC.5,796$581K0.09%-97013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,780$579K0.02%+3,07313F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…5,735$575K0.01%-47113F-HRTimeline
Moloney Securities Asset Management, LLC5,733$575K0.07%+27613F-HRTimeline
BKM Wealth Management, LLC5,708$572K0.21%+46213F-HRTimeline
Sterling Group Wealth Management, LLC5,700$571K0.28%013F-HRTimeline
Arlington Financial Advisors, LLC5,698$571K0.08%new13F-HRTimeline
Asset Allocation & Management Company, …5,692$571K0.24%013F-HRTimeline
Partners in Financial Planning5,687$570K0.1%+1613F-HRTimeline
COURIER CAPITAL LLC5,674$569K0.03%-70213F-HRTimeline
Garden State Investment Advisory Servic…5,629$564K0.14%-4013F-HRTimeline
Peterson Wealth Services960$564K0.16%-4,72813F-HRTimeline
Tradewinds, LLC.5,597$561K0.14%-27,69913F-HRTimeline
Strategies Wealth Advisors, LLC5,597$561K0.06%-1,50513F-HRTimeline
New Century Financial Group, LLC5,545$556K0.99%-11,72613F-HRTimeline
Leo Wealth, LLC5,532$555K0.07%+49813F-HRTimeline
City Center Advisors, LLC5,518$553K0.54%+1,03013F-HRTimeline
Seascape Capital Management5,514$553K0.16%013F-HRTimeline
Promus Capital, LLC5,468$548K0.35%-2313F-HRTimeline
Harvest Investment Services, LLC5,465$548K0.11%-4513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,454$546K0.01%-42313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,434$545K0.13%-1,49013F-HRTimeline
Crescent Grove Advisors, LLC5,424$544K0.05%+2,33313F-HRTimeline
FAS Wealth Partners, Inc.5,372$539K0.04%-1813F-HRTimeline
PROFFITT & GOODSON INC5,369$538K0.08%-413F-HRTimeline
Cadence Bank5,367$538K0.03%-2813F-HRTimeline
Strengthening Families & Communities, L…5,365$538K0.12%new13F-HRTimeline
COUNTRY CLUB BANK5,345$536K0.03%-7013F-HRTimeline
Summit Financial Strategies, Inc.5,335$535K0.05%-24313F-HRTimeline
Balanced Rock Investment Advisors LLC5,314$533K0.39%-11013F-HRTimeline
Palisade Asset Management, LLC5,313$533K0.05%+35913F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV5,241$525K0.15%+51013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,230$524K<0.01%+42513F-HRTimelineGroup
FINANCIAL CONSULATE, INC5,203$522K0.07%013F-HRTimeline
GFS Advisors, LLC5,200$521K0.07%013F-HRTimeline
Altura Wealth Advisors Inc.5,162$517K0.25%new13F-HRTimeline
Gen-Wealth Partners Inc5,128$514K0.17%+4,82713F-HRTimeline
SPROTT INC.5,115$513K0.02%-4513F-HRTimeline
Tidemark, LLC5,113$513K0.15%013F-HRTimeline
Gradient Capital Advisors, LLC5,093$511K0.14%-11513F-HRTimeline
Naviter Wealth, LLC5,076$509K0.06%-3,48813F-HRTimeline
Capital Advisors, Ltd. LLC5,056$507K0.06%+1,45413F-HRTimeline
Boreal Capital Management LLC5,020$503K0.41%+20013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,006$502K0.03%+1,98713F-HRTimeline
VISION FINANCIAL MARKETS LLC5,000$501K0.43%013F-HRTimeline
GSG Advisors LLC4,993$500K0.13%+3913F-HRTimeline
CHAPIN DAVIS, INC.4,988$500K0.12%+14013F-HRTimeline
Willis Johnson & Associates, Inc.4,957$497K0.03%+17513F-HRTimeline
Diversified Portfolios, Inc.4,943$496K0.04%-35113F-HRTimeline
MCF Advisors LLC4,928$494K0.03%-9113F-HRTimeline
Traynor Capital Management, Inc.4,923$494K0.03%-18113F-HRTimeline
Farrow Financial, Inc.4,893$491K0.28%+72813F-HRTimeline
Astoria Portfolio Advisors LLC.4,885$489K0.13%+1,11213F-HRTimeline
DOVER ADVISORS, LLC4,819$483K0.19%-34713F-HRTimeline
Clare Market Investments LLC4,767$478K0.1%-14713F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC4,755$477K0.1%+4913F-HR/ATimeline
Continuum Advisory, LLC4,745$476K0.05%-44613F-HRTimeline
Hemington Wealth Management4,739$475K0.06%+2013F-HRTimeline
BURNEY CO/4,724$474K0.02%+1413F-HRTimeline
Dale Q Rice Investment Management Ltd4,728$473K0.33%-11913F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd4,695$470K0.03%+27513F-HRTimelineGroup
Drucker Wealth 3.0, LLC4,678$469K0.08%-13513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,675$469K0.02%013F-HRTimeline
SONATA CAPITAL GROUP INC4,673$468K0.17%013F-HRTimeline
New World Advisors LLC4,658$467K0.09%-15313F-HRTimeline
Texas Yale Capital Corp.4,656$467K0.01%-1,84013F-HRTimeline
MBL Wealth, LLC4,640$465K0.04%-11513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,626$464K0.06%-8413F-HRTimeline
ROMANO BROTHERS AND COMPANY4,616$463K0.05%+1,17013F-HRTimeline
TSA Wealth Managment LLC4,613$462K0.16%-73713F-HRTimeline
Guerra Advisors Inc4,603$461K0.17%-33313F-HRTimeline
POWER WEALTH MANAGEMENT LLC4,593$460K0.17%-28113F-HRTimeline
Haverford Trust Co4,591$460K<0.01%013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC4,556$457K0.27%-37513F-HRTimeline
BAM Wealth Management, LLC4,550$456K0.35%13F-HRTimeline
Old Mission Investment Co LLC4,536$455K0.11%-74813F-HRTimeline
Sonoma Allocations LLC4,497$455K0.17%13F-HRTimeline
RW Investment Management LLC4,518$453K0.05%-413F-HRTimeline
Heritage Wealth Advisors4,515$453K0.02%+4513F-HRTimeline
BG Investment Services, LLC4,512$452K0.45%-11,76113F-HRTimeline
HOWE & RUSLING INC4,501$451K0.03%+14013F-HRTimeline
Abel Hall, LLC4,501$451K0.18%-2213F-HRTimeline