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Disclosery

AGG ISHARES TR

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SHS (fund)

2,065 managers (2,094 13F filers) reported a position in AGG shares at 2026-03-31, 1,234,130,990 shares in all. 122 filers opened a position and 135 filers sold out during the quarter.

Managers
2,065
13F filers
2,094
New
122
Added
1,006
Reduced
700
Sold out
135
Shares held by filers
1,234,130,990

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MATTERS CAPITAL LLC11,429$1.13M1.01%+2,84413F-HRTimeline
Yukon Wealth Management, Inc.11,414$1.13M0.68%013F-HRTimeline
Factor Wealth Management LTD11,280$1.12M0.21%-5,87413F-HRTimeline
TCV Trust & Wealth Management, Inc.11,279$1.12M0.09%-5013F-HRTimeline
Northwest Bancshares, Inc.11,234$1.12M0.22%-96,78713F-HRTimeline
Abundance Wealth Counselors11,224$1.11M0.16%+12013F-HRTimeline
Argent Trust Co11,183$1.11M0.04%+3,73713F-HRTimeline
TruNorth Capital Management, LLC11,147$1.11M0.21%-18413F-HRTimeline
Red Tortoise LLC11,143$1.11M0.46%+7113F-HRTimeline
Brookmont Capital Management11,135$1.11M0.62%+78113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,130$1.1M0.08%+2,56113F-HRTimeline
V2 Financial group LLC11,082$1.1M0.51%-29213F-HRTimeline
CDKV HOLDINGS LLC11,069$1.1M0.96%-713F-HRTimeline
Rockbridge Investment Management, LCC11,040$1.1M0.1%-48513F-HRTimeline
Quest 10 Wealth Builders, Inc.10,863$1.08M0.95%-98913F-HRTimeline
Per Stirling Capital Management, LLC.10,820$1.07M0.12%+7613F-HRTimeline
Cadent Capital Advisors, LLC10,807$1.07M0.28%-5,29613F-HRTimeline
S Harris Financial Group, LLC10,757$1.07M0.97%+63813F-HRTimeline
Summit Financial Consulting LLC10,728$1.07M0.76%+41813F-HRTimeline
Invariant Investment Management10,680$1.06M0.65%+4,63113F-HRTimeline
TSFG, LLC10,659$1.06M0.16%+613F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC10,646$1.06M0.19%+10713F-HRTimeline
Lee Financial Co10,578$1.05M0.15%+3,16713F-HRTimeline
Carnegie Investment Counsel10,562$1.05M0.02%+2,39913F-HRTimeline
E-Wealth Partners, LLC10,513$1.04M0.85%+95813F-HRTimeline
Kampmann Melissa S.10,508$1.04M0.84%013F-HRTimeline
Madison Wealth Partners, Inc10,475$1.04M0.17%+1,29513F-HRTimeline
Leo Wealth, LLC10,466$1.04M0.08%+7113F-HRTimeline
HRC WEALTH MANAGEMENT, LLC10,430$1.04M0.49%+1,68913F-HRTimeline
EJMK Ventures LLC10,429$1.04M0.58%-11,21813F-HRTimeline
Ellis Investment Partners, LLC10,406$1.03M0.18%+18013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.10,340$1.03M0.07%013F-HRTimelineGroup
Carmel Capital Partners, LLC10,321$1.02M0.37%-1613F-HRTimeline
Rede Wealth, LLC10,276$1.02M0.37%-3,70813F-HRTimeline
Genesee Capital Advisors, LLC10,239$1.02M0.43%+6513F-HRTimeline
BridgePort Financial Solutions, LLC10,146$1.01M0.29%+54913F-HRTimeline
Fairvoy Private Wealth, LLC10,134$1.01M0.24%-82013F-HRTimeline
Lloyd Advisory Services, LLC.10,129$1.01M0.29%new13F-HRTimeline
Kingdom Financial Group LLC.10,129$1.01M0.29%-1,79013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…10,111$1M0.5%+5,52413F-HRTimelineGroup
Sovereign Financial Group, Inc.10,052$998K0.17%+2,96213F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC10,050$998K0.11%+2113F-HRTimeline
Connecticut Wealth Management, LLC10,019$995K0.04%-96813F-HRTimeline
Avion Wealth10,006$993K0.21%-17713F-HRTimeline
Sandhill Capital Partners LLC9,992$992K0.09%new13F-HRTimeline
TME FINANCIAL, INC.9,955$988K0.68%+23213F-HRTimeline
PAX Financial Group, LLC9,886$981K0.17%+3,31813F-HRTimeline
Ethos Financial Group, LLC9,874$980K0.07%+2,26913F-HRTimeline
Smith Thornton Advisors LLC9,869$980K0.49%-2713F-HRTimeline
Flaharty Asset Management, LLC9,865$979K0.12%-6,60313F-HRTimeline
Noble Family Wealth, LLC9,861$979K0.2%-23513F-HR/ATimeline
POTOMAC FUND MANAGEMENT INC /ADV9,843$977K0.03%+74313F-HRTimeline
Badgley Phelps Wealth Managers, LLC9,829$976K0.02%-45013F-HRTimeline
Oak Wealth Advisors LLC9,806$973K0.53%+1,38913F-HRTimeline
ALM First Financial Advisors, LLC9,767$970K0.17%013F-HRTimeline
Cedar Point Capital Partners, LLC9,746$967K0.63%+34813F-HRTimeline
Fermata Advisors, LLC9,689$962K0.22%-2,30113F-HRTimeline
Ducere Wealth Management LLC9,601$953K0.38%-40213F-HRTimeline
1015 Capital Partners, LLC9,528$946K0.92%013F-HRTimeline
17 CAPITAL PARTNERS, LLC9,526$946K0.49%+1,30813F-HRTimeline
Bravera Wealth9,518$945K0.43%new13F-HRTimeline
M1 Capital Management LLC9,478$941K0.43%+88413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,462$939K0.14%+25413F-HRTimelineGroup
Addison Advisors LLC9,448$938K0.21%+4913F-HRTimeline
CoreCap Advisors, LLC9,441$937K0.03%-48913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD9,440$937K0.44%+56413F-HRTimeline
RED REEF ADVISORS LLC9,436$937K0.98%+77913F-HRTimeline
VestGen Investment Management9,434$937K0.52%-3,14213F-HRTimeline
Advisory Alpha, LLC9,398$933K0.03%-15513F-HRTimeline
Five Oceans Advisors9,375$931K0.34%-81313F-HRTimeline
Reyes Financial Architecture, Inc.9,372$930K0.76%+57913F-HRTimeline
William Howard & Co Financial Advisors …9,340$927K0.8%013F-HRTimeline
Clearwave Capital, LLC9,316$925K0.63%-3913F-HRTimeline
Investment Advisory Group, LLC9,304$924K0.23%+11013F-HRTimeline
Weil Company, Inc.9,297$923K0.21%-3,87813F-HRTimeline
BRIGHTON JONES LLC9,233$917K0.02%new13F-HR/ATimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD9,200$913K<0.01%013F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…9,173$911K0.08%+24613F-HRTimeline
HOGE FINANCIAL SERVICES, LLC9,162$909K0.49%+64113F-HRTimeline
Rinkey Investments9,068$900K0.23%-88313F-HRTimeline
HighMark Wealth Management LLC9,051$899K0.37%-44513F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,026$896K0.02%-1,80113F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC9,001$894K0.16%+4,47613F-HRTimeline
Stone House Investment Management, LLC8,986$892K0.16%+6513F-HRTimeline
Optivise Advisory Services LLC8,937$887K0.54%+68613F-HRTimeline
Finley Financial, LLC8,910$884K0.41%013F-HRTimeline
Orin Green Financial, LLC8,889$882K0.36%+1,38213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC8,860$880K0.01%+6,86013F-HRTimelineGroup
Virtue Capital Management, LLC8,840$876K0.13%+27213F-HRTimeline
Vested Financial Planning, LLC8,806$874K0.67%+15513F-HRTimeline
Blue Fin Capital, Inc.8,801$874K0.14%-24213F-HRTimeline
Cane Capital Partners, LLC8,779$871K0.38%-35713F-HRTimeline
Latitude Advisors, LLC8,768$870K0.4%+1,02813F-HRTimeline
Successful Portfolios LLC8,768$870K0.48%+1,54413F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,761$870K0.03%-8,51613F-HRTimeline
Integrity Wealth Partners, LLC8,637$857K0.77%13F-HRTimeline
Legacy Capital Group California, Inc.8,609$855K0.33%+5413F-HRTimeline
Sunbelt Securities, Inc.8,599$854K0.05%-41313F-HRTimeline
International Private Wealth Advisors L…8,592$853K0.52%-87413F-HRTimeline
Advus Financial Partners, LLC8,554$849K0.32%+37013F-HR/ATimeline
ROCKLAND TRUST CO8,526$846K0.03%-18,07413F-HRTimeline
Dala Group, LLC8,522$846K0.71%+11713F-HRTimeline
Lifeworks Advisors, LLC8,508$845K0.11%-2,16913F-HRTimeline
Sound Income Strategies, LLC8,521$844K0.04%-2,06713F-HRTimeline
Fortitude Advisory Group L.L.C.8,459$840K0.38%+1,13213F-HRTimeline
CVFG LLC8,400$834K0.1%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC8,382$832K0.08%+31313F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP8,353$830K0.07%+93213F-HRTimelineGroup
CRUX WEALTH ADVISORS8,333$827K0.32%-51813F-HRTimeline
CIDEL ASSET MANAGEMENT INC8,318$826K0.05%013F-HRTimeline
Prairiewood Capital, LLC8,203$814K0.24%+46713F-HRTimeline
HANOVER ADVISORS INC8,164$810K0.33%-1213F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC8,120$806K0.58%-1,75813F-HRTimeline
Princeton Global Asset Management LLC8,115$806K0.13%-3,62613F-HRTimeline
Evergreen Advisors, LLC8,101$804K0.19%013F-HRTimeline
Shepherd Financial Partners LLC8,073$801K0.08%+2,12913F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC8,057$800K0.74%+10613F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.8,047$799K0.46%+97213F-HRTimeline
Rock Point Advisors, LLC8,046$799K0.22%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC7,977$792K0.42%+4,26113F-HRTimeline
BRADY FAMILY WEALTH, LLC7,971$791K0.25%013F-HRTimeline
Winthrop Advisory Group LLC7,966$791K0.06%-1,31513F-HRTimeline
Freedom Investment Management, Inc.7,929$787K0.23%+20713F-HRTimeline
NWK Group, Inc.7,914$786K0.3%-913F-HRTimeline
Acorn Wealth Advisors, LLC7,905$785K0.23%+10913F-HRTimeline
Amicus Financial Advisors, LLC7,903$784K0.22%+413F-HRTimeline
Dunhill Financial, LLC7,867$781K0.18%new13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding7,846$779K+2,300Timeline
BWM Planning, LLC7,845$779K0.21%013F-HRTimeline
Bayshore Capital Advisors, LLC7,827$777K0.33%+69313F-HRTimeline
Veracity Capital LLC7,755$770K0.28%+35213F-HRTimeline
Coastline Complete Wealth LLC7,755$770K0.48%new13F-HRTimeline
VAUGHAN & Co SECURITIES, INC.7,752$770K0.4%+21113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp7,722$767K<0.01%-2,04113F-HRTimelineGroup
OBSIDIAN CIO, LLC7,688$763K0.68%+84113F-HRTimeline
Bond & Devick Financial Network, Inc.7,662$761K0.21%-87013F-HRTimeline
Gen-Wealth Partners Inc83,872$758K0.24%+55713F-HRTimeline
Winter & Associates, Inc.7,637$756K0.66%-1,10013F-HRTimeline
KITCHING PARTNERS, LLC7,617$756K0.7%+4913F-HRTimeline
CPR Investments Inc.7,581$753K0.5%-46,35313F-HRTimeline
OUTFITTERS FINANCIAL LLC7,561$751K0.58%+6213F-HRTimeline
ABLE Financial Group, LLC7,556$750K0.15%-36813F-HRTimeline
Physician Wealth Advisors, Inc.7,531$748K0.1%-30413F-HRTimeline
Gallagher Capital Advisors, LLC7,524$747K0.5%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC7,497$744K0.03%-6113F-HRTimeline
HFG Wealth Management, LLC7,485$743K0.41%+8713F-HRTimeline
Triumph Capital Management7,475$742K0.15%+2,03513F-HRTimeline
GW HENSSLER & ASSOCIATES LTD7,444$739K0.03%013F-HRTimeline
Pearl Planning LLC7,427$737K0.39%-17713F-HRTimeline
KERR FINANCIAL PLANNING Corp7,422$737K0.52%+47613F-HR/ATimeline
Farrow Financial, Inc.7,416$736K0.42%+16813F-HRTimeline
PLANWISER FINANCIAL, LLC7,316$729K0.53%-14,39213F-HRTimeline
Madden Advisory Services, Inc.7,296$724K0.29%+65413F-HRTimeline
Nordwand Advisors, LLC7,253$720K0.13%+2713F-HRTimeline
Farmers National Bank7,137$708K0.16%-11813F-HRTimeline
Mayflower Financial Advisors, LLC7,105$705K0.09%-28413F-HRTimeline
Inman Jager Wealth Management, LLC7,102$705K0.41%+51113F-HRTimeline
Evernest Financial Advisors, LLC7,077$704K0.15%-11313F-HRTimeline
Finward Bancorp7,077$703K0.56%-5513F-HRTimeline
MRP Capital Investments, LLC7,066$701K0.61%-2813F-HRTimeline
Alliance Wealth Advisors, LLC /UT7,055$700K0.15%-1,78813F-HRTimeline
One Wealth Advisors, LLC7,054$700K0.09%-96213F-HRTimeline
Summa Corp.7,050$700K0.29%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC7,049$700K0.16%013F-HRTimeline
MMA ASSET MANAGEMENT LLC7,012$696K0.25%+83613F-HRTimeline
ARWA LLC6,905$687K0.34%+1,49413F-HRTimeline
Unify Financial Advisors6,900$685K0.71%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC6,818$677K0.28%+1,51813F-HRTimeline
POSTROCK PARTNERS LLC6,784$673K0.31%013F-HRTimeline
Planned Solutions, Inc.6,779$673K0.22%+2913F-HRTimeline
REGIMEN WEALTH, LLC6,759$673K0.2%-193,55413F-HRTimeline
Jacobi Capital Management LLC6,776$673K0.04%+12013F-HRTimeline
MEMBERS WEALTH LLC6,688$666K0.4%+1,22813F-HRTimeline
ISTHMUS PARTNERS, LLC6,694$665K0.07%new13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…6,686$664K0.08%+43913F-HR/ATimelineGroup
J.E. Simmons & Co., P.C.6,669$662K0.44%-15613F-HRTimeline
Aurdan Capital Management, LLC6,650$660K0.2%+3513F-HRTimeline
Heritage Trust Co6,640$659K0.07%+20013F-HRTimeline
Vigilare Wealth Management6,621$657K0.22%-613F-HRTimeline
Tulsa Wealth Advisors, INC6,603$655K0.11%new13F-HRTimeline
Transcendent Capital Group LLC6,568$652K0.3%+3,92613F-HRTimeline
Glen Eagle Advisors, LLC6,545$650K0.09%+2,20613F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd6,545$649K0.03%+1,00013F-HRTimelineGroup
SIGNATUREFD, LLC6,537$649K0.01%-18913F-HRTimeline
Thrive Wealth Management, LLC6,521$647K0.1%-2,39713F-HRTimeline
Berkeley Capital Partners, LLC6,498$645K0.15%+14413F-HRTimeline
PMG Wealth Management, Inc.6,500$643K0.46%013F-HRTimeline
Gladwyn Financial Advisors, Inc.6,469$642K0.45%-2,38813F-HRTimeline
Cambridge Advisors Inc.6,458$641K0.12%013F-HRTimeline
TRUEFG, LLC6,448$640K0.17%+15513F-HRTimeline
Axim Planning & Wealth6,399$635K0.77%+74313F-HRTimeline
Choate Investment Advisors6,374$633K0.01%-76113F-HRTimeline
MSH Capital Advisors LLC6,356$631K0.13%-57713F-HRTimeline
Bernardo Wealth Planning LLC6,355$631K0.12%+6913F-HRTimeline
Revolve Wealth Partners, LLC6,347$630K0.08%-3,22413F-HRTimeline
TMB Capital Partners, LLC6,346$630K0.21%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.6,288$624K0.05%+2,32213F-HRTimeline
Farrell Financial LLC6,284$624K0.37%-1,54813F-HRTimeline
Central Pacific Bank - Trust Division6,257$621K0.08%013F-HRTimeline
Genesis Wealth Advisors, LLC6,251$621K0.41%-5713F-HRTimeline