AGG ISHARES TR

SHS (fund)

2,066 managers (2,098 13F filers) reported a position in AGG shares at 2026-06-30, 1,239,605,534 shares in all. 116 filers opened a position and 105 filers sold out during the quarter.

Managers: 2,066
13F filers: 2,098
New: 116
Added: 1,029
Reduced: 687
Sold out: 105
Shares held by filers: 1,239,605,534

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
PENNINGTON PARTNERS & CO., LLC	6,132	$607K	0.19%	-94	13F-HR Timeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…	6,124	$606K	0.02%	0	13F-HR Timeline Group
MidAtlantic Capital Management, Inc.	6,105	$604K	0.38%	+1,332	13F-HR Timeline
Shepherd Financial Partners LLC	6,010	$595K	0.05%	-2,063	13F-HR Timeline
Beta Wealth Group, Inc.	5,982	$592K	0.22%	-64	13F-HR Timeline
BFSG, LLC	5,980	$592K	0.05%	+239	13F-HR Timeline
Crewe Advisors LLC	5,973	$591K	0.04%	0	13F-HR Timeline
Cornerstone Wealth Management, LLC	5,955	$589K	0.03%	+346	13F-HR Timeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK	5,952	$589K	<0.01%	0	13F-HR Timeline Group
Uptown Financial Advisors LLC	5,914	$585K	0.43%	+2	13F-HR Timeline
FIDELIS CAPITAL PARTNERS, LLC	5,911	$585K	0.03%	0	13F-HR Timeline
CALTON & ASSOCIATES, INC.	5,878	$582K	0.09%	-110	13F-HR Timeline
Tilson Financial Group, Inc.	5,872	$581K	0.16%	+2	13F-HR Timeline
SWP FINANCIAL LLC	5,869	$581K	0.27%	-210	13F-HR Timeline
Axim Planning & Wealth	5,835	$578K	0.82%	-564	13F-HR Timeline
Roberts Financial Services LLC	5,814	$575K	0.17%	-200	13F-HR Timeline
Redwood Investment Management, LLCin group Redwood Investment Management…	5,813	$575K	0.06%	-873	13F-HR Timeline Group
HALBERT HARGROVE GLOBAL ADVISORS, LLC	5,774	$572K	0.02%	+1,099	13F-HR Timeline
Strategic Financial Services, Inc.	5,765	$571K	0.03%	0	13F-HR Timeline
OAK ASSOCIATES LTD /OH/	5,751	$569K	0.03%	0	13F-HR Timeline
LCW Services, LLC	5,748	$569K	0.25%	+94	13F-HR Timeline
Farrell Financial LLC	5,736	$568K	0.31%	-548	13F-HR Timeline
POWER WEALTH MANAGEMENT LLC	5,735	$568K	0.2%	+267	13F-HR Timeline
Partners in Financial Planning	5,730	$567K	0.09%	+16	13F-HR Timeline
PLANWISER FINANCIAL, LLC	5,721	$566K	0.39%	-1,595	13F-HR Timeline
Palumbo Wealth Management LLC	5,710	$565K	0.12%	-24	13F-HR Timeline
Asset Allocation & Management Company, …	5,692	$563K	0.18%	0	13F-HR Timeline
Acorn Wealth Advisors, LLC	5,678	$562K	0.14%	-2,227	13F-HR Timeline
Sharkey, Howes & Javer	5,662	$560K	0.07%	-167	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	5,623	$558K	0.01%	-122	13F-HR Timeline
Genesis Wealth Advisors, LLC	5,633	$558K	0.33%	-618	13F-HR Timeline
WealthCare Investment Partners, LLC	5,602	$555K	0.13%	+866	13F-HR Timeline
MEMBERS WEALTH LLC	5,598	$554K	0.3%	-1,090	13F-HR Timeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.	5,580	$552K	0.04%	+101	13F-HR Timeline Group
United Bank	5,528	$547K	0.17%	-265	13F-HR Timeline
WILLIAM JOHN SEMPOLINSKI	5,528	$547K	0.22%	-90	13F-HR Timeline
COURIER CAPITAL LLC	5,524	$547K	0.03%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	5,482	$543K	0.03%	+1,048	13F-HR Timeline
Wealthfront Advisers LLC	5,474	$542K	<0.01%	+783	13F-HR Timeline
Cottage Street Advisors LLC	5,468	$541K	0.21%	+1,217	13F-HR Timeline
Haverford Trust Co	5,454	$540K	<0.01%	+1,353	13F-HR Timeline
Sunpointe, LLC	5,450	$539K	0.15%	new	13F-HR Timeline
Strengthening Families & Communities, L…	5,426	$537K	0.12%	-244	13F-HR Timeline
Timber Creek Capital Management LLC	5,410	$535K	0.11%	0	13F-HR Timeline
Seascape Capital Management	5,370	$532K	0.13%	0	13F-HR Timeline
CENTRAL VALLEY ADVISORS, LLC	5,368	$531K	0.14%	-233	13F-HR Timeline
Lantern Wealth Advisors, LLC	5,348	$529K	0.24%	+180	13F-HR Timeline
SPROTT INC.	5,321	$527K	0.02%	+1	13F-HR Timeline
Graetz Wealth LLC	5,274	$522K	0.42%	new	13F-HR Timeline
Choate Investment Advisors	5,264	$521K	0.01%	-1,110	13F-HR Timeline
MONECO ADVISORS, LLC	5,259	$521K	0.03%	+1,255	13F-HR Timeline
PROFFITT & GOODSON INC	5,248	$519K	0.07%	-6	13F-HR Timeline
Palisade Asset Management, LLC	5,226	$517K	0.05%	0	13F-HR Timeline
Attessa Capital LLC	5,206	$515K	0.23%	+281	13F-HR Timeline
WARNER FINANCIAL, INC	5,194	$514K	0.15%	+2	13F-HR Timeline
Roger Wittlin Investment Advisory, LLC	5,163	$511K	0.4%	+52	13F-HR Timeline
Bogart Wealth, LLC	5,159	$511K	0.02%	-93	13F-HR Timeline
FAS Wealth Partners, Inc.	5,142	$509K	0.03%	-132	13F-HR Timeline
Foundation Wealth Management, LLC\PA	5,130	$508K	0.15%	+1,580	13F-HR Timeline
Ameraudi Asset Management, Inc.	5,129	$508K	0.23%	new	13F-HR Timeline
Gradient Capital Advisors, LLC	5,107	$505K	0.12%	+130	13F-HR Timeline
FLORIDA FINANCIAL ADVISORS, LLC	5,030	$498K	0.08%	+1,594	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	5,020	$497K	0.05%	new	13F-HR Timeline
PEAPACK GLADSTONE FINANCIAL CORP	5,003	$495K	0.01%	-519	13F-HR Timeline
Hopwood Nicholas Hunter	4,992	$494K	0.14%	-6,779	13F-HR Timeline
Selective Wealth Management, Inc.	5,029	$494K	0.13%	-123	13F-HR Timeline
FIRST FINANCIAL BANK - TRUST DIVISION	4,988	$494K	0.04%	+444	13F-HR Timeline
Clare Market Investments LLC	4,985	$493K	0.09%	-724	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	4,964	$491K	0.16%	-308	13F-HR Timeline Group
LARCH CAPITAL PARTNERS LLC	4,955	$490K	0.07%	+38	13F-HR Timeline
BlueStem Wealth Partners, LLC	4,952	$490K	0.05%	-162	13F-HR Timeline
Balanced Rock Investment Advisors LLC	4,949	$490K	0.31%	-263	13F-HR Timeline
Hennion & Walsh Asset Management, Inc.	4,946	$490K	0.01%	+307	13F-HR Timeline
CHAPIN DAVIS, INC.	4,941	$489K	0.09%	-64	13F-HR Timeline
Resurgent Financial Advisors LLC	4,937	$489K	0.14%	+93	13F-HR Timeline
Tailwinds Wealth, LLC	4,932	$488K	0.29%	new	13F-HR Timeline
PROMETHIUM ADVISORS,LLC	4,892	$484K	0.23%	new	13F-HR Timeline
Gray Private Wealth, LLC	4,886	$484K	0.21%	+300	13F-HR Timeline
SHAKER INVESTMENTS LLC/OH	4,881	$483K	0.17%	new	13F-HR Timeline
Broussard Financial Group LLC	4,879	$483K	0.39%	new	13F-HR Timeline
Glass Jacobson Investment Advisors llc	4,871	$482K	0.15%	+2,185	13F-HR Timeline
Cornerstone Planning Group LLC	4,935	$482K	0.06%	-427	13F-HR Timeline
True Link Financial Advisors, LLC	4,860	$481K	0.03%	0	13F-HR/A Timeline
BRASADA CAPITAL MANAGEMENT, LP	4,837	$479K	0.09%	-1,334	13F-HR/A Timeline
Capital Advisors, Ltd. LLC	4,827	$478K	0.05%	+5	13F-HR Timeline
Continuum Advisory, LLC	4,825	$478K	0.04%	-363	13F-HR Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.	4,820	$477K	<0.01%	+340	13F-HR Timeline Group
BRANDYWINE OAK PRIVATE WEALTH LLC	4,817	$477K	0.04%	0	13F-HR Timeline
Oath Planning, LLC	4,801	$475K	0.35%	+367	13F-HR Timeline
Root Financial Partners, LLC	4,796	$475K	0.02%	+3,064	13F-HR Timeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …	4,763	$471K	<0.01%	0	13F-HR/A Timeline Group
Claro Advisors Inc.	4,715	$467K	0.05%	+1,056	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	4,713	$466K	0.05%	+1,912	13F-HR Timeline
Freedom Investment Management, Inc.	4,683	$464K	0.13%	-3,246	13F-HR Timeline
PRUDENTIAL PLCin group PRUDENTIAL PLC	4,675	$463K	<0.01%	-4,185	13F-HR Timeline Group
Traynor Capital Management, Inc.	4,666	$462K	0.02%	-762	13F-HR Timeline
IMA Advisory Services, Inc.	4,661	$461K	0.03%	+4,057	13F-HR Timeline
Heartland Bank & Trust Co	4,655	$461K	0.1%	0	13F-HR Timeline
TSA Wealth Managment LLC	4,641	$459K	0.13%	+47	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	4,632	$458K	0.09%	+561	13F-HR Timeline
BOSTON RESEARCH & MANAGEMENT INC	4,628	$458K	0.1%	-156	13F-HR Timeline
Community Bank & Trust, Waco, Texas	4,613	$457K	0.08%	+379	13F-HR Timeline
Weaver Consulting Group	4,610	$456K	0.09%	+203	13F-HR Timeline
Ridge Creek Global, Inc	4,601	$455K	0.35%	0	13F-HR Timeline
Presper Financial Architects, LLC	4,578	$453K	0.24%	-9,972	13F-HR Timeline
Essex Financial Services, Inc.group of 2 filers holding	4,570	$452K		+50	Timeline Essex Bank: 2,386 (0.05%) 13F-HR Essex Financial Services, Inc.: 2,184 (0.01%) 13F-HR
BG Investment Services, LLC	4,556	$451K	0.32%	-177	13F-HR Timeline
Pioneer Wealth Management Group	4,555	$451K	0.11%	new	13F-HR Timeline
Dale Q Rice Investment Management Ltd	4,555	$451K	0.24%	-173	13F-HR Timeline
White Lighthouse Investment Management …	4,554	$451K	0.06%	-50	13F-HR Timeline
Cascade Financial Partners, LLC	4,552	$451K	0.04%	0	13F-HR Timeline
Joel Isaacson & Co., LLC	4,543	$450K	0.01%	+40	13F-HR Timeline
Quadcap Wealth Management, LLC	4,487	$444K	0.04%	+127	13F-HR Timeline
INSPIRE TRUST CO, N.A.	4,486	$444K	0.06%	0	13F-HR Timeline
Noble Family Wealth, LLC	4,475	$443K	0.08%	-5,386	13F-HR Timeline
Valley Financial Group, Inc.	4,441	$440K	0.22%	0	13F-HR Timeline
SONATA CAPITAL GROUP INC	4,423	$438K	0.14%	0	13F-HR Timeline
Hilltop Partners LLC	4,423	$438K	0.11%	-543	13F-HR Timeline
Abel Hall, LLC	4,417	$437K	0.08%	-50	13F-HR Timeline
Uniting Wealth Partners, LLC	4,415	$437K	0.09%	-25	13F-HR Timeline
MBL Wealth, LLC	4,399	$435K	0.03%	-61	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	4,373	$433K	0.04%	-200	13F-HR Timeline
Peak Wealth Management LLC	4,331	$429K	0.3%	+188	13F-HR Timeline
BURNEY CO/	4,325	$428K	0.01%	+728	13F-HR Timeline
Callan Family Office, LLCin group Callan Family Office, LLC	4,321	$428K	0.01%	+616	13F-HR Timeline Group
Insight Wealth Partners, LLC	4,315	$427K	0.06%	-353	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	4,264	$422K	0.03%	+1,170	13F-HR Timeline
Bright Futures Wealth Management, LLC.	4,260	$422K	0.27%	+32	13F-HR Timeline
First Command Advisory Services, Inc.	4,244	$420K	<0.01%	+3,844	13F-HR Timeline
FWG Holdings, LLC	4,310	$420K	0.15%	+30	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	4,216	$417K	0.02%	+1,870	13F-HR Timeline Group
Winthrop Advisory Group LLC	4,215	$417K	0.03%	-3,751	13F-HR Timeline
Barnes Dennig Private Wealth Management…	4,201	$416K	0.33%	+333	13F-HR Timeline
Life Planning Partners, Inc	4,199	$416K	0.31%	+643	13F-HR Timeline
Carmel Capital Partners, LLC	4,196	$415K	0.14%	-6,125	13F-HR Timeline
LM Advisors LLC	4,186	$415K	0.05%	+3,773	13F-HR Timeline
New World Advisors LLC	4,174	$413K	0.07%	+8	13F-HR Timeline
Werba Rubin Papier Wealth Management	4,173	$413K	0.05%	new	13F-HR Timeline
Fourth Dimension Wealth, LLC	4,162	$412K	0.13%	+402	13F-HR Timeline
Hanson & Doremus Investment Management	4,156	$411K	0.04%	-199	13F-HR Timeline
Synergy Financial Group, LTD	4,150	$411K	0.3%	0	13F-HR Timeline
Johnson Bixby & Associates, LLC	4,138	$410K	0.05%	0	13F-HR Timeline
Altura Wealth Advisors Inc.	4,137	$409K	0.14%	+345	13F-HR Timeline
AVENIR CORP	4,084	$404K	0.05%	new	13F-HR Timeline
PATTEN & PATTEN INC/TN	4,082	$404K	0.02%	-122	13F-HR Timeline
WealthCollab, LLC	4,082	$404K	0.15%	0	13F-HR Timeline
Heritage Wealth Advisors	4,075	$403K	0.01%	-945	13F-HR Timeline
Missouri Trust & Investment Co	4,142	$403K	0.11%	+1,175	13F-HR Timeline
Pine Ridge Advisers LLC	4,048	$401K	0.02%	+505	13F-HR Timeline
Consolidated Portfolio Review Corp	4,048	$401K	0.03%	+505	13F-HR Timeline
Manuka Financial, LLC	4,017	$398K	0.21%	+40	13F-HR Timeline
Alliance Wealth Advisors, LLC /UT	4,011	$397K	0.07%	-3,044	13F-HR Timeline
VISION FINANCIAL MARKETS LLC	4,000	$396K	0.34%	0	13F-HR Timeline
Gouws Capital LLC	4,000	$396K	0.18%	0	13F-HR Timeline
Torrey-Payne Wealth Management, LLC	4,000	$396K	0.33%	0	13F-HR Timeline
EWA, LLC	3,999	$396K	0.07%	new	13F-HR Timeline
CJM Wealth Advisers, Ltd.	3,996	$396K	0.1%	-319	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	3,991	$395K	0.02%	+438	13F-HR Timeline
GERMAN AMERICAN BANCORP, INC.	3,980	$394K	0.03%	-2,308	13F-HR Timeline
Advisory Resource Group	3,977	$394K	0.06%	+1,438	13F-HR Timeline
Centric Wealth Management	3,987	$393K	0.06%	0	13F-HR Timeline
Lewis Asset Management, LLC	3,970	$393K	0.14%	+101	13F-HR Timeline
WAYSTONE ADVISORS LLC	3,970	$393K	0.29%	+251	13F-HR Timeline
One Wealth Management Investment & Advi…	3,968	$393K	0.41%	+1,595	13F-HR Timeline
Trust Co of the South	3,958	$392K	0.06%	0	13F-HR Timeline
W ADVISORS, LLC	3,949	$391K	0.18%	+344	13F-HR Timeline
NORTH DALLAS BANK & TRUST CO	3,940	$390K	0.23%	-50	13F-HR Timeline
Associated Banc-Corpin group Associated Banc-Corp	3,938	$390K	0.01%	-2,209	13F-HR Timeline Group
Brickley Wealth Management	3,934	$389K	0.06%	+167	13F-HR Timeline
Portus Wealth Advisors, LLC	3,915	$388K	0.32%	-254	13F-HR Timeline
FIRETHORN WEALTH PARTNERS, LLC	3,902	$386K	0.12%	-991	13F-HR Timeline
Coastal Bridge Advisors, LLC	3,897	$386K	0.02%	+28	13F-HR Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…	3,960	$386K	0.08%	new	13F-HR Timeline
Moors & Cabot, Inc.	3,894	$385K	0.01%	+1,832	13F-HR Timeline
SSA SWISS ADVISORS AG	3,890	$385K	0.14%	0	13F-HR Timeline
Portside Wealth Group, LLC	3,884	$384K	0.04%	new	13F-HR Timeline
Summit Financial Strategies, Inc.	3,868	$383K	0.03%	-1,032	13F-HR Timeline
American Trust	3,861	$382K	0.03%	-56	13F-HR Timeline
BIRCH FINANCIAL GROUP, LLC	3,833	$379K	0.2%	-364	13F-HR Timeline
Y-Intercept (Hong Kong) Ltd	3,829	$379K	0.01%	new	13F-HR Timeline
Woodside Wealth Management LLC	3,811	$377K	0.26%	+135	13F-HR Timeline
HFG Wealth Management, LLC	3,806	$377K	0.38%	-3,679	13F-HR Timeline
HCR Wealth Advisors	3,795	$376K	0.03%	0	13F-HR Timeline
Advance Capital Management, Inc.	3,790	$375K	0.01%	+23	13F-HR Timeline
Diversified Portfolios, Inc.	3,779	$374K	0.03%	-213	13F-HR Timeline
TUDOR INVESTMENT CORP ET AL	3,774	$374K	<0.01%	-9,635	13F-HR Timeline
XY Planning Network, Inc.	3,736	$370K	0.05%	-391	13F-HR Timeline
Krilogy Financial LLC	3,735	$370K	0.01%	-2	13F-HR Timeline
Financial Sense Advisors, Inc.	3,732	$369K	0.07%	+2	13F-HR Timeline
KLCM Advisors, Inc.	3,729	$369K	0.03%	+189	13F-HR Timeline
Cornerstone Financial Group, LLC /NE/	3,724	$369K	0.23%	0	13F-HR Timeline
SSI INVESTMENT MANAGEMENT LLC	3,720	$368K	0.02%	0	13F-HR Timeline
Creative Capital Management Investments…	3,716	$368K	0.08%	0	13F-HR Timeline
Carter Financial Group, INC.	3,712	$367K	0.19%	+185	13F-HR Timeline
CAP Partners, LLC	3,698	$366K	0.18%	-32,288	13F-HR Timeline
Storgate, LLC	3,698	$366K	0.08%	new	13F-HR Timeline
Note Advisors, LLC	3,695	$366K	0.16%	+35	13F-HR Timeline
SYKON CAPITAL LLC	3,688	$365K	0.11%	+3	13F-HR Timeline
SENTINEL PENSION ADVISORS, LLC	3,717	$365K	0.05%	-289	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	3,687	$365K	0.01%	+1	13F-HR Timeline