AGG ISHARES TR

SHS (fund)

1,921 managers (1,942 13F filers) reported a position in AGG shares at 2024-12-31, 1,118,018,928 shares in all. 123 filers opened a position and 117 filers sold out during the quarter.

Managers: 1,921
13F filers: 1,942
New: 123
Added: 894
Reduced: 577
Sold out: 117
Shares held by filers: 1,118,018,928

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
SONATA CAPITAL GROUP INC	4,621	$448K	0.19%	0	13F-HR Timeline
Crewe Advisors LLC	4,623	$448K	0.06%	0	13F-HR Timeline
ROCKLAND TRUST CO	4,622	$448K	0.02%	-203	13F-HR Timeline
Advisor Resource Council	4,620	$448K	0.32%	+1,052	13F-HR Timeline
Atlas Legacy Advisors, LLC	4,614	$447K	0.11%		13F-HR Timeline
PMG Wealth Management, Inc.	4,575	$443K	0.4%		13F-HR Timeline
GERMAN AMERICAN BANCORP, INC.	4,542	$440K	0.05%	0	13F-HR Timeline
ARVEST INVESTMENTS, INC.	4,526	$439K	0.07%	+4,425	13F-HR Timeline
Venture Visionary Partners LLC	4,513	$437K	0.02%	+112	13F-HR/A Timeline
Beacon Capital Management, LLC	4,494	$435K	0.06%	-865	13F-HR Timeline
INSPIRE TRUST CO, N.A.	4,486	$435K	0.11%	new	13F-HR Timeline
Chancellor Financial Group WB LP	4,481	$434K	0.35%		13F-HR Timeline
COURIER CAPITAL LLC	4,469	$433K	0.03%	new	13F-HR Timeline
Rosenberg Matthew Hamilton	4,463	$432K	0.11%	+580	13F-HR Timeline
HHM Wealth Advisors, LLC	4,452	$431K	0.06%	-1,122	13F-HR Timeline
Cypress Wealth Services, LLC	4,440	$430K	0.09%	-2,366	13F-HR Timeline
Bulltick Wealth Management, LLC	4,415	$428K	0.1%	0	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	4,408	$427K	0.04%	0	13F-HR Timeline Group
CFO4Life Group, LLC	4,401	$426K	0.07%	-788	13F-HR Timeline
Gitterman Wealth Management, LLC	4,368	$423K	0.18%	new	13F-HR Timeline
WINCAP FINANCIAL LLC	4,366	$423K	0.43%		13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	4,365	$423K	0.15%	+9	13F-HR Timeline
Plum Street Advisors, LLC	4,364	$423K	0.21%	-473	13F-HR Timeline
Hemington Wealth Management	4,362	$422K	0.11%	+312	13F-HR Timeline
TFC Financial Management, Inc.	4,350	$422K	0.07%	new	13F-HR Timeline
Advance Capital Management, Inc.	4,336	$420K	0.02%	+517	13F-HR Timeline
Convergence Financial, LLC	4,312	$418K	0.08%	new	13F-HR Timeline
Moloney Securities Asset Management, LLC	4,312	$418K	0.06%	+222	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	4,280	$415K	0.06%	0	13F-HR Timeline
BOSTON RESEARCH & MANAGEMENT INC	4,273	$414K	0.1%	+10	13F-HR/A Timeline
Cottage Street Advisors LLC	4,221	$409K	0.21%	+256	13F-HR Timeline
Summit X, LLC	4,161	$403K	0.09%	-49	13F-HR Timeline
Hanson & Doremus Investment Management	4,156	$403K	0.06%	0	13F-HR Timeline
Heritage Wealth Advisors	4,144	$402K	0.02%	+24	13F-HR Timeline
Thomasville National Bank	4,139	$401K	0.03%	+50	13F-HR Timeline
Impact Partnership Wealth, LLC	4,128	$400K	0.08%	+1,519	13F-HR Timeline
BOSTON FINANCIAL MANGEMENT LLC	4,121	$399K	0.01%	-830	13F-HR Timeline
Executive Wealth Management, LLC	4,120	$399K	0.03%	-720	13F-HR Timeline
Bogart Wealth, LLC	4,117	$399K	0.02%	0	13F-HR Timeline
Bravias Capital Group, LLC	4,094	$399K	0.32%		13F-HR Timeline
LIFE LINE WEALTH MANAGEMENT LLC	4,094	$397K	0.14%	+51	13F-HR Timeline
WealthCollab, LLC	4,082	$396K	0.25%	-45	13F-HR Timeline
25 LLC	4,074	$395K	0.17%	0	13F-HR Timeline
Financial Sense Advisors, Inc.	4,064	$394K	0.13%	-21,048	13F-HR Timeline
HANOVER ADVISORS INC	4,029	$390K	0.16%	0	13F-HR Timeline
Topsail Wealth Management, LLC	4,025	$390K	0.08%		13F-HR Timeline
Financial Management Professionals, Inc.	4,016	$389K	0.05%	+158	13F-HR Timeline
Canopy Partners, LLC	4,010	$389K	0.15%	0	13F-HR Timeline
Patton Albertson Miller Group, LLC	4,007	$388K	0.05%	+1,814	13F-HR Timeline
Frank, Rimerman Advisors LLC	3,996	$387K	0.03%	0	13F-HR Timeline
Your Advocates Ltd., LLP	3,990	$387K	0.15%	+353	13F-HR Timeline
Trust Co of the South	3,958	$384K	0.08%	+258	13F-HR Timeline
FSC Wealth Advisors, LLC	3,957	$383K	0.25%	new	13F-HR Timeline
Plan Group Financial, LLC	3,955	$383K	0.2%	-271	13F-HR Timeline
SignalPoint Asset Management, LLC	3,944	$382K	0.09%	+1,911	13F-HR Timeline
Independent Wealth Network Inc.	3,934	$381K	0.15%	-2,050	13F-HR Timeline
TWIN CAPITAL MANAGEMENT INC	3,923	$380K	0.04%	+741	13F-HR Timeline
MIDDLETON & CO INC/MA	3,920	$380K	0.04%	+670	13F-HR Timeline
Carmel Capital Partners, LLC	3,906	$379K	0.15%	-1,486	13F-HR Timeline
Peregrine Asset Advisers, Inc.	3,903	$378K	0.14%	-399	13F-HR Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	3,899	$378K	0.04%	+459	13F-HR Timeline
Transcendent Capital Group LLC	3,888	$377K	0.19%	-2,535	13F-HR Timeline
BEACON FINANCIAL GROUP	3,886	$377K	0.04%	-1,035	13F-HR Timeline
Traynor Capital Management, Inc.	3,863	$374K	0.03%	-1,033	13F-HR Timeline
Compass Planning Associates Inc	3,852	$373K	0.38%		13F-HR Timeline
Fragasso Financial Advisors Inc	3,832	$371K	0.03%	-1,241	13F-HR Timeline
LexAurum Advisors, LLC	3,817	$370K	0.07%	+125	13F-HR Timeline
Hibernia Wealth Partners, LLC	3,812	$369K	0.28%	-3,558	13F-HR Timeline
SSI INVESTMENT MANAGEMENT LLC	3,809	$369K	0.03%	0	13F-HR Timeline
Philip James Wealth Mangement, LLC	3,796	$368K	0.05%	new	13F-HR Timeline
HFG Wealth Management, LLC	3,629	$368K	0.24%	+708	13F-HR Timeline
OAKWORTH CAPITAL, INC.	3,792	$367K	0.03%	+3,365	13F-HR Timeline
Beaumont Financial Advisors, LLC	3,787	$367K	0.03%	-924	13F-HR Timeline
Alliance Wealth Advisors, LLC /UT	3,778	$366K	0.09%	new	13F-HR Timeline
NOVUS ADVISORS, LLC	3,776	$366K	0.36%		13F-HR Timeline
Wade Financial Advisory, Inc	3,761	$364K	0.12%	+27	13F-HR Timeline
MEMBERS WEALTH LLC	3,761	$364K	0.27%		13F-HR Timeline
Oxbow Advisors, LLC	3,755	$364K	0.04%	new	13F-HR Timeline
Capital Advisors, Ltd. LLC	3,732	$362K	0.05%	+1,112	13F-HR Timeline
Tempus Wealth Planning, LLC	3,720	$360K	0.11%	-325	13F-HR Timeline
Creative Capital Management Investments…	3,716	$360K	0.15%	new	13F-HR Timeline
Petix & Botte Co	3,716	$360K	0.09%	+6	13F-HR Timeline
SWP FINANCIAL LLC	3,687	$357K	0.22%	-121	13F-HR Timeline
Sachetta, LLC	3,672	$356K	0.14%	+779	13F-HR Timeline
CLEAR INVESTMENT RESEARCH, LLC	3,672	$356K	0.46%	+16	13F-HR Timeline
WETZEL INVESTMENT ADVISORS, INC.	3,668	$355K	0.18%	-553	13F-HR Timeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.	3,666	$355K	<0.01%	0	13F-HR/A Timeline Group
Cadence Bank	3,657	$354K	0.02%	-13,036	13F-HR Timeline
EASTERN BANK	3,650	$354K	0.01%	+2,664	13F-HR Timeline
PROMETHIUM ADVISORS,LLC	3,648	$353K	0.24%	-575	13F-HR Timeline
FIRETHORN WEALTH PARTNERS, LLC	3,630	$352K	0.17%	-19	13F-HR Timeline
W ADVISORS, LLC	3,629	$352K	0.22%	0	13F-HR Timeline
Lakeridge Wealth Management LLC	3,623	$351K	0.18%	+303	13F-HR Timeline
Midwest Capital Advisors, LLC	3,619	$351K	0.26%		13F-HR Timeline
North Star Investment Management Corp.	3,605	$349K	0.02%	-939	13F-HR Timeline
Meadow Creek Wealth Advisors LLC	3,605	$349K	0.25%	0	13F-HR Timeline
VERUS WEALTH MANAGEMENT, LLC	3,574	$346K	0.39%		13F-HR/A Timeline
City Center Advisors, LLC	3,566	$346K	0.39%	-44	13F-HR Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…	3,563	$345K	0.01%	-5,104	13F-HR Timeline Group
Attessa Capital LLC	3,544	$343K	0.23%		13F-HR Timeline
Paragon Advisors, LLC	3,526	$342K	0.12%	-7,026	13F-HR Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	3,514	$341K	0.01%	+2,383	13F-HR Timeline Group
SYKON CAPITAL LLC	3,509	$340K	0.12%	+688	13F-HR Timeline
Hardin Capital Partners, LLC	3,486	$338K	0.2%	-17	13F-HR Timeline
Simplicity Wealth,LLC	3,459	$335K	0.07%	-46,386	13F-HR Timeline
West Branch Capital LLC	3,443	$334K	0.11%	+150	13F-HR Timeline
Delta Financial Group, Inc.	3,433	$333K	0.08%	new	13F-HR Timeline
SPRENG CAPITAL MANAGEMENT, INC.	3,427	$332K	0.14%	-30	13F-HR Timeline
Westshore Wealth, LLC	3,417	$331K	0.13%	+23	13F-HR Timeline
DEFINED WEALTH MANAGEMENT, LLC	3,416	$331K	0.22%	+240	13F-HR Timeline
NorthRock Partners, LLC	3,412	$331K	0.01%	+464	13F-HR/A Timeline
Abacus Wealth Partners, LLC	3,392	$329K	0.05%	new	13F-HR Timeline
Hippocratic Financial Advisors, LLC	3,385	$328K	0.23%		13F-HR Timeline
Willow Creek Wealth Management Inc.	3,378	$327K	0.03%	0	13F-HR Timeline
Argent Trust Co	3,376	$327K	0.01%	-6,718	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	3,371	$327K	0.04%	-820	13F-HR Timeline
GWN SECURITIES INC.	3,361	$326K	0.09%		13F-HR Timeline
Hexagon Capital Partners LLC	3,361	$326K	0.06%	-60	13F-HR Timeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	3,343	$324K	0.27%	0	13F-HR Timeline
TrinityPoint Wealth, LLC	3,342	$324K	0.05%	+216	13F-HR Timeline
SOA Wealth Advisors, LLC.	3,341	$324K	0.06%	-479	13F-HR/A Timeline
Rise Advisors, LLC	3,340	$324K	0.16%	-248	13F-HR Timeline
Towneley Capital Management, Inc / DE	3,331	$323K	0.08%	-2,711	13F-HR Timeline
Segment Wealth Management, LLC	3,328	$322K	0.02%	+698	13F-HR Timeline
SENTINEL PENSION ADVISORS, LLC	3,327	$322K	0.06%	-1,153	13F-HR Timeline
Foundation Wealth Management, LLC\PA	3,323	$322K	0.16%		13F-HR Timeline
MONECO ADVISORS, LLC	3,320	$322K	0.03%	+1,036	13F-HR/A Timeline
Opal Wealth Advisors, LLC	3,315	$321K	0.1%	new	13F-HR Timeline
Fortis Capital Advisors, LLC	3,197	$321K	0.11%	-11,761	13F-HR Timeline
Talon Private Wealth, LLC	3,298	$320K	0.07%	-1,342	13F-HR/A Timeline
Performance Wealth Partners, LLC	3,286	$318K	0.01%	-250	13F-HR Timeline
United Bank	3,268	$317K	0.13%	0	13F-HR Timeline
Crescent Grove Advisors, LLC	3,263	$316K	0.03%	-1,841	13F-HR Timeline
Independence Bank of Kentucky	3,252	$315K	0.05%	+2,026	13F-HR Timeline
Goelzer Investment Management, Inc.	3,249	$315K	0.02%	new	13F-HR Timeline
AMERIFLEX GROUP, INC.	3,222	$314K	0.14%		13F-HR Timeline
MidAtlantic Capital Management, Inc.	3,226	$313K	0.23%	+969	13F-HR Timeline
Parkshore Wealth Management, Inc.	3,191	$309K	0.19%		13F-HR Timeline
Schneider Downs Wealth Management Advis…	3,189	$309K	0.06%	-76	13F-HR Timeline
Stone Summit Wealth LLC	3,188	$309K	0.1%	0	13F-HR Timeline
BANK OZK	3,181	$308K	0.13%	+756	13F-HR Timeline
American Financial Advisors, LLC	3,170	$307K	0.04%	+191	13F-HR Timeline
Cedar Point Capital Partners, LLC	3,160	$306K	0.21%	+500	13F-HR Timeline
WOLFF WIESE MAGANA LLC	3,143	$305K	0.2%	+125	13F-HR Timeline
Regent Peak Wealth Advisors LLC	3,138	$304K	0.07%	new	13F-HR/A Timeline
Stelac Advisory Services LLC	3,136	$304K	0.12%	0	13F-HR Timeline
Fonville Wealth Management LLC	3,122	$303K	0.1%	0	13F-HR Timeline
Joel Isaacson & Co., LLC	3,118	$302K	0.01%	+142	13F-HR Timeline
PAX Financial Group, LLC	3,118	$302K	0.05%	+147	13F-HR Timeline
Merriman Wealth Management, LLC	3,109	$301K	0.01%	-55,873	13F-HR Timeline
Farrow Financial, Inc.	3,104	$301K	0.2%	new	13F-HR Timeline
CUTLER INVESTMENT COUNSEL LLC	3,085	$299K	0.04%	new	13F-HR Timeline
Stephenson & Company, Inc.	3,072	$298K	0.2%	0	13F-HR Timeline
Stordahl Capital Management, Inc.	3,060	$297K	0.07%	-28	13F-HR Timeline
Brickley Wealth Management	3,059	$296K	0.06%	+539	13F-HR Timeline
Archford Capital Strategies, LLC	3,050	$296K	0.04%	+157	13F-HR Timeline
Aspen Grove Capital, LLC	3,048	$295K	0.06%	0	13F-HR Timeline
HOGE FINANCIAL SERVICES, LLC	3,045	$295K	0.22%	+38	13F-HR Timeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV	3,044	$295K	0.1%	+18	13F-HR Timeline
Quantitative Strategies, Inc.	3,043	$295K	0.16%	+154	13F-HR Timeline
LEE DANNER & BASS INC	3,042	$295K	0.02%	new	13F-HR Timeline
Basepoint Wealth LLC	3,040	$295K	0.23%	+33	13F-HR Timeline
Holistic Financial Partners	3,033	$294K	0.15%	-20	13F-HR Timeline
Independent Family Office, LLC	3,032	$294K	0.15%	0	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	3,030	$294K	0.06%		13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	3,027	$293K	0.03%	+77	13F-HR/A Timeline
DEBUSSY CAPITAL MANAGEMENT LP	3,005	$293K	0.04%	0	13F-HR Timeline
Old Port Advisors	3,023	$293K	0.08%	-418	13F-HR Timeline
WATERS PARKERSON & CO., LLC	3,015	$292K	0.02%	+305	13F-HR Timeline
SkyView Investment Advisors, LLC	3,012	$292K	0.05%	-3,988	13F-HR Timeline
Peak Planning Group, LLC	3,005	$291K	0.12%	new	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	3,000	$291K	0.14%	new	13F-HR Timeline
Peterson Wealth Services	2,986	$289K	0.09%	-159	13F-HR Timeline
Pines Wealth Management, LLC	3,009	$289K	0.13%		13F-HR Timeline
CJM Wealth Advisers, Ltd.	2,974	$288K	0.1%	0	13F-HR Timeline
Cornerstone Advisory, LLC	2,941	$287K	0.03%	-4,671	13F-HR Timeline
Fiduciary Trust Coin group Fiduciary Trust Co	2,959	$287K	<0.01%	+532	13F-HR Timeline Group
PARSONS CAPITAL MANAGEMENT INC/RI	2,937	$285K	0.02%	new	13F-HR Timeline
BostonPremier Wealth LLC	2,933	$284K	0.17%		13F-HR Timeline
Gray Wealth Management Inc.	2,931	$284K	0.11%	0	13F-HR Timeline
Well Done, LLC	2,791	$283K	0.05%	0	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	2,915	$282K	0.02%	-234	13F-HR Timeline
BluePointe Capital Management, LLC	2,906	$282K	0.16%	new	13F-HR Timeline
Glen Eagle Advisors, LLC	2,894	$280K	0.05%	-38	13F-HR Timeline
EVERETT HARRIS & CO /CA/	2,892	$280K	<0.01%	0	13F-HR Timeline
GDS Wealth Management	2,880	$279K	0.03%	+229	13F-HR Timeline
PCG ASSET MANAGEMENT, LLC	2,875	$279K	0.24%		13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	2,873	$279K	0.11%	+1,016	13F-HR Timeline
Clearview Wealth Advisors LLC	2,855	$277K	0.21%	0	13F-HR Timeline
Fortis Group Advisors, LLC	2,838	$275K	0.05%	-302	13F-HR Timeline
LYELL WEALTH MANAGEMENT, LP	2,835	$275K	0.02%	-180	13F-HR Timeline
M1 Capital Management LLC	2,828	$274K	0.15%		13F-HR Timeline
Kings Path Partners LLC	2,816	$273K	0.12%	+200	13F-HR Timeline
FSM Wealth Advisors, LLC	2,808	$272K	0.07%	-108	13F-HR Timeline
Courage Miller Partners, LLC	2,805	$272K	0.09%	-1	13F-HR Timeline
Old North State Trust, LLC	2,800	$271K	0.17%	new	13F-HR Timeline
Benin Management CORP	2,792	$271K	0.07%	0	13F-HR Timeline
Phocas Financial Corp.	2,791	$270K	0.04%	0	13F-HR/A Timeline
Lavaca Capital LLC	2,791	$270K	0.12%	+32	13F-HR Timeline
Weaver Consulting Group	2,789	$270K	0.08%	-111	13F-HR Timeline