AGG ISHARES TR

SHS (fund)

1,918 managers (1,936 13F filers) reported a position in AGG shares at 2025-03-31, 1,155,228,781 shares in all. 120 filers opened a position and 116 filers sold out during the quarter.

Managers: 1,918
13F filers: 1,936
New: 120
Added: 853
Reduced: 731
Sold out: 116
Shares held by filers: 1,155,228,781

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Syverson Strege & Co	4,520	$447K	0.14%	-633	13F-HR Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.	4,495	$445K	<0.01%	-1,634	13F-HR Timeline Group
INSPIRE TRUST CO, N.A.	4,486	$444K	0.11%	0	13F-HR Timeline
Willis Johnson & Associates, Inc.	4,473	$442K	0.03%	-3,605	13F-HR Timeline
TWIN CAPITAL MANAGEMENT INC	4,453	$441K	0.05%	+530	13F-HR Timeline
INTREPID CAPITAL MANAGEMENT INC	4,442	$439K	0.21%	new	13F-HR Timeline
Bulltick Wealth Management, LLC	4,415	$437K	0.12%	0	13F-HR Timeline
Chancellor Financial Group WB LP	4,408	$436K	0.36%	-73	13F-HR Timeline
LexAurum Advisors, LLC	4,386	$434K	0.08%	+569	13F-HR Timeline
Plum Street Advisors, LLC	4,364	$432K	0.21%	0	13F-HR Timeline
Peregrine Asset Advisers, Inc.	4,343	$430K	0.16%	+440	13F-HR Timeline
GERMAN AMERICAN BANCORP, INC.	4,339	$429K	0.05%	-203	13F-HR Timeline
BOSTON RESEARCH & MANAGEMENT INC	4,314	$427K	0.1%	+41	13F-HR/A Timeline
Venture Visionary Partners LLC	4,303	$426K	0.02%	-210	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	4,300	$425K	0.06%	+20	13F-HR Timeline
CFO4Life Group, LLC	4,279	$423K	0.07%	-122	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	4,322	$423K	0.19%	new	13F-HR Timeline
Continuum Advisory, LLC	4,259	$421K	0.05%	-933	13F-HR Timeline
Hanson & Doremus Investment Management	4,246	$420K	0.06%	+90	13F-HR Timeline
Cottage Street Advisors LLC	4,244	$420K	0.21%	+23	13F-HR Timeline
MidAtlantic Capital Management, Inc.	4,238	$419K	0.33%	+1,012	13F-HR Timeline
Your Advocates Ltd., LLP	4,225	$418K	0.16%	+235	13F-HR Timeline
Moloney Securities Asset Management, LLC	4,218	$417K	0.06%	-94	13F-HR Timeline
City Center Advisors, LLC	4,212	$417K	0.49%	+646	13F-HR Timeline
Plan Group Financial, LLC	4,209	$416K	0.15%	+254	13F-HR Timeline
Topsail Wealth Management, LLC	4,199	$415K	0.08%	+174	13F-HR Timeline
GR FINANCIAL GROUP, LLC	4,188	$414K	0.06%	new	13F-HR Timeline
SENTINEL PENSION ADVISORS, LLC	4,158	$411K	0.08%	+831	13F-HR Timeline
Heritage Wealth Advisors	4,151	$411K	0.02%	+7	13F-HR Timeline
LIFE LINE WEALTH MANAGEMENT LLC	4,120	$408K	0.15%	+26	13F-HR Timeline
Bogart Wealth, LLC	4,117	$407K	0.02%	0	13F-HR Timeline
Thomasville National Bank	4,114	$407K	0.03%	-25	13F-HR Timeline
Bravias Capital Group, LLC	4,101	$406K	0.33%	+7	13F-HR Timeline
Compass Planning Associates Inc	4,100	$406K	0.41%	+248	13F-HR Timeline
Annex Advisory Services, LLC	4,099	$405K	0.01%	-6,504	13F-HR Timeline
Cypress Wealth Services, LLC	4,095	$405K	0.08%	-345	13F-HR Timeline
Gray Private Wealth, LLC	4,093	$405K	0.24%	-12,053	13F-HR Timeline
Alteri Wealth LLC	4,084	$404K	0.18%	new	13F-HR Timeline
WealthCollab, LLC	4,082	$404K	0.25%	0	13F-HR Timeline
25 LLC	4,074	$403K	0.17%	0	13F-HR Timeline
M1 Capital Management LLC	4,053	$401K	0.25%	+1,225	13F-HR Timeline
HANOVER ADVISORS INC	4,052	$401K	0.17%	+23	13F-HR Timeline
4WEALTH ADVISORS, INC.	4,013	$397K	0.44%	-12,349	13F-HR Timeline
SteelPeak Wealth, LLC	4,010	$397K	0.02%	-75,862	13F-HR Timeline
Summit X, LLC	4,004	$396K	0.08%	-157	13F-HR Timeline
Frank, Rimerman Advisors LLC	3,996	$395K	0.03%	0	13F-HR Timeline
Impact Partnership Wealth, LLC	3,992	$395K	0.08%	-136	13F-HR Timeline
Attessa Capital LLC	3,979	$394K	0.26%	+435	13F-HR Timeline
Hemington Wealth Management	3,982	$393K	0.06%	-380	13F-HR Timeline
COURIER CAPITAL LLC	3,969	$393K	0.03%	-500	13F-HR Timeline
FIRETHORN WEALTH PARTNERS, LLC	3,967	$392K	0.19%	+337	13F-HR Timeline
GTS SECURITIES LLC	3,965	$392K	0.02%	-9,681	13F-HR Timeline
Trust Co of the South	3,958	$392K	0.08%	0	13F-HR Timeline
Magnus Financial Group LLC	3,943	$390K	0.04%	+1,229	13F-HR Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	3,929	$389K	0.04%	+30	13F-HR Timeline
Beaumont Financial Advisors, LLC	3,928	$389K	0.03%	+141	13F-HR Timeline
Joel Isaacson & Co., LLC	3,905	$386K	0.02%	+787	13F-HR Timeline
Farrow Financial, Inc.	3,865	$382K	0.26%	+761	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	3,853	$381K	0.11%	-3,527	13F-HR Timeline
Traynor Capital Management, Inc.	3,840	$380K	0.03%	-23	13F-HR Timeline
Tempus Wealth Planning, LLC	3,830	$379K	0.11%	+110	13F-HR Timeline
Strategent Financial, LLC	3,821	$378K	0.34%	+1,164	13F-HR Timeline
Note Advisors, LLC	3,797	$376K	0.31%	-1,178	13F-HR Timeline
SSI INVESTMENT MANAGEMENT LLC	3,785	$374K	0.03%	-24	13F-HR Timeline
NOVUS ADVISORS, LLC	3,776	$374K	0.38%	0	13F-HR Timeline
IAMS WEALTH MANAGEMENT, LLC	3,770	$373K	0.17%	new	13F-HR Timeline
MEMBERS WEALTH LLC	3,764	$372K	0.28%	+3	13F-HR Timeline
Farmers National Bank	3,745	$370K	0.1%	-1,689	13F-HR Timeline
Transcendent Capital Group LLC	3,744	$370K	0.21%	-144	13F-HR Timeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.	3,735	$369K	0.01%	+69	13F-HR Timeline Group
Astoria Portfolio Advisors LLC.	3,773	$369K	0.13%	new	13F-HR Timeline
Petix & Botte Co	3,718	$368K	0.1%	+2	13F-HR Timeline
Creative Capital Management Investments…	3,716	$368K	0.14%	0	13F-HR Timeline
BRANDYWINE OAK PRIVATE WEALTH LLC	3,712	$367K	0.04%	+1,390	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	3,709	$367K	0.09%	+1,275	13F-HR Timeline
Financial Sense Advisors, Inc.	3,701	$366K	0.1%	-363	13F-HR Timeline
Wiser Wealth Management, Inc	3,697	$366K	0.1%	new	13F-HR Timeline
W ADVISORS, LLC	3,695	$366K	0.23%	+66	13F-HR Timeline
Financial Management Professionals, Inc.	3,693	$365K	0.05%	-323	13F-HR Timeline
DEFINED WEALTH MANAGEMENT, LLC	3,672	$363K	0.24%	+256	13F-HR Timeline
Sachetta, LLC	3,671	$363K	0.15%	-1	13F-HR Timeline
CLEAR INVESTMENT RESEARCH, LLC	3,668	$363K	0.48%	-4	13F-HR Timeline
Northstar Group, Inc.	3,630	$359K	0.06%	new	13F-HR Timeline
North Star Investment Management Corp.	3,622	$358K	0.03%	+17	13F-HR Timeline
Meadow Creek Wealth Advisors LLC	3,605	$357K	0.27%	0	13F-HR Timeline
Philip James Wealth Mangement, LLC	3,603	$356K	0.04%	-193	13F-HR Timeline
Capital Advisors, Ltd. LLC	3,598	$356K	0.05%	-134	13F-HR Timeline
Cedar Point Capital Partners, LLC	3,566	$353K	0.24%	+406	13F-HR Timeline
Everhart Financial Group, Inc.	3,557	$352K	0.05%	new	13F-HR Timeline
VERUS WEALTH MANAGEMENT, LLC	3,524	$349K	0.38%	-50	13F-HR Timeline
Radnor Capital Management, LLC	3,504	$347K	0.06%	new	13F-HR Timeline
Northwest Financial Advisors	3,474	$344K	0.29%	-2,395	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	3,455	$342K	0.03%	+428	13F-HR/A Timeline
Canopy Partners, LLC	3,450	$341K	0.13%	-560	13F-HR Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	3,449	$341K	0.01%	-65	13F-HR Timeline Group
ROMANO BROTHERS AND COMPANY	3,446	$341K	0.04%	+75	13F-HR Timeline
Westmount Partners, LLC	3,444	$341K	0.1%	new	13F-HR Timeline
West Branch Capital LLC	3,443	$341K	0.11%	0	13F-HR Timeline
Hardin Capital Partners, LLC	3,435	$340K	0.21%	-51	13F-HR Timeline
Delta Financial Group, Inc.	3,446	$339K	0.08%	+13	13F-HR Timeline
Westshore Wealth, LLC	3,419	$338K	0.14%	+2	13F-HR Timeline
MB Generational Wealth, LLC	3,417	$338K	0.25%	new	13F-HR Timeline
Willow Creek Wealth Management Inc.	3,378	$334K	0.03%	0	13F-HR Timeline
Argent Trust Co	3,375	$334K	0.01%	-1	13F-HR Timeline
Coastal Bridge Advisors, LLC	3,362	$333K	0.03%	new	13F-HR/A Timeline
Hexagon Capital Partners LLC	3,357	$332K	0.06%	-4	13F-HR Timeline
Segment Wealth Management, LLC	3,347	$331K	0.02%	+19	13F-HR Timeline
SOA Wealth Advisors, LLC.	3,343	$331K	0.07%	+2	13F-HR Timeline
Foundation Wealth Management, LLC\PA	3,326	$329K	0.16%	+3	13F-HR Timeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd	3,320	$328K	0.03%	+1,950	13F-HR Timeline Group
ABOUND FINANCIAL, LLC	3,316	$328K	0.17%	new	13F-HR Timeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC	3,365	$327K	0.03%	-1,951	13F-HR Timeline Group
Affinity Capital Advisors, LLC	3,336	$324K	0.06%	-1,454	13F-HR Timeline
MIDDLETON & CO INC/MA	3,250	$321K	0.04%	-670	13F-HR Timeline
Goelzer Investment Management, Inc.	3,249	$321K	0.02%	0	13F-HR/A Timeline
Williams Jones Wealth Management, LLC.	3,247	$321K	<0.01%	new	13F-HR Timeline
WETZEL INVESTMENT ADVISORS, INC.	3,242	$321K	0.16%	-426	13F-HR Timeline
Brickley Wealth Management	3,233	$320K	0.07%	+174	13F-HR Timeline
Adero Partners, LLC	3,200	$317K	0.02%	+1,000	13F-HR Timeline
Parkshore Wealth Management, Inc.	3,192	$316K	0.18%	+1	13F-HR Timeline
American Financial Advisors, LLC	3,190	$316K	0.05%	+20	13F-HR Timeline
Stone Summit Wealth LLC	3,188	$315K	0.11%	0	13F-HR Timeline
Crescent Grove Advisors, LLC	3,167	$313K	0.03%	-96	13F-HR Timeline
Schneider Downs Wealth Management Advis…	3,139	$310K	0.06%	-50	13F-HR Timeline
MARIPAU WEALTH MANAGEMENT LLC	3,137	$310K	0.18%	-2,492	13F-HR Timeline
Stelac Advisory Services LLC	3,136	$310K	0.13%	0	13F-HR Timeline
Weaver Consulting Group	3,133	$310K	0.09%	+344	13F-HR Timeline
Hippocratic Financial Advisors, LLC	3,124	$309K	0.18%	-261	13F-HR Timeline
PROMETHIUM ADVISORS,LLC	3,112	$308K	0.2%	-536	13F-HR Timeline
Wade Financial Advisory, Inc	3,084	$305K	0.1%	-677	13F-HR Timeline
Stephenson & Company, Inc.	3,072	$304K	0.2%	0	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	3,070	$304K	0.11%	+197	13F-HR Timeline
Independence Bank of Kentucky	3,060	$303K	0.05%	-192	13F-HR Timeline
Basepoint Wealth LLC	3,059	$303K	0.24%	+19	13F-HR Timeline
Performance Wealth Partners, LLC	3,049	$302K	0.01%	-237	13F-HR Timeline
Aspen Grove Capital, LLC	3,048	$302K	0.06%	0	13F-HR Timeline
Mission Financial Group, LLC	3,037	$301K	0.28%		13F-HR Timeline
Independent Family Office, LLC	3,032	$300K	0.16%	0	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	3,028	$300K	0.05%	+23	13F-HR Timeline
Towneley Capital Management, Inc / DE	3,022	$299K	0.07%	-309	13F-HR Timeline
Rise Advisors, LLC	3,015	$298K	0.13%	-325	13F-HR Timeline
SkyView Investment Advisors, LLC	3,012	$298K	0.04%	0	13F-HR Timeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV	3,008	$298K	0.1%	-36	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	3,000	$297K	0.15%	0	13F-HR Timeline
Tenret Co LLC	2,990	$296K	0.18%	+495	13F-HR Timeline
CJM Wealth Advisers, Ltd.	2,974	$294K	0.1%	0	13F-HR Timeline
CUTLER INVESTMENT COUNSEL LLC	2,972	$294K	0.04%	-113	13F-HR Timeline
WATERS PARKERSON & CO., LLC	2,965	$293K	0.02%	-50	13F-HR Timeline
Old Port Advisors	2,964	$293K	0.09%	-59	13F-HR Timeline
Fiduciary Trust Coin group Fiduciary Trust Co	2,959	$293K	<0.01%	0	13F-HR Timeline Group
Holistic Financial Partners	2,942	$291K	0.14%	-91	13F-HR Timeline
Stordahl Capital Management, Inc.	2,940	$291K	0.07%	-120	13F-HR Timeline
Fortis Group Advisors, LLC	2,912	$288K	0.06%	+74	13F-HR Timeline
Associated Banc-Corpin group Associated Banc-Corp	2,897	$287K	0.01%	new	13F-HR Timeline Group
EVERETT HARRIS & CO /CA/	2,892	$286K	<0.01%	0	13F-HR Timeline
SPRENG CAPITAL MANAGEMENT, INC.	2,887	$286K	0.13%	-540	13F-HR Timeline
Glen Eagle Advisors, LLC	2,882	$285K	0.05%	-12	13F-HR Timeline
Keebeck Wealth Management	2,875	$284K	0.04%	+325	13F-HR Timeline
Insight Wealth Partners, LLC	2,868	$284K	0.17%	-1,898	13F-HR Timeline
Clearview Wealth Advisors LLC	2,855	$282K	0.21%	0	13F-HR Timeline
SWP FINANCIAL LLC	2,841	$281K	0.17%	-846	13F-HR Timeline
LYELL WEALTH MANAGEMENT, LP	2,835	$280K	0.03%	0	13F-HR Timeline
Quartz Partners, LLC	2,827	$280K	0.17%	-3,189	13F-HR Timeline
Stonebridge Capital Advisors LLC	2,820	$279K	0.02%	-2,538	13F-HR Timeline
AMERIFLEX GROUP, INC.	2,809	$278K	0.11%	-413	13F-HR Timeline
Courage Miller Partners, LLC	2,805	$277K	0.09%	0	13F-HR Timeline
Benin Management CORP	2,792	$276K	0.08%	0	13F-HR Timeline
Scott Capital Advisors, LLC	2,791	$276K	0.08%	+21	13F-HR Timeline
Phocas Financial Corp.	2,791	$276K	0.04%	0	13F-HR Timeline
United Bank	2,789	$276K	0.11%	-479	13F-HR Timeline
Strategic Investment Advisors / MI	2,771	$274K	0.03%	new	13F-HR Timeline
Pines Wealth Management, LLC	2,804	$274K	0.13%	-205	13F-HR Timeline
PFG Private Wealth Management, LLC	2,769	$274K	0.15%	+1,683	13F-HR Timeline
Talon Private Wealth, LLC	2,764	$273K	0.04%	-534	13F-HR Timeline
Cooper Financial Group	2,759	$273K	0.04%	+497	13F-HR Timeline
Cornerstone Advisory, LLC	2,779	$272K	0.03%	-162	13F-HR Timeline
HOWARD BAILEY SECURITIES, LLC	2,747	$272K	0.09%	new	13F-HR/A Timeline
Old North State Trust, LLC	2,800	$271K	0.17%	0	13F-HR Timeline
Peak Planning Group, LLC	2,732	$270K	0.11%	-273	13F-HR Timeline
Pinnacle Wealth Management Group, Inc.	2,726	$270K	0.19%	-2,236	13F-HR Timeline
Moment Partners, LLC	2,699	$267K	0.05%	new	13F-HR Timeline
SURIENCE PRIVATE WEALTH LLC	2,693	$266K	0.46%	+189	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	2,686	$266K	0.02%	-2,662	13F-HR Timeline
Fragasso Financial Advisors Inc	2,688	$266K	0.02%	-1,144	13F-HR Timeline
New Insight Wealth Advisors	2,686	$266K	0.12%	0	13F-HR Timeline
Sheaff Brock Investment Advisors, LLC	2,680	$265K	0.02%	0	13F-HR Timeline
Lakeridge Wealth Management LLC	2,679	$265K	0.13%	-944	13F-HR Timeline
BNC WEALTH MANAGEMENT, LLC	2,677	$265K	0.1%	0	13F-HR Timeline
WOLFF WIESE MAGANA LLC	2,663	$263K	0.18%	-480	13F-HR Timeline
SYKON CAPITAL LLC	2,662	$263K	0.1%	-847	13F-HR Timeline
Northstar Financial Companies, Inc.	2,655	$263K	0.28%	+12	13F-HR Timeline
WEALTHGARDEN F.S. LLC	2,634	$261K	0.25%	+345	13F-HR Timeline
Garrett Wealth Advisory Group, LLC	2,632	$260K	0.06%	0	13F-HR Timeline
CADINHA & CO LLC	2,630	$260K	0.06%	+80	13F-HR Timeline
Brookwood Investment Group LLC	2,629	$260K	0.04%		13F-HR Timeline
O'Brien Wealth Partners LLC	2,629	$260K	0.05%	0	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	2,628	$260K	0.11%	-39	13F-HR Timeline
Archford Capital Strategies, LLC	2,619	$259K	0.04%	-431	13F-HR Timeline
Endowment Wealth Management, Inc.	2,615	$259K	0.17%	new	13F-HR Timeline
Founders Financial Alliance, LLC	2,608	$258K	0.06%	-67	13F-HR Timeline