Skip to content
Disclosery

AGG ISHARES TR

Follow

SHS (fund)

1,891 managers (1,913 13F filers) reported a position in AGG shares at 2025-06-30, 1,209,488,820 shares in all. 92 filers opened a position and 110 filers sold out during the quarter.

Managers
1,891
13F filers
1,913
New
92
Added
851
Reduced
743
Sold out
110
Shares held by filers
1,209,488,820

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Your Advocates Ltd., LLP4,575$454K0.16%+35013F-HRTimeline
Abel Hall, LLC4,523$449K0.21%-1,57613F-HRTimeline
RW Investment Management LLC4,522$449K0.05%new13F-HRTimeline
Advance Capital Management, Inc.4,503$447K0.02%+1,97213F-HRTimeline
Legacy Investment Solutions, LLC4,491$446K0.24%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…4,491$446K0.24%+4,37613F-HRTimelineGroup
City Center Advisors, LLC4,488$445K0.48%+27613F-HRTimeline
INSPIRE TRUST CO, N.A.4,486$445K0.09%013F-HRTimeline
WealthPlan Investment Management, LLC4,473$444K0.03%-18813F-HRTimeline
Heritage Wealth Advisors4,470$443K0.02%+31913F-HRTimeline
Quadcap Wealth Management, LLC4,435$440K0.06%-57813F-HRTimeline
Bulltick Wealth Management, LLC4,415$438K0.11%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd4,420$438K0.03%+1,10013F-HRTimelineGroup
Disciplined Investments, LLC4,400$436K0.18%-4,90313F-HRTimeline
Chancellor Financial Group WB LP4,400$436K0.34%-813F-HRTimeline
Resurgent Financial Advisors LLC4,378$434K0.24%-1,05213F-HRTimeline
HOWE & RUSLING INC4,361$433K0.03%-4,30513F-HRTimeline
Wood Tarver Financial Group, LLC4,363$432K0.13%-16813F-HRTimeline
Gray Private Wealth, LLC4,343$431K0.23%+25013F-HRTimeline
HUB Investment Partners, LLC4,294$426K0.01%-1,64113F-HRTimeline
Cottage Street Advisors LLC4,292$426K0.22%+4813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC4,289$425K0.05%-1113F-HRTimeline
MidAtlantic Capital Management, Inc.4,258$422K0.3%+2013F-HRTimeline
Insight Wealth Partners, LLC4,215$418K0.23%+1,34713F-HRTimeline
Topsail Wealth Management, LLC4,209$418K0.08%+1013F-HRTimeline
SteelPeak Wealth, LLC4,208$417K0.02%+19813F-HRTimeline
Atlanta Consulting Group Advisors, LLC4,190$416K0.11%-36013F-HRTimeline
Farrow Financial, Inc.4,165$413K0.25%+30013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC4,161$413K0.13%+4113F-HRTimeline
Hanson & Doremus Investment Management4,156$412K0.06%-9013F-HRTimeline
Parkside Financial Bank & Trust4,143$411K0.04%+3,48013F-HRTimeline
25 LLC4,121$409K0.15%+4713F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC4,120$409K0.01%-62913F-HRTimeline
Bogart Wealth, LLC4,117$408K0.02%013F-HRTimeline
Carter Financial Group, INC.4,110$408K0.27%13F-HRTimeline
WealthCollab, LLC4,082$405K0.23%013F-HRTimeline
Syverson Strege & Co4,082$405K0.1%-43813F-HRTimeline
Summit X, LLC4,018$399K0.07%+1413F-HRTimeline
4WEALTH ADVISORS, INC.4,003$397K0.41%-1013F-HRTimeline
Rockingstone Advisors LLC4,000$397K0.21%-1,35013F-HRTimeline
Frank, Rimerman Advisors LLC3,996$396K0.03%013F-HRTimeline
PMG Wealth Management, Inc.4,000$396K0.33%-92513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,993$395K0.13%-32913F-HRTimeline
GERMAN AMERICAN BANCORP, INC.3,981$395K0.04%-35813F-HRTimeline
Trust Co of the South3,958$393K0.07%013F-HRTimeline
Clearstead Trust, LLC3,950$392K0.07%+2,67513F-HRTimeline
Apeiron RIA LLC3,912$388K0.1%-1,10413F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,854$382K0.24%+18213F-HRTimeline
Peregrine Asset Advisers, Inc.3,853$382K0.12%-49013F-HRTimeline
RiverFront Investment Group, LLC3,841$381K0.01%-4,86513F-HRTimeline
Rosenberg Matthew Hamilton3,840$381K0.09%-79113F-HRTimeline
Joel Isaacson & Co., LLC3,834$380K0.02%-7113F-HRTimeline
Financial Sense Advisors, Inc.3,771$374K0.09%+7013F-HRTimeline
SSA SWISS ADVISORS AG3,793$373K0.18%-1,07313F-HRTimeline
Bravias Capital Group, LLC3,748$372K0.27%-35313F-HRTimeline
Astoria Portfolio Advisors LLC.3,773$371K0.1%013F-HRTimeline
Legacy Capital Wealth Partners, LLC3,730$370K0.08%+2113F-HRTimeline
Petix & Botte Co3,722$369K0.09%+413F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC3,720$369K0.03%-6513F-HRTimeline
Creative Capital Management Investments…3,716$369K0.13%013F-HRTimeline
MONTAG A & ASSOCIATES INC3,679$365K0.02%-2,60013F-HRTimeline
Transcendent Capital Group LLC3,678$365K0.19%-6613F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC3,678$365K0.46%+1013F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,674$364K0.11%-17913F-HRTimeline
Sachetta, LLC3,671$364K0.14%013F-HRTimeline
W ADVISORS, LLC3,669$364K0.21%-2613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,655$363K0.01%-1,90013F-HRTimelineGroup
Coastal Bridge Advisors, LLC3,655$363K0.03%+29313F-HRTimeline
North Star Investment Management Corp.3,641$361K0.03%+1913F-HRTimeline
Northstar Group, Inc.3,630$360K0.06%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC3,627$360K0.06%-53113F-HRTimeline
Claro Advisors Inc.3,624$360K0.06%-1,45413F-HRTimeline
GREENLEAF TRUST3,610$358K<0.01%new13F-HRTimeline
Meadow Creek Wealth Advisors LLC3,605$358K0.24%013F-HRTimeline
Philip James Wealth Mangement, LLC3,603$357K0.05%013F-HRTimeline
Plum Street Advisors, LLC3,600$357K0.16%-76413F-HRTimeline
Capital Advisors, Ltd. LLC3,602$357K0.04%+413F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,585$356K0.12%-173,29313F-HRTimeline
Semus Wealth Partners LLC3,578$355K0.23%+1,26013F-HRTimeline
MGB Wealth Management, LLC3,579$354K0.12%new13F-HRTimeline
Strategent Financial, LLC3,558$353K0.28%-26313F-HRTimeline
Pine Ridge Advisers LLC3,543$351K0.02%new13F-HRTimeline
Cypress Wealth Services, LLC3,526$350K0.06%-56913F-HRTimeline
Annex Advisory Services, LLC3,523$349K0.01%-57613F-HRTimeline
WP Advisors, LLC3,517$349K0.1%-48,91313F-HRTimeline
Tempus Wealth Planning, LLC3,513$348K0.09%-31713F-HRTimeline
Lewis Asset Management, LLC3,513$348K0.16%new13F-HRTimeline
Brickley Wealth Management3,511$348K0.07%+27813F-HRTimeline
Everhart Financial Group, Inc.3,486$346K0.04%-7113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,471$344K0.01%-26413F-HRTimelineGroup
Canopy Partners, LLC3,450$342K0.13%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …3,449$342K0.01%013F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY3,446$342K0.04%013F-HRTimeline
GR FINANCIAL GROUP, LLC3,441$341K0.08%-74713F-HRTimeline
AlphaCore Capital LLC3,432$340K0.01%+3,02413F-HRTimeline
Segment Wealth Management, LLC3,427$340K0.02%+8013F-HRTimeline
Northwest Financial Advisors3,414$339K0.47%-6013F-HRTimeline
SOA Wealth Advisors, LLC.3,401$337K0.06%+5813F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO3,400$337K0.02%new13F-HRTimeline
Note Advisors, LLC3,391$336K0.23%-40613F-HRTimeline
Westshore Wealth, LLC3,388$336K0.13%-3113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,383$336K0.03%-7213F-HR/ATimeline
Goelzer Investment Management, Inc.3,378$335K0.02%+12913F-HRTimeline
Willow Creek Wealth Management Inc.3,378$335K0.03%013F-HRTimeline
Westmount Partners, LLC3,364$334K0.09%-8013F-HRTimeline
Farmers National Bank3,361$333K0.09%-38413F-HRTimeline
Financial Management Professionals, Inc.3,357$333K0.04%-33613F-HRTimeline
Argent Trust Co3,340$331K0.01%-3513F-HRTimeline
Well Done, LLC3,331$330K0.06%+1,22113F-HRTimeline
Foundation Wealth Management, LLC\PA3,330$330K0.14%+413F-HRTimeline
Hardin Capital Partners, LLC3,341$330K0.19%-9413F-HRTimeline
Cedar Point Capital Partners, LLC3,309$328K0.23%-25713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC3,285$326K0.21%+1,76513F-HRTimeline
LM Advisors LLC3,273$325K0.04%new13F-HRTimeline
MIDDLETON & CO INC/MA3,250$322K0.04%013F-HRTimeline
West Branch Capital LLC3,243$322K0.1%-20013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.3,229$320K0.15%-1313F-HRTimeline
PSI Advisors, LLC3,227$320K0.16%+2,54813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,225$320K0.09%new13F-HRTimeline
Weaver Consulting Group3,214$319K0.09%+8113F-HRTimeline
American Financial Advisors, LLC3,212$319K0.04%+2213F-HRTimeline
Riverbend Wealth Management, LLC3,197$317K0.24%new13F-HRTimeline
Parkshore Wealth Management, Inc.3,194$317K0.15%+213F-HRTimeline
Pine Valley Investments Ltd Liability Co3,156$313K0.02%new13F-HRTimeline
Rise Advisors, LLC3,148$312K0.12%+13313F-HRTimeline
Stelac Advisory Services LLC3,136$311K0.12%013F-HRTimeline
Performance Wealth Partners, LLC3,132$311K0.01%+8313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC3,127$310K0.03%+15513F-HRTimeline
Hippocratic Financial Advisors, LLC3,124$310K0.17%013F-HRTimeline
WINCAP FINANCIAL LLC3,114$309K0.25%new13F-HRTimeline
Talon Private Wealth, LLC3,111$309K0.04%+34713F-HRTimeline
Basepoint Wealth LLC3,091$307K0.24%+3213F-HRTimeline
Crescent Grove Advisors, LLC3,091$307K0.03%-7613F-HRTimeline
Magnus Financial Group LLC3,084$306K0.03%-85913F-HRTimeline
Schneider Downs Wealth Management Advis…3,078$305K0.05%-6113F-HRTimeline
Impact Partnership Wealth, LLC3,077$305K0.06%-91513F-HRTimeline
Stephenson & Company, Inc.3,072$305K0.19%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,068$304K0.15%+73713F-HRTimeline
Beaumont Financial Advisors, LLC3,063$304K0.02%-86513F-HRTimeline
Affinity Capital Advisors, LLC3,049$302K0.05%-28713F-HRTimeline
EASTERN BANK3,046$302K0.01%+1,34513F-HRTimeline
LEE DANNER & BASS INC3,042$302K0.02%-8,25713F-HRTimeline
Independent Family Office, LLC3,032$301K0.14%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,026$300K0.02%+34013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3,019$299K0.02%+1,68313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.3,000$298K0.14%013F-HRTimeline
Radnor Capital Management, LLC2,989$297K0.05%-51513F-HRTimeline
Tenret Co LLC2,990$297K0.16%013F-HRTimeline
SWP FINANCIAL LLC2,990$297K0.16%+14913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,975$295K0.04%-5313F-HRTimeline
CJM Wealth Advisers, Ltd.2,969$295K0.1%-513F-HRTimeline
Etesian Wealth Advisors, Inc.2,955$293K0.11%-2,08613F-HRTimeline
Glen Eagle Advisors, LLC2,924$290K0.04%+4213F-HRTimeline
Strategic Investment Advisors / MI2,913$289K0.03%+14213F-HRTimeline
WATERS PARKERSON & CO., LLC2,910$289K0.01%-5513F-HRTimeline
Stordahl Capital Management, Inc.2,905$288K0.06%-3513F-HRTimeline
Holistic Financial Partners2,902$288K0.13%-4013F-HRTimeline
EVERETT HARRIS & CO /CA/2,892$287K<0.01%013F-HRTimeline
SIGNATUREFD, LLC2,889$287K<0.01%-7,21113F-HRTimeline
Independence Bank of Kentucky2,870$285K0.04%-19013F-HRTimeline
Endowment Wealth Management, Inc.2,868$284K0.15%+25313F-HRTimeline
Axim Planning & Wealth2,867$284K0.26%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,854$283K0.08%-4,19013F-HRTimeline
Towneley Capital Management, Inc / DE2,837$281K0.06%-18513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,835$281K0.02%013F-HRTimeline
Sandbox Financial Partners, LLC2,832$281K0.09%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,821$280K0.09%-24913F-HRTimeline
Courage Miller Partners, LLC2,805$278K0.09%013F-HRTimeline
Stonebridge Capital Advisors LLC2,800$278K0.02%-2013F-HRTimeline
FSM Wealth Advisors, LLC2,824$277K0.05%+38813F-HRTimeline
Benin Management CORP2,792$277K0.07%013F-HRTimeline
United Bank2,789$277K0.11%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP2,784$276K0.05%new13F-HRTimeline
BNC WEALTH MANAGEMENT, LLC2,769$275K0.08%+9213F-HRTimeline
Traub Capital Management LLC2,755$273K0.25%13F-HRTimeline
Anchor Investment Management, LLC2,750$273K0.02%+1,89413F-HRTimeline
Ameraudi Asset Management, Inc.2,740$272K0.14%-2,78013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC2,731$271K0.08%-1613F-HR/ATimeline
Cornerstone Advisory, LLC2,721$270K0.03%-5813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp2,707$269K0.01%-19013F-HRTimelineGroup
Fragasso Financial Advisors Inc2,692$267K0.02%+413F-HRTimeline
New Insight Wealth Advisors2,686$266K0.11%013F-HRTimeline
Clearview Wealth Advisors LLC2,676$265K0.18%-17913F-HRTimeline
Invst, LLC2,666$265K0.03%new13F-HRTimeline
Certified Advisory Corp2,666$265K0.03%+34613F-HRTimeline
WOLFF WIESE MAGANA LLC2,663$264K0.16%013F-HRTimeline
PROMETHIUM ADVISORS,LLC2,662$264K0.16%-45013F-HRTimeline
Northstar Financial Companies, Inc.2,657$264K0.27%+213F-HRTimeline
Braun-Bostich & Associates Inc.2,657$264K0.18%+9313F-HRTimeline
Thomasville National Bank2,655$263K0.02%-1,45913F-HRTimeline
WEALTHGARDEN F.S. LLC2,666$263K0.22%+3213F-HRTimeline
Pines Wealth Management, LLC2,665$262K0.09%-13913F-HRTimeline
Old Port Advisors2,644$262K0.07%-32013F-HRTimeline
CADINHA & CO LLC2,631$261K0.04%+113F-HRTimeline
RHS Financial, LLC2,618$260K0.15%-2,44013F-HRTimeline
Archford Capital Strategies, LLC2,612$259K0.03%-713F-HRTimeline
FIDELITY D & D BANCORP INC2,601$258K0.16%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE2,600$258K<0.01%013F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC2,581$256K0.05%-5113F-HRTimeline
Keebeck Wealth Management2,574$255K0.03%-30113F-HRTimeline