AGG ISHARES TR

SHS (fund)

1,910 managers (1,935 13F filers) reported a position in AGG shares at 2025-09-30, 1,185,780,463 shares in all. 122 filers opened a position and 96 filers sold out during the quarter.

Managers: 1,910
13F filers: 1,935
New: 122
Added: 963
Reduced: 599
Sold out: 96
Shares held by filers: 1,185,780,463

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
INSPIRE TRUST CO, N.A.	4,486	$450K	0.08%	0	13F-HR Timeline
Gray Private Wealth, LLC	4,477	$449K	0.23%	+134	13F-HR Timeline
Capital Investment Advisory Services, L…	4,467	$448K	0.04%	-508	13F-HR Timeline
Wells Financial Advisors INC	4,418	$443K	0.59%	-2,280	13F-HR Timeline
Chancellor Financial Group WB LP	4,401	$441K	0.31%	+1	13F-HR Timeline
Essex Financial Services, Inc.group of 2 filers holding	4,399	$441K		-805	Timeline Essex Bank: 2,300 (0.05%) 13F-HR Essex Financial Services, Inc.: 2,099 (0.01%) 13F-HR
KPP Advisory Services LLC	4,395	$441K	0.07%	-210	13F-HR Timeline
Quadcap Wealth Management, LLC	4,389	$440K	0.05%	-46	13F-HR Timeline
WOLVERINE TRADING, LLC	4,379	$439K	0.01%	new	13F-HR Timeline
Resurgent Financial Advisors LLC	4,369	$438K	0.21%	-9	13F-HR Timeline
Advance Capital Management, Inc.	4,347	$436K	0.02%	-156	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	4,321	$433K	0.05%	+32	13F-HR Timeline
MidAtlantic Capital Management, Inc.	4,301	$431K	0.29%	+43	13F-HR Timeline
FIRST FINANCIAL BANK - TRUST DIVISION	4,277	$429K	0.04%	-2,626	13F-HR Timeline
Cottage Street Advisors LLC	4,273	$428K	0.18%	-19	13F-HR Timeline
Axim Planning & Wealth	4,257	$427K	0.34%	+1,390	13F-HR Timeline
Topsail Wealth Management, LLC	4,230	$424K	0.07%	+21	13F-HR Timeline
Argent Trust Co	4,225	$424K	0.02%	+885	13F-HR Timeline
My Personal CFO, LLC	4,222	$423K	0.16%	new	13F-HR Timeline
Foundation Wealth Management, LLC\PA	4,222	$423K	0.16%	+892	13F-HR Timeline
Joel Isaacson & Co., LLC	4,209	$422K	0.02%	+375	13F-HR Timeline
Traveka Wealth, LLC	4,208	$422K	0.19%	new	13F-HR Timeline
Atlanta Consulting Group Advisors, LLC	4,207	$422K	0.1%	+17	13F-HR Timeline
LIFE LINE WEALTH MANAGEMENT LLC	4,202	$421K	0.13%	+41	13F-HR Timeline
Wood Tarver Financial Group, LLC	4,193	$420K	0.12%	-170	13F-HR Timeline
Hanson & Doremus Investment Management	4,156	$417K	0.05%	0	13F-HR Timeline
DEFINED WEALTH MANAGEMENT, LLC	4,140	$415K	0.24%	+286	13F-HR Timeline
Johnson Bixby & Associates, LLC	4,138	$415K	0.05%	new	13F-HR Timeline
25 LLC	4,121	$413K	0.14%	0	13F-HR Timeline
Insight Wealth Partners, LLC	4,120	$413K	0.18%	-95	13F-HR Timeline
Luminist Capital LLC	4,120	$413K	0.36%	new	13F-HR Timeline
Bogart Wealth, LLC	4,117	$413K	0.02%	0	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	4,114	$412K	0.03%	-1,535	13F-HR Timeline
MEMBERS WEALTH LLC	4,112	$412K	0.26%		13F-HR Timeline
Syverson Strege & Co	4,094	$410K	0.1%	+12	13F-HR Timeline
WealthCollab, LLC	4,082	$409K	0.19%	0	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	4,079	$409K	0.14%	+86	13F-HR Timeline
Manuka Financial, LLC	4,078	$409K	0.25%	-798	13F-HR Timeline
EdgeRock Capital LLC	4,078	$409K	0.11%	new	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	4,045	$406K	0.18%	-446	13F-HR Timeline Group
Harpswell Capital Advisors, LLC	4,010	$402K	0.38%		13F-HR Timeline
New Capital Management LP	4,002	$401K	0.11%	-16,287	13F-HR Timeline
Gouws Capital LLC	4,000	$401K	0.22%	+1,900	13F-HR Timeline
Frank, Rimerman Advisors LLC	3,996	$401K	0.03%	0	13F-HR Timeline
GERMAN AMERICAN BANCORP, INC.	3,981	$399K	0.04%	0	13F-HR Timeline
Carter Financial Group, INC.	3,972	$398K	0.24%	-138	13F-HR Timeline
Trust Co of the South	3,958	$397K	0.07%	0	13F-HR Timeline
Clearstead Trust, LLC	3,950	$396K	0.07%	0	13F-HR Timeline
SSA SWISS ADVISORS AG	3,924	$393K	0.18%	+131	13F-HR Timeline
Glen Eagle Advisors, LLC	3,920	$393K	0.05%	+996	13F-HR Timeline
CWA Asset Management Group, LLC	3,917	$393K	0.01%	-2,061	13F-HR Timeline
ANCHOR CAPITAL ADVISORS LLC	3,905	$391K	0.01%	-215	13F-HR Timeline
Claro Advisors Inc.	3,902	$391K	0.06%	+278	13F-HR Timeline
4WEALTH ADVISORS, INC.	3,899	$391K	0.36%	-104	13F-HR Timeline
Peregrine Asset Advisers, Inc.	3,843	$385K	0.12%	-10	13F-HR Timeline
Knuff & Co LLC	3,805	$381K	0.11%	new	13F-HR Timeline
RHS Financial, LLC	3,763	$377K	0.2%	+1,145	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	3,751	$376K	0.08%	+21	13F-HR Timeline
Wealthfront Advisers LLC	3,747	$376K	<0.01%	new	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	3,741	$375K	0.22%	+456	13F-HR Timeline
Barnes Dennig Private Wealth Management…	3,736	$375K	0.4%	+1,983	13F-HR Timeline
Financial Sense Advisors, Inc.	3,731	$374K	0.07%	-40	13F-HR Timeline
Petix & Botte Co	3,726	$373K	0.09%	+4	13F-HR Timeline
SSI INVESTMENT MANAGEMENT LLC	3,720	$373K	0.03%	0	13F-HR Timeline
Creative Capital Management Investments…	3,716	$373K	0.12%	0	13F-HR Timeline
LM Advisors LLC	3,706	$372K	0.05%	+433	13F-HR Timeline
Williams Jones Wealth Management, LLC.	3,700	$371K	<0.01%	-1,476	13F-HR Timeline
Cypress Wealth Services, LLC	3,694	$370K	0.06%	+168	13F-HR Timeline
Coastal Bridge Advisors, LLC	3,682	$369K	0.03%	+27	13F-HR Timeline
MONTAG A & ASSOCIATES INC	3,679	$369K	0.02%	0	13F-HR Timeline
CLEAR INVESTMENT RESEARCH, LLC	3,679	$369K	0.49%	+1	13F-HR Timeline
Plum Street Advisors, LLC	3,679	$369K	0.14%	+79	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	3,674	$368K	0.1%	0	13F-HR Timeline
Sachetta, LLC	3,671	$368K	0.14%	0	13F-HR Timeline
W ADVISORS, LLC	3,669	$368K	0.19%	0	13F-HR Timeline
Disciplined Investments, LLC	3,668	$368K	0.15%	-732	13F-HR Timeline
North Star Investment Management Corp.	3,661	$367K	0.02%	+20	13F-HR Timeline
SENTINEL PENSION ADVISORS, LLC	3,642	$365K	0.06%	+15	13F-HR Timeline
Northstar Group, Inc.	3,630	$364K	0.05%	0	13F-HR Timeline
Brickley Wealth Management	3,629	$364K	0.06%	+118	13F-HR Timeline
WATERS PARKERSON & CO., LLC	3,620	$363K	0.02%	+710	13F-HR Timeline
SIH Partners, LLLPin group SIH Partners, LLLP	3,620	$363K	0.03%	new	13F-HR Timeline Group
HOWARD BAILEY SECURITIES, LLC	3,613	$362K	0.1%	+882	13F-HR/A Timeline
Philip James Wealth Mangement, LLC	3,603	$361K	0.04%	0	13F-HR Timeline
WealthBridge Capital Management, LLC	3,590	$360K	0.08%	new	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	3,579	$359K	0.03%	+196	13F-HR/A Timeline
MGB Wealth Management, LLC	3,579	$359K	0.1%	0	13F-HR Timeline
Apeiron RIA LLC	3,561	$358K	0.08%	-351	13F-HR Timeline
Strategent Financial, LLC	3,558	$357K	0.26%	0	13F-HR Timeline
WP Advisors, LLC	3,551	$356K	0.09%	+34	13F-HR Timeline
PRELUDE CAPITAL MANAGEMENT, LLC	3,550	$356K	0.03%	new	13F-HR Timeline
Meadow Creek Wealth Advisors LLC	3,515	$355K	0.24%	-90	13F-HR Timeline
Pine Ridge Advisers LLC	3,543	$355K	0.02%	0	13F-HR Timeline
Note Advisors, LLC	3,518	$353K	0.21%	+127	13F-HR Timeline
O'Brien Wealth Partners LLC	3,501	$351K	0.05%	+1,081	13F-HR Timeline
Rockingstone Advisors LLC	3,500	$351K	0.17%	-500	13F-HR Timeline
Segment Wealth Management, LLC	3,487	$350K	0.02%	+60	13F-HR Timeline
AMERIFLEX GROUP, INC.	3,482	$349K	0.13%	+1,009	13F-HR Timeline
Everhart Financial Group, Inc.	3,479	$349K	0.03%	-7	13F-HR Timeline
SOA Wealth Advisors, LLC.	3,479	$349K	0.06%	+78	13F-HR Timeline
Weaver Consulting Group	3,478	$349K	0.09%	+264	13F-HR Timeline
GR FINANCIAL GROUP, LLC	3,475	$348K	0.08%	+34	13F-HR Timeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.	3,472	$348K	<0.01%	+1	13F-HR Timeline Group
Lewis Asset Management, LLC	3,463	$347K	0.14%	-50	13F-HR Timeline
NOVEM GROUP	3,451	$346K	0.04%	+1,084	13F-HR Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	3,449	$346K	0.01%	0	13F-HR Timeline Group
Cedar Point Capital Partners, LLC	3,444	$345K	0.23%	+135	13F-HR Timeline
Westmount Partners, LLC	3,440	$345K	0.09%	+76	13F-HR Timeline
Aurdan Capital Management, LLC	3,437	$345K	0.11%	new	13F-HR Timeline
Westshore Wealth, LLC	3,389	$340K	0.12%	+1	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	3,387	$340K	0.01%	-268	13F-HR Timeline Group
Willow Creek Wealth Management Inc.	3,378	$339K	0.03%	0	13F-HR Timeline
West Branch Capital LLC	3,378	$339K	0.09%	+135	13F-HR Timeline
NORDEN GROUP LLC	3,364	$337K	0.03%	-4,566	13F-HR Timeline
Financial Management Professionals, Inc.	3,356	$336K	0.04%	-1	13F-HR Timeline
Key Financial Inc	3,355	$336K	0.06%	+1,518	13F-HR Timeline
Semus Wealth Partners LLC	3,343	$335K	0.19%	-235	13F-HR Timeline
WealthCare Investment Partners, LLC	3,334	$334K	0.11%	new	13F-HR Timeline
Strategic Investment Advisors / MI	45,243	$333K	0.04%	+42,330	13F-HR/A Timeline
Virtue Capital Management, LLC	6,992	$332K	0.05%	-2,419	13F-HR/A Timeline
FLORIDA FINANCIAL ADVISORS, LLC	3,313	$332K	0.1%	-5,301	13F-HR Timeline
Rise Advisors, LLC	3,284	$329K	0.12%	+136	13F-HR Timeline
Hardin Capital Partners, LLC	3,281	$329K	0.18%	-60	13F-HR Timeline
Tempus Wealth Planning, LLC	3,275	$328K	0.08%	-238	13F-HR Timeline
Dogwood Wealth Management LLC	3,270	$328K	0.15%	+3,079	13F-HR Timeline
MIDDLETON & CO INC/MA	3,250	$326K	0.04%	0	13F-HR Timeline
Bravias Capital Group, LLC	3,248	$326K	0.22%	-500	13F-HR Timeline
Krilogy Financial LLC	3,250	$325K	0.01%	new	13F-HR Timeline
POM Investment Strategies, LLC	3,231	$324K	0.18%	new	13F-HR Timeline
Riverbend Wealth Management, LLC	3,197	$320K	0.22%	0	13F-HR Timeline
Parkshore Wealth Management, Inc.	3,196	$320K	0.13%	+2	13F-HR Timeline
First Heartland Consultants, Inc.	3,164	$317K	0.03%	+1,130	13F-HR Timeline
Icon Wealth Advisors, LLC	3,155	$316K	0.02%	+595	13F-HR Timeline
Farmers National Bank	3,141	$315K	0.07%	-220	13F-HR Timeline
Stelac Advisory Services LLC	3,136	$314K	0.11%	0	13F-HR Timeline
IFG Advisors, LLC	3,131	$314K	0.05%	new	13F-HR Timeline
CUTLER INVESTMENT COUNSEL LLC	3,127	$313K	0.03%	0	13F-HR Timeline
Basepoint Wealth LLC	3,120	$313K	0.22%	+29	13F-HR Timeline
Schneider Downs Wealth Management Advis…	3,111	$312K	0.04%	+33	13F-HR Timeline
Stonehearth Capital Management, LLC	3,085	$309K	0.12%	new	13F-HR Timeline
Stephenson & Company, Inc.	3,072	$308K	0.18%	0	13F-HR Timeline
Rosenberg Matthew Hamilton	3,069	$308K	0.07%	-771	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	3,061	$307K	0.08%	-164	13F-HR Timeline
WETZEL INVESTMENT ADVISORS, INC.	3,058	$307K	0.13%	-171	13F-HR Timeline
Magnus Financial Group LLC	3,050	$306K	0.02%	-34	13F-HR Timeline
LEE DANNER & BASS INC	3,042	$305K	0.02%	0	13F-HR Timeline
FSM Wealth Advisors, LLC	3,032	$304K	0.04%	+208	13F-HR Timeline
ABSOLUTE CAPITAL MANAGEMENT, LLC	3,023	$303K	0.13%	-45	13F-HR Timeline
Performance Wealth Partners, LLC	3,014	$302K	0.01%	-118	13F-HR Timeline
Obermeyer Wealth Partners	3,003	$301K	0.01%	new	13F-HR Timeline
MB Generational Wealth, LLC	3,001	$301K	0.19%		13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	3,000	$301K	0.13%	0	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	2,992	$300K	0.01%	-34	13F-HR Timeline
Tenret Co LLC	2,990	$300K	0.16%	0	13F-HR Timeline
Transcendent Capital Group LLC	2,967	$297K	0.13%	-711	13F-HR Timeline
Elite Financial, Inc.	2,967	$297K	0.14%	new	13F-HR Timeline
SYKON CAPITAL LLC	2,945	$295K	0.1%	+436	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	2,941	$295K	0.01%	-21,021	13F-HR Timeline Group
Ergawealth Advisors, Inc.	2,940	$295K	0.14%	new	13F-HR Timeline
Clearview Wealth Advisors LLC	2,931	$294K	0.19%	+255	13F-HR Timeline
WINCAP FINANCIAL LLC	2,928	$294K	0.2%	-186	13F-HR Timeline
Holistic Financial Partners	2,902	$291K	0.12%	0	13F-HR Timeline
EVERETT HARRIS & CO /CA/	2,892	$290K	<0.01%	0	13F-HR Timeline
RiverFront Investment Group, LLC	2,888	$290K	0.01%	-953	13F-HR Timeline
Stordahl Capital Management, Inc.	2,876	$288K	0.06%	-29	13F-HR Timeline
Endowment Wealth Management, Inc.	2,876	$288K	0.13%	+8	13F-HR Timeline
WNY Asset Management, LLC	2,873	$288K	0.03%	-1,706	13F-HR Timeline
Independence Bank of Kentucky	2,870	$288K	0.04%	0	13F-HR Timeline
Richardson Capital Management LLC	2,863	$287K	0.14%	new	13F-HR Timeline
Sandbox Financial Partners, LLC	2,847	$285K	0.08%	+15	13F-HR Timeline
Curat Global, LLC	2,846	$285K	0.27%	+1,500	13F-HR Timeline
Anchor Investment Management, LLC	2,836	$284K	0.02%	+86	13F-HR Timeline
POTENTIA WEALTH	2,829	$284K	0.11%	+654	13F-HR Timeline
Affinity Capital Advisors, LLC	2,816	$282K	0.04%	-233	13F-HR Timeline
Courage Miller Partners, LLC	2,806	$281K	0.08%	+1	13F-HR Timeline
United Bank	2,801	$281K	0.1%	+12	13F-HR Timeline
Stonebridge Capital Advisors LLC	2,800	$281K	0.02%	0	13F-HR Timeline
Old Port Advisors	2,798	$280K	0.07%	+154	13F-HR Timeline
Benin Management CORP	2,792	$280K	0.07%	0	13F-HR Timeline
White Lighthouse Investment Management …	2,789	$280K	0.04%	+290	13F-HR Timeline
SIGNATUREFD, LLC	2,782	$279K	<0.01%	-107	13F-HR Timeline
Almanack Investment Partners, LLC.	2,777	$278K	0.04%	+343	13F-HR Timeline
Concorde Asset Management, LLC	2,769	$278K	0.12%		13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	2,761	$277K	0.09%	-60	13F-HR Timeline
Karpus Management, Inc.	2,760	$277K	0.01%	new	13F-HR Timeline
Traub Capital Management LLC	2,755	$276K	0.27%	0	13F-HR Timeline
DUNCKER STREETT & CO INC	2,735	$274K	0.05%	+942	13F-HR Timeline
WOLFF WIESE MAGANA LLC	2,734	$274K	0.16%	+71	13F-HR Timeline
SWP FINANCIAL LLC	2,733	$274K	0.14%	-257	13F-HR Timeline
Fragasso Financial Advisors Inc	2,704	$271K	0.02%	+12	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	2,696	$270K	0.04%	-279	13F-HR Timeline
Independent Family Office, LLC	2,682	$269K	0.11%	-350	13F-HR Timeline
Pines Wealth Management, LLC	2,674	$268K	0.09%	+9	13F-HR Timeline
Northstar Financial Companies, Inc.	2,660	$267K	0.25%	+3	13F-HR Timeline
Thomasville National Bank	2,655	$266K	0.02%	0	13F-HR Timeline
LYELL WEALTH MANAGEMENT, LP	2,635	$264K	0.02%	-200	13F-HR Timeline
CADINHA & CO LLC	2,633	$264K	0.04%	+2	13F-HR Timeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…	2,631	$264K	0.04%	new	13F-HR Timeline Group
BNC WEALTH MANAGEMENT, LLC	2,626	$263K	0.07%	-143	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	2,617	$262K	0.07%	-2,009	13F-HR Timeline