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Disclosery

AGG ISHARES TR

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SHS (fund)

2,085 managers (2,114 13F filers) reported a position in AGG shares at 2025-12-31, 1,224,882,641 shares in all. 136 filers opened a position and 97 filers sold out during the quarter.

Managers
2,085
13F filers
2,114
New
136
Added
1,000
Reduced
574
Sold out
97
Shares held by filers
1,224,882,641

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Aurdan Capital Management, LLC6,615$661K0.2%+3,17813F-HRTimeline
Opes Wealth Management LLC6,602$659K0.11%-95,95713F-HRTimeline
Inman Jager Wealth Management, LLC6,591$658K0.4%013F-HRTimeline
Traynor Capital Management, Inc.6,583$658K0.04%+1,66013F-HRTimeline
PAX Financial Group, LLC6,568$656K0.11%+16213F-HRTimeline
Box Hill Private Wealth LLC6,501$649K0.66%13F-HRTimeline
PMG Wealth Management, Inc.6,500$649K0.48%013F-HRTimeline
ARVEST INVESTMENTS, INC.6,490$648K0.09%+6,38613F-HRTimeline
Roger Wittlin Investment Advisory, LLC6,489$648K0.45%-9113F-HRTimeline
Haverford Trust Co6,488$648K0.01%+1,89713F-HRTimeline
FAS Wealth Partners, Inc.6,458$645K0.04%+1,08613F-HRTimeline
Cambridge Advisors Inc.6,458$645K0.12%013F-HRTimeline
Heritage Trust Co6,440$643K0.07%-24213F-HRTimeline
POWER WEALTH MANAGEMENT LLC6,386$638K0.22%+1,79313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV6,381$637K0.17%+1,14013F-HRTimeline
Diversified Portfolios, Inc.6,361$635K0.05%+1,41813F-HRTimeline
Berkeley Capital Partners, LLC6,354$635K0.15%+11513F-HRTimeline
TMB Capital Partners, LLC6,346$634K0.22%13F-HRTimeline
CORA CAPITAL ADVISORS LLC6,345$634K0.25%new13F-HRTimeline
CALTON & ASSOCIATES, INC.6,322$631K0.09%+52613F-HRTimeline
Genesis Wealth Advisors, LLC6,308$630K0.43%-42013F-HRTimeline
Woodside Wealth Management LLC6,307$630K0.47%+6613F-HRTimeline
TRUEFG, LLC6,293$628K0.17%+6613F-HRTimeline
Bernardo Wealth Planning LLC6,286$628K0.12%+7013F-HRTimeline
Central Pacific Bank - Trust Division6,257$625K0.08%-2,27413F-HRTimeline
HUB Investment Partners, LLC6,248$624K0.02%-2,46813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…6,247$624K0.07%new13F-HR/ATimelineGroup
DOVER ADVISORS, LLC6,179$617K0.24%+1,36013F-HRTimeline
MMA ASSET MANAGEMENT LLC6,176$617K0.22%-3413F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …6,158$615K0.08%-2,07713F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…6,124$612K0.02%new13F-HRTimelineGroup
Crewe Advisors LLC6,084$608K0.05%-6613F-HRTimeline
BFSG, LLC6,079$607K0.06%-8,74713F-HRTimeline
Invariant Investment Management6,049$606K0.39%13F-HRTimeline
Roberts Financial Services LLC6,014$601K0.19%013F-HRTimeline
Beta Wealth Group, Inc.5,986$598K0.24%013F-HRTimeline
Cadence Bank5,952$594K0.03%+58513F-HRTimeline
Peterson Wealth Services5,947$594K0.15%+4,98713F-HRTimeline
Shepherd Financial Partners LLC5,944$594K0.06%-62213F-HRTimeline
Sterling Group Wealth Management, LLC5,908$590K0.29%+20813F-HRTimeline
BKM Wealth Management, LLC5,860$585K0.21%+15213F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH5,845$584K0.17%+5,81513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,804$580K0.07%+1,17813F-HRTimeline
United Bank5,793$579K0.2%+2,99213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,780$577K0.01%013F-HRTimelineGroup
OAK ASSOCIATES LTD /OH/5,751$574K0.03%new13F-HRTimeline
Crestmont Private Wealth LLC5,739$573K0.19%new13F-HRTimeline
Palumbo Wealth Management LLC5,734$573K0.14%new13F-HRTimeline
Partners in Financial Planning5,708$570K0.1%+2113F-HRTimeline
WILLIAM JOHN SEMPOLINSKI5,708$570K0.28%13F-HRTimeline
Asset Allocation & Management Company, …5,692$569K0.23%013F-HRTimeline
Elevation Wealth Management LLC5,683$568K0.54%13F-HRTimeline
COURIER CAPITAL LLC5,674$567K0.03%013F-HRTimeline
Wealthfront Advisers LLC5,666$566K<0.01%+1,91913F-HRTimeline
BlueStem Wealth Partners, LLC5,659$565K0.06%-96313F-HRTimeline
Uptown Financial Advisors LLC5,659$565K0.48%-46813F-HRTimeline
Axim Planning & Wealth5,656$565K0.6%+1,39913F-HRTimeline
Acropolis Investment Management, LLC5,644$564K0.03%-12,03613F-HRTimeline
HOWE & RUSLING INC5,628$562K0.04%+1,12713F-HRTimeline
Trek Financial, LLC5,607$560K0.03%-27013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,601$559K0.01%-59413F-HRTimeline
BEACON FINANCIAL GROUP5,593$559K0.06%-1,08413F-HRTimeline
PATTEN & PATTEN INC/TN5,585$558K0.03%-78213F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.5,584$558K0.12%-44713F-HRTimeline
Hilltop Partners LLC5,555$555K0.14%-93613F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding5,546$554K+2,915Timeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd5,545$554K0.03%+85013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC5,531$553K0.01%+7713F-HRTimeline
MEMBERS WEALTH LLC5,460$547K0.34%+1,34813F-HRTimeline
Willis Johnson & Associates, Inc.5,447$544K0.03%+49013F-HRTimeline
TWO SIGMA SECURITIES, LLC5,441$543K0.07%-32,50913F-HRTimeline
Triumph Capital Management5,440$543K0.12%+3,30613F-HRTimeline
Tradewinds, LLC.5,429$542K0.13%-16813F-HRTimeline
ARWA LLC5,411$540K0.32%13F-HRTimeline
Seascape Capital Management5,370$536K0.15%-14413F-HRTimeline
MOTCO5,328$532K0.05%+2,79413F-HRTimeline
Balanced Rock Investment Advisors LLC5,314$531K0.38%013F-HRTimeline
Capital Investment Advisory Services, L…5,313$531K0.04%+84613F-HRTimeline
ADVISORTRUST PARTNERS, LLC5,300$529K0.23%13F-HRTimeline
Bogart Wealth, LLC5,252$525K0.02%+1,13513F-HRTimeline
PROFFITT & GOODSON INC5,251$524K0.07%-11813F-HRTimeline
Ledyard National Bank5,244$524K0.05%-1,36113F-HRTimeline
Altura Wealth Advisors Inc.5,230$522K0.22%+6813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,230$522K<0.01%013F-HRTimelineGroup
Palisade Asset Management, LLC5,220$521K0.05%-9313F-HRTimeline
FINANCIAL CONSULATE, INC5,203$520K0.07%013F-HRTimeline
GFS Advisors, LLC5,200$519K0.06%013F-HRTimeline
WARNER FINANCIAL, INC5,190$518K0.18%-1,58813F-HRTimeline
Performance Wealth Partners, LLC5,171$516K0.01%+2,15713F-HRTimeline
Naviter Wealth, LLC5,142$514K0.07%+6613F-HRTimeline
True Link Financial Advisors, LLC5,141$513K0.03%new13F-HRTimeline
Tidemark, LLC5,113$511K0.15%013F-HRTimeline
Resurgent Financial Advisors LLC5,082$508K0.25%+71313F-HRTimeline
SPROTT INC.5,062$506K0.02%-5313F-HRTimeline
Capital Advisors, Ltd. LLC5,040$503K0.06%-1613F-HRTimeline
Gradient Capital Advisors, LLC5,019$501K0.13%-7413F-HRTimeline
VISION FINANCIAL MARKETS LLC5,000$499K0.51%013F-HRTimeline
Attessa Capital LLC4,983$498K0.27%-2,27413F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC4,975$497K0.29%+83513F-HRTimeline
Heritage Wealth Advisors4,962$496K0.02%+44713F-HRTimeline
GSG Advisors LLC4,947$494K0.13%-4613F-HRTimeline
CHAPIN DAVIS, INC.4,911$491K0.11%-7713F-HRTimeline
PYA Waltman Capital, LLC4,892$489K0.13%new13F-HRTimeline
Putney Financial Group LLC4,847$484K0.45%-2,98013F-HRTimeline
Blue Edge Capital, LLC4,782$478K0.06%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY4,773$477K0.05%+15713F-HRTimeline
MCF Advisors LLC4,752$475K0.03%-17613F-HRTimeline
Dale Q Rice Investment Management Ltd4,728$472K0.34%013F-HRTimeline
Northwest Capital Management Inc4,726$472K2.05%-1,29313F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC4,722$472K0.11%-3313F-HR/ATimeline
BG Investment Services, LLC4,712$471K0.42%+20013F-HRTimeline
American Trust4,700$469K0.04%-3,93813F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,675$467K0.02%013F-HRTimeline
Texas Yale Capital Corp.4,656$465K0.01%013F-HRTimeline
Gray Private Wealth, LLC4,638$463K0.23%+16113F-HRTimeline
Clear Creek Financial Management, LLC4,637$463K0.04%-3,58413F-HRTimeline
TSA Wealth Managment LLC4,619$461K0.15%+613F-HRTimeline
Ridge Creek Global, Inc4,601$460K0.39%13F-HRTimeline
Atlanta Consulting Group Advisors, LLC4,601$460K0.1%+39413F-HRTimeline
Strategies Wealth Advisors, LLC4,595$459K0.05%-1,00213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…4,587$458K0.22%+54213F-HRTimelineGroup
Crusonia Wealth Advisors LLC4,553$455K0.1%13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC4,525$452K0.09%-1,96913F-HRTimeline
Coordinated Financial Services, Inc.4,525$452K0.26%new13F-HRTimeline
Continuum Advisory, LLC4,487$448K0.04%-25813F-HRTimeline
INSPIRE TRUST CO, N.A.4,486$448K0.07%013F-HRTimeline
Abel Hall, LLC4,479$447K0.1%-2213F-HRTimeline
Joel Isaacson & Co., LLC4,478$447K0.01%+26913F-HRTimeline
Apeiron RIA LLC4,473$446K0.09%+91213F-HRTimeline
Summit Financial Strategies, Inc.4,457$445K0.04%-87813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding4,448$444K+49Timeline
SONATA CAPITAL GROUP INC4,423$442K0.16%-25013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.4,418$441K0.05%new13F-HRTimeline
Oath Planning, LLC4,406$440K0.43%13F-HRTimeline
Chancellor Financial Group WB LP4,403$440K0.3%+213F-HRTimeline
Thompson David Blair4,403$440K0.25%13F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.4,380$437K0.03%new13F-HRTimelineGroup
Quadcap Wealth Management, LLC4,362$436K0.05%-2713F-HRTimeline
Fiduciary Alliance LLC4,346$434K0.03%+2,01113F-HRTimeline
MONECO ADVISORS, LLC4,345$434K0.03%+1,90213F-HRTimeline
Glen Eagle Advisors, LLC4,339$433K0.06%+41913F-HRTimeline
Cottage Street Advisors LLC4,328$432K0.18%+5513F-HRTimeline
Weaver Consulting Group4,316$431K0.11%+83813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION4,314$431K0.04%+3713F-HRTimeline
MidAtlantic Capital Management, Inc.4,301$430K0.28%013F-HRTimeline
Center for Wealth Management Advisory4,285$428K0.32%13F-HRTimeline
LCW Services, LLC4,280$427K0.23%13F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC4,257$425K0.13%+5513F-HRTimeline
Walkner Condon Financial Advisors LLC4,252$425K0.06%-5,66113F-HRTimeline
BIRCH FINANCIAL GROUP, LLC4,243$424K0.24%-31313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,213$421K0.03%+63413F-HR/ATimeline
Bright Futures Wealth Management, LLC.4,207$420K0.31%+2,07913F-HRTimeline
Legacy Capital Wealth Partners, LLC4,202$420K0.09%+45113F-HRTimeline
Hobbs Group Advisors, LLC4,190$419K0.13%-2,57013F-HRTimeline
Magnus Financial Group LLC4,186$418K0.03%+1,13613F-HRTimeline
Peak Wealth Management LLC4,180$417K0.35%13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,168$416K0.11%+85513F-HRTimeline
Wood Tarver Financial Group, LLC4,170$416K0.12%-2313F-HRTimeline
New World Advisors LLC4,161$416K0.07%-49713F-HRTimeline
Hanson & Doremus Investment Management4,156$415K0.05%013F-HRTimeline
Johnson Bixby & Associates, LLC4,138$413K0.05%013F-HRTimeline
Insight Wealth Partners, LLC4,120$412K0.17%013F-HRTimeline
CJM Wealth Advisers, Ltd.4,103$410K0.12%-3,51313F-HRTimeline
Advisors Capital Management, LLC4,091$409K<0.01%new13F-HRTimeline
WealthCollab, LLC4,082$408K0.17%013F-HRTimeline
EdgeRock Capital LLC4,078$407K0.11%013F-HRTimeline
Principia Wealth Advisory, LLC4,048$404K0.25%+2,05213F-HRTimeline
Goodman Financial Corp4,048$404K0.08%new13F-HRTimeline
NORTH DALLAS BANK & TRUST CO4,030$403K0.26%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,012$402K0.03%-10213F-HRTimeline
Torrey-Payne Wealth Management, LLC4,000$401K0.36%13F-HRTimeline
Manuka Financial, LLC4,009$400K0.25%-6913F-HRTimeline
Gouws Capital LLC4,000$400K0.21%013F-HRTimeline
Frank, Rimerman Advisors LLC3,996$399K0.03%013F-HRTimeline
Advance Capital Management, Inc.3,983$398K0.02%-36413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,977$397K0.01%+59013F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.3,966$396K0.03%-1513F-HRTimeline
Coastal Bridge Advisors, LLC3,952$395K0.03%+27013F-HRTimeline
LVW Advisors, LLC3,950$395K0.04%new13F-HRTimeline
Beacon Capital Management, LLC3,923$392K0.06%+1,70813F-HRTimeline
Brickley Wealth Management3,921$392K0.07%+29213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3,911$391K0.02%-1,09513F-HRTimeline
Drucker Wealth 3.0, LLC3,905$390K0.07%-77313F-HRTimeline
4WEALTH ADVISORS, INC.3,879$387K0.34%-2013F-HRTimeline
Lewis Asset Management, LLC3,869$386K0.16%+40613F-HRTimeline
Community Bank & Trust, Waco, Texas3,840$384K0.08%new13F-HRTimeline
HCR Wealth Advisors3,795$379K0.04%new13F-HRTimeline
Hixon Zuercher, LLC3,790$379K0.11%new13F-HRTimeline
Financial Sense Advisors, Inc.3,789$378K0.07%+5813F-HRTimeline
WealthCare Investment Partners, LLC3,780$377K0.11%+44613F-HRTimeline
Barnes Dennig Private Wealth Management…3,757$375K0.38%+2113F-HRTimeline
Claro Advisors Inc.3,731$373K0.05%-17113F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC3,720$372K0.03%013F-HRTimeline
Creative Capital Management Investments…3,716$371K0.11%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC3,716$371K0.21%-2513F-HRTimeline
Segment Wealth Management, LLC3,687$368K0.02%+20013F-HRTimeline
BURNEY CO/3,686$368K0.01%-1,03813F-HRTimeline
Peregrine Asset Advisers, Inc.3,685$368K0.1%-15813F-HRTimeline
Vantus Wealth LLC3,683$368K0.27%13F-HRTimeline
Rialto Wealth Management, LLC3,681$368K0.09%-2,56713F-HRTimeline