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Disclosery

AGG ISHARES TR

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SHS (fund)

2,065 managers (2,094 13F filers) reported a position in AGG shares at 2026-03-31, 1,234,130,990 shares in all. 122 filers opened a position and 135 filers sold out during the quarter.

Managers
2,065
13F filers
2,094
New
122
Added
1,006
Reduced
700
Sold out
135
Shares held by filers
1,234,130,990

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
PENNINGTON PARTNERS & CO., LLC6,226$618K0.21%-72813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV6,226$618K0.16%-15513F-HRTimeline
Zinnia Wealth Advisory, LLC6,225$618K0.69%-75913F-HRTimeline
Peterson Wealth Services6,204$616K0.15%+25713F-HRTimeline
DOVER ADVISORS, LLC6,179$613K0.25%013F-HRTimeline
Heirloom Wealth Management6,161$612K0.11%new13F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP6,171$611K0.11%-1,32813F-HRTimeline
Tidemark, LLC6,148$610K0.16%+1,03513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,147$610K0.02%+36713F-HRTimelineGroup
MASECO LLP6,138$609K0.02%-1,93113F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…6,124$608K0.02%013F-HRTimelineGroup
Talon Private Wealth, LLC6,118$607K0.08%13F-HRTimeline
SWP FINANCIAL LLC6,079$603K0.31%+3,12813F-HRTimeline
Beta Wealth Group, Inc.6,046$600K0.25%+6013F-HRTimeline
IPG Investment Advisors LLC6,044$600K0.1%new13F-HRTimeline
Roberts Financial Services LLC6,014$597K0.19%013F-HRTimeline
CALTON & ASSOCIATES, INC.5,988$594K0.09%-33413F-HRTimeline
Crewe Advisors LLC5,973$593K0.05%-11113F-HRTimeline
BKM Wealth Management, LLC5,953$591K0.22%+9313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK5,952$591K<0.01%new13F-HRTimelineGroup
LVW Advisors, LLC5,912$587K0.06%+1,96213F-HRTimeline
Uptown Financial Advisors LLC5,912$587K0.47%+25313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,911$587K0.04%-2,74313F-HRTimeline
Sterling Group Wealth Management, LLC5,908$586K0.28%013F-HRTimeline
Tilson Financial Group, Inc.5,870$583K0.17%-92713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,855$581K0.07%+5113F-HRTimeline
Sharkey, Howes & Javer5,829$579K0.08%-2,66513F-HRTimeline
United Bank5,793$575K0.19%013F-HRTimeline
Willis Johnson & Associates, Inc.5,781$574K0.03%+33413F-HRTimeline
Strategic Financial Services, Inc.5,765$572K0.03%new13F-HRTimeline
OAK ASSOCIATES LTD /OH/5,751$571K0.04%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,745$570K0.01%-1,77313F-HRTimeline
BFSG, LLC5,741$570K0.05%-33813F-HRTimeline
Palumbo Wealth Management LLC5,734$569K0.14%013F-HRTimeline
Partners in Financial Planning5,714$567K0.09%+613F-HRTimeline
Clare Market Investments LLC5,709$567K0.12%13F-HRTimeline
Asset Allocation & Management Company, …5,692$565K0.21%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,697$564K0.01%+16613F-HRTimeline
Strengthening Families & Communities, L…5,670$563K0.14%new13F-HRTimeline
LCW Services, LLC5,654$561K0.28%+1,37413F-HRTimeline
WILLIAM JOHN SEMPOLINSKI5,618$558K0.28%-9013F-HRTimeline
Cornerstone Wealth Management, LLC5,609$557K0.03%-2,42513F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC5,601$556K0.15%new13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.5,582$554K0.12%-213F-HRTimeline
Beacon Capital Management, LLC5,572$553K0.1%+1,64913F-HRTimeline
COURIER CAPITAL LLC5,524$548K0.03%-15013F-HR/ATimeline
PEAPACK GLADSTONE FINANCIAL CORP5,522$548K0.01%-7913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.5,479$544K0.04%+1,09913F-HRTimelineGroup
POWER WEALTH MANAGEMENT LLC5,468$543K0.2%-91813F-HRTimeline
Texas Yale Capital Corp.5,453$541K0.02%+79713F-HRTimeline
Traynor Capital Management, Inc.5,428$538K0.03%-1,15513F-HRTimeline
Timber Creek Capital Management LLC5,410$537K0.13%new13F-HRTimeline
Seascape Capital Management5,370$533K0.15%013F-HRTimeline
Blue Edge Capital, LLC5,352$531K0.07%+57013F-HRTimeline
Cornerstone Planning Group LLC5,362$530K0.07%+2,61713F-HRTimeline
SPROTT INC.5,320$528K0.02%+25813F-HRTimeline
FAS Wealth Partners, Inc.5,274$524K0.03%-1,18413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/5,272$523K0.19%-1,34413F-HRTimelineGroup
BEACON FINANCIAL GROUP5,258$522K0.05%-33513F-HRTimeline
PROFFITT & GOODSON INC5,254$522K0.08%+313F-HRTimeline
Bogart Wealth, LLC5,252$521K0.02%013F-HRTimeline
Palisade Asset Management, LLC5,226$519K0.05%+613F-HRTimeline
Balanced Rock Investment Advisors LLC5,212$517K0.36%-10213F-HRTimeline
GFS Advisors, LLC5,200$516K0.07%013F-HR/ATimeline
Continuum Advisory, LLC5,188$515K0.05%+70113F-HRTimeline
WARNER FINANCIAL, INC5,192$515K0.18%+213F-HRTimeline
Lantern Wealth Advisors, LLC5,168$513K0.26%new13F-HRTimeline
Selective Wealth Management, Inc.5,152$510K0.15%new13F-HRTimeline
BlueStem Wealth Partners, LLC5,114$508K0.06%-54513F-HRTimeline
Roger Wittlin Investment Advisory, LLC5,111$507K0.41%-1,37813F-HRTimeline
Heritage Wealth Advisors5,020$498K0.02%+5813F-HRTimeline
CHAPIN DAVIS, INC.5,005$497K0.11%+9413F-HRTimeline
PEOPLES BANK /OH5,000$496K0.3%new13F-HRTimeline
Gradient Capital Advisors, LLC4,977$494K0.13%-4213F-HRTimeline
Hilltop Partners LLC4,966$493K0.13%-58913F-HRTimeline
Attessa Capital LLC4,925$489K0.27%-5813F-HRTimeline
LARCH CAPITAL PARTNERS LLC4,917$488K0.07%new13F-HRTimeline
STEVENS CAPITAL PARTNERS4,910$487K0.12%-6,92613F-HRTimeline
Summit Financial Strategies, Inc.4,900$486K0.04%+44313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,893$486K0.18%-2,41713F-HRTimeline
True Link Financial Advisors, LLC4,860$482K0.03%-28113F-HR/ATimeline
Resurgent Financial Advisors LLC4,844$481K0.18%-23813F-HRTimeline
Opes Wealth Management LLC4,842$481K0.08%-1,76013F-HRTimeline
Capital Advisors, Ltd. LLC4,822$479K0.05%-21813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC4,817$478K0.04%+2,49513F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC4,784$475K0.11%+6213F-HR/ATimeline
Performance Wealth Partners, LLC4,778$474K0.01%-39313F-HRTimeline
MidAtlantic Capital Management, Inc.4,773$474K0.33%+47213F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …4,763$473K<0.01%-2,66513F-HRTimelineGroup
BG Investment Services, LLC4,733$470K0.39%+2113F-HRTimeline
WealthCare Investment Partners, LLC4,736$469K0.13%+95613F-HRTimeline
Dale Q Rice Investment Management Ltd4,728$469K0.36%013F-HRTimeline
Wealthfront Advisers LLC4,691$466K<0.01%-97513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,675$464K0.02%013F-HRTimeline
Insight Wealth Partners, LLC4,668$463K0.19%+54813F-HRTimeline
Heartland Bank & Trust Co4,655$462K0.1%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.4,639$461K0.02%new13F-HRTimeline
RW Investment Management LLC4,624$459K0.04%13F-HRTimeline
Brookwood Investment Group LLC4,615$458K0.06%+1,72213F-HRTimeline
White Lighthouse Investment Management …4,604$457K0.06%+1,39013F-HRTimeline
Ridge Creek Global, Inc4,601$457K0.39%013F-HRTimeline
TSA Wealth Managment LLC4,594$456K0.15%-2513F-HRTimeline
Gray Private Wealth, LLC4,586$455K0.23%-5213F-HRTimeline
ROMANO BROTHERS AND COMPANY4,573$454K0.05%-20013F-HRTimeline
Cascade Financial Partners, LLC4,552$452K0.05%-5,98413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION4,544$451K0.04%+23013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding4,520$449K+72Timeline
C2P Capital Advisory Group, LLC d.b.a. …4,518$449K0.03%+1,24013F-HRTimeline
Coordinated Financial Services, Inc.4,506$447K0.26%-1913F-HRTimeline
Joel Isaacson & Co., LLC4,503$447K0.01%+2513F-HRTimeline
INSPIRE TRUST CO, N.A.4,486$445K0.07%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,480$445K<0.01%-75013F-HRTimelineGroup
DEFINED WEALTH MANAGEMENT, LLC4,469$444K0.26%-50613F-HRTimeline
Dogwood Wealth Management LLC4,468$444K0.19%+1,03313F-HRTimeline
Abel Hall, LLC4,467$443K0.09%-1213F-HRTimeline
MBL Wealth, LLC4,460$443K0.03%-2,27513F-HRTimeline
Valley Financial Group, Inc.4,441$441K0.24%new13F-HRTimeline
Uniting Wealth Partners, LLC4,440$441K0.09%new13F-HRTimeline
Oath Planning, LLC4,434$440K0.39%+2813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,434$440K0.03%+52313F-HRTimeline
SONATA CAPITAL GROUP INC4,423$439K0.16%013F-HRTimeline
Weaver Consulting Group4,407$437K0.1%+9113F-HRTimeline
Elevation Wealth Management LLC4,371$434K0.4%-1,31213F-HRTimeline
Quadcap Wealth Management, LLC4,360$433K0.05%-213F-HRTimeline
Hanson & Doremus Investment Management4,355$432K0.05%+19913F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC4,352$432K0.19%+9513F-HRTimeline
CJM Wealth Advisers, Ltd.4,315$428K0.13%+21213F-HRTimeline
FWG Holdings, LLC4,280$424K0.16%-14,31713F-HRTimeline
Roan Capital Partners4,266$423K0.39%13F-HRTimeline
Cottage Street Advisors LLC4,251$422K0.18%-7713F-HRTimeline
Community Bank & Trust, Waco, Texas4,234$420K0.08%+39413F-HRTimeline
Bright Futures Wealth Management, LLC.4,228$420K0.29%+2113F-HRTimeline
UPTICK PARTNERS, LLC4,224$419K0.08%-13,66013F-HRTimeline
PATTEN & PATTEN INC/TN4,204$417K0.03%-1,38113F-HRTimeline
BIRCH FINANCIAL GROUP, LLC4,197$417K0.24%-4613F-HRTimeline
Wood Tarver Financial Group, LLC4,179$414K0.11%+913F-HRTimeline
Portus Wealth Advisors, LLC4,169$414K0.39%-3,35313F-HRTimeline
New World Advisors LLC4,166$414K0.07%+513F-HR/ATimeline
Synergy Financial Group, LTD4,150$412K0.31%new13F-HRTimeline
Peak Wealth Management LLC4,143$411K0.34%-3713F-HRTimeline
Johnson Bixby & Associates, LLC4,138$411K0.05%013F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…4,144$409K0.31%+1,60813F-HRTimeline
XY Planning Network, Inc.4,127$409K0.07%+1,08213F-HRTimeline
Haverford Trust Co4,101$407K<0.01%-2,38713F-HRTimeline
WealthCollab, LLC4,082$405K0.17%013F-HRTimeline
Legacy Capital Wealth Partners, LLC4,071$404K0.08%-13113F-HRTimeline
Goodman Financial Corp4,048$402K0.07%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,006$398K0.06%+32913F-HRTimeline
MONECO ADVISORS, LLC4,004$397K0.03%-34113F-HRTimeline
VISION FINANCIAL MARKETS LLC4,000$397K0.39%-1,00013F-HRTimeline
Gouws Capital LLC4,000$397K0.21%013F-HRTimeline
Torrey-Payne Wealth Management, LLC4,000$397K0.36%013F-HRTimeline
Diversified Portfolios, Inc.3,992$396K0.03%-2,36913F-HRTimeline
NORTH DALLAS BANK & TRUST CO3,990$396K0.27%-4013F-HRTimeline
Manuka Financial, LLC3,977$395K0.24%-3213F-HRTimeline
Centric Wealth Management3,987$393K0.08%new13F-HRTimeline
Trust Co of the South3,958$393K0.06%-6,76713F-HRTimeline
ALERUS FINANCIAL NA3,930$390K0.02%+3,90813F-HRTimeline
American Trust3,917$389K0.03%-78313F-HRTimeline
SSA SWISS ADVISORS AG3,890$386K0.18%+57913F-HRTimeline
Lewis Asset Management, LLC3,869$384K0.16%013F-HRTimeline
Coastal Bridge Advisors, LLC3,869$384K0.03%-8313F-HRTimeline
Barnes Dennig Private Wealth Management…3,868$384K0.38%+11113F-HRTimeline
4WEALTH ADVISORS, INC.3,851$381K0.33%-2813F-HRTimeline
HCR Wealth Advisors3,795$377K0.04%013F-HRTimeline
Altura Wealth Advisors Inc.3,792$376K0.16%-1,43813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,773$375K0.01%-3,06413F-HR/ATimelineGroup
Advance Capital Management, Inc.3,767$374K0.01%-21613F-HRTimeline
Brickley Wealth Management3,767$374K0.06%-15413F-HRTimeline
Cooper Financial Group3,764$374K0.04%+69613F-HRTimeline
Fourth Dimension Wealth, LLC3,760$373K0.14%-7,02713F-HRTimeline
SOA Wealth Advisors, LLC.3,752$372K0.07%+29013F-HRTimeline
Krilogy Financial LLC3,737$372K0.01%+40713F-HRTimeline
Financial Sense Advisors, Inc.3,730$370K0.08%-5913F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC3,720$369K0.03%013F-HRTimeline
Hobbs Group Advisors, LLC3,719$369K0.11%-47113F-HRTimeline
WAYSTONE ADVISORS LLC3,719$369K0.33%+11613F-HRTimeline
Creative Capital Management Investments…3,716$369K0.11%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/3,724$368K0.24%+1,07113F-HRTimeline
Callan Family Office, LLC3,705$368K0.01%+21613F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,686$366K0.02%+1,49113F-HRTimeline
SYKON CAPITAL LLC3,685$366K0.12%+11013F-HRTimeline
FINANCIAL CONSULATE, INC3,683$366K0.05%-1,52013F-HRTimeline
MONTAG A & ASSOCIATES INC3,679$365K0.02%013F-HRTimeline
Plum Street Advisors, LLC3,679$365K0.13%013F-HRTimeline
Woodside Wealth Management LLC3,676$365K0.29%-2,63113F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,674$365K0.09%013F-HRTimeline
Note Advisors, LLC3,660$363K0.18%+6113F-HRTimeline
Claro Advisors Inc.3,659$363K0.04%-7213F-HRTimeline
Northstar Group, Inc.3,630$360K0.05%013F-HRTimeline
WATERS PARKERSON & CO., LLC3,620$359K0.02%013F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP3,620$359K0.01%013F-HRTimelineGroup
W ADVISORS, LLC3,605$358K0.18%-4113F-HRTimeline
Philip James Wealth Mangement, LLC3,603$358K0.04%013F-HRTimeline
BURNEY CO/3,597$357K0.01%-8913F-HRTimeline
Peregrine Asset Advisers, Inc.3,591$356K0.1%-9413F-HRTimeline
Northstar Advisory Group, LLC3,587$356K0.14%-26,93013F-HRTimeline
Life Planning Partners, Inc3,556$353K0.27%+15713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,553$353K0.02%-66013F-HRTimeline
Foundation Wealth Management, LLC\PA3,550$352K0.12%013F-HRTimeline