AGG ISHARES TR

SHS (fund)

2,066 managers (2,098 13F filers) reported a position in AGG shares at 2026-06-30, 1,239,605,534 shares in all. 116 filers opened a position and 105 filers sold out during the quarter.

Managers: 2,066
13F filers: 2,098
New: 116
Added: 1,029
Reduced: 687
Sold out: 105
Shares held by filers: 1,239,605,534

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
FINANCIAL CONSULATE, INC	3,683	$365K	0.04%	0	13F-HR Timeline
MONTAG A & ASSOCIATES INC	3,679	$364K	0.02%	0	13F-HR Timeline
Evolution Wealth Advisors, LLC	3,677	$364K	0.04%	new	13F-HR Timeline
SOA Wealth Advisors, LLC.	3,676	$364K	0.06%	-76	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	3,674	$364K	0.08%	0	13F-HR Timeline
4WEALTH ADVISORS, INC.	3,642	$362K	0.28%	-209	13F-HR Timeline
HOHIMER WEALTH MANAGEMENT, LLC	3,653	$362K	0.04%	new	13F-HR Timeline
FINANCIAL MANAGEMENT NETWORK INC	3,664	$360K	0.05%	+499	13F-HR Timeline
Northstar Group, Inc.	3,630	$359K	0.05%	0	13F-HR Timeline
SIH Partners, LLLPin group SIH Partners, LLLP	3,620	$358K	0.01%	0	13F-HR Timeline Group
Ascentis Wealth Management, LLCgroup of 2 filers holding	3,609	$358K		-193,298	Timeline Ascentis Wealth Management, LLC: 3,440 (0.05%) 13F-HR/A Ascentis Independent Advisors: 169 (0.05%) 13F-HR/A
Plum Street Advisors, LLC	3,611	$357K	0.11%	-68	13F-HR Timeline
BEACON FINANCIAL GROUP	3,609	$357K	0.03%	-1,649	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	3,606	$357K	0.01%	+321	13F-HR Timeline
Philip James Wealth Mangement, LLC	3,603	$357K	0.04%	0	13F-HR Timeline
Endowment Wealth Management, Inc.	3,580	$354K	0.14%	+185	13F-HR Timeline
ROCKLAND TRUST CO	3,579	$354K	0.01%	-4,947	13F-HR Timeline
Peregrine Asset Advisers, Inc.	3,578	$354K	0.08%	-13	13F-HR Timeline
Buttonwood Financial Group, LLC	3,574	$354K	0.2%	new	13F-HR Timeline
WATERS PARKERSON & CO., LLC	3,570	$353K	0.02%	-50	13F-HR Timeline
GAMMA Investing LLC	3,565	$353K	0.01%	+3,239	13F-HR Timeline
SeaCrest Wealth Management, LLC	3,557	$352K	0.04%	+949	13F-HR Timeline
Apeiron RIA LLC	3,556	$352K	0.09%	+215	13F-HR Timeline
Everhart Financial Group, Inc.	3,551	$351K	0.02%	+126	13F-HR Timeline
Northwest Wealth Advisors, LLC	3,528	$349K	0.2%	+1,338	13F-HR Timeline
Rockingstone Advisors LLC	3,500	$346K	0.14%	0	13F-HR Timeline
Symphony Financial, Ltd. Co.	3,466	$344K	0.04%	+592	13F-HR Timeline
Trek Financial, LLC	3,468	$343K	0.02%	-254,435	13F-HR Timeline
Wood Tarver Financial Group, LLC	3,469	$343K	0.08%	-710	13F-HR Timeline
Topsail Wealth Management, LLC	3,455	$342K	0.04%	+34	13F-HR Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	3,449	$341K	<0.01%	0	13F-HR Timeline Group
Impact Partnership Wealth, LLC	3,446	$341K	0.03%	+737	13F-HR Timeline
Silverleafe Capital Partners, LLC	3,445	$341K	0.09%	-3	13F-HR Timeline
Brand Asset Management Group, Inc.	3,433	$340K	0.08%	new	13F-HR Timeline
MARINO, STRAM & ASSOCIATES LLC	3,430	$340K	0.05%	+183	13F-HR Timeline
Stephenson & Company, Inc.	3,422	$339K	0.16%	0	13F-HR Timeline
CUTLER INVESTMENT COUNSEL LLC	3,393	$336K	0.03%	+57	13F-HR Timeline
Segment Wealth Management, LLC	3,392	$336K	0.02%	+110	13F-HR Timeline
25 LLC	3,391	$336K	0.09%	0	13F-HR Timeline
Karpus Management, Inc.	3,385	$335K	0.01%	0	13F-HR Timeline
Everstar Asset Management, LLC	16,597	$335K	0.16%	new	13F-HR Timeline
Linden Thomas Advisory Services, LLC	3,356	$332K	0.03%	+627	13F-HR Timeline
KPP Advisory Services LLC	3,350	$332K	0.04%	-124	13F-HR Timeline
Rise Advisors, LLC	3,344	$331K	0.09%	+367	13F-HR Timeline
Financial Management Professionals, Inc.	3,336	$330K	0.03%	+5	13F-HR Timeline
Westshore Wealth, LLC	3,334	$330K	0.1%	-55	13F-HR Timeline
Leading Edge Financial Planning LLC	3,329	$330K	0.06%	+1,036	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	3,320	$329K	0.01%	+1,684	13F-HR Timeline Group
First Heartland Consultants, Inc.	3,312	$328K	0.02%	+222	13F-HR Timeline
10Elms LLP	3,302	$327K	0.14%	+1,027	13F-HR Timeline
Petix & Botte Co	3,296	$326K	0.07%	+1,609	13F-HR Timeline
Clearstead Trust, LLC	3,268	$323K	0.04%	0	13F-HR Timeline
Quantum Portfolio Management LLC	3,264	$323K	0.12%	new	13F-HR Timeline
Index Technologies Group LLC	3,264	$323K	0.26%	new	13F-HR Timeline
SHP Wealth Management	3,254	$322K	0.02%	+1,724	13F-HR Timeline
MIDDLETON & CO INC/MA	3,250	$322K	0.03%	0	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	3,249	$322K	0.02%	+234	13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	3,233	$320K	<0.01%	+565	13F-HR Timeline Group
JIM SAULNIER & ASSOCIATES, LLC	3,231	$320K	0.13%	new	13F-HR Timeline
ALERUS FINANCIAL NA	3,221	$319K	0.01%	-709	13F-HR Timeline
Capital Asset Managemnet, LLC	3,220	$319K	0.72%	-10,369	13F-HR Timeline
Tempus Wealth Planning, LLC	3,212	$318K	0.06%	0	13F-HR Timeline
Riverbend Wealth Management, LLC	3,198	$317K	0.16%	0	13F-HR Timeline
Meadow Creek Wealth Advisors LLC	3,168	$314K	0.19%	0	13F-HR Timeline
Traub Capital Management LLC	3,160	$313K	0.28%	-95	13F-HR Timeline
21 West Wealth Management LLC	3,138	$311K	0.27%	+57	13F-HR Timeline
FINANCIAL LIFE ADVISORS	3,137	$310K	0.09%	new	13F-HR Timeline
Stelac Advisory Services LLC	3,136	$310K	0.06%	0	13F-HR Timeline
Strategic Investment Advisors / MI	3,128	$310K	0.02%	+122	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	3,107	$308K	0.06%	-2,475	13F-HR Timeline
Old Mission Investment Co LLC	3,104	$307K	0.06%	-56	13F-HR Timeline
RDA Financial Network	3,089	$306K	0.07%	new	13F-HR Timeline
Pines Wealth Management, LLC	3,063	$303K	0.09%	+374	13F-HR Timeline
Tyche Wealth Partners LLC	3,061	$303K	0.04%	+485	13F-HR Timeline
WINCAP FINANCIAL LLC	3,059	$303K	0.16%	-78	13F-HR Timeline
Caerus Investment Advisors, LLC	3,047	$302K	0.1%	+527	13F-HR Timeline
HFG Advisors, Inc.	3,044	$301K	0.19%	0	13F-HR Timeline
TRUST CO OF VERMONT	3,043	$301K	0.01%		13F-HR Timeline
LEE DANNER & BASS INC	3,042	$301K	0.02%	0	13F-HR Timeline
Millstone Evans Group, LLC	3,011	$298K	0.16%	-14	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	3,000	$297K	0.11%	0	13F-HR Timeline
Commerce Advisors, LLC	2,995	$296K	0.16%	-290	13F-HR Timeline
Odyssey Capital Advisors, Inc.	2,990	$296K	0.21%	-60	13F-HR Timeline
Chancellor Financial Group WB LP	2,986	$296K	0.18%	-151	13F-HR Timeline
Hardin Capital Partners, LLC	2,971	$294K	0.14%	-320	13F-HR Timeline
RETIREMITTEN FINANCIAL LLC	2,973	$294K	0.12%	-536	13F-HR Timeline
BANK OZK	2,967	$294K	0.09%	+470	13F-HR Timeline
DEFINED WEALTH MANAGEMENT, LLC	2,962	$293K	0.15%	-1,507	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	2,961	$293K	0.01%	-1,557	13F-HR Timeline
LightSquare Wealth Management, LLC	2,953	$292K	0.2%	new	13F-HR Timeline
Parkshore Wealth Management, Inc.	2,950	$292K	0.08%	-93	13F-HR Timeline
Coppell Advisory Solutions LLC	1,217	$292K	0.03%	new	13F-HR Timeline
Reyes Financial Architecture, Inc.	2,944	$291K	0.16%	-6,428	13F-HR Timeline
Allianz Asset Management GmbHin group Allianz SE	2,932	$290K	<0.01%	-348	13F-HR/A Timeline Group
Parcion Private Wealth LLC	2,921	$289K	0.02%	-35	13F-HR Timeline
Trueblood Wealth Management, LLC	2,905	$288K	0.1%	+372	13F-HR Timeline
Ergawealth Advisors, Inc.	2,905	$288K	0.11%	-35	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	2,903	$287K	0.03%	+116	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	2,902	$287K	0.09%	new	13F-HR Timeline
Williams Jones Wealth Management, LLC.	2,900	$287K	<0.01%	0	13F-HR Timeline
EVERETT HARRIS & CO /CA/	2,892	$286K	<0.01%	0	13F-HR Timeline
Lauer Wealth, LLC	2,920	$286K	0.2%	+25	13F-HR Timeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …	2,889	$286K	0.03%	+8	13F-HR Timeline
Cypress Wealth Services, LLC	2,857	$283K	0.03%	-96	13F-HR Timeline
BNC WEALTH MANAGEMENT, LLC	2,853	$282K	0.07%	0	13F-HR Timeline
FSM Wealth Advisors, LLC	2,849	$282K	0.03%	-59	13F-HR Timeline
Elite Financial, Inc.	2,850	$282K	0.11%	-18	13F-HR Timeline
Operose Advisors LLC	2,847	$282K	0.05%	+1,877	13F-HR Timeline
ANCHOR CAPITAL ADVISORS LLC	2,840	$281K	0.01%	-695	13F-HR/A Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	2,823	$280K	0.08%	+403	13F-HR Timeline
Stordahl Capital Management, Inc.	2,818	$279K	0.05%	-85	13F-HR Timeline
Echo45 Advisors LLC	2,815	$279K	0.14%	0	13F-HR Timeline
Anchor Investment Management, LLC	2,808	$278K	0.02%	+82	13F-HR Timeline
Courage Miller Partners, LLC	2,805	$278K	0.07%	0	13F-HR Timeline
CADINHA & CO LLC	2,804	$278K	0.04%	+160	13F-HR Timeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC	2,792	$276K	0.04%	-137	13F-HR Timeline
Benin Management CORP	2,792	$276K	0.06%	0	13F-HR Timeline
Phocas Financial Corp.	2,791	$276K	0.04%	0	13F-HR Timeline
Stonebridge Capital Advisors LLC	2,785	$276K	0.02%	-15	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	2,783	$275K	0.1%	+74	13F-HR Timeline
Braun-Bostich & Associates Inc.	2,774	$275K	0.15%	+2	13F-HR Timeline
HILLTOP WEALTH ADVISORS, LLC	2,768	$274K	0.14%	new	13F-HR Timeline
ARS Wealth Advisors Group, LLC	2,758	$273K	0.02%	+154	13F-HR Timeline
Quent Capital, LLC	2,754	$273K	0.02%	+2,640	13F-HR Timeline
Financial Advisors Network, Inc.	2,749	$272K	0.03%	+360	13F-HR Timeline
DUNCKER STREETT & CO INC	2,735	$271K	0.05%	0	13F-HR Timeline
Pine Haven Investment Counsel, Inc	2,729	$270K	0.18%	-690	13F-HR Timeline
WOLFF WIESE MAGANA LLC	2,727	$270K	0.12%	+1	13F-HR Timeline
LYELL WEALTH MANAGEMENT, LP	2,720	$269K	0.02%	+525	13F-HR Timeline
Adirondack Capital Advisors, LLC	2,719	$269K	0.14%	+270	13F-HR Timeline
New Republic Capital, LLC	2,713	$269K	0.06%	+23	13F-HR Timeline
Schneider Downs Wealth Management Advis…	2,691	$266K	0.03%	new	13F-HR Timeline
WP Advisors, LLC	2,691	$266K	0.06%	+27	13F-HR Timeline
WETZEL INVESTMENT ADVISORS, INC.	2,682	$265K	0.09%	-377	13F-HR Timeline
Hobbs Group Advisors, LLC	2,667	$264K	0.07%	-1,052	13F-HR Timeline
HOWARD FINANCIAL SERVICES, LTD.	2,662	$264K	0.03%	+17	13F-HR Timeline
ENTRUST FINANCIAL LLC	2,640	$261K	0.17%	+26	13F-HR Timeline
Linscomb Wealth, Inc.	2,625	$260K	0.01%	-60,197	13F-HR Timeline
Orca Investment Management, LLC	2,619	$259K	0.19%	new	13F-HR Timeline
Holistic Financial Partners	2,613	$259K	0.16%	-50	13F-HR Timeline
Northstar Financial Companies, Inc.	2,610	$258K	0.17%	+22	13F-HR Timeline
VANGUARD GROUP INCgroup of 2 filers holding	2,608	$258K		+427	Timeline VANGUARD ADVISERS INC: 1,990 (<0.01%) 13F-HR Vanguard National Trust Co: 618 (<0.01%) 13F-HR
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	2,605	$258K	0.01%	-1,168	13F-HR Timeline Group
Hexagon Capital Partners LLC	2,606	$258K	0.04%	+1	13F-HR Timeline
Thomasville National Bank	2,605	$258K	0.01%		13F-HR Timeline
Prudent Man Advisors, LLC	2,598	$257K	0.06%	+300	13F-HR Timeline
Maltin Wealth Management, Inc.	2,595	$257K	0.09%	+168	13F-HR Timeline
Selby Wealth Management, LLC	2,586	$256K	0.09%	-440	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	2,585	$256K	0.12%	+4	13F-HR Timeline
Three Bearings Fiduciary Advisors, Inc.	2,585	$256K	0.23%	0	13F-HR Timeline
DB&C Advisors, LLC	2,583	$256K	0.28%	-115	13F-HR Timeline
PROTECTIVE LIFE CORP	2,581	$255K	1.83%	0	13F-HR Timeline
FIDELITY D & D BANCORP INC	2,571	$254K	0.09%	0	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	2,570	$254K	0.01%	0	13F-HR Timeline
Bravias Capital Group, LLC	2,566	$254K	0.15%	-465	13F-HR Timeline
Founders Financial Alliance, LLC	2,565	$254K	0.03%	-93	13F-HR Timeline
Icon Wealth Advisors, LLC	2,564	$254K	0.02%	+394	13F-HR Timeline
Syverson Strege & Co	2,562	$254K	0.06%	+19	13F-HR Timeline
Two West Capital Advisors LLC	2,583	$253K	0.13%	-768	13F-HR Timeline
Strategent Financial, LLC	2,550	$252K	0.15%	-704	13F-HR Timeline
McElhenny Sheffield Capital Management,…	2,545	$252K	0.06%	-89	13F-HR Timeline
Harbour Capital Advisors, LLC	2,560	$251K	0.05%	+235	13F-HR Timeline
Ballast Rock Private Wealth LLC	2,524	$250K	0.12%	new	13F-HR Timeline
OMNI 360 Wealth, Inc.	2,509	$248K	0.11%	new	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	2,506	$248K	0.04%	+6	13F-HR Timeline
TL Private Wealth	2,525	$248K	0.09%	new	13F-HR Timeline
Landing Point Financial Group, LLC	2,499	$247K	0.08%	-18,632	13F-HR Timeline
Brady Martz Wealth Solutions, LLC	2,497	$247K	0.04%	+113	13F-HR Timeline
BOSTON FAMILY OFFICE LLC	2,500	$247K	0.01%	0	13F-HR Timeline
Ballentine Partners, LLC	2,482	$246K	<0.01%	-90	13F-HR Timeline
WEALTHGARDEN F.S. LLC	2,463	$244K	0.14%	+374	13F-HR Timeline
Allied Investment Advisors, LLC	2,449	$242K	0.03%	+140	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	2,437	$241K	0.05%	0	13F-HR Timeline
West Branch Capital LLC	2,430	$241K	0.06%	0	13F-HR Timeline
WealthTrust Axiom LLC	2,423	$240K	0.05%	0	13F-HR Timeline
Brooklyn FI, LLC	2,451	$239K	0.04%	new	13F-HR Timeline
Tenzing Financial LLC	2,418	$239K	0.16%	new	13F-HR Timeline
Addison Advisors LLC	2,408	$238K	0.11%	-7,040	13F-HR Timeline
Aull & Monroe Investment Management Corp	2,404	$238K	0.1%	-5	13F-HR Timeline
SilverOak Wealth Management LLC	2,390	$237K	0.03%	0	13F-HR Timeline
David J Yvars Group	2,383	$236K	0.12%	new	13F-HR Timeline
SIGNATUREFD, LLC	2,381	$236K	<0.01%	-4,156	13F-HR Timeline
MN Wealth Advisors, LLC	2,381	$236K	0.1%	+92	13F-HR Timeline
Taylor & Morgan Wealth Management, LLC	2,379	$235K	0.12%	+19	13F-HR Timeline
Mission Creek Capital Partners, Inc.	2,379	$235K	0.04%	new	13F-HR Timeline
Silver Oak Advisory Group, Inc.	2,379	$235K	0.09%	0	13F-HR Timeline
Kings Path Partners LLC	2,372	$235K	0.06%	-44	13F-HR Timeline
Aspen Capital Management, LLC	2,364	$234K	0.05%	+104	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	2,354	$233K	0.07%	-50	13F-HR Timeline
CAHILL FINANCIAL ADVISORS INC	2,352	$233K	0.02%	+6	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	2,331	$231K	0.01%	new	13F-HR Timeline Group
Old Port Advisors	2,326	$230K	0.05%	-47	13F-HR Timeline
Dogwood Wealth Management LLC	2,325	$230K	0.09%	-2,143	13F-HR Timeline
Cassilly Financial Group LLC	2,311	$229K	0.17%	0	13F-HR/A Timeline
HERITAGE OAK WEALTH ADVISORS LLC	2,302	$228K	0.07%	+231	13F-HR Timeline
Portfolio Resources Advisor Group, Inc.	2,294	$227K	0.19%	-21,848	13F-HR Timeline
Obermeyer Wealth Partners	2,290	$227K	0.01%	-139	13F-HR Timeline
Magnus Financial Group LLC	2,280	$226K	0.02%	-22	13F-HR Timeline
Fortune Financial Advisors, LLC	2,271	$225K	0.1%	0	13F-HR Timeline
Brookwood Investment Group LLC	2,270	$225K	0.03%	-2,345	13F-HR Timeline