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Disclosery

AGG ISHARES TR

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SHS (fund)

1,921 managers (1,942 13F filers) reported a position in AGG shares at 2024-12-31, 1,118,018,928 shares in all. 123 filers opened a position and 117 filers sold out during the quarter.

Managers
1,921
13F filers
1,942
New
123
Added
894
Reduced
577
Sold out
117
Shares held by filers
1,118,018,928

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Scott Capital Advisors, LLC2,770$265K0.08%+21713F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P2,723$264K<0.01%+64313F-HRTimelineGroup
TrueWealth Advisors, LLC2,718$263K0.09%-15013F-HRTimeline
Magnus Financial Group LLC2,714$263K0.03%+59213F-HRTimeline
Financial Harvest, LLC2,706$262K0.22%13F-HRTimeline
Avestar Capital, LLC2,700$262K0.02%-16013F-HRTimeline
New Insight Wealth Advisors2,686$260K0.13%+35013F-HRTimeline
Sheaff Brock Investment Advisors, LLC2,680$260K0.02%-513F-HRTimeline
BNC WEALTH MANAGEMENT, LLC2,677$259K0.09%+12713F-HRTimeline
Founders Financial Alliance, LLC2,675$259K0.07%-11713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,667$258K0.11%+613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,664$258K0.03%013F-HRTimeline
Rossby Financial, LCC2,661$258K0.16%13F-HRTimeline
Strategent Financial, LLC2,657$257K0.26%13F-HRTimeline
Northstar Financial Companies, Inc.2,643$256K0.24%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,628$256K0.11%+92013F-HRTimeline
Zullo Investment Group, Inc.2,638$256K0.1%-9113F-HRTimeline
Garrett Wealth Advisory Group, LLC2,632$255K0.06%-29013F-HRTimeline
O'Brien Wealth Partners LLC2,629$255K0.05%+63413F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP2,627$255K0.05%-1,51613F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC2,618$254K0.3%13F-HRTimeline
ARS Wealth Advisors Group, LLC2,616$253K0.03%+5513F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE2,600$252K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co2,598$252K0.01%+63813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,595$251K0.04%new13F-HRTimeline
Invst, LLC2,588$251K0.03%-1,31213F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC2,582$250K0.12%-23,82713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,570$249K0.01%-1713F-HRTimeline
COMMONS CAPITAL, LLC2,559$248K0.23%new13F-HRTimeline
Advisory Resource Group2,558$248K0.05%-8513F-HRTimeline
Certified Advisory Corp2,555$248K0.03%-2413F-HRTimeline
Fort Sheridan Advisors LLC2,551$247K0.04%+18113F-HRTimeline
CADINHA & CO LLC2,550$247K0.04%-3313F-HRTimeline
Keebeck Wealth Management2,550$247K0.04%new13F-HRTimeline
White Lighthouse Investment Management …2,546$247K0.04%-66413F-HRTimeline
Concorde Asset Management, LLC2,545$247K0.13%+18613F-HRTimeline
Braun-Bostich & Associates Inc.2,533$245K0.18%+10913F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,529$245K0.02%-18013F-HRTimeline
Plancorp, LLC2,528$245K0.01%new13F-HRTimeline
KICKSTAND VENTURES, LLC.2,515$244K0.06%-213F-HRTimeline
CATALYST PRIVATE WEALTH, LLC2,505$243K0.11%013F-HRTimeline
SURIENCE PRIVATE WEALTH LLC2,504$243K0.31%013F-HRTimeline
Cascade Investment Advisors, Inc.2,500$242K0.16%new13F-HRTimeline
Lanham O'Dell & Company, Inc.2,500$242K0.13%new13F-HRTimeline
Tenret Co LLC2,495$242K0.15%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS2,493$242K0.2%+12113F-HRTimeline
CWS Financial Advisors, LLC2,493$242K0.08%+413F-HRTimeline
LPF Advisors LLC2,492$241K0.2%-13913F-HRTimeline
McIlrath & Eck, LLC2,481$240K0.03%013F-HRTimeline
Lantern Wealth Advisors, LLC2,471$239K0.16%+2813F-HRTimeline
WealthTrust Axiom LLC2,465$239K0.07%013F-HRTimeline
Dynamic Financial Group2,464$239K0.24%13F-HRTimeline
Brady Martz Wealth Solutions, LLC2,480$238K0.06%13F-HRTimeline
Watchman Group, Inc.2,448$237K0.06%013F-HRTimeline
Harbor Group, Inc.2,445$237K0.05%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC2,434$236K0.06%-3,08013F-HRTimeline
Edgestream Partners, L.P.2,432$236K0.01%-19,42313F-HRTimeline
SIERRA OCEAN, LLC2,422$235K0.19%13F-HRTimeline
NOTTINGHAM ADVISORS, INC.2,407$233K0.03%-4,17513F-HRTimeline
Financial Advisors Network, Inc.2,402$233K0.04%13F-HRTimeline
Cohen Investment Advisors LLC2,400$233K0.14%new13F-HRTimeline
Wealth Advisors of Tampa Bay, LLC2,397$232K0.1%+11213F-HRTimeline
Nicollet Investment Management, Inc.2,388$231K0.08%new13F-HRTimeline
Apeiron RIA LLC2,381$231K0.06%-19213F-HRTimeline
Live Oak Private Wealth LLC2,381$231K0.04%013F-HRTimeline
Semus Wealth Partners LLC2,377$230K0.15%-33813F-HRTimeline
AllGen Financial Advisors, Inc.2,368$229K0.08%new13F-HRTimeline
Allied Investment Advisors, LLC2,350$228K0.05%013F-HRTimeline
Palacios Wealth Management, LLC2,339$226K0.24%13F-HRTimeline
Life Planning Partners, Inc2,334$226K0.21%+1413F-HR/ATimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,322$225K0.02%new13F-HRTimeline
Silver Oak Advisory Group, Inc.2,319$224K0.12%013F-HRTimeline
Prudent Man Advisors, LLC2,298$223K0.08%-1,06213F-HRTimeline
WEALTHGARDEN F.S. LLC2,289$222K0.21%new13F-HRTimeline
Spectrum Investment Advisors, Inc.2,282$221K0.15%-46,35513F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,270$220K0.01%+213F-HRTimeline
Gallagher Capital Advisors, LLC2,269$220K0.16%13F-HRTimeline
Cooper Financial Group2,262$219K0.03%+2413F-HRTimeline
1900 WEALTH MANAGEMENT LLC2,247$218K0.02%-31913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,229$216K0.05%new13F-HRTimeline
Raab & Moskowitz Asset Management LLC2,228$216K0.05%new13F-HRTimeline
NOVEM GROUP2,222$215K0.03%13F-HRTimeline
EHRLICH FINANCIAL GROUP2,221$215K0.15%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC2,220$215K0.12%+23813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC2,217$215K0.11%013F-HRTimeline
3EDGE Asset Management, LP2,213$214K0.01%013F-HRTimeline
Herold Advisors, Inc.2,207$214K0.05%+2813F-HRTimeline
Bray Capital Advisors2,200$213K0.06%013F-HRTimeline
Adero Partners, LLC2,200$213K0.01%-38913F-HRTimeline
Parcion Private Wealth LLC2,183$212K0.02%-113F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,179$211K0.15%+2513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN2,175$211K0.02%-85013F-HRTimeline
Federation des caisses Desjardins du Qu…2,175$211K<0.01%-2113F-HRTimeline
Total Clarity Wealth Management, Inc.2,175$211K0.07%-6713F-HRTimeline
Cadent Capital Advisors, LLC2,172$210K0.07%+12313F-HRTimeline
Tassel Capital Management, Inc.2,171$210K0.19%13F-HRTimeline
Wealthfront Advisers LLC2,171$210K<0.01%-17913F-HR/ATimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC2,169$210K0.12%-3,91713F-HRTimeline
Destiny Wealth Partners, LLC2,119$205K0.03%013F-HRTimeline
Missouri Trust & Investment Co2,118$205K0.07%+14013F-HRTimeline
Accredited Wealth Management, LLC2,105$204K0.18%13F-HRTimeline
Boltwood Capital Management2,100$203K0.06%013F-HRTimeline
McHugh Group, LLC2,089$202K0.15%13F-HRTimeline
Joseph Group Capital Management2,047$198K0.08%+15113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,022$196K0.07%-11213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,010$195K0.01%-18613F-HRTimelineGroup
Knuff & Co LLC1,950$189K0.06%-47013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,897$184K0.09%new13F-HRTimeline
Dixon Mitchell Investment Counsel Inc.1,884$183K0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,863$181K0.07%+25313F-HRTimeline
CNB Bank1,797$174K0.08%-3713F-HRTimeline
Key Financial Inc1,763$171K0.04%+23913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,742$169K0.1%013F-HRTimeline
WINTRUST INVESTMENTS LLC1,741$168K0.15%+75413F-HRTimeline
Balefire, LLC1,671$162K0.06%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,671$162K0.1%13F-HRTimeline
Runnymede Capital Advisors, Inc.1,666$161K0.14%13F-HRTimeline
DUNCKER STREETT & CO INC1,660$161K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,633$158K0.02%+1713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,615$156K0.01%+74513F-HRTimeline
Synergy Investment Management, LLC1,615$156K0.07%13F-HRTimeline
Beaird Harris Wealth Management, LLC1,590$154K0.01%+75113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,529$148K0.08%13F-HRTimeline
Centerpoint Advisors, LLC1,530$148K0.05%+13913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,520$147K0.11%13F-HRTimeline
JNBA Financial Advisors1,518$147K0.02%-47213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,509$146K0.04%+7713F-HRTimeline
Bangor Savings Bank1,493$145K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,473$143K0.07%-2313F-HRTimeline
Crews Bank & Trust1,463$142K0.02%13F-HRTimeline
Ridgewood Investments LLC1,424$138K0.07%013F-HRTimeline
ESL Trust Services, LLC1,400$136K0.03%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,370$133K0.01%+57013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,349$131K0.04%+5013F-HRTimeline
Park Square Financial Group, LLC1,349$131K0.09%13F-HRTimeline
First PREMIER Bank1,339$130K0.03%+1,23313F-HRTimeline
Park Place Capital Corp1,320$128K0.04%-75113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,319$128K0.01%-38213F-HRTimelineGroup
Friedenthal Financial1,303$126K0.07%-29513F-HRTimeline
Glass Jacobson Investment Advisors llc1,300$126K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ritter Daniher Financial Advisory LLC /…1,290$125K0.04%013F-HRTimeline
Pacifica Partners Inc.1,243$120K0.05%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,241$120K0.01%-5013F-HRTimeline
Darwin Wealth Management, LLC1,238$120K0.04%-1,03613F-HR/ATimeline
PSI Advisors, LLC1,219$118K0.04%-30513F-HRTimeline
Clearstead Trust, LLC1,199$116K0.03%-37513F-HRTimeline
Trivant Custom Portfolio Group, LLC1,130$109K0.06%+1,00113F-HRTimeline
Rakuten Securities, Inc.1,127$109K0.04%+88613F-HRTimeline
Comprehensive Financial Planning, Inc./…1,121$109K0.09%13F-HRTimeline
Lowe Wealth Advisors, LLC1,101$107K0.05%+95913F-HRTimeline
PFG Private Wealth Management, LLC1,086$105K0.06%+6713F-HRTimeline
Biltmore Family Office, LLC1,083$105K0.02%+30013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,051$102K0.02%013F-HRTimeline
Cranbrook Wealth Management, LLC1,036$100K0.02%013F-HRTimeline
one8zero8, LLC1,025$99.3K0.02%13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,014$98K<0.01%013F-HRTimelineGroup
Indiana Trust & Investment Management Co1,009$97.8K0.03%013F-HRTimeline
Mechanics Financial Corp1,000$96.9K0.04%013F-HRTimeline
Kathleen S. Wright Associates Inc.1,000$96.9K0.04%013F-HRTimeline
Ravenstone Capital Management Inc.1,000$96.9K0.06%new13F-HRTimeline
Archer Investment Corp936$90.7K0.02%-40913F-HRTimeline
Millstone Evans Group, LLC928$89.9K0.06%13F-HRTimeline
Granite FO LLC895$86.7K0.05%+1213F-HRTimeline
Winch Advisory Services, LLC864$83.7K0.02%-5013F-HRTimeline
Anchor Investment Management, LLC856$82.9K0.01%+913F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC842$81.6K0.03%-30813F-HRTimeline
Breakwater Investment Management842$81.6K0.03%+1713F-HR/ATimeline
Pflug Koory, LLC840$81.4K0.04%+69213F-HRTimeline
TRUST CO OF VERMONT838$81.2K<0.01%-10113F-HRTimeline
Quent Capital, LLC810$78.5K0.01%new13F-HRTimeline
Bullock Wealth Management Group770$74.6K0.04%+313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.750$72.7K0.02%-5013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners712$69K0.01%+20113F-HRTimelineGroup
Cape Investment Advisory, Inc.705$68.3K0.03%+40913F-HRTimeline
TUCKER ASSET MANAGEMENT LLC704$68.2K0.01%-22213F-HRTimeline
Riggs Asset Managment Co. Inc.699$67.8K0.02%-7613F-HRTimeline
CITY HOLDING CO699$67.7K0.01%-5813F-HRTimeline
Kiely Wealth Advisory Group, Inc.663$64.6K0.04%013F-HRTimeline
Parkside Financial Bank & Trust655$63.5K0.01%+22813F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC630$61K0.06%-23513F-HRTimeline
Heck Capital Advisors, LLC629$61K0.01%-1913F-HR/ATimeline
Eagle Bay Advisors LLC629$61K0.04%013F-HRTimeline
Paladin Advisory Group, LLC627$60.8K0.05%-5713F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…605$58.6K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC594$57.6K0.03%13F-HRTimeline
IMG Wealth Management, Inc.579$56.1K0.05%13F-HRTimeline
Cornerstone Planning Group LLC572$55.8K0.01%-12013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC567$54.9K0.01%-3813F-HRTimeline
Fortitude Family Office, LLC566$54.8K0.02%+53613F-HRTimeline
WR Wealth Planners, LLC561$54.4K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC560$54.3K0.04%new13F-HRTimeline
VESTOR CAPITAL, LLC560$54K<0.01%-1613F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC554$53.7K<0.01%-8,89113F-HRTimelineGroup
Copia Wealth Management554$53.7K0.05%13F-HRTimeline
Transce3nd, LLC549$53.2K0.02%13F-HRTimeline
Caitlin John, LLC540$52.3K0.04%013F-HRTimeline
Navigoe, LLC542$52K0.05%13F-HRTimeline
New Millennium Group LLC536$51.9K0.03%new13F-HRTimeline
CURIO WEALTH, LLC514$49.8K0.03%13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.470$45.6K0.03%+313F-HRTimeline