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Disclosery

AGG ISHARES TR

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SHS (fund)

1,918 managers (1,936 13F filers) reported a position in AGG shares at 2025-03-31, 1,155,228,781 shares in all. 120 filers opened a position and 116 filers sold out during the quarter.

Managers
1,918
13F filers
1,936
New
120
Added
853
Reduced
731
Sold out
116
Shares held by filers
1,155,228,781

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Human Investing LLC2,605$258K0.05%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE2,600$257K<0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC2,570$254K0.01%013F-HRTimeline
Braun-Bostich & Associates Inc.2,564$254K0.19%+3113F-HRTimeline
HHM Wealth Advisors, LLC2,553$253K0.03%-1,89913F-HRTimeline
Root Financial Partners, LLC2,551$252K0.03%new13F-HRTimeline
Fort Sheridan Advisors LLC2,551$252K0.04%013F-HRTimeline
White Lighthouse Investment Management …2,546$252K0.04%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC2,535$251K0.1%+13813F-HRTimeline
Advance Capital Management, Inc.2,531$250K0.01%-1,80513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,529$250K0.02%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding2,528$250K-2,151Timeline
Zullo Investment Group, Inc.2,525$250K0.11%-11313F-HRTimeline
CENTRAL TRUST Co2,517$249K0.01%-8113F-HRTimeline
KICKSTAND VENTURES, LLC.2,515$249K0.06%013F-HRTimeline
ARS Wealth Advisors Group, LLC2,507$248K0.04%-10913F-HRTimeline
CATALYST PRIVATE WEALTH, LLC2,505$248K0.12%013F-HRTimeline
Lanham O'Dell & Company, Inc.2,500$247K0.14%013F-HRTimeline
LPF Advisors LLC2,492$247K0.2%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,481$245K0.03%-14,92713F-HRTimeline
McIlrath & Eck, LLC2,481$245K0.03%013F-HRTimeline
Patton Albertson Miller Group, LLC2,473$245K0.04%-1,53413F-HR/ATimeline
OAKWORTH CAPITAL, INC.2,460$243K0.02%-1,33213F-HRTimeline
Joseph Group Capital Management2,456$243K0.09%+40913F-HRTimeline
FSM Wealth Advisors, LLC2,436$241K0.05%-37213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,430$240K0.09%-4,69113F-HRTimeline
Wealth Watch Advisors, INC2,426$240K0.2%new13F-HRTimeline
SIERRA OCEAN, LLC2,437$240K0.19%+1513F-HRTimeline
WealthTrust Axiom LLC2,423$240K0.07%-4213F-HRTimeline
Financial Advisors Network, Inc.2,421$239K0.04%+1913F-HRTimeline
Mosaic Advisors LLC2,418$239K0.36%-16,29913F-HRTimeline
NOTTINGHAM ADVISORS, INC.2,407$238K0.04%013F-HRTimeline
FULLCIRCLE WEALTH LLC2,401$237K0.1%-2,75813F-HRTimeline
Wise Wealth Partners2,385$236K0.56%new13F-HRTimeline
Live Oak Private Wealth LLC2,381$236K0.04%013F-HRTimeline
Concorde Asset Management, LLC2,383$233K0.13%-16213F-HRTimeline
AllGen Financial Advisors, Inc.2,359$233K0.07%-913F-HRTimeline
Midwest Capital Advisors, LLC2,347$232K0.14%-1,27213F-HRTimeline
AssuredPartners Investment Advisors, LLC2,341$232K0.04%-68913F-HRTimeline
Palacios Wealth Management, LLC2,339$231K0.17%013F-HRTimeline
Advyzon Investment Management, LLC2,335$231K0.08%new13F-HRTimeline
Essential Planning, LLC.2,334$231K0.09%-141,19413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC2,331$231K0.13%+16213F-HRTimeline
Certified Advisory Corp2,320$229K0.03%-23513F-HRTimeline
Semus Wealth Partners LLC2,318$229K0.16%-5913F-HRTimeline
Silver Oak Advisory Group, Inc.2,319$229K0.12%013F-HRTimeline
Navigation Wealth Management, Inc.2,310$229K0.35%new13F-HRTimeline
Pioneer Wealth Management Group2,309$228K0.1%13F-HRTimeline
Prudent Man Advisors, LLC2,298$227K0.08%013F-HRTimeline
MONECO ADVISORS, LLC2,294$227K0.02%-1,02613F-HR/ATimeline
Federation des caisses Desjardins du Qu…2,287$226K<0.01%+11213F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,271$225K0.02%+113F-HRTimeline
Allied Investment Advisors, LLC2,269$224K0.04%-8113F-HRTimeline
BANQUE PICTET & CIE SA2,261$224K<0.01%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,240$222K0.02%+23013F-HRTimelineGroup
Wealthfront Advisers LLC2,231$221K<0.01%+6013F-HRTimeline
Herold Advisors, Inc.2,221$220K0.05%+1413F-HRTimeline
EHRLICH FINANCIAL GROUP2,221$220K0.16%013F-HRTimeline
PURSUE WEALTH PARTNERS LLC2,220$220K0.13%013F-HRTimeline
BANK OZK2,217$219K0.09%-96413F-HRTimeline
3EDGE Asset Management, LP2,213$219K0.01%013F-HRTimeline
Missouri Trust & Investment Co2,209$219K0.08%+9113F-HRTimeline
Redhawk Wealth Advisors, Inc.2,208$218K0.03%-5,23713F-HRTimeline
Icon Wealth Advisors, LLC2,194$217K0.02%-7,25413F-HRTimeline
KWMG, LLC2,185$216K0.02%new13F-HRTimeline
Destiny Wealth Partners, LLC2,177$215K0.03%+5813F-HRTimeline
SilverOak Wealth Management LLC2,170$215K0.05%new13F-HRTimeline
NOVEM GROUP2,156$213K0.03%-6613F-HRTimeline
Kings Path Partners LLC2,146$212K0.1%-67013F-HRTimeline
KWB Wealth2,187$212K0.03%new13F-HRTimeline
Heritage Wealth Partners, LLC2,131$211K0.32%new13F-HRTimeline
Total Clarity Wealth Management, Inc.2,175$211K0.07%013F-HRTimeline
Life Planning Partners, Inc2,120$210K0.19%-21413F-HRTimeline
LaSalle St. Investment Advisors, LLC2,114$209K0.05%new13F-HRTimeline
Accredited Wealth Management, LLC2,105$208K0.18%013F-HRTimeline
Boltwood Capital Management2,100$208K0.06%013F-HRTimeline
Gouws Capital LLC2,100$208K0.14%new13F-HRTimeline
PCG ASSET MANAGEMENT, LLC2,100$208K0.19%-77513F-HRTimeline
RMR Wealth Builders2,098$208K0.02%new13F-HRTimeline
McHugh Group, LLC2,089$207K0.16%013F-HRTimeline
APPLETON PARTNERS INC/MA2,085$206K0.02%new13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P2,080$206K<0.01%-64313F-HRTimelineGroup
Private Capital Management, LLC2,077$205K0.02%-11,16613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,076$205K0.03%-58813F-HRTimeline
Coastwise Capital Group, LLC2,071$205K0.17%-2,81313F-HRTimeline
Allie Family Office LLC2,098$205K0.11%new13F-HRTimeline
Well Done, LLC2,110$204K0.04%-68113F-HRTimeline
Pine Haven Investment Counsel, Inc2,065$204K0.17%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS2,060$204K0.16%-43313F-HRTimeline
ROCKLAND TRUST CO2,058$204K0.01%-2,56413F-HRTimeline
Harbour Capital Advisors, LLC2,045$203K0.05%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,047$202K0.23%new13F-HRTimeline
Falcon Wealth Planning2,046$202K0.02%new13F-HRTimeline
Evercore Wealth Management, LLC2,045$202K<0.01%new13F-HRTimeline
Financial Symmetry Inc2,045$202K0.12%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,043$202K<0.01%+1,02913F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN2,040$202K0.02%-13513F-HRTimeline
M. Kulyk & Associates, LLC2,038$202K0.05%new13F-HRTimeline
Wick Capital Partners, LLC2,036$201K0.06%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,026$200K0.01%new13F-HRTimeline
Bright Futures Wealth Management, LLC.2,060$200K0.22%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,012$199K0.07%-1013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,897$188K0.09%013F-HRTimeline
Cape Investment Advisory, Inc.1,896$188K0.07%+1,19113F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,863$184K0.07%013F-HRTimeline
Global Trust Asset Management, LLC1,797$178K0.11%-14,36313F-HRTimeline
CNB Bank1,797$178K0.09%013F-HRTimeline
DUNCKER STREETT & CO INC1,793$177K0.04%+13313F-HRTimeline
Key Financial Inc1,784$176K0.04%+2113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,767$175K0.09%+23813F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,723$170K0.1%-1913F-HRTimeline
EASTERN BANK1,701$168K<0.01%-1,94913F-HRTimeline
Runnymede Capital Advisors, Inc.1,666$165K0.16%013F-HRTimeline
Bank of New Hampshire1,655$164K0.04%+1,20013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,642$162K0.02%+913F-HRTimeline
Synergy Investment Management, LLC1,615$160K0.07%013F-HRTimeline
Vermillion & White Wealth Management Gr…1,596$158K0.11%+1,47913F-HRTimeline
Beaird Harris Wealth Management, LLC1,577$156K0.01%-1313F-HRTimeline
Centerpoint Advisors, LLC1,550$153K0.06%+2013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,529$151K0.06%+2013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,520$150K0.11%013F-HRTimeline
Bangor Savings Bank1,493$148K0.01%013F-HRTimeline
Crews Bank & Trust1,463$145K0.02%013F-HRTimeline
Friedenthal Financial1,438$142K0.08%+13513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,425$141K0.07%-4813F-HRTimeline
DAGCO, INC.1,422$141K0.05%new13F-HRTimeline
Ridgewood Investments LLC1,408$139K0.06%-1613F-HRTimeline
Capital Investment Counsel, Inc1,400$138K0.02%new13F-HRTimeline
NorthRock Partners, LLC1,391$138K<0.01%-2,02113F-HRTimeline
Park Square Financial Group, LLC1,349$133K0.11%013F-HRTimeline
Elite Financial, Inc.1,350$133K0.07%new13F-HRTimeline
Curat Global, LLC1,346$133K0.16%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,336$132K0.01%-27913F-HRTimeline
First PREMIER Bank1,339$132K0.03%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,319$130K0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…1,290$128K0.03%013F-HRTimeline
Clearstead Trust, LLC1,275$126K0.03%+7613F-HRTimeline
Glass Jacobson Investment Advisors llc1,300$126K0.04%013F-HRTimeline
Darwin Wealth Management, LLC1,238$120K0.04%013F-HRTimeline
New Millennium Group LLC1,210$120K0.08%+67413F-HRTimeline
Bullock Wealth Management Group1,206$119K0.07%+43613F-HRTimeline
N.E.W. Advisory Services LLC1,180$117K0.01%new13F-HRTimeline
Kathleen S. Wright Associates Inc.1,180$117K0.05%+18013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,100$109K<0.01%13F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC1,099$109K0.06%-3113F-HRTimeline
Biltmore Family Office, LLC1,083$107K0.02%013F-HRTimeline
one8zero8, LLC1,052$104K0.02%+2713F-HRTimeline
Smallwood Wealth Investment Management,…1,038$103K0.06%new13F-HRTimeline
Cranbrook Wealth Management, LLC1,036$102K0.02%013F-HRTimeline
Breakwater Investment Management1,033$102K0.04%+19113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,019$101K0.03%+31513F-HRTimeline
Indiana Trust & Investment Management Co1,009$99.8K0.04%013F-HRTimeline
Mechanics Financial Corp1,000$98.9K0.04%013F-HRTimeline
Comprehensive Financial Planning, Inc./…992$98.1K0.1%-12913F-HRTimeline
Park Place Capital Corp985$97.4K0.03%-33513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC981$97K0.01%-1,93413F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.939$92.9K0.05%-18813F-HRTimelineGroup
Archer Investment Corp937$92.7K0.02%+113F-HRTimeline
Atlantic Edge Private Wealth Management…919$90.9K0.03%-43013F-HRTimeline
Granite FO LLC900$89.1K0.05%+513F-HRTimeline
Millstone Evans Group, LLC894$88.5K0.06%-3413F-HRTimeline
Winch Advisory Services, LLC864$85.5K0.02%013F-HRTimeline
Anchor Investment Management, LLC856$84.6K0.01%013F-HRTimeline
TRUST CO OF VERMONT846$83.7K<0.01%+813F-HRTimeline
Pflug Koory, LLC844$83.5K0.05%+413F-HRTimeline
Tradewinds Capital Management, LLC805$79.6K0.02%-11,54413F-HRTimeline
JNBA Financial Advisors796$78.7K0.01%-72213F-HRTimeline
Medallion Wealth Advisors, LLC758$75K0.03%+35113F-HRTimeline
Pacifica Partners Inc.752$74.7K0.03%-49113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.750$74.2K0.02%013F-HRTimeline
Asset Dedication, LLC722$71.4K0.01%+46313F-HRTimeline
Keystone Global Partners, LLC720$71.3K0.05%13F-HRTimeline
ESL Trust Services, LLC720$71.2K0.02%-68013F-HRTimeline
CITY HOLDING CO711$70.3K0.01%+1213F-HRTimeline
Riggs Asset Managment Co. Inc.699$69.1K0.02%013F-HRTimeline
PSI Advisors, LLC679$67.2K0.02%-54013F-HRTimeline
Cornerstone Planning Group LLC686$67.1K0.02%+11413F-HRTimeline
Citizens National Bank Trust Department673$66.6K0.01%+37313F-HRTimeline
Parkside Financial Bank & Trust663$65.6K0.01%+813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners634$62.7K0.01%-7813F-HRTimelineGroup
Semmax Financial Advisors Inc.620$60.7K0.02%+59013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.609$60.3K0.03%+20513F-HRTimeline
McClarren Financial Advisors, Inc.98$59K0.04%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP596$59K0.01%-64513F-HRTimeline
MJT & Associates Financial Advisory Gro…570$56.4K0.05%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC567$56.1K0.01%013F-HRTimeline
Navigoe, LLC570$56K0.05%+2813F-HRTimeline
Byrne Asset Management LLC531$52.5K0.04%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.500$49.5K0.01%+20013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.470$46.5K0.03%013F-HRTimeline
GODSEY & GIBB, INC464$45.9K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC453$44.8K0.02%-14113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC450$44.5K<0.01%013F-HR/ATimelineGroup
IMG Wealth Management, Inc.438$43.3K0.04%-14113F-HRTimeline
Gould Capital, LLC429$42.4K0.03%013F-HRTimeline
STEPH & CO423$41.8K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.414$40.9K0.02%-1713F-HRTimeline
AlphaCore Capital LLC408$40.4K<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.391$38.7K0.01%+2813F-HRTimeline
Copia Wealth Management389$38.5K0.04%-16513F-HRTimeline