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Disclosery

AGG ISHARES TR

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SHS (fund)

1,891 managers (1,913 13F filers) reported a position in AGG shares at 2025-06-30, 1,209,488,820 shares in all. 92 filers opened a position and 110 filers sold out during the quarter.

Managers
1,891
13F filers
1,913
New
92
Added
851
Reduced
743
Sold out
110
Shares held by filers
1,209,488,820

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
CHILTON CAPITAL MANAGEMENT LLC2,570$255K0.01%013F-HRTimeline
Icon Wealth Advisors, LLC2,560$254K0.02%+36613F-HRTimeline
Moment Partners, LLC2,544$252K0.05%-15513F-HRTimeline
Wealth Advisors of Tampa Bay, LLC2,535$251K0.09%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,545$251K0.07%new13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.2,515$249K0.1%-37213F-HRTimeline
SYKON CAPITAL LLC2,509$249K0.09%-15313F-HRTimeline
CATALYST PRIVATE WEALTH, LLC2,505$248K0.11%013F-HRTimeline
Owen LaRue, LLC2,502$248K0.11%new13F-HRTimeline
Lanham O'Dell & Company, Inc.2,500$248K0.1%013F-HRTimeline
White Lighthouse Investment Management …2,499$248K0.04%-4713F-HRTimeline
Nordwand Advisors, LLC2,499$248K0.04%+2,47213F-HRTimeline
Ballew Advisors, Inc2,507$247K0.15%-26,14513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,481$246K0.03%013F-HRTimeline
ARS Wealth Advisors Group, LLC2,481$246K0.03%-2613F-HRTimeline
McIlrath & Eck, LLC2,481$246K0.03%013F-HRTimeline
KICKSTAND VENTURES, LLC.2,481$246K0.06%-3413F-HRTimeline
AMERIFLEX GROUP, INC.2,473$245K0.13%-33613F-HRTimeline
Scott Capital Advisors, LLC2,484$245K0.07%-30713F-HRTimeline
Zullo Investment Group, Inc.2,455$244K0.1%-7013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,448$243K0.08%+58513F-HRTimeline
Human Investing LLC2,445$243K0.04%-16013F-HRTimeline
Mosaic Advisors LLC2,442$242K0.36%+2413F-HRTimeline
Raab & Moskowitz Asset Management LLC2,441$242K0.06%new13F-HRTimeline
Almanack Investment Partners, LLC.2,434$241K0.04%new13F-HRTimeline
Total Clarity Wealth Management, Inc.2,433$241K0.07%+25813F-HRTimeline
Peak Planning Group, LLC2,431$241K0.15%-30113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,430$241K0.09%013F-HRTimeline
WealthTrust Axiom LLC2,423$240K0.07%013F-HRTimeline
O'Brien Wealth Partners LLC2,420$240K0.04%-20913F-HRTimeline
Precision Wealth Strategies, LLC2,420$240K0.08%new13F-HRTimeline
SIERRA OCEAN, LLC2,437$240K0.17%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,407$239K0.02%-12213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,404$238K0.09%-22413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,403$238K0.02%-1,52613F-HRTimeline
Fort Sheridan Advisors LLC2,370$235K0.03%-18113F-HRTimeline
NOVEM GROUP2,367$235K0.03%+21113F-HRTimeline
Financial Advisors Network, Inc.2,366$235K0.04%-5513F-HRTimeline
Wealth Forward, LLC2,346$233K0.16%new13F-HRTimeline
Daner Wealth Management, LLC2,350$233K0.16%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,339$232K0.01%+6813F-HRTimeline
Palacios Wealth Management, LLC2,339$232K0.19%013F-HRTimeline
Fourth Dimension Wealth, LLC2,338$232K0.1%+1,88513F-HRTimeline
Fiduciary Alliance LLC2,334$232K0.02%new13F-HRTimeline
MONECO ADVISORS, LLC2,324$231K0.02%+3013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,322$230K0.02%-1,39013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,319$230K0.05%new13F-HRTimeline
Live Oak Private Wealth LLC2,309$229K0.03%-7213F-HRTimeline
Silver Oak Advisory Group, Inc.2,319$229K0.11%013F-HRTimeline
Keystone Financial Group2,302$228K0.02%-7,26713F-HRTimeline
APPLETON PARTNERS INC/MA2,303$228K0.02%+21813F-HRTimeline
Prudent Man Advisors, LLC2,298$228K0.07%013F-HRTimeline
EHRLICH FINANCIAL GROUP2,288$227K0.15%+6713F-HRTimeline
Essential Planning, LLC.2,284$227K0.08%-5013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,281$226K0.01%+4113F-HRTimelineGroup
Cerro Pacific Wealth Advisors LLC2,277$226K0.06%new13F-HRTimeline
BANK OZK2,276$226K0.09%+5913F-HRTimeline
Joseph Group Capital Management2,274$226K0.08%-18213F-HR/ATimeline
FULLCIRCLE WEALTH LLC2,273$226K0.08%-12813F-HRTimeline
Allied Investment Advisors, LLC2,269$225K0.04%013F-HRTimeline
Waterway Wealth Management, LLC2,265$225K0.07%new13F-HRTimeline
BANQUE PICTET & CIE SA2,261$224K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,233$222K<0.01%+19013F-HRTimelineGroup
Cooper Financial Group2,222$220K0.03%-53713F-HRTimeline
PURSUE WEALTH PARTNERS LLC2,220$220K0.13%013F-HRTimeline
Missouri Trust & Investment Co2,217$220K0.07%+813F-HRTimeline
Beacon Capital Management, LLC2,215$220K0.03%-2,40613F-HRTimeline
Redhawk Wealth Advisors, Inc.2,215$220K0.03%+713F-HRTimeline
3EDGE Asset Management, LP2,213$220K0.01%013F-HRTimeline
Palumbo Wealth Management LLC2,180$216K0.07%new13F-HRTimeline
POTENTIA WEALTH2,175$216K0.12%new13F-HRTimeline
SilverOak Wealth Management LLC2,170$215K0.04%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS2,167$215K0.15%+10713F-HRTimeline
Destiny Wealth Partners, LLC2,161$214K0.03%-1613F-HRTimeline
TOWNSQUARE CAPITAL LLC2,152$213K0.02%-51,64313F-HRTimeline
Federation des caisses Desjardins du Qu…2,148$213K<0.01%-13913F-HRTimeline
LaSalle St. Investment Advisors, LLC2,149$213K0.06%+3513F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska2,155$211K0.03%-6,84513F-HRTimelineGroup
Life Planning Partners, Inc2,124$211K0.17%+413F-HRTimeline
Kings Path Partners LLC2,121$210K0.08%-2513F-HRTimeline
Beacon Wealthcare LLC2,108$209K0.08%new13F-HRTimeline
Accredited Wealth Management, LLC2,105$209K0.17%013F-HRTimeline
Boltwood Capital Management2,100$208K0.06%013F-HRTimeline
WFA of San Diego, LLC2,100$208K0.15%13F-HRTimeline
Gouws Capital LLC2,100$208K0.13%013F-HRTimeline
PCG ASSET MANAGEMENT, LLC2,100$208K0.18%013F-HRTimeline
McHugh Group, LLC2,089$207K0.14%013F-HRTimeline
Harbour Capital Advisors, LLC2,100$207K0.04%+5513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,076$206K0.02%013F-HRTimeline
Falcon Wealth Planning2,070$205K0.02%+2413F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC2,069$205K0.14%-2,77113F-HRTimeline
Pine Haven Investment Counsel, Inc2,065$205K0.16%013F-HRTimeline
Maltin Wealth Management, Inc.2,058$204K0.09%new13F-HRTimeline
Evercore Wealth Management, LLC2,045$203K<0.01%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,047$203K0.23%013F-HRTimeline
Wick Capital Partners, LLC11,983$202K0.05%+9,94713F-HRTimeline
First Heartland Consultants, Inc.2,034$202K0.02%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,029$201K0.09%new13F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC2,026$201K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN2,025$201K0.02%-1513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,012$200K0.06%013F-HRTimeline
Midwest Capital Advisors, LLC1,989$197K0.1%-35813F-HRTimeline
TFC Financial Management, Inc.1,935$192K0.03%new13F-HRTimeline
Cape Investment Advisory, Inc.1,928$191K0.07%+3213F-HRTimeline
Kathleen S. Wright Associates Inc.1,852$184K0.07%+67213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,842$183K0.09%+7513F-HRTimeline
Key Financial Inc1,837$182K0.04%+5313F-HRTimeline
Indiana Trust & Investment Management Co1,822$181K0.06%+81313F-HRTimeline
Global Trust Asset Management, LLC1,797$178K0.1%013F-HRTimeline
CNB Bank1,797$178K0.08%013F-HRTimeline
DUNCKER STREETT & CO INC1,793$178K0.03%013F-HRTimeline
Barnes Dennig Private Wealth Management…1,753$174K0.21%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,723$171K0.1%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,656$164K0.01%+1413F-HRTimeline
Bank of New Hampshire1,655$164K0.04%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,628$162K0.09%+1,15813F-HRTimeline
Vermillion & White Wealth Management Gr…1,624$161K0.1%+2813F-HRTimeline
Beaird Harris Wealth Management, LLC1,577$156K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,573$156K0.01%+1,54813F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…1,570$156K0.05%+4113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,558$155K0.01%+23913F-HRTimelineGroup
HHM Wealth Advisors, LLC1,553$154K0.02%-1,00013F-HRTimeline
Centerpoint Advisors, LLC1,550$154K0.05%013F-HRTimeline
Friedenthal Financial1,529$152K0.08%+9113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,496$148K0.06%new13F-HRTimeline
Bangor Savings Bank1,493$148K0.01%013F-HRTimeline
Crews Bank & Trust1,475$146K0.02%+1213F-HRTimeline
FIRST FINANCIAL CORP /IN/1,436$142K0.06%-46113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,425$141K0.06%013F-HRTimeline
Ridgewood Investments LLC1,408$140K0.06%013F-HRTimeline
Capital Investment Counsel, Inc1,400$139K0.02%013F-HRTimeline
Cranbrook Wealth Management, LLC1,394$138K0.03%+35813F-HRTimeline
TRUST CO OF VERMONT1,370$136K0.01%+52413F-HRTimeline
Curat Global, LLC1,346$133K0.13%013F-HR/ATimeline
Glass Jacobson Investment Advisors llc1,300$129K0.05%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,290$128K0.03%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,263$125K0.01%+28213F-HRTimeline
OAKWORTH CAPITAL, INC.1,219$121K0.01%-1,24113F-HRTimeline
New Millennium Group LLC1,205$120K0.07%-513F-HRTimeline
N.E.W. Advisory Services LLC1,180$117K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,123$111K<0.01%+1,12313F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,100$109K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners1,079$107K0.02%+44513F-HRTimelineGroup
Darwin Wealth Management, LLC1,065$106K0.04%-17313F-HRTimeline
Smallwood Wealth Investment Management,…1,038$103K0.06%013F-HRTimeline
Biltmore Family Office, LLC1,033$102K0.02%-5013F-HRTimeline
Breakwater Investment Management1,033$102K0.04%013F-HRTimeline
Mechanics Financial Corp1,000$99.2K0.04%013F-HRTimeline
Bullock Wealth Management Group1,002$99K0.05%-20413F-HRTimeline
Comprehensive Financial Planning, Inc./…992$98.4K0.08%013F-HRTimeline
Archer Investment Corp938$93.1K0.02%+113F-HRTimeline
Granite FO LLC903$89.6K0.05%+313F-HRTimeline
Park Square Financial Group, LLC878$87.1K0.06%-47113F-HRTimeline
Winch Advisory Services, LLC864$85.7K0.02%013F-HRTimeline
Pflug Koory, LLC852$84.5K0.04%+813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.836$82.9K0.01%+33613F-HRTimeline
Atlantic Edge Private Wealth Management…820$81.3K0.02%-9913F-HRTimeline
Tradewinds Capital Management, LLC805$79.9K0.02%013F-HRTimeline
JNBA Financial Advisors796$79K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC765$75.6K0.03%+713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…733$72.7K0.01%+53813F-HRTimeline
ESL Trust Services, LLC720$71.4K0.01%013F-HRTimeline
Pacifica Partners Inc.721$71.2K0.03%-3113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.700$69.4K0.02%-5013F-HRTimeline
Riggs Asset Managment Co. Inc.699$69.3K0.02%013F-HRTimeline
Founders Financial Alliance, LLC693$68.7K0.02%-1,91513F-HRTimeline
MOTCO688$67.9K0.01%+54413F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.655$65K0.03%+4613F-HRTimeline
Compass Financial Services Inc655$65K0.03%+62713F-HRTimeline
Activest Wealth Management617$61.2K0.01%+44213F-HRTimeline
IMA Advisory Services, Inc.604$59.9K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC583$57.9K0.01%-10313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC567$56.2K0.01%013F-HRTimeline
Compass Planning Associates Inc561$55.6K0.05%-3,53913F-HRTimeline
Navigoe, LLC542$53K0.04%-2813F-HRTimeline
MJT & Associates Financial Advisory Gro…526$52.2K0.06%-4413F-HR/ATimeline
STEPH & CO516$51.2K0.02%+9313F-HRTimeline
Keystone Global Partners, LLC509$50.6K0.03%-21113F-HRTimeline
Transce3nd, LLC484$48K0.02%+22213F-HRTimeline
DHJJ Financial Advisors, Ltd.414$41K0.01%013F-HRTimeline
CITY HOLDING CO412$40.9K0.01%-29913F-HRTimeline
Gould Capital, LLC367$36.4K0.02%-6213F-HRTimeline
Covestor Ltd353$35K0.02%-2713F-HRTimeline
HAZLETT, BURT & WATSON, INC.353$34K0.01%-2313F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.337$33.4K0.01%-60213F-HR/ATimelineGroup
TOTH FINANCIAL ADVISORY CORP336$33.3K<0.01%-26013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC334$33.1K0.03%013F-HRTimeline
Roble, Belko & Company, Inc334$33K<0.01%013F-HRTimeline
Copia Wealth Management331$32.8K0.03%-5813F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.317$31.4K0.1%013F-HRTimeline
Asset Dedication, LLC316$31.3K<0.01%-40613F-HRTimeline
Plante Moran Financial Advisors, LLC315$31.2K<0.01%+16113F-HRTimeline
Bear Mountain Capital, Inc.315$30.9K0.01%+213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC311$30.9K0.02%013F-HRTimeline
Wagner Wealth Management, LLC305$30.3K0.01%013F-HRTimeline
Gen-Wealth Partners Inc301$29.9K0.01%+513F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…300$29.8K<0.01%013F-HRTimeline
Main Street Group, LTD294$29.2K0.01%+9413F-HRTimeline
North Ridge Wealth Advisors, Inc.288$28.6K0.02%new13F-HRTimeline
Citizens National Bank Trust Department275$27.3K0.01%-39813F-HRTimeline