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Disclosery

AGG ISHARES TR

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SHS (fund)

1,910 managers (1,935 13F filers) reported a position in AGG shares at 2025-09-30, 1,185,780,463 shares in all. 122 filers opened a position and 96 filers sold out during the quarter.

Managers
1,910
13F filers
1,935
New
122
Added
963
Reduced
599
Sold out
96
Shares held by filers
1,185,780,463

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ATTICUS WEALTH MANAGEMENT, LLC2,615$262K0.07%-23913F-HRTimeline
Moment Partners, LLC2,615$262K0.05%+7113F-HRTimeline
Moors & Cabot, Inc.2,600$261K0.01%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE2,600$261K<0.01%013F-HRTimelineGroup
Braun-Bostich & Associates Inc.2,590$260K0.16%-6713F-HRTimeline
Owen LaRue, LLC2,582$259K0.1%+8013F-HRTimeline
Garrett Wealth Advisory Group, LLC2,581$259K0.05%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP2,580$259K0.04%-20413F-HRTimeline
Keebeck Wealth Management2,574$258K0.03%013F-HRTimeline
FIDELITY D & D BANCORP INC2,571$258K0.14%-3013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,570$258K0.01%013F-HRTimeline
Ballew Advisors, Inc2,536$256K0.14%+2913F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC2,542$255K<0.01%new13F-HRTimelineGroup
MOTCO2,534$254K0.02%+1,84613F-HRTimeline
Uniting Wealth Partners, LLC2,523$253K0.06%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC2,521$253K0.04%+36913F-HRTimeline
Annex Advisory Services, LLC2,516$252K0.01%-1,00713F-HRTimeline
Linden Thomas Advisory Services, LLC2,516$252K0.03%new13F-HRTimeline
ARS Wealth Advisors Group, LLC2,513$252K0.02%+3213F-HRTimeline
Lanham O'Dell & Company, Inc.2,500$251K0.08%013F-HRTimeline
BANK OZK2,497$250K0.09%+22113F-HRTimeline
Radnor Capital Management, LLC2,489$250K0.04%-50013F-HRTimeline
McIlrath & Eck, LLC2,483$249K0.03%+213F-HRTimeline
Cape Investment Advisory, Inc.2,456$246K0.24%+52813F-HRTimeline
Zullo Investment Group, Inc.2,455$246K0.09%013F-HRTimeline
American Financial Advisors, LLC2,452$246K0.03%-76013F-HRTimeline
KICKSTAND VENTURES, LLC.2,448$245K0.05%-3313F-HRTimeline
Certified Advisory Corp2,448$245K0.02%-21813F-HRTimeline
MONECO ADVISORS, LLC2,443$245K0.02%+11913F-HRTimeline
Raab & Moskowitz Asset Management LLC2,441$245K0.05%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,441$245K0.01%+10213F-HRTimeline
WealthTrust Axiom LLC2,423$243K0.07%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,411$242K0.09%+713F-HRTimeline
Impact Partnership Wealth, LLC2,410$242K0.04%-66713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,407$241K0.02%-5,49213F-HRTimeline
Missouri Trust & Investment Co2,395$240K0.07%+17813F-HRTimeline
LaSalle St. Investment Advisors, LLC2,384$239K0.04%+23513F-HRTimeline
Maltin Wealth Management, Inc.2,380$239K0.1%+32213F-HRTimeline
WEALTHGARDEN F.S. LLC2,358$238K0.17%-30813F-HRTimeline
Daner Wealth Management, LLC2,350$237K0.15%013F-HRTimeline
Cooper Financial Group2,367$237K0.03%+14513F-HRTimeline
Palacios Wealth Management, LLC2,339$234K0.15%013F-HRTimeline
Fortis Group Advisors, LLC2,332$234K0.04%+2,28713F-HRTimeline
Etesian Wealth Advisors, Inc.2,335$234K0.08%-62013F-HRTimeline
Fiduciary Alliance LLC2,335$234K0.02%+113F-HRTimeline
Financial Advisors Network, Inc.2,328$233K0.03%-3813F-HRTimeline
Chemistry Wealth Management LLC2,326$233K0.04%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,322$233K0.02%013F-HRTimeline
Silver Oak Advisory Group, Inc.2,319$232K0.1%013F-HRTimeline
KINTRA WEALTH, LLC2,310$232K0.13%-3,58913F-HRTimeline
Allied Investment Advisors, LLC2,309$231K0.04%+4013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,307$231K0.01%+2613F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,300$231K<0.01%new13F-HRTimelineGroup
Prudent Man Advisors, LLC2,298$230K0.08%013F-HRTimeline
Fourth Dimension Wealth, LLC2,291$230K0.09%-4713F-HRTimeline
Essential Planning, LLC.2,287$229K0.08%+313F-HRTimeline
FULLCIRCLE WEALTH LLC2,280$228K0.08%+713F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.2,265$227K0.09%-25013F-HRTimeline
Founders Financial Alliance, LLC2,262$227K0.04%+1,56913F-HRTimeline
Kings Path Partners LLC2,262$227K0.08%+14113F-HRTimeline
BANQUE PICTET & CIE SA2,261$227K<0.01%013F-HRTimeline
New Insight Wealth Advisors2,240$225K0.08%-44613F-HRTimeline
SilverOak Wealth Management LLC2,237$224K0.04%+6713F-HRTimeline
Vertex Planning Partners, LLC2,227$223K0.04%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.2,221$223K0.03%+613F-HRTimeline
PURSUE WEALTH PARTNERS LLC2,220$223K0.12%013F-HRTimeline
Beacon Capital Management, LLC2,215$222K0.03%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,210$222K<0.01%-2313F-HRTimelineGroup
3EDGE Asset Management, LP2,213$222K0.01%013F-HRTimeline
Brady Martz Wealth Solutions, LLC2,206$221K0.04%new13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,199$220K0.02%-20413F-HRTimeline
PROMETHIUM ADVISORS,LLC2,190$220K0.13%-47213F-HRTimeline
Precision Wealth Strategies, LLC2,181$219K0.07%-23913F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,177$218K0.03%new13F-HRTimeline
Cornerstone Advisory, LLC2,173$218K0.02%-54813F-HRTimeline
Destiny Wealth Partners, LLC2,161$217K0.03%013F-HRTimeline
Northwest Financial Advisors2,149$215K0.28%-1,26513F-HRTimeline
Life Planning Partners, Inc2,135$214K0.16%+1113F-HRTimeline
Triumph Capital Management2,134$214K0.06%-6,20413F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC2,131$214K0.02%new13F-HRTimeline
Bright Futures Wealth Management, LLC.2,128$213K0.17%13F-HRTimeline
Invst, LLC2,124$213K0.02%-54213F-HRTimeline
Obsidian Personal Planning Solutions LLC2,114$213K0.07%new13F-HRTimeline
Penobscot Investment Management Company…2,115$212K0.02%new13F-HRTimeline
Cambridge Financial Group, LLC2,110$212K0.07%new13F-HRTimeline
Bensler, LLC2,108$211K0.02%new13F-HRTimeline
Falcon Wealth Planning2,104$211K0.02%+3413F-HRTimeline
Capital Investment Counsel, Inc2,100$211K0.03%+70013F-HRTimeline
Boltwood Capital Management2,100$211K0.06%013F-HRTimeline
WFA of San Diego, LLC2,100$211K0.14%013F-HRTimeline
Essex LLC2,097$210K0.04%new13F-HRTimeline
McHugh Group, LLC2,089$209K0.13%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,091$209K0.03%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,076$208K0.02%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC2,070$208K0.13%+113F-HRTimeline
Towneley Capital Management, Inc / DE2,066$207K0.04%-77113F-HRTimeline
Pine Haven Investment Counsel, Inc2,065$207K0.15%013F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.2,061$207K0.03%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,058$206K0.2%+1113F-HRTimeline
Able Wealth Management LLC2,047$205K0.08%new13F-HRTimeline
Convergence Financial, LLC2,043$205K0.03%new13F-HRTimeline
Wealth Architects, LLC2,042$205K0.02%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,028$203K0.04%-29113F-HRTimeline
Tyche Wealth Partners LLC2,026$203K0.04%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,026$203K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN2,025$203K0.02%013F-HRTimeline
Trueblood Wealth Management, LLC2,022$203K0.08%new13F-HRTimeline
Glass Jacobson Investment Advisors llc2,020$203K0.07%+72013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,019$202K<0.01%new13F-HRTimelineGroup
SkyView Investment Advisors, LLC2,012$202K0.03%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,012$202K0.05%013F-HRTimeline
APPLETON PARTNERS INC/MA2,005$201K0.01%-29813F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC2,000$200K<0.01%-18,87713F-HRTimelineGroup
Principia Wealth Advisory, LLC1,996$200K0.14%+1,82313F-HRTimeline
Midwest Capital Advisors, LLC1,995$200K0.1%+613F-HRTimeline
TRUST CO OF VERMONT1,913$192K0.01%+54313F-HRTimeline
Salomon & Ludwin, LLC1,911$191K0.02%+1,85013F-HRTimeline
Kathleen S. Wright Associates Inc.1,881$189K0.07%+2913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,842$185K0.08%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding1,841$185K+1,573Timeline
CNB Bank1,797$180K0.08%013F-HRTimeline
Rice Partnership, LLC1,769$177K0.03%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,723$173K0.09%013F-HRTimeline
Cornerstone Planning Group LLC1,714$172K0.03%+1,13113F-HRTimeline
EASTERN BANK1,691$170K<0.01%-1,35513F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,670$167K0.01%+1413F-HRTimeline
Bank of New Hampshire1,655$166K0.04%013F-HRTimeline
Friedenthal Financial1,651$166K0.09%+12213F-HRTimeline
Operose Advisors LLC1,648$165K0.04%new13F-HRTimeline
Vermillion & White Wealth Management Gr…1,640$164K0.09%+1613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,625$163K0.03%+5513F-HRTimeline
Beaird Harris Wealth Management, LLC1,624$163K0.01%+4713F-HRTimeline
Global Trust Asset Management, LLC1,612$162K0.07%-18513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,573$158K0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC1,550$155K0.02%-313F-HRTimeline
Centerpoint Advisors, LLC1,535$154K0.05%-1513F-HRTimeline
Joseph Group Capital Management1,519$152K0.04%-75513F-HRTimeline
Rossmore Private Capital1,510$151K0.02%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,495$150K0.04%-95313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,496$150K0.05%013F-HRTimeline
Bangor Savings Bank1,493$150K0.01%013F-HRTimeline
Crews Bank & Trust1,463$147K0.02%-1213F-HRTimeline
FIRST FINANCIAL CORP /IN/1,436$144K0.06%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,429$143K0.06%+413F-HRTimeline
Indiana Trust & Investment Management Co1,372$138K0.04%-45013F-HRTimeline
Darwin Wealth Management, LLC1,308$131K0.04%+24313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,290$129K0.02%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,275$128K0.01%-28313F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC1,268$127K0.04%-3,69413F-HRTimeline
Kozak & Associates, Inc.1,251$125K0.02%new13F-HRTimeline
OAKWORTH CAPITAL, INC.1,219$122K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC1,180$118K0.01%013F-HRTimeline
Stephens Consulting, LLC1,177$118K0.04%-9,33213F-HRTimeline
New Millennium Group LLC1,159$116K0.05%-4613F-HRTimeline
ALERUS FINANCIAL NA1,143$115K0.01%-739,65113F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,100$110K<0.01%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…1,039$104K0.05%+113F-HRTimeline
Cranbrook Wealth Management, LLC1,036$104K0.02%-35813F-HRTimeline
Orion Capital Management LLC1,033$104K0.04%new13F-HRTimeline
Breakwater Investment Management1,033$104K0.04%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,027$103K0.04%+67413F-HRTimeline
Biltmore Family Office, LLC1,023$103K0.01%-1013F-HRTimeline
Mechanics Financial Corp1,000$100K0.04%013F-HRTimeline
Pflug Koory, LLC981$98.3K0.05%+12913F-HRTimeline
Compass Financial Services Inc920$92.2K0.04%+26513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC907$90.9K0.01%-35613F-HRTimeline
Granite FO LLC903$90.6K0.05%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC897$89.9K0.02%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP887$88.9K0.01%+55113F-HRTimeline
Winch Advisory Services, LLC864$86.6K0.02%013F-HRTimeline
Archer Investment Corp840$84.2K0.02%-9813F-HRTimeline
Root Financial Partners, LLC836$83.8K0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…820$82.2K0.02%013F-HRTimeline
American Capital Advisory, LLC811$81.3K0.04%new13F-HRTimeline
Tradewinds Capital Management, LLC805$80.7K0.02%013F-HRTimeline
LGT Financial Advisors LLC804$80.6K0.17%+72713F-HRTimeline
Medallion Wealth Advisors, LLC765$76.7K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC758$76K0.01%+19113F-HRTimeline
VESTOR CAPITAL, LLC737$74K<0.01%new13F-HRTimeline
American Wealth Advisors, LLC727$72.9K0.07%13F-HRTimeline
ESL Trust Services, LLC720$72.2K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…719$72.1K0.05%-27313F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.669$67K0.03%+1413F-HRTimeline
JNBA Financial Advisors666$66.8K0.01%-13013F-HRTimeline
Parkside Financial Bank & Trust655$65.7K0.01%-3,48813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.650$65.2K0.02%-5013F-HRTimeline
Bullock Wealth Management Group645$64.6K0.03%-35713F-HRTimeline
Activest Wealth Management621$62.2K0.01%+413F-HRTimeline
IMA Advisory Services, Inc.604$60.6K0.01%013F-HRTimeline
Caitlin John, LLC540$54.1K0.04%new13F-HRTimeline
Navigoe, LLC542$54K0.03%013F-HRTimeline
GAMMA Investing LLC524$52.5K<0.01%+43813F-HRTimeline
STEPH & CO516$51.7K0.02%013F-HRTimeline
Morling Financial Advisors, LLC491$49.2K0.02%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC450$45.1K<0.01%-7,45113F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.415$41.6K0.01%+113F-HRTimeline
Pacifica Partners Inc.411$41.2K0.01%-31013F-HRTimeline
one8zero8, LLC410$41.1K0.01%+40013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.401$40.2K0.04%new13F-HR/ATimeline
Concord Wealth Partnersin group Concord Wealth Partners374$37.5K0.01%-70513F-HRTimelineGroup