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Disclosery

AGG ISHARES TR

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SHS (fund)

2,085 managers (2,114 13F filers) reported a position in AGG shares at 2025-12-31, 1,224,882,641 shares in all. 136 filers opened a position and 97 filers sold out during the quarter.

Managers
2,085
13F filers
2,114
New
136
Added
1,000
Reduced
574
Sold out
97
Shares held by filers
1,224,882,641

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MONTAG A & ASSOCIATES INC3,679$367K0.02%013F-HRTimeline
Plum Street Advisors, LLC3,679$367K0.13%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC3,677$367K0.06%+3513F-HRTimeline
Davies Financial Advisors, Inc.3,674$367K0.68%-8,86413F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,674$367K0.09%013F-HRTimeline
Williams Jones Wealth Management, LLC.3,656$365K<0.01%-4413F-HRTimeline
W ADVISORS, LLC3,646$364K0.18%-2313F-HRTimeline
Petix & Botte Co3,630$363K0.08%-9613F-HRTimeline
Northstar Group, Inc.3,630$363K0.05%013F-HRTimeline
AM INVESTMENT STRATEGIES LLC3,623$362K0.08%new13F-HRTimeline
WATERS PARKERSON & CO., LLC3,620$362K0.02%013F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP3,620$362K0.02%013F-HRTimelineGroup
Note Advisors, LLC3,599$360K0.18%+8113F-HRTimeline
WAYSTONE ADVISORS LLC3,603$360K0.31%13F-HRTimeline
Philip James Wealth Mangement, LLC3,603$360K0.04%013F-HRTimeline
MGB Wealth Management, LLC3,579$358K0.1%013F-HRTimeline
SYKON CAPITAL LLC3,575$357K0.11%+63013F-HRTimeline
ADG Wealth Management Group, LLC3,563$356K0.27%new13F-HRTimeline
Strategent Financial, LLC3,558$355K0.22%013F-HRTimeline
Archvest Wealth Advisors, Inc.3,556$355K0.23%-11,06613F-HR/ATimeline
Foundation Wealth Management, LLC\PA3,550$355K0.13%-67213F-HRTimeline
Carter Financial Group, INC.3,548$354K0.21%-42413F-HRTimeline
Pine Ridge Advisers LLC3,543$354K0.02%013F-HRTimeline
Consolidated Portfolio Review Corp3,543$354K0.03%-15,52113F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC3,535$353K0.01%-37013F-HRTimeline
KPP Advisory Services LLC3,534$353K0.05%-86113F-HRTimeline
GR FINANCIAL GROUP, LLC3,521$352K0.08%+4613F-HRTimeline
Boreal Capital Management LLC3,520$352K0.27%-1,50013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC3,517$351K0.15%new13F-HRTimeline
Syverson Strege & Co3,510$351K0.08%-58413F-HRTimeline
Rockingstone Advisors LLC3,500$350K0.16%013F-HRTimeline
Odyssey Capital Advisors, Inc.3,496$349K0.31%13F-HRTimeline
Callan Family Office, LLC3,489$348K0.01%new13F-HRTimeline
Retireful, LLC3,471$348K0.44%-10,81113F-HRTimeline
Strategic Investment Advisors / MI3,475$347K0.03%-41,76813F-HRTimeline
SOA Wealth Advisors, LLC.3,462$346K0.06%-1713F-HRTimeline
UNION SAVINGS BANK3,456$345K0.15%13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …3,449$344K<0.01%013F-HRTimelineGroup
Westmount Partners, LLC3,440$344K0.09%013F-HRTimeline
Karpus Management, Inc.3,435$343K0.01%+67513F-HR/ATimeline
Dogwood Wealth Management LLC3,435$343K0.15%+16513F-HRTimeline
Stephenson & Company, Inc.3,422$342K0.19%+35013F-HRTimeline
Topsail Wealth Management, LLC3,399$340K0.05%-83113F-HRTimeline
Life Planning Partners, Inc3,399$339K0.26%+1,26413F-HRTimeline
25 LLC3,391$339K0.11%-73013F-HRTimeline
Westshore Wealth, LLC3,389$338K0.11%013F-HRTimeline
KLCM Advisors, Inc.3,360$336K0.03%new13F-HRTimeline
Financial Management Professionals, Inc.3,356$335K0.03%013F-HRTimeline
Krilogy Financial LLC3,330$334K0.01%+8013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,325$332K0.02%+33313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC3,314$331K0.03%+18713F-HRTimeline
SSA SWISS ADVISORS AG3,311$331K0.15%-61313F-HRTimeline
Endowment Wealth Management, Inc.3,282$328K0.15%+40613F-HRTimeline
Everhart Financial Group, Inc.3,279$328K0.03%-20013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,278$327K0.02%-9,26013F-HRTimeline
Clearstead Trust, LLC3,268$326K0.05%-68213F-HRTimeline
Hardin Capital Partners, LLC3,260$326K0.15%-2113F-HRTimeline
Traub Capital Management LLC3,255$325K0.31%+50013F-HRTimeline
MIDDLETON & CO INC/MA3,250$325K0.03%013F-HRTimeline
Cape Investment Advisory, Inc.3,249$324K0.1%+79313F-HRTimeline
BAM Wealth Management, LLC3,233$323K0.23%-1,31713F-HRTimeline
Parkshore Wealth Management, Inc.3,218$321K0.12%+2213F-HRTimeline
White Lighthouse Investment Management …3,214$321K0.04%+42513F-HRTimeline
Selby Wealth Management, LLC3,211$321K0.13%13F-HRTimeline
Stonebridge Capital Advisors LLC3,202$320K0.02%+40213F-HRTimeline
Riverbend Wealth Management, LLC3,197$319K0.2%013F-HRTimeline
Key Financial Inc3,188$318K0.06%-16713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,171$317K0.12%+14813F-HRTimeline
Meadow Creek Wealth Advisors LLC3,168$316K0.2%-34713F-HRTimeline
Old Mission Investment Co LLC3,167$316K0.08%-1,36913F-HRTimeline
Tempus Wealth Planning, LLC3,160$316K0.07%-11513F-HRTimeline
First Heartland Consultants, Inc.3,148$314K0.02%-1613F-HRTimeline
Stelac Advisory Services LLC3,136$313K0.11%013F-HRTimeline
Stonehearth Capital Management, LLC3,126$312K0.12%+4113F-HRTimeline
Rosenberg Matthew Hamilton3,094$309K0.06%+2513F-HRTimeline
Cypress Wealth Services, LLC3,069$307K0.04%-62513F-HRTimeline
Cooper Financial Group3,068$306K0.03%+70113F-HRTimeline
WealthBridge Capital Management, LLC3,065$306K0.07%-52513F-HRTimeline
New Millennium Group LLC3,065$306K0.13%+1,90613F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.3,058$305K0.12%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,048$304K0.07%-1313F-HRTimeline
Beaumont Financial Advisors, LLC3,048$304K0.02%new13F-HRTimeline
XY Planning Network, Inc.3,045$304K0.05%new13F-HRTimeline
HFG Advisors, Inc.3,044$304K0.22%new13F-HRTimeline
LEE DANNER & BASS INC3,042$304K0.02%013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC3,039$304K0.08%+41313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC3,031$303K0.05%new13F-HRTimeline
Bravias Capital Group, LLC3,028$302K0.18%-22013F-HRTimeline
WINCAP FINANCIAL LLC3,025$302K0.21%+9713F-HRTimeline
Millstone Evans Group, LLC3,025$302K0.18%+3,00413F-HRTimeline
Financial Architects, LLC3,005$300K0.16%new13F-HRTimeline
MB Generational Wealth, LLC3,001$300K0.16%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.3,000$300K0.13%013F-HRTimeline
Rise Advisors, LLC2,991$299K0.11%-29313F-HRTimeline
Tenret Co LLC2,990$299K0.15%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC2,987$298K0.12%-62613F-HRTimeline
Elite Financial, Inc.2,967$296K0.13%013F-HRTimeline
SWP FINANCIAL LLC2,951$295K0.15%+21813F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE2,950$295K<0.01%+35013F-HRTimelineGroup
NOESIS CAPITAL MANGEMENT CORP2,946$294K0.04%+36613F-HRTimeline
Ergawealth Advisors, Inc.2,940$294K0.14%013F-HRTimeline
Parcion Private Wealth LLC2,911$291K0.02%new13F-HRTimeline
FSM Wealth Advisors, LLC2,908$290K0.04%-12413F-HRTimeline
Stordahl Capital Management, Inc.2,903$290K0.06%+2713F-HRTimeline
Brookwood Investment Group LLC2,893$289K0.03%-4,05513F-HRTimeline
EVERETT HARRIS & CO /CA/2,892$289K<0.01%013F-HRTimeline
Highland Financial Advisors, LLC2,887$288K0.08%new13F-HRTimeline
NOVEM GROUP2,871$287K0.03%-58013F-HRTimeline
Sandbox Financial Partners, LLC2,868$286K0.08%+2113F-HRTimeline
Annex Advisory Services, LLC2,863$286K0.01%+34713F-HRTimeline
Richard Bernstein Advisors LLC2,861$286K0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,848$284K0.07%+83613F-HRTimeline
CrossGen Wealth, LLC2,831$283K0.25%13F-HRTimeline
Clarity Retirement & Wealth, LLC2,828$282K0.25%13F-HRTimeline
Essential Planning, LLC.2,827$282K0.09%+54013F-HRTimeline
Echo45 Advisors LLC2,815$281K0.16%new13F-HRTimeline
POTENTIA WEALTH2,806$280K0.1%-2313F-HRTimeline
Courage Miller Partners, LLC2,805$280K0.08%-113F-HRTimeline
Benin Management CORP2,792$279K0.06%013F-HRTimeline
Phocas Financial Corp.2,791$279K0.04%new13F-HR/ATimeline
Bison Wealth, LLC2,822$278K0.03%-5,72513F-HRTimeline
Kendall Capital Management2,785$278K0.06%new13F-HRTimeline
Cornerstone Planning Group LLC2,745$275K0.04%+1,03113F-HRTimeline
Polaris Investment Advisors, LLC2,749$275K0.2%13F-HRTimeline
DB&C Advisors, LLC2,740$274K0.34%13F-HRTimeline
DUNCKER STREETT & CO INC2,735$273K0.05%013F-HRTimeline
WOLFF WIESE MAGANA LLC2,734$273K0.15%013F-HRTimeline
Concorde Asset Management, LLC2,726$272K0.11%-4313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,708$270K0.09%+2,40113F-HRTimeline
CWA Asset Management Group, LLC2,694$269K0.01%-1,22313F-HRTimeline
Independent Family Office, LLC2,682$268K0.11%013F-HRTimeline
Anchor Investment Management, LLC2,680$268K0.02%-15613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding2,680$268K+839Timeline
Pines Wealth Management, LLC2,676$267K0.09%+213F-HRTimeline
Holistic Financial Partners2,663$266K0.1%-23913F-HRTimeline
SeaCrest Wealth Management, LLC2,653$266K0.03%new13F-HRTimeline
Thomasville National Bank2,655$265K0.02%013F-HRTimeline
Braun-Bostich & Associates Inc.2,655$265K0.16%+6513F-HRTimeline
Cornerstone Financial Group, LLC /NE/2,653$265K0.18%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,650$265K0.07%+3513F-HRTimeline
CADINHA & CO LLC2,644$264K0.04%+1113F-HRTimeline
Transcendent Capital Group LLC2,642$264K0.12%-32513F-HRTimeline
Missouri Trust & Investment Co2,632$263K0.08%+23713F-HRTimeline
Milestones Private Investment Advisors …2,625$262K0.18%new13F-HRTimeline
Obermeyer Wealth Partners2,622$262K0.01%-38113F-HRTimeline
BOSTON FAMILY OFFICE LLC2,615$261K0.02%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.2,585$259K0.24%13F-HRTimeline
Northstar Financial Companies, Inc.2,587$258K0.21%-7313F-HRTimeline
Garrett Wealth Advisory Group, LLC2,581$258K0.05%013F-HRTimeline
Chemistry Wealth Management LLC2,581$258K0.05%+25513F-HRTimeline
SageGuard Financial Group, LLC2,581$258K0.04%13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.2,580$258K0.11%new13F-HRTimeline
FIDELITY D & D BANCORP INC2,571$257K0.11%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,570$257K0.01%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC2,569$257K0.07%-4813F-HRTimeline
Clearview Wealth Advisors LLC2,554$255K0.16%-37713F-HRTimeline
21 West Wealth Management LLC2,553$255K0.23%new13F-HRTimeline
Carroll Advisory Group, LLC2,551$255K0.11%13F-HRTimeline
Brady Martz Wealth Solutions, LLC2,547$254K0.04%+34113F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…2,536$254K0.18%new13F-HRTimeline
HBW ADVISORY SERVICES LLC2,532$253K0.03%new13F-HRTimeline
Two West Capital Advisors LLC2,505$250K0.15%new13F-HRTimeline
Kings Path Partners LLC2,504$250K0.09%+24213F-HRTimeline
McIlrath & Eck, LLC2,502$250K0.02%+1913F-HRTimeline
EAGLE WEALTH STRATEGIES LLC2,501$250K0.12%new13F-HRTimeline
Lanham O'Dell & Company, Inc.2,500$250K0.07%013F-HRTimeline
Old Port Advisors2,499$250K0.06%-29913F-HRTimeline
BANK OZK2,497$249K0.09%013F-HRTimeline
Ackerman Asset Management, LLC2,483$248K0.16%new13F-HRTimeline
Zullo Investment Group, Inc.2,455$245K0.09%013F-HRTimeline
Wealth Architects, LLC2,452$245K0.02%+41013F-HRTimeline
Adirondack Capital Advisors, LLC2,449$245K0.16%13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,447$244K0.03%+31613F-HRTimeline
Raab & Moskowitz Asset Management LLC2,441$244K0.05%013F-HRTimeline
Reflection Asset Management2,433$243K0.17%13F-HRTimeline
West Branch Capital LLC2,430$243K0.06%-94813F-HRTimeline
Redhawk Wealth Advisors, Inc.2,423$242K0.03%+20213F-HRTimeline
WealthTrust Axiom LLC2,423$242K0.06%013F-HRTimeline
Independence Bank of Kentucky2,420$242K0.03%-45013F-HRTimeline
Maltin Wealth Management, Inc.2,411$241K0.1%+3113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,407$240K0.08%-413F-HRTimeline
Linden Thomas Advisory Services, LLC2,384$238K0.02%-13213F-HRTimeline
PURSUE WEALTH PARTNERS LLC2,381$238K0.12%+16113F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,382$238K0.13%new13F-HRTimeline
Oak Harvest Investment Services2,381$238K0.03%-6,92513F-HRTimeline
Silver Oak Advisory Group, Inc.2,379$237K0.11%+6013F-HRTimeline
Fragasso Financial Advisors Inc2,373$237K0.01%-33113F-HRTimeline
Altar Rock LLC2,369$237K0.28%13F-HRTimeline
ARS Wealth Advisors Group, LLC2,364$236K0.02%-14913F-HRTimeline
Daner Wealth Management, LLC2,350$236K0.14%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,346$234K0.01%+3913F-HRTimelineGroup
SPRENG CAPITAL MANAGEMENT, INC.2,342$234K0.09%+7713F-HRTimeline
Palacios Wealth Management, LLC2,339$234K0.18%013F-HRTimeline
Ascent Advisors, LLC2,333$233K44.87%13F-HRTimeline
Financial Advisors Network, Inc.2,328$233K0.03%013F-HRTimeline
RAINIER FAMILY WEALTH INC2,326$232K0.18%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,322$232K0.02%013F-HRTimeline
Able Wealth Management LLC2,318$231K0.07%+27113F-HRTimeline
Cassilly Financial Group LLC2,314$231K0.2%13F-HRTimeline
Allied Investment Advisors, LLC2,309$231K0.04%013F-HRTimeline