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Disclosery

AGG ISHARES TR

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SHS (fund)

2,065 managers (2,094 13F filers) reported a position in AGG shares at 2026-03-31, 1,234,130,990 shares in all. 122 filers opened a position and 135 filers sold out during the quarter.

Managers
2,065
13F filers
2,094
New
122
Added
1,006
Reduced
700
Sold out
135
Shares held by filers
1,234,130,990

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Putney Financial Group LLC3,549$352K0.35%-1,29813F-HRTimeline
GR FINANCIAL GROUP, LLC3,543$352K0.12%+2213F-HRTimeline
Pine Ridge Advisers LLC3,543$352K0.02%013F-HRTimeline
Consolidated Portfolio Review Corp3,543$352K0.03%013F-HRTimeline
KLCM Advisors, Inc.3,540$351K0.03%+18013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC3,535$351K0.01%013F-HRTimeline
Carter Financial Group, INC.3,527$350K0.22%-2113F-HRTimeline
RETIREMITTEN FINANCIAL LLC3,509$348K0.17%13F-HRTimeline
Rockingstone Advisors LLC3,500$347K0.16%013F-HRTimeline
Quad-Cities Investment Group, LLC3,488$346K0.14%new13F-HRTimeline
KPP Advisory Services LLC3,474$345K0.05%-6013F-HRTimeline
UNION SAVINGS BANK3,466$344K0.15%+1013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …3,449$342K<0.01%013F-HRTimelineGroup
Silverleafe Capital Partners, LLC3,448$342K0.1%-145,31913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,436$341K0.08%-73213F-HRTimeline
Everhart Financial Group, Inc.3,425$340K0.03%+14613F-HRTimeline
Stephenson & Company, Inc.3,422$340K0.18%013F-HRTimeline
Topsail Wealth Management, LLC3,421$340K0.05%+2213F-HRTimeline
Pine Haven Investment Counsel, Inc3,419$339K0.25%+1,35413F-HRTimeline
Endowment Wealth Management, Inc.3,395$337K0.15%+11313F-HRTimeline
25 LLC3,391$337K0.1%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,390$337K0.11%+21913F-HRTimeline
Westshore Wealth, LLC3,389$336K0.12%013F-HRTimeline
WORLD EQUITY GROUP, INC.3,388$336K0.09%new13F-HRTimeline
Karpus Management, Inc.3,385$336K0.01%-5013F-HRTimeline
Apeiron RIA LLC3,341$332K0.08%-1,13213F-HRTimeline
Two West Capital Advisors LLC3,351$332K0.18%+84613F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC3,336$331K0.03%+2213F-HRTimeline
Financial Management Professionals, Inc.3,331$331K0.04%-2513F-HRTimeline
Hardin Capital Partners, LLC3,291$327K0.15%+3113F-HRTimeline
Commerce Advisors, LLC3,285$326K0.27%13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,285$326K0.02%-4013F-HRTimeline
Segment Wealth Management, LLC3,282$326K0.02%-40513F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE3,280$326K<0.01%+33013F-HRTimelineGroup
Clearstead Trust, LLC3,268$324K0.05%013F-HRTimeline
Traub Capital Management LLC3,255$323K0.32%013F-HRTimeline
Strategent Financial, LLC3,254$323K0.22%-30413F-HRTimeline
Cape Investment Advisory, Inc.3,251$323K0.11%+213F-HRTimeline
MIDDLETON & CO INC/MA3,250$323K0.04%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC3,247$322K0.06%+21613F-HRTimeline
Tempus Wealth Planning, LLC3,212$319K0.07%+5213F-HRTimeline
Ledyard National Bank3,206$318K0.03%-2,03813F-HRTimeline
Riverbend Wealth Management, LLC3,198$317K0.2%+113F-HRTimeline
Key Financial Inc3,188$317K0.06%013F-HRTimeline
Financial Architects, LLC3,180$316K0.17%+17513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,165$315K0.05%new13F-HRTimeline
Meadow Creek Wealth Advisors LLC3,168$314K0.2%013F-HRTimeline
Chemistry Wealth Management LLC3,164$314K0.06%+58313F-HRTimeline
Old Mission Investment Co LLC3,160$314K0.07%-713F-HRTimeline
WINCAP FINANCIAL LLC3,137$311K0.21%+11213F-HRTimeline
Chancellor Financial Group WB LP3,137$311K0.22%-1,26613F-HRTimeline
Stelac Advisory Services LLC3,136$311K0.06%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,094$307K0.02%-91813F-HRTimeline
First Heartland Consultants, Inc.3,090$307K0.02%-5813F-HRTimeline
21 West Wealth Management LLC3,081$306K0.28%+52813F-HRTimeline
Stonehearth Capital Management, LLC3,078$306K0.12%-4813F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.3,059$304K0.12%+113F-HRTimeline
Odyssey Capital Advisors, Inc.3,050$303K0.27%-44613F-HRTimeline
HFG Advisors, Inc.3,044$302K0.21%013F-HRTimeline
Parkshore Wealth Management, Inc.3,043$302K0.1%-17513F-HRTimeline
LEE DANNER & BASS INC3,042$302K0.02%013F-HRTimeline
Bravias Capital Group, LLC3,031$301K0.2%+313F-HRTimeline
Selby Wealth Management, LLC3,026$300K0.12%-18513F-HRTimeline
Millstone Evans Group, LLC3,025$300K0.18%013F-HRTimeline
Frontier Asset Management, LLC3,023$300K0.06%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,015$299K0.02%+70913F-HRTimeline
Strategic Investment Advisors / MI3,006$298K0.02%-46913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.3,000$298K0.13%013F-HRTimeline
AIRE ADVISORS, LLC2,995$297K0.05%new13F-HRTimeline
Tenret Co LLC2,990$297K0.14%013F-HRTimeline
Rise Advisors, LLC2,977$295K0.1%-1413F-HRTimeline
Missouri Trust & Investment Co2,967$295K0.09%+33513F-HRTimeline
Parcion Private Wealth LLC2,956$293K0.02%+4513F-HRTimeline
Cypress Wealth Services, LLC2,953$293K0.04%-11613F-HRTimeline
Keeler Thomas Management LLC2,946$292K0.12%new13F-HRTimeline
Ergawealth Advisors, Inc.2,940$292K0.13%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC2,929$291K0.05%new13F-HRTimeline
FSM Wealth Advisors, LLC2,908$289K0.04%013F-HRTimeline
Stordahl Capital Management, Inc.2,903$288K0.06%013F-HRTimeline
Williams Jones Wealth Management, LLC.2,900$288K<0.01%-75613F-HRTimeline
Lauer Wealth, LLC2,895$288K0.23%new13F-HRTimeline
EVERETT HARRIS & CO /CA/2,892$287K<0.01%013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …2,881$286K0.04%-3,27713F-HRTimeline
Sandbox Financial Partners, LLC2,878$286K0.08%+1013F-HRTimeline
Symphony Financial, Ltd. Co.2,874$285K0.04%-7,35913F-HRTimeline
Elite Financial, Inc.2,868$284K0.13%-9913F-HRTimeline
BNC WEALTH MANAGEMENT, LLC2,853$283K0.08%-18613F-HRTimeline
Strid Group, LLC2,849$283K0.04%-4,47813F-HRTimeline
Bison Wealth, LLC2,855$282K0.03%+3313F-HRTimeline
Echo45 Advisors LLC2,815$279K0.16%013F-HRTimeline
Courage Miller Partners, LLC2,805$278K0.08%013F-HRTimeline
Redhawk Wealth Advisors, Inc.2,801$278K0.03%+37813F-HRTimeline
Envision Financial Transparency, LLC2,796$278K0.27%13F-HRTimeline
Stonebridge Capital Advisors LLC2,800$278K0.02%-40213F-HRTimeline
Benin Management CORP2,792$277K0.06%013F-HRTimeline
HBW ADVISORY SERVICES LLC2,792$277K0.03%+26013F-HRTimeline
Phocas Financial Corp.2,791$277K0.04%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP2,787$277K0.04%-15913F-HRTimeline
Braun-Bostich & Associates Inc.2,772$275K0.17%+11713F-HRTimeline
DUNCKER STREETT & CO INC2,735$271K0.05%013F-HRTimeline
Linden Thomas Advisory Services, LLC2,729$271K0.03%+34513F-HRTimeline
Anchor Investment Management, LLC2,726$271K0.02%+4613F-HRTimeline
WOLFF WIESE MAGANA LLC2,726$271K0.15%-813F-HRTimeline
Auxano Advisors, LLC2,711$269K0.05%new13F-HRTimeline
Impact Partnership Wealth, LLC2,709$269K0.03%+52613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,709$269K0.11%+113F-HRTimeline
DB&C Advisors, LLC2,698$268K0.35%-4213F-HRTimeline
Capital Investment Advisory Services, L…2,692$267K0.02%-2,62113F-HRTimeline
New Republic Capital, LLC2,690$267K0.09%+38913F-HRTimeline
Pines Wealth Management, LLC2,689$267K0.09%+1313F-HRTimeline
Glass Jacobson Investment Advisors llc2,686$267K0.09%+67813F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,668$265K<0.01%+39013F-HRTimelineGroup
WP Advisors, LLC2,664$264K0.07%new13F-HRTimeline
Holistic Financial Partners2,663$264K0.1%013F-HRTimeline
Founders Financial Alliance, LLC2,658$264K0.05%+1,86813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,653$263K0.07%+313F-HRTimeline
Acropolis Investment Management, LLC2,650$263K0.01%-2,99413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.2,645$263K0.03%-1,77313F-HRTimeline
CADINHA & CO LLC2,644$263K0.05%013F-HRTimeline
Walkner Condon Financial Advisors LLC2,635$262K0.03%-1,61713F-HRTimeline
McElhenny Sheffield Capital Management,…2,634$261K0.06%-7,04713F-HRTimeline
ENTRUST FINANCIAL LLC2,614$259K0.18%+87513F-HRTimeline
SeaCrest Wealth Management, LLC2,608$259K0.03%-4513F-HRTimeline
Hexagon Capital Partners LLC2,605$259K0.04%new13F-HRTimeline
ARS Wealth Advisors Group, LLC2,604$258K0.02%+24013F-HRTimeline
Northstar Financial Companies, Inc.2,588$257K0.2%+113F-HRTimeline
WealthBridge Capital Management, LLC2,587$257K0.06%-47813F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.2,585$257K0.25%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.2,581$256K0.12%+113F-HRTimeline
Falcon Wealth Planning2,581$256K0.02%+50013F-HRTimeline
PROTECTIVE LIFE CORP2,581$256K0.85%new13F-HRTimeline
Tyche Wealth Partners LLC2,576$256K0.04%new13F-HRTimeline
Ballentine Partners, LLC2,572$255K<0.01%-12,69013F-HRTimeline
FIDELITY D & D BANCORP INC2,571$255K0.1%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,570$255K0.01%013F-HRTimeline
BIP Wealth, LLC2,548$253K0.01%new13F-HRTimeline
Syverson Strege & Co2,543$252K0.06%-96713F-HRTimeline
Advisory Resource Group2,539$252K0.04%new13F-HRTimeline
MOTCO2,534$252K0.02%-2,79413F-HRTimeline
Trueblood Wealth Management, LLC2,533$251K0.1%+42413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC2,530$251K0.06%-3913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,529$251K0.01%-1,44813F-HRTimelineGroup
Caerus Investment Advisors, LLC2,520$250K0.11%new13F-HRTimeline
Allen Mooney & Barnes Investment Adviso…2,500$248K0.04%new13F-HRTimeline
Essential Partners LLC2,500$248K0.08%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC2,500$248K0.02%-11513F-HRTimeline
POTENTIA WEALTH2,497$248K0.1%-30913F-HRTimeline
BANK OZK2,497$248K0.09%013F-HRTimeline
Annex Advisory Services, LLC2,491$247K<0.01%-37213F-HRTimeline
McIlrath & Eck, LLC2,484$247K0.02%-1813F-HRTimeline
Principia Wealth Advisory, LLC2,459$244K0.14%-1,58913F-HRTimeline
Steelhead Wealth Management LLC2,462$244K0.12%13F-HRTimeline
Adirondack Capital Advisors, LLC2,449$243K0.16%013F-HRTimeline
Raab & Moskowitz Asset Management LLC2,437$242K0.05%-413F-HRTimeline
West Branch Capital LLC2,430$241K0.06%013F-HRTimeline
Obermeyer Wealth Partners2,429$241K0.01%-19313F-HRTimeline
Maltin Wealth Management, Inc.2,427$241K0.09%+1613F-HRTimeline
WealthTrust Axiom LLC2,423$241K0.06%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,420$240K0.07%+11713F-HRTimeline
Rosenberg Matthew Hamilton2,418$240K0.05%-67613F-HRTimeline
Kings Path Partners LLC2,416$240K0.08%-8813F-HR/ATimeline
Reflection Asset Management2,433$240K0.15%013F-HRTimeline
Aull & Monroe Investment Management Corp2,409$239K0.11%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,404$239K0.08%-313F-HRTimeline
GC Wealth Management RIA, LLC2,402$238K0.01%new13F-HRTimeline
SilverOak Wealth Management LLC2,390$237K0.04%+15313F-HRTimeline
Financial Advisors Network, Inc.2,389$237K0.03%+6113F-HRTimeline
Brady Martz Wealth Solutions, LLC2,384$237K0.04%-16313F-HRTimeline
CWA Asset Management Group, LLC2,383$237K0.01%-31113F-HRTimeline
PURSUE WEALTH PARTNERS LLC2,381$236K0.14%013F-HRTimeline
Silver Oak Advisory Group, Inc.2,379$236K0.1%013F-HRTimeline
Ascent Advisors, LLC2,377$236K0.43%+4413F-HRTimeline
FARMERS TRUST CO2,374$236K0.04%new13F-HRTimeline
Old Port Advisors2,373$236K0.05%-12613F-HRTimeline
One Wealth Management Investment & Advi…2,373$236K0.28%new13F-HRTimeline
Independence Bank of Kentucky2,370$235K0.03%-5013F-HRTimeline
Carroll Advisory Group, LLC2,370$235K0.09%-18113F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,360$234K0.13%-2213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,346$233K0.03%-10113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,346$233K0.01%013F-HRTimelineGroup
Harbour Capital Advisors, LLC2,325$232K0.04%+26113F-HRTimeline
Rossmore Private Capital2,332$231K0.02%+30013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,331$231K<0.01%new13F-HRTimelineGroup
Cassilly Financial Group LLC2,311$229K0.2%-313F-HRTimeline
Allied Investment Advisors, LLC2,309$229K0.03%013F-HRTimeline
Magnus Financial Group LLC2,302$228K0.02%-1,88413F-HRTimeline
Prudent Man Advisors, LLC2,298$228K0.07%-6,39013F-HRTimeline
Leading Edge Financial Planning LLC2,293$228K0.05%new13F-HRTimeline
MN Wealth Advisors, LLC2,289$227K0.11%-72,14713F-HRTimeline
SageGuard Financial Group, LLC2,283$227K0.04%-29813F-HRTimeline
10Elms LLP2,275$226K0.14%new13F-HRTimeline
Fortune Financial Advisors, LLC2,271$225K0.11%new13F-HRTimeline
Concorde Asset Management, LLC2,270$225K0.11%-45613F-HRTimeline
Daner Wealth Management, LLC2,280$225K0.13%-7013F-HRTimeline
BANQUE PICTET & CIE SA2,261$224K<0.01%013F-HRTimeline
Aspen Capital Management, LLC2,260$224K0.06%+3113F-HRTimeline
Certified Advisory Corp2,252$224K0.02%+113F-HRTimeline
Fragasso Financial Advisors Inc2,247$223K0.01%-12613F-HRTimeline
Innovative Asset Advisors Group, LLC2,231$221K0.13%13F-HRTimeline
American Financial Advisors, LLC2,217$220K0.03%-6413F-HRTimeline