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Disclosery

AGG ISHARES TR

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SHS (fund)

1,921 managers (1,942 13F filers) reported a position in AGG shares at 2024-12-31, 1,118,018,928 shares in all. 123 filers opened a position and 117 filers sold out during the quarter.

Managers
1,921
13F filers
1,942
New
123
Added
894
Reduced
577
Sold out
117
Shares held by filers
1,118,018,928

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP128,947,585$12.5B11.88%+7,463,61813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC77,873,077$7.55B2.79%13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding68,279,179$6.62B+554,088Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN53,836,254$5.22B1.25%+3,007,75813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,758,246$4.24B0.39%+3,944,35313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.42,895,883$4.16B0.08%-8,132,88813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\34,048,215$3.3B4.32%-3,212,52513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY32,612,398$3.16B0.22%+4,450,82113F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV23,411,435$2.27B5.53%+882,23313F-HRTimeline
Betterment LLC19,893,388$1.93B4.6%+1,129,57113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,130,645$1.85B0.48%+8,223,94513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,527,689$1.8B0.34%-7,757,87813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,764,305$1.43B0.2%-171,86713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,334,897$1.39B2.66%+1,516,80013F-HR/ATimeline
Johns Hopkins University14,159,616$1.37B51.63%new13F-HRTimeline
Arizona PSPRS Trust13,346,704$1.29B41.69%+5,220,18213F-HR/ATimeline
Creative Planningin group Creative Planning12,879,420$1.25B1.21%+247,99613F-HRTimelineGroup
Acorns Advisers, LLC12,235,073$1.19B11.49%+787,31913F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding11,855,966$1.15B-331,398Timeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding10,736,739$1.04B+902,352Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,389,943$1.01B0.08%-1,556,12213F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO10,290,042$997M18.3%-32,43213F-HRTimeline
WealthNavi Inc.10,070,637$976M11.34%+207,96013F-HRTimeline
FMR LLCin group FMR LLC10,057,777$975M0.06%+965,32313F-HRTimelineGroup
LPL Financial LLC9,271,415$898M0.37%+1,328,63113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,993,758$871M5.47%+263,43113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,881,649$861M2.61%+216,82613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,820,344$855M0.57%+645,85513F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,687,944$842M0.19%+722,98113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,968,950$772M1.3%+709,59313F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC7,553,615$732M1%+871,20713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,108,515$689M1.08%+196,41713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,269,229$607M0.63%-151,48313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS6,027,285$584M1.67%+819,57813F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding5,914,494$573M+997,372Timeline
FACTORY MUTUAL INSURANCE CO5,798,857$562M6.08%-952,01913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,502,806$533M0.1%+423,08813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,202,308$504M0.11%+141,69613F-HRTimelineGroup
Cetera Investment Advisers4,833,421$468M0.98%-597,68713F-HRTimeline
MACKENZIE FINANCIAL CORP4,713,300$457M0.62%+400,80013F-HR/ATimeline
Balentine LLC4,566,220$442M17.96%-14,76613F-HRTimeline
Constellation Investments, Inc.4,448,919$431M19.62%13F-HRTimeline
D.A. DAVIDSON & CO.4,231,376$410M3.34%+171,28213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,616,308$350M0.34%-674,46513F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC3,249,918$315M50.46%+800,00013F-HRTimeline
SageView Advisory Group, LLC3,143,993$305M13.11%+369,59613F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson3,076,340$298M0.15%-59,26813F-HRTimelineGroup
SigFig Wealth Management, LLC3,022,430$293M10.6%+116,29613F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…2,953,780$286M9.33%-6,175,38113F-HRTimelineGroup
Dynasty Wealth Management, LLC2,948,330$286M4.93%-22,91013F-HRTimeline
South Dakota Investment Council2,935,485$284M5.67%+37,45513F-HRTimeline
MASON STREET ADVISORS, LLC2,575,800$250M32.31%+54,20013F-HRTimeline
Quotient Wealth Partners, LLC2,447,183$237M7.76%+80,61613F-HRTimeline
ALLIANCEBERNSTEIN L.P.2,433,340$236M0.08%-543,13313F-HRTimeline
Simplify Asset Management Inc.2,319,638$225M15.63%+909,90713F-HRTimeline
EP Wealth Advisors, LLC2,315,491$224M1.83%+626,72813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,258,138$219M0.35%-69,10313F-HRTimelineGroup
Blue Trust, Inc.2,250,666$218M2.79%+91,28713F-HR/ATimeline
Stairway Partners, LLC2,020,376$196M12.33%+188,03113F-HRTimeline
Disciplina Capital Management LLC1,991,579$193M32.52%+102,73913F-HRTimeline
HighTower Advisors, LLC1,962,504$190M0.26%+76,14713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,857,277$180M0.26%-118,10213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,786,585$173M4.28%+75,17513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,673,755$162M1.38%+96,16313F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,651,369$160M0.19%new13F-HRTimelineGroup
Charter Oak Capital Management, LLC1,623,500$157M14.64%+118,12813F-HRTimeline
Capital Asset Advisory Services LLC1,624,275$157M7.74%+11,51613F-HRTimeline
&PARTNERS1,600,629$155M1.86%+590,08313F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,513,617$147M12.14%+43,99113F-HRTimeline
Prime Capital Investment Advisors, LLC1,506,931$146M2.12%-29,52413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,467,753$142M0.07%+100,35813F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,423,276$138M0.05%+553,20013F-HR/ATimelineGroup
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…1,413,455$137M0.32%013F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…1,406,967$136M0.85%+17,62013F-HRTimeline
Destination Wealth Management1,375,087$133M4.17%+31,97213F-HRTimeline
Campbell Wealth Management1,371,949$133M11.96%+70,33513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,361,114$132M3.04%+86,90513F-HRTimeline
GenTrust, LLC1,352,485$131M5.7%+3,33513F-HRTimeline
Cambridge Investment Research Advisors,…1,335,559$129M0.43%+40,95913F-HRTimeline
Kingsview Wealth Management, LLC1,286,651$125M2.43%+339,63713F-HRTimeline
REBALANCE, LLC1,271,269$123M9.21%+52,44613F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,270,572$123M0.31%+44,66813F-HRTimelineGroup
WESBANCO BANK INC1,262,862$122M4.18%+222,13213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT1,252,681$121M9.02%+147,69713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC25,522,515$118M3.11%13F-HRTimeline
MML INVESTORS SERVICES, LLC1,209,528$117M0.4%+147,65713F-HRTimeline
COUNTRY TRUST BANK1,204,877$117M2.92%+15,13113F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,199,544$116M+55,514Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,210,046$115M0.26%-31,89413F-HR/ATimelineGroup
Mill Creek Capital Advisors, LLC1,173,088$114M2.73%-24,71813F-HRTimeline
Howard Capital Management, LLC1,093,236$106M1.65%-1,481,86013F-HRTimeline
Steward Partners Investment Advisory, L…1,073,367$104M0.92%+71,45913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,060,784$103M0.06%-23,44813F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,047,403$101M1.35%+91,17813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,037,983$101M0.27%-72,00213F-HRTimelineGroup
Trajan Wealth LLC1,034,804$100M5.55%+44,88213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,024,180$99.2M+92,223Timeline
SVB WEALTH LLC1,020,473$98.9M1.85%+815,91313F-HRTimeline
Fisher Asset Management, LLC1,019,502$98.8M0.04%+118,20213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,007,886$98.6M0.19%-67,04813F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.995,574$96.5M11.99%+16,24213F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …992,594$96.2M0.06%013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…991,774$96.1M0.37%+90,10013F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC986,189$95.6M0.78%-45,97613F-HRTimelineGroup
Trust Co975,995$94.6M10.84%+31,32613F-HRTimeline
Crestwood Advisors Group, LLC967,902$93.8M1.76%-71,08013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC959,416$93M1.8%-46,50213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS956,203$92.7M0.07%-225,40813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP932,700$89.8M0.15%+131,61113F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT917,718$88.9M2.61%+30,71013F-HRTimeline
Beacon Pointe Advisors, LLC908,777$88.1M0.98%+80,56613F-HRTimeline
1832 Asset Management L.P.884,425$85.7M0.15%+2,59813F-HRTimeline
National Philanthropic Trust879,798$85.3M1.23%+193,16113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV877,912$85.1M2.72%+92,81113F-HRTimeline
RATIONAL ADVISORS, INC.875,598$84.8M8.29%-18,05213F-HRTimeline
COMERICA BANK860,409$83.4M0.34%+200,77913F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding860,153$83.3M+67,661Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…853,482$82.8M0.34%-20,96813F-HRTimelineGroup
EVOKE WEALTH, LLC840,567$81.5M2.27%-15,62013F-HRTimeline
Baker Avenue Asset Management, LP835,466$81M2.48%+36,15213F-HRTimeline
NewEdge Advisors, LLC818,795$79.3M0.48%-72,29313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…810,871$78.6M2.13%+474,15413F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding801,201$77.6M+294,788Timeline
Steele Capital Management, Inc.798,833$77.4M4.03%+3,74013F-HRTimeline
ALERUS FINANCIAL NA789,633$76.5M5.86%+13,29513F-HRTimeline
Meridian Wealth Partners, LLC767,095$74.3M11.28%+32,12813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…765,921$74.2M3.23%+40,22813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding762,647$73.9M-1,391Timeline
Juniper Hill Capital Management LP736,489$71.4M15.81%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management736,078$71.3M1.04%-685,30813F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC729,775$70.7M0.07%+12,47213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…726,908$70.4M0.6%-34,29413F-HRTimelineGroup
Rock Creek Group LLCin group Rock Creek Group LLC712,873$69.1M7.27%-248,20713F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT707,118$68.5M0.63%-65,50213F-HRTimeline
Orion Porfolio Solutions, LLC706,375$68.4M0.68%-314,35213F-HRTimeline
Orion Portfolio Solutions, LLC706,375$68.4M0.68%-314,35213F-HRTimeline
Janney Montgomery Scott LLC694,514$67.3M0.19%+158,85713F-HRTimeline
Franklin Resourcesgroup of 2 filers holding693,955$67.2M-3,631Timeline
Cornerstone Wealth Group, LLC688,175$66.7M5.46%+42,44213F-HRTimeline
PDS Planning, Inc687,306$66.6M5.92%+43,03613F-HRTimeline
CWM, LLCin group CWM, LLC680,561$65.9M0.27%+49,51513F-HRTimelineGroup
Professional Financial Advisors, LLC664,736$64.4M16.5%+8,24213F-HRTimeline
Sand Hill Global Advisors, LLC660,319$64M2.71%+56,23313F-HRTimeline
First Citizens Asset Management, Inc.656,910$63.7M23.29%-3,02713F-HR/ATimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…636,091$61.6M2.13%+44413F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.631,509$61.2M3.75%-8,62113F-HRTimeline
Wealthspire Retirement, LLC630,290$61.1M4.82%+4,72913F-HRTimeline
Efficient Advisors, LLC621,944$60.3M3.88%+2,44213F-HRTimeline
Stamos Capital Partners, L.P.615,150$59.6M13.99%-68,72013F-HRTimeline
Smith & Howard Wealth Management, LLC610,636$59.2M16.75%+17,15213F-HRTimeline
FIRST MERCHANTS CORP608,909$59M2.27%+22,64413F-HRTimeline
Center for Financial Planning, Inc.606,411$58.8M7.84%+72,05513F-HRTimeline
BLB&B Advisors, LLC599,296$58.1M2.96%+40,00413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC592,101$57.4M0.36%-51,68213F-HRTimelineGroup
Cable Hill Partners, LLC577,210$55.9M5.64%-15,69113F-HRTimeline
Affiance Financial, LLC576,795$55.9M13.37%+23,51113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC575,001$55.7M0.57%+102,79613F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT574,441$55.7M3.65%+13,08213F-HRTimelineGroup
Sanctuary Advisors, LLC569,687$55.6M0.35%+41,59413F-HRTimeline
Provenance Wealth Advisors, LLC569,931$55.2M7.14%+17,60113F-HRTimeline
Focus Financial Network, Inc.568,391$55.1M2.19%+77,57513F-HRTimeline
JFS WEALTH ADVISORS, LLC563,712$54.6M3.73%-1,58213F-HRTimeline
Compton Financial Group, LLC551,279$53.4M15.87%+26,59813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp550,996$53.4M0.18%+20,30513F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/548,728$53.2M0.01%+543,90813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/540,301$52.4M0.07%-415,22513F-HRTimelineGroup
First Horizon Advisors, Inc.539,394$52.3M1.46%+40,00513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments536,876$52M3.25%+27,79613F-HRTimelineGroup
Adaptive Financial Consulting, LLC528,169$51.2M21.23%-1,90613F-HRTimeline
Bouchey Financial Group, Ltd.527,949$51.2M4.47%+164,52113F-HRTimeline
Liquid Strategies, LLC527,711$51.1M10.53%+31,24113F-HRTimeline
AMARILLO NATIONAL BANK519,855$50.4M9.25%+79,59713F-HRTimeline
Bell Bank516,482$50M3.72%+70,37813F-HRTimeline
Sunflower Bank, N.A.514,036$49.8M13.84%+34,34513F-HRTimeline
Wilshire Advisors LLC503,085$48.8M17.81%+155,81113F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…499,110$48.4M0.47%+40,94113F-HRTimelineGroup
1607 Capital Partners, LLC483,125$46.8M3.76%new13F-HRTimeline
JT Stratford LLC476,635$46.2M7.59%+474,15713F-HRTimeline
RHUMBLINE ADVISERS474,364$46M0.04%+29,02413F-HR/ATimeline
Zions Bancorporation, N.A.472,538$45.8M2.89%-14,31313F-HRTimeline
Metropolitan Life Insurance Co/NY464,703$45M17.85%-106,50013F-HRTimeline
P/E Global LLC463,274$44.9M10.1%+35,58913F-HRTimeline
Beirne Wealth Consulting Services, LLC456,732$44.3M15.96%+2,93313F-HRTimeline
GoalFusion Wealth Management, LLC451,708$43.8M23.86%+30,17613F-HRTimeline
MTC Wealth Management LLC448,617$43.5M20.93%-2,15713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.447,945$43.4M0.59%+21,19413F-HRTimelineGroup
Prentice Wealth Management LLC447,557$43.4M12.54%+115,50513F-HRTimeline
Prosperity Consulting Group, LLC445,622$43.2M3.25%-31,27113F-HRTimeline
Mascoma Wealth Management LLC443,629$43M10.8%+22,41913F-HRTimeline
Elm Partners Management LLC443,147$42.9M2.93%-34,19713F-HRTimeline
Private Advisor Group, LLC432,055$41.9M0.24%-1,75413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.430,843$41.7M0.73%+94,02013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Equitable Holdings, Inc.in group Equitable Holdings, Inc.430,054$41.7M0.4%-50,11513F-HRTimelineGroup
ETF Portfolio Partners, Inc.427,264$41.4M12.43%+7,57913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.424,717$41.2M0.08%-5,52613F-HRTimelineGroup
Ellenbecker Investment Group421,377$40.8M7.3%+100,42013F-HRTimeline
VICUS CAPITAL420,328$40.7M3.62%+17,51913F-HRTimeline
Marquette Asset Management, LLC420,096$40.7M6.64%+9,18313F-HRTimeline
Wilmington Savings Fund Society, FSB419,336$40.6M0.73%-34,48513F-HRTimeline
Global Retirement Partners, LLC418,011$40.5M1.16%+10,16913F-HRTimeline