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Disclosery

AGG ISHARES TR

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SHS (fund)

1,918 managers (1,936 13F filers) reported a position in AGG shares at 2025-03-31, 1,155,228,781 shares in all. 120 filers opened a position and 116 filers sold out during the quarter.

Managers
1,918
13F filers
1,936
New
120
Added
853
Reduced
731
Sold out
116
Shares held by filers
1,155,228,781

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP138,625,924$13.7B12.26%+9,678,33913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC81,294,683$8.04B3.03%+3,421,60613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding65,355,668$6.46B-2,923,511Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN53,913,190$5.33B1.29%+76,93613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.44,436,586$4.4B0.09%+1,540,70313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/41,987,253$4.15B0.37%-1,770,99313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\34,065,086$3.37B4.5%+16,87113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY31,408,091$3.11B0.22%-1,204,30713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV26,159,713$2.59B5.94%+2,748,27813F-HRTimeline
Betterment LLC21,876,462$2.16B5.13%+1,983,07413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,095,135$2.09B0.4%+2,567,44613F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP16,884,474$1.67B0.25%+2,120,16913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,197,862$1.5B2.88%+862,96513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,847,660$1.47B0.4%-4,282,98513F-HRTimelineGroup
MASTERCARD FOUNDATION ASSET MANAGEMENT …in group MASTERCARD FOUNDATION ASSET M…13,825,295$1.37B3%new13F-HRTimelineGroup
Arizona PSPRS Trust13,436,636$1.33B45.05%+89,93213F-HR/ATimeline
Johns Hopkins University13,260,395$1.31B49.49%-899,22113F-HRTimeline
Creative Planningin group Creative Planning12,704,025$1.26B1.18%-175,39513F-HRTimelineGroup
Acorns Advisers, LLC12,513,772$1.24B11.87%+278,69913F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding11,843,276$1.17B+1,106,537Timeline
Charles Schwab Trust Cogroup of 2 filers holding11,099,275$1.1B-756,691Timeline
WealthNavi Inc.10,341,692$1.02B11.38%+271,05513F-HRTimeline
UBS Group AGin group UBS Group AG9,994,236$989M0.22%+1,306,29213F-HRTimelineGroup
LPL Financial LLC9,948,608$984M0.38%+677,19313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,808,101$970M0.07%-581,84213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC9,238,165$914M1.52%+1,269,21513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.9,233,202$913M5.54%+239,44413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,935,306$884M0.46%+114,96213F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,769,111$867M2.71%-112,53813F-HRTimelineGroup
FMR LLCin group FMR LLC7,862,183$778M0.05%-2,195,59413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS7,685,672$760M1.91%+1,658,38713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,696,309$662M1.06%-412,20613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,329,939$626M0.67%+60,71013F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding6,314,184$625M+399,690Timeline
Members Trust Co5,322,563$527M18.34%+55,11913F-HRTimeline
FACTORY MUTUAL INSURANCE CO5,292,657$524M6.07%-506,20013F-HRTimeline
Cetera Investment Advisers5,221,839$517M1%+388,41813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,076,363$502M0.11%-125,94513F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,991,054$494M0.1%-511,75213F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC4,916,363$486M6.13%+4,859,42713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC4,836,472$472M0.67%-2,717,14313F-HRTimelineGroup
MACKENZIE FINANCIAL CORP4,722,900$467M0.66%+9,60013F-HRTimeline
D.A. DAVIDSON & CO.4,436,224$439M3.52%+204,84813F-HRTimeline
Balentine LLC4,414,763$437M18.29%-151,45713F-HRTimeline
Constellation Investments, Inc.4,148,929$410M19.5%-299,99013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…3,948,422$391M2.31%+2,541,45513F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC3,699,718$366M41.73%+449,80013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,452,100$341M0.26%-164,20813F-HRTimelineGroup
SageView Advisory Group, LLC3,391,240$335M14.3%+247,24713F-HRTimeline
SigFig Wealth Management, LLC3,092,836$305M11.02%+70,40613F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson3,083,808$304M0.17%+7,46813F-HRTimelineGroup
Simplify Asset Management Inc.3,046,844$301M14.07%+727,20613F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…2,953,780$292M8.97%013F-HRTimelineGroup
South Dakota Investment Council2,945,885$291M5.96%+10,40013F-HRTimeline
ALLIANCEBERNSTEIN L.P.2,569,931$254M0.09%+136,59113F-HRTimeline
MASON STREET ADVISORS, LLC2,545,100$252M32.03%-30,70013F-HRTimeline
Dynasty Wealth Management, LLC2,491,089$246M4.11%-457,24113F-HRTimeline
EP Wealth Advisors, LLC2,345,970$232M1.85%+30,47913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,281,427$226M0.32%+424,15013F-HRTimeline
Blue Trust, Inc.2,256,473$223M2.86%+5,80713F-HRTimeline
Prime Capital Investment Advisors, LLC2,098,708$208M2.42%+591,77713F-HRTimeline
Disciplina Capital Management LLC2,098,388$208M30.19%+106,80913F-HRTimeline
Stairway Partners, LLC2,042,984$202M12.46%+22,60813F-HRTimeline
Quotient Wealth Partners, LLC2,016,188$199M6.37%-430,99513F-HRTimeline
HighTower Advisors, LLC2,014,050$199M0.27%+51,54613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,982,826$196M0.32%+1,050,12613F-HRTimelineGroup
&PARTNERS1,974,775$196M2.08%+374,14613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,831,840$181M0.33%new13F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,756,236$174M1.4%+82,48113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,708,110$169M4.62%-78,47513F-HRTimeline
Charter Oak Capital Management, LLC1,667,009$165M15.14%+43,50913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,664,164$165M0.37%+454,11813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,652,157$163M0.09%+184,40413F-HRTimelineGroup
Capital Asset Advisory Services LLC1,583,834$157M7.98%-40,44113F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,553,935$154M12.72%+40,31813F-HRTimeline
MML INVESTORS SERVICES, LLC1,546,570$153M0.51%+337,04213F-HRTimeline
Destination Wealth Management1,446,048$143M4.51%+70,96113F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…1,413,455$140M0.36%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,402,378$139M0.14%+1,225,50013F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC1,391,690$138M3.3%+30,57613F-HRTimeline
WESBANCO BANK INC1,305,635$129M4.48%+42,77313F-HRTimeline
GenTrust, LLC1,297,999$128M6.16%-54,48613F-HRTimeline
REBALANCE, LLC1,296,424$128M9.44%+25,15513F-HRTimeline
Kingsview Wealth Management, LLC1,275,465$126M2.38%-11,18613F-HRTimeline
Trajan Wealth LLC1,245,729$123M6.72%+210,92513F-HRTimeline
Howard Capital Management, LLC1,227,725$121M3.05%+134,48913F-HRTimeline
Mill Creek Capital Advisors, LLC1,225,487$121M2.94%+52,39913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT1,211,502$120M8.88%-41,17913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,198,318$119M0.21%-1,059,82013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,214,344$118M+14,800Timeline
COUNTRY TRUST BANK1,179,688$117M2.94%-25,18913F-HR/ATimeline
Cambridge Investment Research Advisors,…1,175,400$116M0.39%-160,15913F-HRTimeline
Steward Partners Investment Advisory, L…1,144,249$113M1%+70,88213F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,132,463$112M2.05%+85,06013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC24,537,007$105M2.64%-985,50813F-HRTimeline
Fisher Asset Management, LLC1,046,888$104M0.04%+27,38613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,035,518$102M0.07%-25,26613F-HRTimelineGroup
Crestwood Advisors Group, LLC1,020,086$101M1.92%+52,18413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,009,064$99.8M-15,116Timeline
RITHOLTZ WEALTH MANAGEMENT1,003,356$99.3M2.97%+85,63813F-HRTimeline
Graves Light Lenhart Wealth, Inc.998,158$98.7M12.12%+2,58413F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …992,594$98.2M0.07%013F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC981,162$96.8M0.82%-5,02713F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…974,589$96.4M0.39%-17,18513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS963,520$95.3M0.07%+7,31713F-HRTimelineGroup
Center for Financial Planning, Inc.954,079$94.4M12.06%+347,66813F-HRTimeline
FORM Wealth Advisors, LLC929,705$92M12.49%13F-HRTimeline
Beacon Pointe Advisors, LLC926,668$91.7M1.03%+17,89113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV914,509$90.5M2.6%+36,59713F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…915,150$90.1M0.2%-92,73613F-HR/ATimelineGroup
1832 Asset Management L.P.869,665$86M0.16%-14,76013F-HRTimeline
National Philanthropic Trust868,791$85.9M1.39%-11,00713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding865,563$85.6M+5,410Timeline
Rock Creek Group LLCin group Rock Creek Group LLC859,227$84.8M10.05%+146,35413F-HRTimelineGroup
Baker Avenue Asset Management, LP854,748$84.6M2.65%+19,28213F-HRTimeline
QUADRANT CAPITAL GROUP LLC852,121$84.3M3.13%+810,30513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…847,280$83.8M3.77%+81,35913F-HRTimeline
OLD MISSION CAPITAL LLC816,385$80.8M1.56%+610,64613F-HRTimeline
Steele Capital Management, Inc.803,669$79.5M4.14%+4,83613F-HRTimeline
RATIONAL ADVISORS, INC.796,899$78.8M7.96%-78,69913F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding787,037$77.9M-14,164Timeline
NewEdge Advisors, LLC786,211$77.8M0.46%-32,58413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT779,962$77.2M0.72%+72,84413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding773,107$76.5M+10,460Timeline
ALERUS FINANCIAL NA772,570$76.4M6.12%-17,06313F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,472,801$76.1M0.2%+1,202,22913F-HRTimelineGroup
Meridian Wealth Partners, LLC769,046$76.1M12.14%+1,95113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…766,194$75.6M0.31%-87,28813F-HRTimelineGroup
EVOKE WEALTH, LLC764,238$75.6M1.97%-76,32913F-HRTimeline
iA Global Asset Management Inc.759,787$75.2M1.29%+535,79713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…754,512$74.6M0.64%+27,60413F-HRTimelineGroup
Juniper Hill Capital Management LP736,489$72.9M18.16%013F-HRTimeline
Orion Porfolio Solutions, LLC735,175$72.7M0.71%+28,80013F-HRTimeline
Orion Portfolio Solutions, LLC735,175$72.7M0.71%+28,80013F-HR/ATimeline
Wilmington Savings Fund Society, FSB730,369$72.2M1.35%+311,03313F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/720,405$71.3M0.01%+171,67713F-HRTimeline
Smith & Howard Wealth Management, LLC713,245$70.6M19.28%+102,60913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management712,489$70.5M1.01%-23,58913F-HRTimelineGroup
PDS Planning, Inc700,903$69.3M5.84%+13,59713F-HRTimeline
Franklin Resourcesgroup of 2 filers holding690,035$68.3M-3,920Timeline
ASSETMARK, INCin group ASSETMARK, INC679,512$67.2M0.18%-358,47113F-HRTimelineGroup
Professional Financial Advisors, LLC668,874$66.2M16.8%+4,13813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…666,981$66M2.47%+30,89013F-HRTimelineGroup
Janney Montgomery Scott LLC662,731$65.6M0.19%-31,78313F-HRTimeline
Wealthspire Retirement, LLC662,686$65.6M5.2%+32,39613F-HRTimeline
First Citizens Asset Management, Inc.659,942$65.3M25.39%+3,03213F-HR/ATimeline
Stamos Capital Partners, L.P.658,423$65.1M17.04%+43,27313F-HRTimeline
COMERICA BANK658,246$65.1M0.27%-202,16313F-HRTimeline
Affiance Financial, LLC652,521$64.5M15.04%+75,72613F-HRTimeline
Focus Financial Network, Inc.643,714$63.7M2.6%+75,32313F-HRTimeline
Trust Co638,030$63.1M7.49%-337,96513F-HRTimeline
BLB&B Advisors, LLC637,819$63.1M3.21%+38,52313F-HRTimeline
Sand Hill Global Advisors, LLC632,270$62.5M2.58%-28,04913F-HRTimeline
Cable Hill Partners, LLC630,748$62.5M6.1%+53,53813F-HRTimeline
McKinley Carter Wealth Services, Inc.627,658$62.1M3.82%-3,85113F-HRTimeline
Efficient Advisors, LLC609,875$60.3M3.93%-12,06913F-HR/ATimeline
M&T Bank Corpin group M&T Bank Corp608,635$60.2M0.22%+57,63913F-HRTimelineGroup
CWM, LLCin group CWM, LLC604,280$59.8M0.24%-76,28113F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT596,769$59M3.91%+22,32813F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC586,372$58M3.93%+22,66013F-HRTimeline
1607 Capital Partners, LLC583,255$57.7M4.65%+100,13013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments578,176$57.2M4.16%+41,30013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC557,049$55.1M0.68%-17,95213F-HRTimelineGroup
Bell Bank551,354$54.5M2.94%+34,87213F-HRTimeline
RHUMBLINE ADVISERS546,098$54M0.05%+71,73413F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC545,951$54M0.32%-46,15013F-HRTimelineGroup
Bouchey Financial Group, Ltd.545,128$53.9M4.86%+17,17913F-HRTimeline
Wealthspire Advisors, LLC530,678$52.5M0.31%+258,78213F-HRTimeline
Adaptive Financial Consulting, LLC528,459$52.3M22.39%+29013F-HRTimeline
Sunflower Bank, N.A.521,090$51.5M14.45%+7,05413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO10,625,620$51.1M1.3%+335,57813F-HRTimeline
Liquid Strategies, LLC512,311$50.7M9.55%-15,40013F-HRTimeline
Ellenbecker Investment Group512,059$50.7M9.1%+90,68213F-HRTimeline
AMARILLO NATIONAL BANK510,064$50.5M9.82%-9,79113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.502,418$49.7M0.87%+71,57513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
New York Life Investment Management LLCin group New York Life Investment Mana…495,731$49M0.5%-3,37913F-HRTimelineGroup
Bricktown Capital, LLC493,900$48.9M9.15%+90,04013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…490,942$48.6M3.06%13F-HRTimeline
Cornerstone Wealth Group, LLC488,530$48.3M4.01%-199,64513F-HRTimeline
Mascoma Wealth Management LLC474,928$47M11.7%+31,29913F-HRTimeline
P/E Global LLC474,097$46.9M10.61%+10,82313F-HRTimeline
GoalFusion Wealth Management, LLC473,921$46.9M25.65%+22,21313F-HRTimeline
Beirne Wealth Consulting Services, LLC461,574$45.7M16.27%+4,84213F-HRTimeline
Metropolitan Life Insurance Co/NY460,803$45.6M21.08%-3,90013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC447,558$44.3M0.05%-282,21713F-HRTimeline
Chaney Capital Management, Inc.445,884$44.1M19.65%+183,38113F-HRTimeline
First Horizon Advisors, Inc.443,826$43.9M1.24%-95,56813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.440,002$43.5M0.61%-7,94313F-HRTimelineGroup
Walker Financial Services, Inc.432,524$42.8M22.42%+47,29913F-HRTimeline
MTC Wealth Management LLC431,946$42.7M20.99%-16,67113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.429,015$42.4M0.08%+4,29813F-HRTimelineGroup
Verger Capital Management LLC426,511$42.2M18.56%+45,89013F-HRTimeline
VICUS CAPITAL417,769$41.3M3.85%-2,55913F-HRTimeline
JT Stratford LLC417,691$41.3M7.31%-58,94413F-HRTimeline
Allworth Financial LP420,180$41.3M0.23%+39,55513F-HRTimeline
MATHER GROUP, LLC.415,055$41.1M0.47%+48,24713F-HRTimeline
Keel Point, LLC414,877$41M3.19%+18,43713F-HRTimeline
Bristlecone Advisors, LLC413,983$41M3.35%+9,12913F-HRTimeline
NEOS Investment Management LLC415,175$40.9M0.78%+89,44113F-HRTimeline
Buck Wealth Strategies, LLC410,943$40.7M7.39%+233,27413F-HRTimeline