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Disclosery

AGG ISHARES TR

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SHS (fund)

1,891 managers (1,913 13F filers) reported a position in AGG shares at 2025-06-30, 1,209,488,820 shares in all. 92 filers opened a position and 110 filers sold out during the quarter.

Managers
1,891
13F filers
1,913
New
92
Added
851
Reduced
743
Sold out
110
Shares held by filers
1,209,488,820

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP145,385,703$14.4B10.89%+6,759,77913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC77,335,290$7.67B2.64%-3,959,39313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding73,177,941$7.26B+7,822,273Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN55,722,992$5.53B1.21%+1,809,80213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.49,746,914$4.93B0.09%+5,310,32813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\43,988,044$4.36B5.49%+9,922,95813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,902,750$4.36B0.35%+1,915,49713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY30,475,241$3.02B0.2%-932,85013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV28,284,420$2.81B6.3%+2,124,70713F-HRTimeline
Betterment LLC23,067,850$2.29B4.87%+1,191,38813F-HRTimeline
MASTERCARD FOUNDATION ASSET MANAGEMENT …in group MASTERCARD FOUNDATION ASSET M…18,965,631$1.88B4.2%+5,140,33613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP16,630,963$1.65B0.23%-253,51113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,505,965$1.63B2.69%+1,308,10313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,264,061$1.61B0.26%-4,831,07413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,563,031$1.44B0.36%-284,62913F-HRTimelineGroup
Arizona PSPRS Trust13,456,062$1.33B44.35%+19,42613F-HRTimeline
Creative Planningin group Creative Planning12,373,724$1.23B1.05%-330,30113F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding12,228,324$1.21B+385,048Timeline
Acorns Advisers, LLC11,764,517$1.17B10.01%-749,25513F-HRTimeline
Johns Hopkins University11,713,596$1.16B61.42%-1,546,79913F-HRTimeline
FMR LLCin group FMR LLC11,381,590$1.13B0.06%+3,519,40713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,997,880$1.09B0.08%+1,189,77913F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding10,588,046$1.05B-511,229Timeline
LPL Financial LLC10,438,250$1.04B0.35%+489,64213F-HRTimeline
WealthNavi Inc.10,013,370$993M10%-328,32213F-HRTimeline
UBS Group AGin group UBS Group AG9,981,683$990M0.21%-12,55313F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO9,926,346$985M17.82%-699,27413F-HRTimeline
Mariner, LLCin group Mariner, LLC9,817,500$974M1.41%+579,33513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.9,265,056$919M5.05%+31,85413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,128,626$906M0.58%+193,32013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS8,191,211$813M1.81%+505,53913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,153,181$808M2.1%-615,93013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,783,701$772M0.75%+1,453,76213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,935,731$688M1.01%+239,42213F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding6,805,024$675M+490,840Timeline
RWA WEALTH PARTNERS, LLC6,634,648$658M8.24%+1,718,28513F-HRTimeline
Members Trust Co5,452,801$541M18.64%+130,23813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,317,301$527M0.1%+326,24713F-HRTimelineGroup
Cetera Investment Advisers5,269,552$523M0.88%+47,71313F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC5,347,030$522M0.67%+510,55813F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…5,022,980$498M51.76%+2,069,20013F-HRTimelineGroup
MACKENZIE FINANCIAL CORP4,778,600$474M0.61%+55,70013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,633,039$460M0.09%-443,32413F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,445,428$441M0.71%+2,613,58813F-HRTimelineGroup
D.A. DAVIDSON & CO.4,417,779$438M3.09%-18,44513F-HRTimeline
Balentine LLC4,330,816$430M16.73%-83,94713F-HRTimeline
Constellation Investments, Inc.4,148,929$412M19.03%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,987,632$396M1.78%new13F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…3,987,632$396M2.09%+39,21013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,549,464$352M0.24%+97,36413F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV3,440,357$341M7.52%+2,525,84813F-HR/ATimeline
SageView Advisory Group, LLC3,311,083$326M12.31%-80,15713F-HRTimeline
Prime Capital Investment Advisors, LLC3,199,109$317M4.22%+1,100,40113F-HRTimeline
SigFig Wealth Management, LLC3,155,331$312M10.32%+62,49513F-HRTimeline
Simplify Asset Management Inc.3,109,340$308M18.69%+62,49613F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC2,977,718$295M29.63%-722,00013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson2,960,827$294M0.14%-122,98113F-HRTimelineGroup
MASON STREET ADVISORS, LLC2,792,394$277M32.42%+247,29413F-HRTimeline
South Dakota Investment Council2,790,935$277M5.31%-154,95013F-HRTimeline
&PARTNERS2,621,743$261M2%+646,96813F-HRTimeline
ALLIANCEBERNSTEIN L.P.2,562,997$254M0.08%-6,93413F-HRTimeline
Dynasty Wealth Management, LLC2,466,758$245M4.17%-24,33113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,397,183$238M0.12%+745,02613F-HRTimelineGroup
EP Wealth Advisors, LLC2,370,636$235M1.55%+24,66613F-HRTimeline
FACTORY MUTUAL INSURANCE CO2,253,600$224M2.44%-3,039,05713F-HRTimeline
Blue Trust, Inc.2,218,495$220M2.6%-37,97813F-HRTimeline
HighTower Advisors, LLC2,131,014$211M0.26%+116,96413F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO2,065,000$205M7.49%+1,695,07513F-HRTimeline
Quotient Wealth Partners, LLC2,063,134$205M6.02%+46,94613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,001,439$199M1.35%+245,20313F-HRTimeline
Stairway Partners, LLC1,972,835$196M11.1%-70,14913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,920,386$191M0.25%-361,04113F-HRTimeline
Disciplina Capital Management LLC1,907,915$189M23.92%-190,47313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,797,043$178M0.32%+132,87913F-HR/ATimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC1,749,580$174M4.17%+41,47013F-HRTimeline
Charter Oak Capital Management, LLC1,706,856$169M14.3%+39,84713F-HRTimeline
COMERICA BANK1,609,970$160M0.62%+951,72413F-HRTimeline
Kingsview Wealth Management, LLC1,594,509$158M2.68%+319,04413F-HRTimeline
Capital Asset Advisory Services LLC1,596,618$158M7.38%+12,78413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,543,357$153M11.9%-10,57813F-HRTimeline
Vestmark Advisory Solutions, Inc.1,537,274$152M2.2%+1,224,04113F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,524,239$151M+309,895Timeline
Destination Wealth Management1,459,869$145M4.25%+13,82113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,416,506$141M3.03%+24,81613F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…1,413,455$140M0.32%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,371,172$136M0.39%-175,39813F-HRTimeline
WESBANCO BANK INC1,334,404$132M3.93%+28,76913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,310,076$130M1.66%new13F-HRTimeline
REBALANCE, LLC1,298,969$129M8.76%+2,54513F-HRTimeline
Trajan Wealth LLC1,288,686$128M6.25%+42,95713F-HRTimeline
Cambridge Investment Research Advisors,…1,239,231$123M0.37%+63,83113F-HRTimeline
Steward Partners Investment Advisory, L…1,237,908$123M0.96%+93,65913F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,202,110$119M1.95%+69,64713F-HRTimelineGroup
Howard Capital Management, LLC1,135,587$113M1.69%-92,13813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,125,507$112M+116,443Timeline
Fisher Asset Management, LLC1,123,639$111M0.04%+76,75113F-HRTimeline
Mill Creek Capital Advisors, LLC1,101,388$109M2.42%-124,09913F-HRTimeline
GenTrust, LLC1,095,504$109M5.12%-202,49513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,072,288$106M2.35%+68,93213F-HRTimeline
Janney Montgomery Scott LLC1,064,449$106M0.28%+401,71813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC24,538,059$105M2.26%+1,05213F-HRTimeline
Crestwood Advisors Group, LLC1,054,561$105M1.87%+34,47513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,023,329$102M0.07%-12,18913F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.1,010,986$100M11.93%+12,82813F-HRTimeline
COUNTRY TRUST BANK1,009,815$100M2.25%-169,87313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,008,493$100M+142,930Timeline
Beacon Pointe Advisors, LLC1,000,054$99.2M1.04%+73,38613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS998,365$99M0.08%+34,84513F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …992,594$98.5M0.06%013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…988,788$98.1M0.36%+14,19913F-HRTimelineGroup
Center for Financial Planning, Inc.964,448$95.7M10.97%+10,36913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…959,866$95.2M0.33%+193,67213F-HRTimelineGroup
National Philanthropic Trust939,288$93.2M1.25%+70,49713F-HRTimeline
Orion Porfolio Solutions, LLC930,317$92.3M0.79%+195,14213F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP927,151$92M0.12%-1,055,67513F-HR/ATimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT919,348$91.2M6.3%-292,15413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC911,028$90.1M0.59%-70,13413F-HRTimelineGroup
1832 Asset Management L.P.906,244$89.9M0.16%+36,57913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC904,310$89.7M0.06%+456,75213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC884,376$87.7M1.44%+640,39713F-HRTimeline
Baker Avenue Asset Management, LP872,234$86.5M2.46%+17,48613F-HRTimeline
Metropolitan Life Insurance Co/NY865,233$85.8M25.65%+404,43013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…850,718$84.4M3.26%+3,43813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …831,431$82.5M0.14%-366,88713F-HRTimelineGroup
NewEdge Advisors, LLC828,890$82.2M0.42%+42,67913F-HRTimeline
Meridian Wealth Partners, LLC824,036$81.7M11.85%+54,99013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding818,316$81.2M+31,279Timeline
FORM Wealth Advisors, LLC816,303$81M9.8%-113,40213F-HRTimeline
Steele Capital Management, Inc.810,494$80.4M3.86%+6,82513F-HRTimeline
RATIONAL ADVISORS, INC.765,073$75.9M7.52%-31,82613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding764,720$75.9M-8,387Timeline
ZACKS INVESTMENT MANAGEMENT761,767$75.6M0.65%-18,19513F-HRTimeline
ALERUS FINANCIAL NA740,794$73.5M5.29%-31,77613F-HRTimeline
PDS Planning, Inc739,526$73.4M5.47%+38,62313F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/738,330$73.2M0.01%+17,92513F-HRTimeline
OLD NATIONAL BANCORP /IN/738,097$73.2M1.3%+720,20913F-HRTimeline
Juniper Hill Capital Management LP736,489$73.1M17.81%013F-HRTimeline
Affiance Financial, LLC734,676$72.9M14.81%+82,15513F-HRTimeline
EVOKE WEALTH, LLC715,708$71M1.67%-48,53013F-HRTimeline
iA Global Asset Management Inc.715,569$71M1.07%-44,21813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…710,584$70.5M0.57%-43,92813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management697,093$69.2M0.91%-15,39613F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources694,167$68.9M0.02%+4,13213F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…692,660$68.7M2.34%+25,67913F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.689,535$68.4M1.11%+187,11713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Professional Financial Advisors, LLC675,358$67M15.54%+6,48413F-HRTimeline
Bouchey Financial Group, Ltd.667,768$66.2M5.51%+122,64013F-HRTimeline
BLB&B Advisors, LLC667,470$66.2M3.09%+29,65113F-HRTimeline
CWM, LLCin group CWM, LLC658,440$65.3M0.23%+54,16013F-HRTimelineGroup
First Citizens Asset Management, Inc.656,151$65.1M23.08%-3,79113F-HR/ATimeline
Sand Hill Global Advisors, LLC647,256$64.2M2.38%+14,98613F-HRTimeline
McKinley Carter Wealth Services, Inc.643,508$63.8M3.55%+15,85013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,599,863$63.7M0.16%+127,06213F-HRTimelineGroup
Trust Co641,130$63.6M7.18%+3,10013F-HRTimeline
Westerkirk Capital Inc.619,500$61.5M7.58%13F-HRTimeline
SVB WEALTH LLC616,915$61.2M3.28%new13F-HRTimeline
Efficient Advisors, LLC607,264$60.2M3.59%-2,61113F-HRTimeline
Ellenbecker Investment Group598,277$59.3M9.59%+86,21813F-HRTimeline
Summit Global Investmentsin group Summit Global Investments596,703$59.2M3.49%+18,52713F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT595,678$59.1M3.78%-1,09113F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC594,977$59M3.76%+8,60513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC587,842$58.3M0.31%+41,89113F-HRTimelineGroup
Wealthspire Retirement, LLC587,756$58.3M3.85%-74,93013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…560,320$55.6M2.98%+69,37813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp558,748$55.4M0.19%-49,88713F-HRTimelineGroup
Cornerstone Wealth Group, LLC555,983$55.2M4.14%+67,45313F-HRTimeline
Wilmington Savings Fund Society, FSB555,900$55.1M0.98%-174,46913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC553,973$55M0.51%-3,07613F-HRTimelineGroup
Sunflower Bank, N.A.553,090$54.9M13.87%+32,00013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…552,328$54.8M0.51%+56,59713F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC541,281$53.7M3.02%+365,60613F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC534,194$53M6.21%-325,03313F-HRTimelineGroup
Bell Bank529,906$52.6M2.45%-21,44813F-HRTimeline
Adaptive Financial Consulting, LLC522,645$51.8M21.65%-5,81413F-HRTimeline
Chaney Capital Management, Inc.516,514$51.2M20.1%+70,63013F-HRTimeline
P/E Global LLC513,048$50.9M10.58%+38,95113F-HRTimeline
Bricktown Capital, LLC501,092$49.7M9%+7,19213F-HRTimeline
Prentice Wealth Management LLC497,468$49.3M12.97%+119,79013F-HRTimeline
Focus Financial Network, Inc.496,895$49.3M1.95%-146,81913F-HRTimeline
Mascoma Wealth Management LLC489,256$48.5M11.27%+14,32813F-HRTimeline
Liquid Strategies, LLC484,860$48.1M10.51%-27,45113F-HRTimeline
Stamos Capital Partners, L.P.484,432$48.1M8.62%-173,99113F-HRTimeline
GoalFusion Wealth Management, LLC483,280$47.9M24.64%+9,35913F-HRTimeline
Wealthspire Advisors, LLC478,908$47.5M0.27%-51,77013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.468,528$46.5M0.58%+28,52613F-HRTimelineGroup
First Horizon Advisors, Inc.462,544$45.9M1.19%+18,71813F-HRTimeline
NEOS Investment Management LLC463,415$45.8M0.57%+48,24013F-HRTimeline
1607 Capital Partners, LLC457,945$45.4M3.68%-125,31013F-HRTimeline
Walker Financial Services, Inc.457,781$45.4M20.64%+25,25713F-HRTimeline
OLD MISSION CAPITAL LLC455,627$45.2M1.2%-360,75813F-HRTimeline
MATHER GROUP, LLC.455,368$45.2M0.48%+40,31313F-HRTimeline
Allworth Financial LP447,869$44.4M0.21%+27,68913F-HRTimeline
JT Stratford LLC440,414$43.7M6.61%+22,72313F-HRTimeline
SCOTIA CAPITAL INC.436,900$43.3M0.2%+160,42713F-HRTimeline
Verger Capital Management LLC434,889$43.1M16.98%+8,37813F-HRTimeline
Buck Wealth Strategies, LLC434,865$43.1M6.57%+23,92213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding433,011$43M+24,760Timeline
Private Advisor Group, LLC430,836$42.7M0.23%+29,66413F-HRTimeline
Full Sail Capital, LLC429,245$42.6M2.46%+20,98713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.428,982$42.6M0.07%-3313F-HRTimelineGroup