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Disclosery

AGG ISHARES TR

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SHS (fund)

1,910 managers (1,935 13F filers) reported a position in AGG shares at 2025-09-30, 1,185,780,463 shares in all. 122 filers opened a position and 96 filers sold out during the quarter.

Managers
1,910
13F filers
1,935
New
122
Added
963
Reduced
599
Sold out
96
Shares held by filers
1,185,780,463

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLLP143,917,621$14.4B9.81%-1,468,08213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC79,246,704$7.94B2.55%+1,911,41413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN63,845,735$6.4B1.31%+8,122,74313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.53,880,265$5.4B0.1%+4,133,35113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/46,326,160$4.64B0.35%+2,423,41013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding42,532,633$4.26B-30,645,308Timeline
US BANCORP \DE\in group US BANCORP \DE\42,354,274$4.25B5.03%-1,633,77013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV33,227,135$3.33B5.56%+4,942,71513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY31,238,198$3.13B0.19%+762,95713F-HR/ATimelineGroup
Betterment LLC24,568,480$2.46B4.87%+1,500,63013F-HRTimeline
MASTERCARD FOUNDATION ASSET MANAGEMENT …in group MASTERCARD FOUNDATION ASSET M…18,965,631$1.9B4.39%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,113,855$1.81B2.74%+1,607,89013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP16,557,819$1.66B0.21%-73,14413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,507,033$1.56B0.36%+944,00213F-HRTimelineGroup
Cetera Investment Advisers15,139,297$1.52B1.76%+9,869,74513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,810,588$1.48B0.21%-1,453,47313F-HRTimelineGroup
Acorns Advisers, LLC12,549,487$1.26B9.9%+784,97013F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding12,133,778$1.22B-94,546Timeline
Creative Planningin group Creative Planning11,970,111$1.2B0.92%-403,61313F-HRTimelineGroup
LPL Financial LLC11,780,943$1.18B0.34%+1,342,69313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,618,735$1.16B0.07%+620,85513F-HR/ATimelineGroup
Johns Hopkins University11,550,613$1.16B64.53%-162,98313F-HRTimeline
FMR LLCin group FMR LLC11,310,975$1.13B0.06%-70,61513F-HRTimelineGroup
Arizona PSPRS Trust11,145,577$1.12B38.5%-2,310,48513F-HRTimeline
Mariner, LLCin group Mariner, LLC10,816,427$1.08B1.4%+998,92713F-HRTimelineGroup
WealthNavi Inc.10,411,748$1.04B9.67%+398,37813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,425,011$945M0.57%+296,38513F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,369,437$939M0.18%-612,24613F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…9,126,963$915M63.95%+4,103,98313F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,520,453$854M2.07%+367,27213F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding7,928,705$795M-2,659,341Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,327,426$735M1%+391,69513F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC7,143,579$716M8.13%+508,93113F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding7,124,693$714M+319,669Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,525,696$654M0.6%-1,258,00513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,590,144$560M0.1%+272,84313F-HRTimelineGroup
MACKENZIE FINANCIAL CORP5,514,800$553M0.67%+736,20013F-HRTimeline
Members Trust Co5,486,716$550M18.09%+33,91513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,401,273$541M1.1%-2,789,93813F-HRTimeline
D.A. DAVIDSON & CO.4,598,418$461M2.95%+180,63913F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC4,588,871$460M3.76%+1,611,15313F-HRTimeline
Balentine LLC4,341,532$435M16.04%+10,71613F-HRTimeline
Constellation Investments, Inc.4,148,919$416M19.44%-1013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,088,136$410M0.07%-544,90313F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO3,755,423$376M3.67%+1,501,82313F-HRTimeline
Steward Partners Investment Advisory, L…3,668,854$368M2.11%+2,430,94613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,534,306$354M0.24%-15,15813F-HRTimelineGroup
SigFig Wealth Management, LLC3,473,163$348M10.77%+317,83213F-HRTimeline
Prime Capital Investment Advisors, LLC3,412,915$342M4.3%+213,80613F-HRTimeline
SageView Advisory Group, LLC3,355,147$336M11.61%+44,06413F-HRTimeline
&PARTNERS3,129,559$316M2.02%+507,81613F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson3,137,334$315M0.14%+176,50713F-HRTimelineGroup
MASON STREET ADVISORS, LLC3,039,330$305M31.58%+246,93613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,002,098$299M0.36%-2,344,93213F-HRTimelineGroup
Simplify Asset Management Inc.2,802,663$281M5.69%-306,67713F-HRTimeline
South Dakota Investment Council2,784,735$279M5.43%-6,20013F-HRTimeline
Dynasty Wealth Management, LLC2,725,298$273M3.65%+258,54013F-HRTimeline
ALLIANCEBERNSTEIN L.P.2,651,804$266M0.08%+88,80713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,634,194$264M0.11%+237,01113F-HRTimelineGroup
Blue Trust, Inc.2,334,436$234M2.63%+115,94113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,270,873$228M1.34%+269,43413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,221,616$223M0.29%+301,23013F-HRTimeline
Quotient Wealth Partners, LLC2,179,161$218M5.98%+116,02713F-HRTimeline
HighTower Advisors, LLC2,171,870$218M0.25%+40,85613F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO2,135,000$214M7.88%+70,00013F-HRTimeline
Stairway Partners, LLC2,042,815$205M10.88%+69,98013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,996,428$200M1.91%+686,35213F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV1,894,657$190M3.48%-1,545,70013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,890,101$189M0.26%+93,05813F-HRTimelineGroup
Disciplina Capital Management LLC1,868,699$187M22.8%-39,21613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,859,432$186M3.94%+109,85213F-HRTimeline
Charter Oak Capital Management, LLC1,808,043$181M14.22%+101,18713F-HRTimeline
Howard Capital Management, LLC1,734,251$174M2.3%+598,66413F-HRTimeline
COUNTRY TRUST BANK1,722,151$173M3.78%+712,33613F-HRTimeline
COMERICA BANK1,684,804$169M0.64%+74,83413F-HRTimeline
Capital Asset Advisory Services LLC1,630,984$164M7.06%+34,36613F-HRTimeline
Destination Wealth Management1,538,979$154M4.25%+79,11013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,473,034$148M-51,205Timeline
Forvis Mazars Wealth Advisors, LLC1,442,415$145M2.87%+25,90913F-HRTimeline
WESBANCO BANK INC1,426,143$143M3.98%+91,73913F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…1,413,455$142M0.31%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,400,997$140M0.37%+29,82513F-HRTimeline
REBALANCE, LLC1,356,028$136M8.2%+57,05913F-HRTimeline
Cambridge Investment Research Advisors,…1,323,132$133M0.36%+83,90113F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,316,435$132M2.31%+114,32513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC1,288,891$129M1.74%+404,51513F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC1,272,483$128M0.07%+368,17313F-HRTimeline
Trajan Wealth LLC1,263,553$127M5.47%-25,13313F-HRTimeline
Janney Montgomery Scott LLC1,226,174$123M0.29%+161,72513F-HRTimeline
Kingsview Wealth Management, LLC1,192,992$120M1.83%-401,51713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,190,370$119M+181,877Timeline
Fisher Asset Management, LLC1,177,835$118M0.04%+54,19613F-HRTimeline
Mill Creek Capital Advisors, LLC1,164,965$117M2.41%+63,57713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,152,137$116M2.25%+79,84913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,121,553$112M0.18%+290,12213F-HRTimelineGroup
Orion Porfolio Solutions, LLC1,110,392$111M0.86%+180,07513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,080,947$108M-44,560Timeline
Corient Private Wealth LPin group Corient Private Wealth LP1,079,490$107M0.17%+152,33913F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,056,344$106M1.6%+366,80913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GenTrust, LLC1,055,792$106M4.81%-39,71213F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,026,969$103M11.42%+15,98313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,017,268$102M0.36%+28,48013F-HRTimelineGroup
Crestwood Advisors Group, LLC1,016,268$102M1.73%-38,29313F-HRTimeline
Vestmark Advisory Solutions, Inc.1,014,010$102M1.94%-523,26413F-HRTimeline
Center for Financial Planning, Inc.999,011$100M10.7%+34,56313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …992,594$99.5M0.06%013F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…989,763$99.2M3.41%+139,04513F-HRTimeline
National Philanthropic Trust970,825$97.3M1.09%+31,53713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding966,447$96.9M+201,727Timeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD948,261$95.1M0.11%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC24,425,094$94.7M1.85%-112,96513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC945,638$94.5M0.4%+34,61013F-HRTimelineGroup
1832 Asset Management L.P.905,502$90.8M0.15%-74213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…899,646$90.2M0.28%-60,22013F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT892,128$89.4M5.81%-27,22013F-HRTimeline
Stamos Capital Partners, L.P.891,875$89.4M16.87%+407,44313F-HRTimeline
Metropolitan Life Insurance Co/NY891,738$89.4M26.19%+26,50513F-HRTimeline
Steele Capital Management, Inc.877,509$88M3.9%+67,01513F-HRTimeline
NewEdge Advisors, LLC874,721$87.7M0.4%+45,83113F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding862,036$86.4M+43,720Timeline
Meridian Wealth Partners, LLC859,168$86.1M11.85%+35,13213F-HRTimeline
Baker Avenue Asset Management, LP843,229$84.5M2.02%-29,00513F-HRTimeline
Affiance Financial, LLC824,609$82.7M15.05%+89,93313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC789,409$79.1M0.05%-233,92013F-HRTimelineGroup
iA Global Asset Management Inc.781,059$78.3M1.07%+65,49013F-HRTimeline
Beacon Pointe Advisors, LLC778,826$78.1M0.66%-221,22813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…770,699$77.3M2.37%+78,03913F-HRTimelineGroup
Westerkirk Capital Inc.766,720$76.9M8.78%+147,22013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT761,200$76.3M0.61%-56713F-HRTimeline
PDS Planning, Inc760,978$76.3M5.28%+21,45213F-HRTimeline
RATIONAL ADVISORS, INC.756,348$75.8M7.54%-8,72513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management746,095$74.8M0.89%+49,00213F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/739,801$74.2M1.27%+1,70413F-HRTimeline
Juniper Hill Capital Management LP736,489$73.8M17.47%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…721,354$72.3M0.52%+10,77013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO715,653$71.7M1.55%-9,210,69313F-HRTimeline
Bouchey Financial Group, Ltd.697,156$69.9M5.39%+29,38813F-HRTimeline
Professional Financial Advisors, LLC682,154$68.4M14.39%+6,79613F-HRTimeline
OARSMAN CAPITAL, INC.682,039$68.4M9.59%+640,22313F-HRTimeline
CWM, LLCin group CWM, LLC681,686$68.3M0.21%+23,24613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…678,007$68M0.13%+321,56913F-HRTimelineGroup
Sand Hill Global Advisors, LLC667,066$66.9M2.35%+19,81013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources666,450$66.8M0.02%-27,71713F-HRTimelineGroup
Trust Co662,244$66.4M6.79%+21,11413F-HRTimeline
EVOKE WEALTH, LLC653,441$65.5M1.37%-62,26713F-HRTimeline
Ellenbecker Investment Group648,841$65M9.6%+50,56413F-HRTimeline
McKinley Carter Wealth Services, Inc.647,528$64.9M3.41%+4,02013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,599,863$64.4M0.17%013F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT622,586$62.4M3.75%+26,90813F-HRTimelineGroup
Efficient Advisors, LLC620,891$62.2M3.51%+13,62713F-HRTimeline
JFS WEALTH ADVISORS, LLC613,711$61.5M3.6%+18,73413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC610,516$61.2M0.48%+56,54313F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…610,296$61.2M0.54%+57,96813F-HRTimelineGroup
Verger Capital Management LLC609,042$61.1M19.82%+174,15313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments605,293$60.7M3.54%+8,59013F-HRTimelineGroup
Wealthspire Retirement, LLC596,401$59.8M3.82%+8,64513F-HR/ATimeline
Rock Creek Group LLCin group Rock Creek Group LLC596,362$59.8M6.29%+62,16813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC588,930$59M0.24%+1,08813F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…573,775$57.5M2.84%+13,45513F-HRTimeline
Bell Bank560,906$56.2M2.44%+31,00013F-HRTimeline
Cornerstone Wealth Group, LLC558,965$56M3.78%+2,98213F-HRTimeline
Chaney Capital Management, Inc.557,327$55.9M19.82%+40,81313F-HRTimeline
Sunflower Bank, N.A.554,366$55.6M13.52%+1,27613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp554,316$55.6M0.19%-4,43213F-HRTimelineGroup
Focus Financial Network, Inc.544,398$54.6M1.95%+47,50313F-HRTimeline
MATHER GROUP, LLC.540,598$54.2M0.55%+85,23013F-HRTimeline
Adaptive Financial Consulting, LLC535,246$53.7M21.45%+12,60113F-HRTimeline
Prentice Wealth Management LLC533,312$53.5M13.18%+35,84413F-HRTimeline
P/E Global LLC526,584$52.8M10.56%+13,53613F-HRTimeline
NEOS Investment Management LLC526,803$52.6M0.39%+63,38813F-HRTimeline
RHUMBLINE ADVISERS518,398$52M0.04%+136,06113F-HRTimeline
GoalFusion Wealth Management, LLC502,507$50.4M24.05%+19,22713F-HRTimeline
Bricktown Capital, LLC501,092$50.2M8.28%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS496,255$49.7M0.04%-502,11013F-HRTimelineGroup
Mascoma Wealth Management LLC495,713$49.7M10.95%+6,45713F-HRTimeline
Allworth Financial LP487,575$48.9M0.22%+39,70613F-HRTimeline
Private Advisor Group, LLC486,379$48.8M0.24%+55,54313F-HRTimeline
Composition Wealth, LLC485,689$48.7M0.73%+126,78813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.478,545$48M0.56%+10,01713F-HRTimelineGroup
Gridiron Partners, LLC475,247$47.6M27.2%+49,62213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC473,087$47.4M1.07%+58,78213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC473,068$47.4M0.1%+140,93713F-HRTimelineGroup
Savvy Advisors, Inc.469,663$47.1M2.16%+158,02113F-HRTimeline
Financial Engines Advisors L.L.C.461,448$46.3M0.09%+91,00713F-HRTimeline
Keel Point, LLC460,998$46.2M2.84%+40,07613F-HRTimeline
NorthCoast Asset Management LLC460,569$46.2M0.18%+43,30613F-HRTimeline
1607 Capital Partners, LLC457,945$45.9M3.46%013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding457,605$45.9M+24,594Timeline
SVB WEALTH LLC455,385$45.7M2.46%-161,53013F-HRTimeline
Buck Wealth Strategies, LLC454,520$45.6M6.25%+19,65513F-HRTimeline
Full Sail Capital, LLC450,860$45.2M2.49%+21,61513F-HRTimeline
Twele Capital Management, Inc.447,643$44.9M8.28%+31,49013F-HRTimeline
Robertson Stephens Wealth Management, L…443,492$44.5M1.34%+58,30813F-HRTimeline
AMARILLO NATIONAL BANK437,996$43.9M7.72%+25,76413F-HRTimeline
SCOTIA CAPITAL INC.435,571$43.7M0.19%-1,32913F-HRTimeline
Summit Trail Advisors, LLC434,093$43.5M0.6%+36,55913F-HRTimeline
Pinnacle Financial Partners Inc423,964$42.5M1.02%+62,95713F-HRTimeline
Abound Wealth Management420,665$42.2M10.56%+15,03813F-HRTimeline
MAI Capital Management417,559$41.9M0.26%+64,15913F-HRTimeline
Legacy Financial Strategies, LLC417,133$41.8M7.55%+17,96913F-HRTimeline