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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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP132,174,808$13B6.26%-6,383,98913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC88,714,666$8.81B2.72%+3,953,84713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/69,660,482$6.92B0.51%+15,923,08013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN63,695,880$6.32B1.26%+2,905,15413F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.53,432,808$5.3B0.09%-779,20813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding47,632,900$4.73B+3,888,293Timeline
US BANCORP \DE\in group US BANCORP \DE\42,548,783$4.22B5.13%-295,32813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV39,348,759$3.91B5.78%+3,089,19113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY32,522,000$3.23B0.19%+38,58513F-HRTimelineGroup
Betterment LLC23,905,376$2.37B4.5%-2,350,10813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP20,758,453$2.06B0.27%+52,52813F-HRTimelineGroup
Cetera Investment Advisers15,252,353$1.51B1.61%-175,80713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,925,651$1.47B3.23%-4,695,41913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,632,180$1.45B0.34%-188,65313F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,115,260$1.4B0.18%-279,35713F-HRTimelineGroup
Creative Planningin group Creative Planning14,026,407$1.39B0.94%+3,381,86413F-HRTimelineGroup
LPL Financial LLC13,878,686$1.38B0.37%-206,67513F-HRTimeline
Mariner, LLCin group Mariner, LLC13,748,217$1.36B1.59%+1,687,58413F-HRTimelineGroup
Acorns Advisers, LLC13,469,227$1.34B9.94%+287,76813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,487,961$1.34B0.09%+1,152,64713F-HR/ATimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding13,400,850$1.33B+675,196Timeline
WealthNavi Inc.11,513,352$1.14B9.91%+354,23813F-HRTimeline
Arizona PSPRS Trust11,407,472$1.13B41.66%+73,06913F-HR/ATimeline
UBS Group AGgroup of 2 filers holding11,082,725$1.1B+1,669,728Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,336,251$1.03B0.59%+451,56613F-HRTimelineGroup
FMR LLCin group FMR LLC9,085,333$902M0.05%+178,83013F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding9,024,141$896M+868,650Timeline
RWA WEALTH PARTNERS, LLC8,646,419$858M9.39%+660,38213F-HRTimeline
TIAAgroup of 3 filers holding8,425,468$836M-137,276Timeline
Johns Hopkins University8,024,716$797M57.73%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,510,131$746M1.01%-130,38913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,319,250$727M0.67%-187,10613F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding7,276,472$722M-183,188Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,744,642$670M0.13%+1,898,48413F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…6,726,030$668M78.5%-2,000,93313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,649,043$660M0.12%+750,25713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS6,239,080$619M1.08%+187,65513F-HRTimeline
Constellation Investments, Inc.5,920,906$588M19.51%-1,142,01313F-HRTimeline
MACKENZIE FINANCIAL CORP5,733,700$569M0.68%-115,40013F-HRTimeline
Members Trust Co5,724,306$568M18.88%+234,41013F-HRTimeline
D.A. DAVIDSON & CO.5,167,126$513M3.11%+335,89913F-HRTimeline
MASTERCARD FOUNDATION ASSET MANAGEMENT …in group MASTERCARD FOUNDATION ASSET M…4,125,631$410M1.22%013F-HRTimelineGroup
SigFig Wealth Management, LLC4,114,974$408M11.98%+476,30613F-HRTimeline
Simplify Asset Management Inc.4,100,066$407M6.28%+1,299,93513F-HRTimeline
&PARTNERS3,916,831$389M1.92%+472,71313F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC3,905,414$388M3.28%-687,32713F-HRTimeline
Steward Partners Investment Advisory, L…3,751,130$372M1.9%-230,41813F-HRTimeline
SageView Advisory Group, LLC3,710,454$368M13.46%+86,70213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,697,706$367M0.23%-85,46413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC3,679,473$365M4.22%-1,225,93313F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson3,411,430$339M0.16%+56,03313F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,324,949$330M+1,879,480Timeline
South Dakota Investment Council3,272,335$325M6.19%+451,10013F-HRTimeline
EP Wealth Advisors, LLC3,190,653$317M1.56%+410,16013F-HRTimeline
MASON STREET ADVISORS, LLC3,049,263$303M29.58%-57,96713F-HRTimeline
Balentine LLC2,964,878$294M11.85%-9,22213F-HRTimeline
ALLIANCEBERNSTEIN L.P.2,862,201$286M0.09%-1,937,43713F-HRTimeline
Dynasty Wealth Management, LLC2,740,098$272M2.37%-167,51113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,729,403$271M0.29%+17,39913F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,603,789$258M0.32%-199,11513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,533,553$252M1.26%+114,94513F-HRTimeline
Blue Trust, Inc.2,450,953$243M2.78%+49,49013F-HRTimeline
Stairway Partners, LLC2,435,318$242M12.52%+25,20013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC2,426,044$241M1.85%+102,63413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,411,981$239M0.26%new13F-HRTimelineGroup
Disciplina Capital Management LLC2,237,842$222M23.54%+34,76113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,169,442$215M0.32%+181,26013F-HRTimelineGroup
HighTower Advisors, LLC2,013,080$200M0.21%-253,61813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,987,106$197M3.01%+581,37613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Charter Oak Capital Management, LLC1,896,989$188M14.6%+47,25413F-HRTimeline
Quotient Wealth Partners, LLC1,880,132$187M4.91%-441,30513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO1,875,166$186M3.92%+1,183,07313F-HRTimeline
FACTORY MUTUAL INSURANCE CO1,822,924$181M2.04%-2,273,07613F-HRTimeline
National Philanthropic Trust1,807,317$179M1.91%+282,49613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,789,175$178M5.69%-127,48913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,782,280$177M0.25%+35,59413F-HRTimeline
Howard Capital Management, LLC1,734,205$172M2.82%-3213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,700,375$169M2.31%new13F-HRTimeline
Destination Wealth Management1,685,577$167M4.35%+92,03113F-HRTimeline
Kingsview Wealth Management, LLC1,668,749$166M2.26%+379,76913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,627,479$162M0.07%-1,200,83813F-HRTimelineGroup
Capital Asset Advisory Services LLC1,617,571$161M6.2%-154,99713F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,586,900$158M0.18%+944,74313F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,558,266$155M-396,952Timeline
WESBANCO BANK INC1,532,631$152M4.21%+30,00413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,525,036$151M2.87%+45,14913F-HRTimeline
Beacon Pointe Advisors, LLC1,511,255$150M0.8%+616,49513F-HRTimeline
Cambridge Investment Research Advisors,…1,468,473$146M0.38%+69,10313F-HRTimeline
REBALANCE, LLC1,460,298$145M8.42%+40,35813F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…1,413,455$140M0.35%013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,391,183$139M-17,211Timeline
MML INVESTORS SERVICES, LLC1,359,041$135M0.37%-206,41913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,417,019$135M0.19%-110,61513F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,353,980$134M2.73%+2,37613F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC1,352,490$134M0.09%+95,07713F-HRTimeline
Mill Creek Capital Advisors, LLC1,331,097$132M2.71%+39,17813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,326,978$132M0.17%+1,301,77313F-HRTimelineGroup
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO1,322,000$131M4.8%-843,00013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,316,830$131M1.61%+42,63013F-HRTimeline
Trajan Wealth LLC1,311,668$130M5.26%+34,18313F-HRTimeline
Fisher Asset Management, LLC1,275,623$127M0.04%+6,18113F-HRTimeline
V-Square Quantitative Management LLC1,269,238$126M13.32%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,245,263$124M3.94%+171,68013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,243,118$123M2.14%+46,61513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,238,396$123M+74,005Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,151,847$114M0.07%+3,08113F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,148,966$114M0.19%-42,13513F-HRTimelineGroup
Crestwood Advisors Group, LLC1,139,242$113M1.9%+81,55213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,085,741$108M0.39%-3,29413F-HRTimelineGroup
Center for Financial Planning, Inc.1,053,708$105M10.92%+22,76213F-HRTimeline
GenTrust, LLC1,045,805$104M4.44%+84813F-HRTimeline
Orion Porfolio Solutions, LLC1,042,908$104M0.88%-138,53813F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,042,076$103M10.76%-4,02513F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …992,594$98.5M0.06%013F-HRTimelineGroup
Brooklyn Investment Group990,271$98.3M3.07%+326,35913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT980,458$97.3M6.26%+44,67013F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV975,887$96.9M1.55%+20,82213F-HR/ATimeline
Affiance Financial, LLC972,104$96.5M15.65%+74,43513F-HRTimeline
Steele Capital Management, Inc.952,311$94.5M3.92%+18,91713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…948,439$94.2M2.87%+106,05013F-HRTimelineGroup
Meridian Wealth Partners, LLC943,173$93.6M12.85%+38,05413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management940,878$93.4M1.07%-28,47013F-HRTimelineGroup
1832 Asset Management L.P.940,523$93.4M0.12%+21,74713F-HRTimeline
Greenspring Advisors, LLC938,411$93.2M5.68%+55,24313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC929,676$92.3M1.68%-23,553,74313F-HRTimeline
Baker Avenue Asset Management, LP927,461$92.1M2.1%+23,21513F-HRTimeline
Stamos Capital Partners, L.P.926,085$91.9M14.37%+15,85313F-HRTimeline
OARSMAN CAPITAL, INC.915,513$90.9M11.29%+157,19413F-HRTimeline
Zhang Financial LLC898,297$89.2M3.08%+442,51613F-HRTimeline
NewEdge Advisors, LLC854,978$84.9M0.31%-83,74113F-HR/ATimeline
Metropolitan Life Insurance Co/NY847,733$84.2M25.64%+14,99513F-HRTimeline
iA Global Asset Management Inc.846,258$84M1.19%+36,93113F-HRTimeline
PDS Planning, Inc844,140$83.8M5.53%+53,59813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…835,021$82.9M0.24%-29,11013F-HR/ATimelineGroup
Koss-Olinger Consulting, LLC829,407$82.3M6.9%+125,99413F-HRTimeline
Janney Montgomery Scott LLC827,495$82.1M0.2%+77,02513F-HRTimeline
Ellenbecker Investment Group822,182$81.6M10.99%+90,54113F-HRTimeline
NEOS Investment Management LLC821,784$81.3M0.41%+167,43313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC800,123$79.4M0.64%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…787,731$78.2M0.15%+63,23813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…786,743$78.1M0.48%-3,66813F-HRTimelineGroup
Bouchey Financial Group, Ltd.772,082$76.8M5.64%+19,94713F-HRTimeline
OLD NATIONAL BANCORP /IN/754,871$74.9M1.26%+10,44013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT752,320$74.7M0.6%+14,36713F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding719,910$71.4M-131,527Timeline
RATIONAL ADVISORS, INC.718,647$71.3M7.28%-53413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources716,229$71.1M0.02%-20,60913F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT712,901$70.8M4.14%+38,63913F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…712,423$70.7M0.6%+48,29013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC700,628$69.6M3.89%+37,38513F-HRTimeline
Verger Capital Management LLC698,494$69.3M20.44%+42,89413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…697,954$69.3M4.47%-22,14713F-HRTimeline
Professional Financial Advisors, LLC695,423$69M14.06%+4,30813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding694,774$69M+34,107Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS694,611$69M0.05%-106,83913F-HRTimelineGroup
Savvy Advisors, Inc.675,703$67.1M1.8%+98,22013F-HRTimeline
Trust Co665,295$66M6.19%+10,16313F-HRTimeline
Robertson Stephens Wealth Management, L…662,299$65.7M1.84%+89,67813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC661,534$65.7M0.51%+23,30213F-HRTimelineGroup
Sand Hill Global Advisors, LLC660,811$65.6M2.21%-45,32813F-HRTimeline
Bell Bank656,447$65.2M2.76%+40,07813F-HRTimeline
Prentice Wealth Management LLC651,758$64.7M14.6%+46,51513F-HRTimeline
Permanent Capital Management, LP647,425$64.2M9.98%+508,84313F-HRTimeline
CWM, LLCin group CWM, LLC635,151$63.1M0.17%-84,29413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC621,215$61.7M0.24%+21,49013F-HRTimelineGroup
MATHER GROUP, LLC.620,617$61.6M0.61%+33,86213F-HRTimeline
McKinley Carter Wealth Services, Inc.620,277$61.6M3.56%+19,25413F-HRTimeline
Octavia Wealth Advisors, LLC613,783$60.9M5.83%+324,81713F-HRTimeline
EVOKE WEALTH, LLC609,491$60.5M1.12%-7,31513F-HRTimeline
Focus Financial Network, Inc.608,432$60.4M2.17%+22,39013F-HRTimeline
Gotham Asset Management, LLC607,761$60.3M0.18%+240,57813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …592,828$58.9M0.45%+21,29513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC590,558$58.6M0.12%-675,31013F-HRTimelineGroup
Rock Creek Group LLCin group Rock Creek Group LLC589,149$58.5M5.92%+4,73913F-HRTimelineGroup
Chaney Capital Management, Inc.575,869$57.2M20.15%+48813F-HRTimeline
Adaptive Financial Consulting, LLC574,298$57M21.83%+25,28113F-HRTimeline
BOKF, NAin group BOKF, NA569,092$56.5M0.86%+36,31313F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.558,851$55.5M0.63%-462,22713F-HRTimelineGroup
Allworth Financial LP558,142$55.4M0.23%+39,93813F-HRTimeline
Smartleaf Asset Management LLC551,062$54.6M1.97%+111,47513F-HRTimeline
Bricktown Capital, LLC542,198$53.8M10.6%-27,36913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…536,266$53.2M7.29%+63,69313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.532,974$53.2M0.34%+34,77713F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.533,901$53M0.59%+6,94313F-HRTimeline
Summit Trail Advisors, LLC533,881$53M0.76%+92,26013F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…533,732$53M5.12%+72,40813F-HRTimelineGroup
Horizon Investments, LLC529,396$52.2M0.59%+281,73113F-HRTimeline
Keel Point, LLC524,169$52M3.49%+31,45813F-HRTimeline
GoalFusion Wealth Management, LLC523,677$52M23.58%+23,87713F-HRTimeline
Mascoma Wealth Management LLC507,055$50.3M10.4%-6,85313F-HRTimeline
FORM Wealth Advisors, LLC506,437$50.3M5.89%-271,83313F-HRTimeline
MAI Capital Management504,830$50.1M0.28%+32,84213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC501,401$49.8M0.04%-112,70813F-HRTimelineGroup
Liquid Strategies, LLC499,119$49.5M10.64%+170,28013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC494,966$49.1M1.02%+2,98313F-HRTimeline
Atria Investments, Inc494,480$49.1M0.55%+163,22613F-HRTimeline
SCOTIA CAPITAL INC.488,227$48.5M0.2%+18,76313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp485,352$48.2M0.16%-46,89313F-HR/ATimelineGroup
Private Advisor Group, LLC483,702$48M0.23%+30,78013F-HRTimeline
LOWE BROCKENBROUGH & CO INC483,698$48M2.39%+38,53113F-HRTimeline