How many shares of AGG does Creative Planning own?

As of 2026-Q2, Creative Planning holds 13.6M shares of AGG (ISHARES TR).

What is Creative Planning's AGG position worth?

As of 2026-Q2, Creative Planning's AGG position is worth $1.3B.

In 2026-Q2, Creative Planning decreased their AGG position (-2.8% change in shares).

Based on available 13F filings, Creative Planning first reported a position in AGG in 2018-Q4. They have held the position across 31 quarters.

Position history for Creative Planning's holdings in ISHARES TR

Current Value

$1.3B

Current Shares

13.6M

Total Value Change

-$543.9M

Total Shares Change

-4.1M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	13.6M	-2.8%	$1.3B	0.8%	$98.31	0
2026-Q1	Increased	14M	+31.8%	$1.4B	0.9%	$97.61	57
2025-Q4	Decreased	10.6M	-11.1%	$1.1B	0.8%	$97.58	0
2025-Q3	Decreased	12M	-3.3%	$1.2B	0.9%	$96.67	0
2025-Q2	Decreased	12.4M	-2.6%	$1.2B	1.0%	$94.72	0
2025-Q1	Decreased	12.7M	-1.4%	$1.3B	1.2%	$93.53	0
2024-Q4	Increased	12.9M	+2.0%	$1.2B	1.2%	$91.03	51
2024-Q3	Decreased	12.6M	-2.5%	$1.3B	1.3%	$93.95	0
2024-Q2	Increased	13M	+2.5%	$1.3B	1.3%	$89.22	52
2024-Q1	Increased	12.6M	+0.7%	$1.2B	1.4%	$89.20	50
2023-Q4	Increased	12.6M	+6.4%	$1.2B	2.3%	$89.86	58
2023-Q3	Increased	11.8M	+5.0%	$1.1B	1.5%	$84.17	53
2023-Q2	Increased	11.2M	+0.9%	$1.1B	1.5%	$86.97	51
2023-Q1	Decreased	11.1M	-3.0%	$1.1B	1.6%	$87.80	0
2022-Q4	Decreased	11.5M	-0.2%	$1.1B	1.7%	$85.05	0
2022-Q3	Decreased	11.5M	-0.7%	$1.1B	1.9%	$83.72	0
2022-Q2	Decreased	11.6M	-17.9%	$1.2B	1.9%	$87.85	0
2022-Q1	Decreased	14.1M	-9.5%	$1.5B	2.3%	$92.06	0
2021-Q4	Increased	15.6M	+0.5%	$1.8B	2.9%	$97.78	55
2021-Q3	Decreased	15.5M	-2.1%	$1.8B	3.2%	$97.88	0
2021-Q2	Decreased	15.9M	-5.6%	$1.8B	3.2%	$97.89	0
2021-Q1	Increased	16.8M	+2.4%	$1.9B	3.9%	$96.18	60
2020-Q4	Decreased	16.4M	-3.0%	$1.9B	4.3%	$99.54	0
2020-Q3	Decreased	16.9M	-2.5%	$2B	5.2%	$98.82	0
2020-Q2	Decreased	17.3M	-2.7%	$2B	5.9%	$98.42	0
2020-Q1	Decreased	17.8M	-27.7%	$2.1B	7.3%	$95.49	0
2019-Q4	Increased	24.6M	+6.9%	$2.8B	8.3%	$92.61	66
2019-Q3	Increased	23.1M	+5.0%	$2.6B	8.5%	$92.50	65
2019-Q2	Increased	22M	+14.1%	$2.4B	8.2%	$90.38	71
2019-Q1	Increased	19.2M	+8.3%	$2.1B	7.6%	$87.90	67
2018-Q4	New	17.8M	-	$1.9B	7.8%	$85.39	98