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Disclosery

IAGG ISHARES TR

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CORE INTL AGGR (fund)

558 managers (568 13F filers) reported a position in IAGG shares at 2026-06-30, 165,207,470 shares in all. 61 filers opened a position and 158 filers sold out during the quarter.

Managers
558
13F filers
568
New
61
Added
205
Reduced
230
Sold out
158
Shares held by filers
165,207,470

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Financial Engines Advisors L.L.C.17,606,618$891M1.58%+1,187,53013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.16,434,463$832M0.01%-2,067,52613F-HRTimelineGroup
Matson Money. Inc.10,062,129$510M14.2%+308,56413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,880,177$500M0.03%-2,144,85613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,539,391$483M0.19%+4,026,38813F-HRTimelineGroup
TIAAgroup of 3 filers holding7,072,837$358M+182,687Timeline
WealthNavi Inc.6,646,207$336M2.63%+597,89313F-HRTimeline
Nationwide Fund Advisors3,439,200$285M11.77%-2,128,50713F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …5,175,776$262M0.26%013F-HRTimelineGroup
LPL Financial LLC4,005,098$203M0.05%-7,020,13313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,985,088$202M0.01%+164,26813F-HRTimelineGroup
Jupiter Topco LLCin group Janus Henderson2,995,885$152M0.06%13F-HRTimelineGroup
MATHER GROUP, LLC.2,549,605$129M1.13%-63,87413F-HRTimeline
Betterment LLC2,517,551$127M0.22%+293,99813F-HRTimeline
Creative Planningin group Creative Planning2,181,893$110M0.06%-196,21313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,062,205$104M-26,843,698Timeline
SageView Advisory Group, LLC2,023,152$102M3.35%-177,83913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,813,439$91.8M0.12%-317,03713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,781,641$90.2M0.02%-492,93913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,595,853$80.8M0.14%+292,46613F-HRTimelineGroup
Annex Advisory Services, LLC1,476,042$74.7M1.27%+129,12713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,436,013$72.7M0.09%+307,77413F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.1,421,097$71.1M0.02%-154,84713F-HRTimeline
N.E.W. Advisory Services LLC1,307,184$66.1M4.42%+96,77513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,113,905$56.4M0.01%-144,26413F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding1,112,367$56.3M+33,517Timeline
Prime Capital Investment Advisors, LLC1,088,753$55.1M0.53%+192,68413F-HRTimeline
GeoWealth Management, LLC1,063,816$53.8M1.69%+22,36713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,060,034$53.6M+28,204Timeline
GDS Wealth Management1,038,310$52.5M2.5%+109,57613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding988,846$50M+73,326Timeline
MORGAN STANLEYin group MORGAN STANLEY972,564$49.2M<0.01%-2,706,47713F-HRTimelineGroup
Savant Capital, LLC968,201$48.9M0.14%+137,88913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…966,880$48.9M0.09%+47,26013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC934,984$47.3M0.03%new13F-HRTimelineGroup
True Link Financial Advisors, LLC933,341$47.2M2.73%+35,68113F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC880,019$44.5M5.61%+117,19513F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.872,594$44.2M8.55%+4,68913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.858,382$43.5M0.05%+48,01613F-HRTimelineGroup
Apella Capital, LLC861,066$43M0.61%+143,75813F-HRTimeline
Boston Standard Wealth Management, LLC849,268$42.6M6.19%+36,21013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC800,318$40.5M0.05%-138,23213F-HRTimelineGroup
NewEdge Advisors, LLC685,777$34.7M0.1%-335,74813F-HRTimeline
Savvy Advisors, Inc.649,771$32.9M0.7%+104,01613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC642,283$32.5M0.75%-40,02113F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …640,614$32.4M5.26%13F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.626,723$31.7M1.91%+28,85213F-HRTimeline
UBS Group AGgroup of 2 filers holding616,616$31.2M+9,968Timeline
AMARILLO NATIONAL BANK596,651$30.2M4.84%013F-HRTimeline
Modera Wealth Management, LLC533,071$27M0.29%+25,89813F-HRTimeline
SYON CAPITAL LLC516,489$26.1M1.14%+26,35113F-HRTimeline
Cetera Investment Advisers483,840$24.5M0.02%-1,808,12813F-HRTimeline
Integrated Wealth Concepts LLC483,238$24.5M0.12%+244,69513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding458,178$23.2M+33,100Timeline
PENOBSCOT WEALTH MANAGEMENT402,313$20.4M5.45%+96,57813F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.398,519$20.2M6.67%+47,37113F-HRTimeline
Values Added Financial LLC396,650$20.1M7.25%+65,76313F-HRTimeline
DORVAL Corp385,459$19.5M5.61%+7,11613F-HRTimeline
Mason & Associates, LLC373,233$18.9M3.93%+6,54913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC368,745$18.7M0.01%+6,27813F-HRTimelineGroup
Brio Consultants, LLC357,992$18.1M2.12%+7,09713F-HRTimeline
NYL Investors LLC347,798$17.6M6.75%-4,51413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN339,470$17.2M<0.01%+195,09513F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC327,808$16.6M0.8%-11,50013F-HRTimelineGroup
Main Street Financial Solutions, LLC309,591$15.7M1.01%+22,66513F-HRTimeline
Stadion Money Management, LLC305,157$15.3M1.32%+35513F-HRTimeline
Granite Bay Wealth Management, LLC297,704$15.1M1.39%+22,32913F-HRTimeline
AE Wealth Management LLC285,032$14.4M0.07%-5,26913F-HRTimeline
Cambridge Investment Research Advisors,…284,903$14.4M0.03%-192,49113F-HR/ATimeline
Occidental Asset Management, LLC274,800$13.9M1.38%+6,75413F-HRTimeline
PDS Planning, Inc252,280$12.8M0.74%+19,33213F-HRTimeline
IFP Advisors, Inc250,856$12.7M0.23%+14,16613F-HRTimeline
Trinity Wealth Management, LLC250,098$12.7M4.02%-87,59813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.249,479$12.6M0.08%+8,78213F-HRTimelineGroup
BIP Wealth, LLC247,549$12.5M0.36%+35,93113F-HRTimeline
Anderson Financial Strategies, LLC248,599$12.4M6.44%+6,60613F-HRTimeline
KICKSTAND VENTURES, LLC.228,143$11.5M2.1%+221,46413F-HRTimeline
Vise Technologies, Inc.218,843$11.1M0.13%+104,95113F-HRTimeline
Modern Wealth Management, LLC210,560$10.7M0.13%-230,43713F-HRTimeline
Octavia Wealth Advisors, LLC203,872$10.3M0.89%+12,53013F-HRTimeline
KWB Wealth196,675$9.95M0.85%+23,66213F-HRTimeline
TSFG, LLC191,107$9.67M1.22%+18,05913F-HRTimeline
Forum Private Client Group LLC185,890$9.41M2.8%+12,17913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC174,806$8.85M<0.01%+8,99513F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC173,620$8.69M0.35%new13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC170,326$8.49M0.31%-3,70013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…167,512$8.47M0.05%-754,92013F-HRTimelineGroup
Discipline Wealth Solutions, LLC164,332$8.32M0.73%+10,82913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp164,165$8.31M<0.01%-1,424,39213F-HRTimelineGroup
Shepherd Financial Partners LLC156,385$7.91M0.65%+30,94213F-HRTimeline
APPLETON PARTNERS INC/MA153,964$7.79M0.48%+10,11513F-HRTimeline
New Capital Management LP153,832$7.78M1.77%+1,43713F-HRTimeline
Farther Finance Advisors, LLC153,062$7.74M0.06%-97,12713F-HRTimeline
Brooklyn FI, LLC150,691$7.5M1.37%-2,03413F-HRTimeline
Robinswood Financial LLC146,112$7.39M2.12%+6,08613F-HRTimeline
MML INVESTORS SERVICES, LLC145,273$7.35M0.01%-1,339,11613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC144,065$7.29M0.05%-1,847,13513F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC140,274$7.1M0.61%+3,99013F-HRTimeline
Silver Coast Investments LLC139,466$7.06M2.1%new13F-HRTimeline
Pure Financial Advisors, LLC132,930$6.73M0.09%+12,47213F-HRTimeline
Wiser Wealth Management, Inc128,884$6.52M1.25%+34,01813F-HRTimeline
MONEYWISE, INC.128,729$6.51M2.43%+26,48313F-HRTimeline
Capstone Financial Advisors, Inc.126,254$6.39M0.31%+1,46013F-HRTimeline
Kooman & Associates126,182$6.38M1.71%+2,77813F-HRTimeline
Greenspring Advisors, LLC121,753$6.16M0.34%+16,94713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.115,540$5.85M0.76%-1,10313F-HRTimeline
Continuum Advisory, LLC115,425$5.84M0.47%+5,59713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC113,497$5.74M0.42%-48,56513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC110,296$5.58M0.01%+51,59613F-HRTimeline
Perennial Investment Advisors, LLC109,023$5.52M0.37%+2,89913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…108,512$5.49M<0.01%-84,31413F-HRTimelineGroup
Elevated Financial Group LLC106,047$5.37M1.51%+13,40013F-HRTimeline
LifePlan Investment Advisors, Inc.104,740$5.3M1.82%-30,42713F-HRTimeline
Xena Financial Planning, LLC104,732$5.3M5.08%+5,75213F-HRTimeline
Cordoba Advisory Partners LLC104,367$5.28M1.12%013F-HRTimeline
Procyon Advisors, LLC102,019$5.16M0.22%+44113F-HRTimeline
Mariner, LLCin group Mariner, LLC100,895$5.11M0.01%-94,33313F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC100,772$5.1M1.45%+6,94513F-HRTimeline
Advisory Services Network, LLC100,454$5.08M0.06%-25,53113F-HRTimeline
Keystone Financial Group100,426$5.08M0.3%+17,60413F-HRTimeline
Aletheian Wealth Advisors LLC98,770$5M2.13%+6,34513F-HRTimeline
Ellenbecker Investment Group98,413$4.98M0.58%new13F-HRTimeline
FFG RETIREMENT ADVISORS LLC98,228$4.97M2.63%+7,27513F-HRTimeline
MGO ONE SEVEN LLC94,197$4.77M0.08%-31,13813F-HRTimeline
Legacy Wealth Partners, LLC93,231$4.72M1.06%-1,78813F-HRTimeline
Tidemark, LLC93,078$4.71M1.06%+93,03413F-HRTimeline
&PARTNERS91,570$4.63M0.02%-53,61013F-HRTimeline
Merit Financial Group, LLC90,353$4.57M0.03%-814,65913F-HR/ATimeline
Breakwater Investment Management88,227$4.46M1.52%-18,80613F-HRTimeline
Valmark Advisers, Inc.86,041$4.35M0.05%-1,55413F-HRTimeline
Wealthfront Advisers LLC84,929$4.3M0.01%+4,44513F-HRTimeline
Balance Wealth Partners LLC84,517$4.28M1.14%+1,18513F-HRTimeline
Sanctuary Advisors, LLC84,496$4.28M0.02%-471,20713F-HRTimeline
Advus Financial Partners, LLC82,278$4.16M1.19%+7,94913F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding81,757$4.14M-15,631Timeline
JGP Wealth Management, LLC80,494$4.07M0.37%+99113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers80,384$4.07M<0.01%+54,65413F-HRTimelineGroup
ALLSTREET CAPITAL ADVISORS LLC80,060$4.05M2.64%+4,88313F-HRTimeline
INVESTMENT PARTNERS, LTD.76,384$3.87M1.21%+9,34413F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC75,435$3.82M2.23%+5,56313F-HRTimeline
Orin Green Financial, LLC75,394$3.81M1.41%+3,24513F-HRTimeline
Steward Partners Investment Advisory, L…73,228$3.71M0.02%-18,13713F-HRTimeline
HighTower Advisors, LLC71,962$3.64M<0.01%-16,95513F-HRTimeline
Midwestern Financial, LLC /IA70,882$3.59M2.51%+3,42413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC69,506$3.48M0.43%013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.68,003$3.44M2.35%+50913F-HRTimeline
Clear Creek Financial Management, LLC66,761$3.38M0.22%-19,32713F-HRTimeline
Partners in Financial Planning65,618$3.32M0.5%+3,61713F-HRTimeline
Dynamic Advisor Solutions LLC65,532$3.32M0.09%+1,08113F-HRTimeline
Summit Wealth Group, LLC65,143$3.3M0.67%-2,36813F-HRTimeline
AlphaStar Capital Management, LLC65,098$3.29M0.21%-58,49213F-HRTimeline
Vertex Planning Partners, LLC65,043$3.29M0.49%+10,10813F-HRTimeline
Hardy Reed LLC63,413$3.21M0.21%+77413F-HRTimeline
Allegheny Financial Group63,276$3.2M0.34%-1,95113F-HRTimeline
Kilter Group LLC62,621$3.17M1.15%+11,02913F-HRTimeline
Private Advisor Group, LLC62,599$3.17M0.01%-124,61813F-HRTimeline
HARBOUR INVESTMENTS, INC.62,550$3.17M0.04%-14,52013F-HRTimeline
Grove Street Fiduciary, LLC62,345$3.15M1.33%-1,17813F-HRTimeline
SAGE RHINO CAPITAL LLC61,809$3.13M0.51%+9,47913F-HRTimeline
Synergy Investment Management, LLC61,790$3.13M0.76%-25,52313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC61,183$3.1M1.78%-14,72013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…61,082$3.1M0.36%+5,01113F-HRTimeline
Parallel Advisors, LLC60,495$3.06M0.05%+10,44913F-HRTimeline
IFG Advisory, LLC58,694$2.97M0.1%new13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.59,388$2.96M1.4%new13F-HRTimeline
Kroeger Financial Partners57,250$2.9M2.8%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP56,898$2.88M<0.01%-521,39913F-HRTimelineGroup
Prepared Retirement Institute LLC56,895$2.88M1.23%+7,84913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.55,936$2.83M<0.01%-2,89013F-HRTimelineGroup
VestGen Advisors, LLC55,817$2.82M0.08%+2,58813F-HRTimeline
Richard W. Paul & Associates, LLC55,552$2.81M0.86%+72913F-HRTimeline
Paragon Advisors, LLC55,129$2.79M0.59%-21,31913F-HRTimeline
Centurion Wealth Management LLC54,877$2.78M0.66%-7,35413F-HRTimeline
Revisor Wealth Management LLC52,409$2.65M0.64%-1,10813F-HRTimeline
FC Advisory LLC52,385$2.65M0.7%+1,38913F-HRTimeline
Snowden Capital Advisors LLC51,868$2.62M0.06%+2,66113F-HRTimeline
Founders Financial Alliance, LLC51,229$2.59M0.34%+50,92813F-HRTimeline
Arax Advisory Partners50,908$2.58M0.02%new13F-HRTimeline
Wealth Advisory Solutions, LLC50,860$2.57M0.53%-1,77113F-HRTimeline
Kingsview Wealth Management, LLC50,583$2.56M0.03%+12,51413F-HRTimeline
49 WEALTH MANAGEMENT, LLC50,313$2.55M0.49%new13F-HR/ATimeline
ALONGSIDE, LLC50,313$2.55M0.49%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,963$2.53M<0.01%-313,78213F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…49,806$2.52M0.15%+8,12313F-HRTimeline
Stonekeep Investments, LLC48,797$2.47M1.44%+1,00713F-HRTimeline
Vawter Financial, Ltd.48,701$2.46M0.93%+5,37413F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC48,206$2.44M0.23%+1,73313F-HRTimelineGroup
COREPATH WEALTH PARTNERS LLC48,961$2.44M1.52%+2,58513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…48,219$2.41M<0.01%-78,81913F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.47,973$2.4M1.37%013F-HRTimeline
Factor Wealth Management LTD47,189$2.39M0.36%+7,54513F-HRTimeline
Compass Financial Group, Inc.47,061$2.38M1.01%-29413F-HRTimeline
Columbus Macro, LLC46,372$2.35M0.23%-34313F-HRTimeline
Global Retirement Partners, LLC45,509$2.3M0.04%13F-HRTimeline
Livet Wealth, LLC45,349$2.29M1.32%+1,23413F-HRTimeline
Western Wealth Management, LLC45,258$2.29M0.07%+2,32813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV45,069$2.28M0.26%+19,36713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.44,997$2.28M0.15%-1,27513F-HRTimelineGroup
Center For Asset Management LLC44,838$2.27M1.01%+2,69713F-HRTimeline
May Hill Capital, LLC44,128$2.23M0.47%+4,49013F-HRTimeline