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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
PAX Financial Group, LLC43,736$2.21M0.33%-100,65513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…43,643$2.21M0.01%new13F-HRTimelineGroup
Wedmont Private Capital43,494$2.17M0.06%+7,32913F-HRTimeline
IHT Wealth Management, LLC42,882$2.17M0.05%-21,86113F-HRTimeline
RHS Financial, LLC42,519$2.15M0.87%+27,98813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC42,185$2.13M<0.01%+6,42613F-HRTimelineGroup
City State Bank41,620$2.11M0.48%-42013F-HRTimeline
Northern Lights Advisors, Inc.40,769$2.06M1.12%+4,35913F-HRTimeline
PFG Advisors39,986$2.02M0.1%-16,83113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.39,678$2.01M0.07%+2,12913F-HRTimeline
Golden State Wealth Management, LLC39,614$2M0.18%+27,88713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…39,157$1.98M<0.01%-218,46613F-HRTimelineGroup
Range Financial Group LLC38,458$1.95M0.53%+4,70413F-HRTimeline
BFSG, LLC38,442$1.95M0.17%+60713F-HRTimeline
Veratis Advisors, Inc.36,022$1.82M1.29%13F-HRTimeline
Addison Advisors LLC35,546$1.8M0.85%-12,54913F-HRTimeline
Exchange Bank34,486$1.74M1.09%+6,04013F-HRTimeline
Financial Architects, LLC34,210$1.73M0.83%013F-HRTimeline
Ashton Thomas Private Wealth, LLC33,405$1.69M0.04%-27,36113F-HRTimeline
Blossom Wealth Management32,824$1.66M2.34%-1,94913F-HRTimeline
Napier Financial, LLC32,103$1.62M0.34%+37713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding32,079$1.62M+11,731Timeline
Friedenthal Financial31,674$1.6M0.74%-913F-HRTimeline
Smartleaf Asset Management LLC31,468$1.59M0.05%013F-HRTimeline
Sharkey, Howes & Javer30,856$1.56M0.19%-261,09513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…30,830$1.56M0.08%+2,46513F-HRTimeline
Ausdal Financial Partners, Inc.29,484$1.49M0.06%-6,56113F-HRTimeline
EP Wealth Advisors, LLC29,198$1.48M0.01%+8,56013F-HRTimeline
Hexagon Capital Partners LLC28,651$1.45M0.2%+3,03513F-HRTimeline
Allworth Financial LP27,309$1.38M0.01%-30713F-HRTimeline
Columbia River Financial Group, LLC26,707$1.35M0.73%+14213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.26,455$1.34M0.33%-31,07513F-HRTimeline
Strategic Investment Advisors / MI26,444$1.34M0.08%+23213F-HRTimeline
Valpey Financial Services, LLC25,776$1.3M0.78%+3,67513F-HRTimeline
LexAurum Advisors, LLC25,457$1.29M0.15%+113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.25,299$1.28M0.02%+5,96613F-HRTimeline
Sachetta, LLC24,998$1.26M0.61%+2,75213F-HRTimeline
OneDigital Investment Advisors LLC24,730$1.25M0.01%-5,14613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.24,646$1.25M0.01%+1,56213F-HRTimelineGroup
Mutual Advisors, LLC24,295$1.23M0.02%-3,28313F-HRTimeline
HighPoint Advisor Group LLC23,568$1.19M0.04%-38,90013F-HRTimeline
Scarborough Advisors, LLC23,517$1.18M0.14%-33,92113F-HRTimeline
Bear Mountain Capital, Inc.23,312$1.16M0.34%-8413F-HRTimeline
Merkkuri Wealth Advisors LLC22,898$1.16M0.72%-17,03513F-HRTimeline
Global View Capital Management LLC22,602$1.14M0.24%-5,05513F-HRTimeline
Park Place Capital Corp22,526$1.14M0.18%-93713F-HRTimeline
Ackerman Capital Advisors, LLC22,490$1.14M0.23%-29713F-HRTimeline
Maia Wealth LLC22,422$1.13M0.17%-5,91813F-HRTimeline
Comprehensive Wealth Management, LLC22,218$1.12M0.51%-14,95013F-HRTimeline
Qube Research & Technologies Ltd22,082$1.12M<0.01%new13F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC21,987$1.11M0.27%+94813F-HRTimeline
Comprehensive Money Management Services…21,958$1.11M0.7%+35513F-HRTimeline
McKinley Carter Wealth Services, Inc.21,553$1.09M0.06%-34,91513F-HRTimeline
Braun-Bostich & Associates Inc.21,526$1.09M0.61%+3,51113F-HRTimeline
ZENITH SOLUTIONS, INC.21,460$1.09M0.98%13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding21,404$1.08M-9,997Timeline
Beacon Financial Advisory LLC21,340$1.08M0.21%-3,91113F-HRTimeline
Belpointe Asset Management LLC20,926$1.06M0.03%+4,12813F-HRTimeline
CENTAURUS FINANCIAL, INC.20,705$1.05M0.04%new13F-HRTimeline
EIGHT 31 FINANCIAL, LLC20,673$1.05M0.62%+25713F-HRTimeline
Financial Planning Navigators CORP20,566$1.04M0.39%+2,17313F-HRTimeline
HEADINVEST, LLC19,893$1.01M0.19%-11,64013F-HRTimeline
LaSalle St. Investment Advisors, LLC19,506$987K0.12%new13F-HRTimeline
Polaris Investment Advisors, LLC19,448$984K0.63%-19,04313F-HRTimeline
Note Advisors, LLC19,332$978K0.42%-60113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19,241$974K0.01%-66,10113F-HRTimelineGroup
Horst & Graben Wealth Management LLC19,292$957K0.13%-187,05313F-HRTimeline
Venturi Wealth Management, LLC18,829$953K0.04%-9213F-HRTimeline
Private Advisory Group LLC18,781$950K0.05%+2,64613F-HRTimeline
CGN Advisors LLC18,668$945K0.07%-2,16713F-HRTimeline
Advisory Alpha, LLC18,530$938K0.02%-12,02113F-HRTimeline
Hershey Financial Advisers, LLC18,225$922K0.66%+2,88013F-HRTimeline
World Investment Advisors18,094$906K0.02%-49,55613F-HRTimeline
Vested Financial Planning, LLC17,630$892K0.6%+46713F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV17,623$892K0.2%+27213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC17,368$879K0.4%013F-HRTimeline
Intergy Private Wealth, LLC17,186$870K0.2%+2,33313F-HRTimeline
Aspen Wealth Management LLC17,138$867K0.15%-513F-HRTimeline
Sowell Financial Services LLC16,269$823K0.03%-2,98413F-HRTimeline
BETO FINANCIAL GROUP, LLC16,521$823K0.43%-24,18313F-HRTimeline
Independent Advisor Alliance16,062$813K0.02%-63,24113F-HRTimeline
Strathmore Capital Advisors, Inc.16,204$807K0.22%-26013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,905$805K0.04%+96313F-HRTimeline
Compton Financial Group, LLC15,777$798K0.15%-1,13013F-HRTimeline
Quad-Cities Investment Group, LLC15,714$795K0.29%-57,10713F-HRTimeline
NWAM LLC15,655$792K0.04%-5,21513F-HRTimeline
Unify Financial Advisors15,512$785K0.72%-3,65313F-HRTimeline
Hennion & Walsh Asset Management, Inc.15,485$784K0.02%+25813F-HRTimeline
Waverly Advisors, LLC15,370$778K<0.01%-1,22513F-HRTimeline
OLD NATIONAL BANCORP /IN/15,263$772K0.02%+1,14613F-HRTimeline
Prospect Financial Group LLC15,253$772K0.62%+28613F-HRTimeline
Physician Wealth Solutions Inc.15,241$771K0.29%013F-HRTimeline
REGIMEN WEALTH, LLC14,781$750K0.2%-36113F-HRTimeline
Mayflower Financial Advisors, LLC14,603$739K0.06%-53,80613F-HRTimeline
Retirement Investment Advisors, Inc.14,793$737K0.05%+6,12113F-HRTimeline
Finley Financial, LLC14,460$732K0.29%-97013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,004$709K0.01%-65,76613F-HRTimelineGroup
Glass Jacobson Investment Advisors llc13,996$708K0.22%+2,37613F-HRTimeline
ORBA Wealth Advisors, L.L.C.13,937$705K0.6%new13F-HRTimeline
Burns Matteson Capital Management, LLC13,691$693K0.22%013F-HRTimeline
Richmond Investment Services, LLC13,390$678K0.21%-24,55313F-HRTimeline
Heartwood Wealth Advisors LLC13,095$663K0.05%013F-HRTimeline
Upper Left Wealth Management, LLC12,986$657K0.36%-2,11513F-HRTimeline
Curtis Advisory Group, LLC12,892$652K0.13%-61913F-HRTimeline
Brookwood Investment Group LLC12,638$639K0.07%-13,96113F-HRTimeline
Brand Asset Management Group, Inc.12,617$638K0.14%-1,80713F-HRTimeline
Simplicity Wealth,LLC12,323$624K0.02%-42,09513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC12,251$620K0.2%-12,30613F-HRTimeline
Trivium Point Advisory, LLC12,249$620K0.06%new13F-HRTimeline
Summit Financial Strategies, Inc.12,088$612K0.04%+2,15113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC11,898$602K0.25%-60213F-HRTimeline
Sovran Advisors, LLC12,084$601K0.04%-61,77913F-HRTimeline
Asempa Wealth Advisors11,680$591K0.45%+1,37913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,613$588K<0.01%-1,97813F-HRTimelineGroup
Evolution Advisers, Inc.11,557$584K0.21%-68,97413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\11,370$575K<0.01%013F-HRTimelineGroup
Caliber Wealth Management, LLC / KS11,298$572K0.06%-4,53013F-HRTimeline
Tarbox Family Office, Inc.11,105$562K0.08%+16413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,036$558K0.03%-713F-HRTimeline
Riverbend Wealth Management, LLC10,939$554K0.28%-14913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…10,526$533K0.07%-33913F-HRTimeline
Quantinno Capital Management LP10,485$531K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,381$525K<0.01%-15,89313F-HRTimelineGroup
BlueSky Wealth Advisors, LLC10,268$520K0.06%+62613F-HRTimeline
Rinkey Investments10,150$514K0.12%new13F-HRTimeline
Gateway Wealth Partners, LLC10,105$511K0.03%-94,39413F-HRTimeline
Csenge Advisory Group10,087$510K0.02%-29,13313F-HRTimeline
Daviman Financial, LLC9,940$503K0.28%-58,62713F-HRTimeline
RCS Financial Planning, LLC9,904$501K0.24%-2,62313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,899$501K0.02%-2,73713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,888$500K<0.01%+2,60413F-HRTimelineGroup
GuidedMoney, LLC9,807$496K0.23%+5,52313F-HRTimeline
Shared Vision Wealth Group LLC9,796$496K0.17%-56,68713F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…5,083$495K0.28%new13F-HRTimeline
Strategic Blueprint, LLC9,649$488K0.02%-9,93713F-HRTimeline
Pinion Investment Advisors, LLC9,602$486K0.09%-17,61213F-HRTimeline
Aspect Partners, LLC9,580$485K0.18%-7,98313F-HRTimeline
MYECFO, LLC9,580$485K0.18%new13F-HRTimeline
Apeiron RIA LLC9,572$484K0.12%-8,64913F-HRTimeline
Sharper & Granite LLC9,499$481K0.15%+21013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …9,387$475K<0.01%-1,92513F-HRTimelineGroup
Foundations Investment Advisors, LLC9,126$462K<0.01%-728,16813F-HRTimeline
Apex Wealth Management, LLC9,004$456K0.28%-2013F-HRTimeline
Amicus Financial Advisors, LLC8,930$452K0.11%+313F-HRTimeline
Detalus Advisors, LLC8,898$450K0.09%-48,12313F-HRTimeline
Insight Wealth Strategies, LLC8,886$446K0.04%+22313F-HRTimeline
Zhang Financial LLC8,775$444K0.01%+1213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,583$434K<0.01%+3,80913F-HRTimelineGroup
Vision Retirement, LLC8,463$428K0.1%+56413F-HRTimeline
Keystone Financial Services8,421$426K0.11%-103,01413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,430$425K0.02%new13F-HRTimelineGroup
Cassilly Financial Group LLC8,284$419K0.3%-25,64113F-HR/ATimeline
Atria Investments, Inc8,157$413K<0.01%-212,18513F-HRTimeline
CHOREO, LLC8,032$406K<0.01%-4,66213F-HRTimeline
Bigelow Investment Advisors, LLC7,843$397K0.14%-54213F-HRTimeline
Sensenig Capital Advisors, Inc7,793$394K0.36%-63513F-HRTimeline
CFG Wealth Management Services, Inc.7,916$392K0.37%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC7,663$388K0.15%-8413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,638$386K0.01%+83613F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC7,596$384K0.06%-2,63813F-HRTimeline
MCDONALD PARTNERS LLC7,592$384K0.09%+1,08713F-HRTimeline
Icon Wealth Advisors, LLC7,576$383K0.02%-217,79613F-HRTimeline
OMNI 360 Wealth, Inc.7,478$378K0.17%-3,01113F-HRTimeline
Carter Financial Group, INC.7,376$373K0.19%+11713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,296$369K<0.01%-213,60213F-HR/ATimelineGroup
Gladstone Institutional Advisory LLC7,069$358K0.01%+83313F-HRTimeline
Larson Financial Group LLC7,049$357K0.01%-2,02213F-HRTimeline
Hoxton Planning & Management, LLC6,994$354K0.09%-37,06013F-HRTimeline
Accretive Wealth Partners, LLC6,771$343K0.08%+2,17813F-HRTimeline
Avion Wealth6,721$340K0.06%+6,71313F-HRTimeline
IVC Wealth Advisors LLC6,686$338K0.13%+2,41113F-HRTimeline
Joule Financial, LLC6,682$338K0.09%new13F-HRTimeline
Yukon Wealth Management, Inc.6,572$333K0.1%+1,15113F-HRTimeline
Latitude Advisors, LLC6,522$330K0.13%-1,29813F-HRTimeline
UMB Bank, n.a.6,449$326K<0.01%-30213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Patriot Financial Group Insurance Agenc…6,331$320K0.03%-42,41113F-HRTimeline
Avantax Planning Partners, Inc.6,321$320K0.01%+2,21313F-HRTimeline
W.H. Cornerstone Investments Inc.6,318$320K0.18%013F-HRTimeline
ASL Financial, LLC6,259$317K0.22%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,176$313K<0.01%new13F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC6,140$311K0.02%-21,37613F-HRTimeline
Golden Bell Financial Planning LLC6,133$310K0.23%new13F-HRTimeline
NorthStar Asset Management LLC /NJ/6,118$310K0.13%+7513F-HRTimeline
Alta Wealth Advisors LLC6,062$307K0.08%+38513F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC6,019$305K0.17%013F-HRTimeline
CFO4Life Group, LLC5,940$301K0.04%new13F-HRTimeline
RBA Wealth Management, LLC5,936$300K0.11%-1413F-HRTimeline
Independent Wealth Network Inc.5,912$299K0.08%new13F-HRTimeline
Cascade Financial Partners, LLC5,824$295K0.03%013F-HRTimeline
MSH Capital Advisors LLC5,822$295K0.05%-4,25313F-HRTimeline
Janney Montgomery Scott LLC5,817$294K<0.01%-1,449,87913F-HRTimeline
Rehmann Capital Advisory Group5,713$289K0.01%-93113F-HRTimeline
Level Financial Advisors5,700$288K0.06%013F-HRTimeline
Cornerstone Planning Group LLC5,731$285K0.04%-41,27713F-HRTimeline
Fortune Financial Advisors, LLC5,489$278K0.12%+713F-HRTimeline
GARRISON POINT ADVISORS, LLC5,471$277K0.11%-57913F-HRTimeline
Global Financial Private Client, LLC5,316$269K0.07%-1,81013F-HRTimeline
Beacon Pointe Advisors, LLC5,301$268K<0.01%+77613F-HRTimeline
J.W. COLE ADVISORS, INC.5,289$268K<0.01%-9,75613F-HRTimeline
Able Wealth Management LLC5,216$264K0.06%-14,60713F-HRTimeline