Skip to content
Disclosery

IAGG ISHARES TR

Follow

CORE INTL AGGR (fund)

385 managers (390 13F filers) reported a position in IAGG shares at 2024-12-31, 108,096,830 shares in all. 32 filers opened a position and 27 filers sold out during the quarter.

Managers
385
13F filers
390
New
32
Added
208
Reduced
86
Sold out
27
Shares held by filers
108,096,830

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Factor Wealth Management LTD16,469$822K0.27%13F-HRTimeline
Wealthfront Advisers LLC16,442$821K<0.01%+2,82713F-HR/ATimeline
INNEALTA CAPITAL, LLC16,434$820K0.4%-1,61013F-HRTimeline
Physician Wealth Solutions Inc.16,252$811K0.41%013F-HRTimeline
NewEdge Advisors, LLC16,047$801K<0.01%+1,53113F-HRTimeline
JT Stratford LLC16,016$800K0.13%+4,76413F-HRTimeline
Vawter Financial, Ltd.15,888$793K0.48%+4,54313F-HRTimeline
Hexagon Capital Partners LLC15,872$792K0.14%+57513F-HRTimeline
Kingsview Wealth Management, LLC15,835$790K0.02%+3,45613F-HRTimeline
Intergy Private Wealth, LLC15,725$785K0.29%+1,78713F-HRTimeline
CGN Advisors LLC15,370$767K0.07%-43113F-HRTimeline
Stewardship Advisors, LLC15,141$756K0.21%-3,70313F-HRTimeline
Prospect Financial Group LLC14,578$728K0.9%13F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV13,995$699K0.23%+51013F-HRTimeline
Burns Matteson Capital Management, LLC13,883$693K0.39%-14413F-HRTimeline
LexAurum Advisors, LLC13,848$691K0.14%+5,57613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV13,845$691K0.2%+1,08913F-HRTimeline
Jackson Creek Investment Advisors LLC13,618$680K0.2%+25713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding13,068$652K+4,349Timeline
Bremer Bank National Association12,885$643K0.13%+10913F-HRTimeline
Bigelow Investment Advisors, LLC12,861$642K0.3%-60213F-HRTimeline
KELLY FINANCIAL GROUP LLC12,591$629K0.22%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12,396$619K0.04%+45813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,795$589K<0.01%+5,31213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,620$580K0.01%+4,56213F-HRTimelineGroup
Values Added Financial LLC11,484$573K0.33%+1513F-HRTimeline
Finley Financial, LLC11,530$573K0.3%13F-HRTimeline
NWAM LLC11,152$557K0.03%+2,77813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,810$540K<0.01%new13F-HRTimelineGroup
PKS Advisory Services, LLC10,666$532K0.13%13F-HRTimeline
Hershey Financial Advisers, LLC10,615$530K0.47%13F-HRTimeline
PRIVATE TRUST CO NA10,585$528K0.05%-11513F-HRTimeline
Tarbox Family Office, Inc.10,477$523K0.09%+1,46913F-HRTimeline
Sowell Financial Services LLC10,424$520K0.03%-3,50113F-HRTimeline
OLD MISSION CAPITAL LLC10,340$516K0.01%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…10,229$511K0.08%+1,29013F-HRTimeline
Vested Financial Planning, LLC10,199$509K0.48%13F-HRTimeline
Peak Financial Management, Inc.10,170$508K0.15%+1,00013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,109$505K0.01%+96213F-HRTimelineGroup
Glass Jacobson Investment Advisors llc9,897$494K0.16%-5613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Summit Financial Strategies, Inc.9,865$492K0.05%+3,61713F-HRTimeline
Midwest Professional Planners, LTD.9,696$484K0.14%-19913F-HRTimeline
Smartleaf Asset Management LLC9,179$459K0.05%+89413F-HRTimeline
Creative Planningin group Creative Planning9,044$451K<0.01%+2,47613F-HRTimelineGroup
Financial Advocates Investment Manageme…8,261$412K0.02%+31813F-HRTimeline
Lifeworks Advisors, LLC7,876$393K0.07%+17913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,874$393K<0.01%new13F-HRTimelineGroup
Retirement Investment Advisors, Inc.7,853$392K0.04%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,823$391K0.1%-41113F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC7,693$384K0.05%new13F-HRTimeline
Clarus Wealth Advisors7,756$384K0.19%-13513F-HRTimeline
Integrated Wealth Concepts LLC7,674$383K<0.01%new13F-HRTimeline
CIBC Asset Management Inc7,597$379K<0.01%-27613F-HRTimeline
Signal Advisors Wealth, LLC7,480$373K0.04%+1,74313F-HRTimeline
COMMONS CAPITAL, LLC7,425$371K0.34%new13F-HRTimeline
Private Advisor Group, LLC7,235$361K<0.01%+72013F-HRTimeline
Perigon Wealth Management, LLC7,073$352K0.01%-24113F-HRTimeline
Iron Horse Wealth Management, LLC7,019$350K0.12%-47813F-HRTimeline
UMB Bank, n.a.6,734$336K0.01%+2,11713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DOHJ, LLC6,704$335K0.08%+28013F-HRTimeline
Clear Creek Financial Management, LLC6,580$328K0.04%-51,09413F-HRTimeline
Family Investment Center, Inc.6,555$327K0.08%-1,09713F-HRTimeline
Tenret Co LLC6,453$322K0.2%013F-HRTimeline
Sigma Planning Corp6,392$319K0.01%new13F-HRTimeline
Evolution Advisers, Inc.6,370$317K0.17%new13F-HRTimeline
Rehmann Capital Advisory Group6,161$308K0.02%-1,21713F-HRTimeline
Spectrum Wealth Counsel, LLC6,152$307K0.04%+44913F-HRTimeline
GARRISON POINT ADVISORS, LLC6,100$305K0.14%013F-HRTimeline
Charter Oak Capital Management, LLC6,000$300K0.03%-72113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,965$298K<0.01%new13F-HR/ATimeline
RCS Financial Planning, LLC5,894$294K0.16%-5813F-HRTimeline
Curtis Advisory Group, LLC5,802$290K0.08%+1,76813F-HRTimeline
SK Wealth Management, LLC5,737$286K0.15%013F-HRTimeline
Hoxton Planning & Management, LLC5,722$286K0.11%+47613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,702$285K0.02%+1,87813F-HRTimelineGroup
Horan Securities, Inc.5,670$283K0.11%-49713F-HRTimeline
Cascade Financial Partners, LLC5,549$277K0.04%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,531$276K0.01%+2,73813F-HRTimelineGroup
Level Financial Advisors5,465$273K0.1%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,428$271K<0.01%new13F-HRTimelineGroup
Drucker Wealth 3.0, LLC5,385$269K0.06%new13F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,361$268K0.01%-1,76313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.5,333$266K<0.01%+30113F-HRTimeline
Global Financial Private Client, LLC5,316$265K0.1%013F-HRTimeline
World Investment Advisors5,128$256K0.01%-30813F-HRTimeline
HOWE & RUSLING INC5,124$256K0.02%+59913F-HRTimeline
OLD NATIONAL BANCORP /IN/5,108$255K0.01%+18513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,000$250K0.06%013F-HRTimeline
Pointe Capital Management LLC4,990$249K0.14%013F-HR/ATimeline
NAPATREE CAPITAL LLC4,917$245K0.14%+22713F-HRTimeline
Arete Wealth Advisors, LLC4,876$243K0.02%new13F-HRTimeline
Sharper & Granite LLC4,845$242K0.11%new13F-HRTimeline
RBA Wealth Management, LLC4,708$235K0.09%+50613F-HRTimeline
Visionary Wealth Advisors4,587$229K0.01%+11513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,211$226K<0.01%+4,69613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.4,463$223K0.01%-97813F-HRTimeline
NorthStar Asset Management LLC /NJ/4,362$218K0.14%new13F-HRTimeline
Compound Planning, Inc.4,289$214K0.01%+8213F-HRTimeline
Intrua Financial, LLC4,166$208K0.03%+25513F-HRTimeline
Advisors Asset Management, Inc.4,141$207K<0.01%-7813F-HR/ATimeline
MCF Advisors LLC4,061$203K0.01%+16613F-HRTimeline
Two West Capital Advisors LLC4,008$200K0.17%+5813F-HRTimeline
Sunbelt Securities, Inc.3,716$186K0.02%-50613F-HRTimeline
CWM, LLCin group CWM, LLC3,349$167K<0.01%-1,71413F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC2,948$147K0.08%+18313F-HRTimeline
AdvisorNet Financial, Inc2,759$138K0.01%+16813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,722$136K0.02%-65313F-HRTimeline
FMR LLCin group FMR LLC2,610$130K<0.01%-11213F-HRTimelineGroup
LFA - Lugano Financial Advisors SA2,550$127K0.08%new13F-HRTimeline
EP Wealth Advisors, LLC2,405$120K<0.01%new13F-HRTimeline
MAI Capital Management2,341$117K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,244$112K<0.01%+2,20113F-HRTimeline
Transcendent Capital Group LLC2,169$108K0.06%-3313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,121$106K<0.01%+1,01813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,037$102K<0.01%-4,44013F-HRTimelineGroup
Christopher J. Hasenberg, Inc1,806$90.2K0.04%+6913F-HRTimeline
Fairway Wealth LLC1,738$86.8K0.04%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,666$83.2K<0.01%-4,21713F-HRTimelineGroup
Hanson & Doremus Investment Management1,537$77K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,525$76.1K0.02%new13F-HRTimeline
COMERICA BANK1,355$67.6K<0.01%013F-HR/ATimeline
CoreCap Advisors, LLC1,280$63.9K<0.01%+30813F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,273$63.5K0.01%-2,91313F-HRTimeline
Caitlin John, LLC1,249$62.3K0.04%-313F-HRTimeline
SOA Wealth Advisors, LLC.1,212$60.5K0.01%+6913F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC1,197$59.8K<0.01%-1,14013F-HRTimelineGroup
Kings Path Partners LLC1,065$53.2K0.02%+6013F-HRTimeline
GPS Wealth Strategies Group, LLC996$49.7K0.01%+1913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…984$49.1K<0.01%-26913F-HRTimelineGroup
Cornerstone Planning Group LLC923$46.2K0.01%-8113F-HRTimeline
Geneos Wealth Management Inc.883$44.1K<0.01%-76513F-HRTimeline
Kopp Family Office, LLC839$42K0.03%+3313F-HRTimeline
HARBOUR INVESTMENTS, INC.831$41.5K<0.01%+1313F-HRTimeline
Aptus Capital Advisors, LLC819$40.9K<0.01%-10,67913F-HRTimeline
Bell Investment Advisors, Inc817$40.8K0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS782$39K<0.01%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC781$39K0.01%+1913F-HRTimeline
Hemington Wealth Management691$34K0.01%013F-HRTimeline
Pineridge Advisors LLC643$32.1K0.01%+2613F-HRTimeline
Ridgewood Investments LLC600$30K0.01%013F-HRTimeline
Archer Investment Corp555$27.7K0.01%+5613F-HRTimeline
HAZLETT, BURT & WATSON, INC.423$21K0.01%-2313F-HRTimeline
Legacy Investment Solutions, LLC415$20.9K0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…415$20.9K0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC375$18.7K<0.01%+35813F-HRTimeline
Running Point Capital Advisors, LLC370$18.5K0.01%new13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.344$17.2K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.321$16.1K0.01%13F-HRTimeline
New Millennium Group LLC315$15.7K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB230$11.5K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC208$10.4K<0.01%13F-HRTimeline
Blue Trust, Inc.201$10K<0.01%+19613F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.202$10K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Spire Wealth Managementin group Spire Wealth Management200$9.98K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC193$9.63K0.01%13F-HRTimeline
Financial Connections Group, Inc.196$9K<0.01%+813F-HRTimeline
Glen Eagle Advisors, LLC158$7.89K<0.01%new13F-HRTimeline
HM PAYSON & CO150$7.49K<0.01%new13F-HRTimeline
Asset Dedication, LLC138$6.89K<0.01%-15413F-HRTimeline
Avion Wealth131$6K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC115$5.74K<0.01%013F-HRTimeline
Bogart Wealth, LLC109$5.44K<0.01%013F-HRTimeline
Northwest Capital Management Inc97$4.84K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC64$3.21K<0.01%+213F-HRTimeline
CNB Bank64$3.19K<0.01%013F-HRTimeline
EASTERN BANK54$2.7K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC53$2.65K<0.01%+4713F-HRTimeline
Versant Capital Management, Inc48$2.4K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…47$2.35K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC45$2.25K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC40$2K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC38$1.9K<0.01%13F-HRTimeline
Frazier Financial Advisors, LLC32$1.62K<0.01%+113F-HRTimeline
Retirement Wealth Solutions LLC31$1.54K<0.01%13F-HRTimeline
Reyes Financial Architecture, Inc.28$1.4K<0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC19$948<0.01%013F-HRTimeline
Avior Wealth Management, LLC18$928<0.01%+413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC18$899<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…16$799<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC11$549<0.01%013F-HRTimeline
Financial Life Planners9$468<0.01%13F-HRTimeline
Capital A Wealth Management, LLC6$300<0.01%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC3$152<0.01%013F-HRTimeline
Fortitude Family Office, LLC3$150<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.