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Disclosery

IAGG ISHARES TR

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CORE INTL AGGR (fund)

380 managers (384 13F filers) reported a position in IAGG shares at 2025-03-31, 102,976,870 shares in all. 31 filers opened a position and 37 filers sold out during the quarter.

Managers
380
13F filers
384
New
31
Added
165
Reduced
131
Sold out
37
Shares held by filers
102,976,870

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CGN Advisors LLC14,972$748K0.07%-39813F-HRTimeline
Prospect Financial Group LLC14,779$739K0.94%+20113F-HRTimeline
Kingsview Wealth Management, LLC14,681$734K0.01%-1,15413F-HRTimeline
Intergy Private Wealth, LLC14,620$731K0.28%-1,10513F-HRTimeline
LexAurum Advisors, LLC14,431$721K0.14%+58313F-HRTimeline
INNEALTA CAPITAL, LLC14,171$708K0.38%-2,26313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV13,962$698K0.24%-3313F-HRTimeline
Jackson Creek Investment Advisors LLC13,937$697K0.22%+31913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…13,887$694K0.06%+81913F-HRTimelineGroup
Burns Matteson Capital Management, LLC13,855$693K0.37%-2813F-HRTimeline
Archer Investment Management, LLC13,795$690K0.48%-2,75213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,626$681K0.01%+3,51713F-HRTimelineGroup
Bremer Bank National Association13,581$679K0.12%+69613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,409$670K<0.01%-3,16213F-HRTimelineGroup
Heartwood Wealth Advisors LLC12,906$645K0.07%new13F-HRTimeline
Curtis Advisory Group, LLC12,798$640K0.19%+6,99613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT12,286$614K0.02%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,170$608K<0.01%+1,36013F-HRTimelineGroup
Finley Financial, LLC11,630$590K0.33%+10013F-HRTimeline
MML INVESTORS SERVICES, LLC11,665$583K<0.01%-26,79213F-HRTimeline
Midwest Professional Planners, LTD.11,571$578K0.18%+1,87513F-HRTimeline
Summit Financial Strategies, Inc.11,556$578K0.06%+1,69113F-HRTimeline
OLD MISSION CAPITAL LLC11,293$565K0.01%+95313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,247$562K0.01%-7,02613F-HRTimeline
NWAM LLC11,152$557K0.05%013F-HRTimeline
Smartleaf Asset Management LLC11,023$551K0.05%+1,84413F-HRTimeline
Bigelow Investment Advisors, LLC10,868$543K0.26%-1,99313F-HRTimeline
Tarbox Family Office, Inc.10,721$536K0.09%+24413F-HRTimeline
Sowell Financial Services LLC10,680$534K0.02%+25613F-HRTimeline
JT Stratford LLC10,660$533K0.09%-5,35613F-HRTimeline
Caliber Wealth Management, LLC / KS10,473$524K0.07%13F-HRTimeline
Vested Financial Planning, LLC10,199$510K0.51%013F-HRTimeline
Upper Left Wealth Management, LLC10,074$504K0.36%-31,15413F-HRTimeline
Glass Jacobson Investment Advisors llc9,897$494K0.16%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…9,276$464K0.08%-95313F-HRTimeline
KELLY FINANCIAL GROUP LLC9,140$457K0.14%-3,45113F-HRTimeline
Clear Creek Financial Management, LLC9,062$453K0.05%+2,48213F-HRTimeline
Retirement Investment Advisors, Inc.8,521$426K0.04%+66813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV8,355$418K0.11%-5,49013F-HRTimeline
Financial Advocates Investment Manageme…8,294$415K0.03%+3313F-HRTimeline
Values Added Financial LLC8,137$407K0.23%-3,34713F-HRTimeline
W.H. Cornerstone Investments Inc.7,916$396K0.27%new13F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC7,693$385K0.05%013F-HRTimeline
Lifeworks Advisors, LLC7,524$376K0.06%-35213F-HRTimeline
CIBC Asset Management Inc7,381$369K<0.01%-21613F-HRTimeline
Iron Horse Wealth Management, LLC7,320$366K0.12%+30113F-HRTimeline
PRIVATE TRUST CO NA7,098$355K0.04%-3,48713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,039$351K0.01%+1,50813F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,010$350K0.09%-81313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,966$348K<0.01%-124,68313F-HR/ATimelineGroup
Private Advisor Group, LLC6,881$344K<0.01%-35413F-HRTimeline
UMB Bank, n.a.6,734$337K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Independent Advisor Alliance6,606$330K0.01%-10,80813F-HRTimeline
Creative Planningin group Creative Planning6,476$324K<0.01%-2,56813F-HRTimelineGroup
Sharper & Granite LLC6,455$323K0.13%+1,61013F-HRTimeline
Tenret Co LLC6,453$323K0.2%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,410$320K<0.01%+44513F-HRTimeline
Evolution Advisers, Inc.6,370$318K0.17%013F-HRTimeline
Cascade Financial Partners, LLC6,339$317K0.04%+79013F-HRTimeline
DOHJ, LLC6,241$312K0.07%-46313F-HRTimeline
Spectrum Wealth Counsel, LLC6,152$308K0.04%013F-HRTimeline
GARRISON POINT ADVISORS, LLC6,150$307K0.15%+5013F-HRTimeline
Rehmann Capital Advisory Group6,141$307K0.02%-2013F-HRTimeline
Integrated Wealth Concepts LLC5,915$296K<0.01%-1,75913F-HRTimeline
Perigon Wealth Management, LLC5,673$284K0.01%-1,40013F-HRTimeline
Level Financial Advisors5,491$274K0.09%+2613F-HRTimeline
Hoxton Planning & Management, LLC5,463$273K0.1%-25913F-HRTimeline
Charter Oak Capital Management, LLC5,449$272K0.03%-55113F-HRTimeline
Global Financial Private Client, LLC5,316$266K0.1%013F-HRTimeline
OLD NATIONAL BANCORP /IN/5,108$255K0.01%013F-HRTimeline
NAPATREE CAPITAL LLC5,048$252K0.14%+13113F-HRTimeline
Regent Peak Wealth Advisors LLC5,033$252K0.06%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,000$250K0.06%013F-HRTimeline
Pointe Capital Management LLC4,990$249K0.15%013F-HRTimeline
Family Investment Center, Inc.4,866$243K0.06%-1,68913F-HRTimeline
RBA Wealth Management, LLC4,822$241K0.1%+11413F-HRTimeline
Visionary Wealth Advisors4,723$236K0.01%+13613F-HRTimeline
Belpointe Asset Management LLC4,660$233K0.01%new13F-HRTimeline
VestGen Advisors, LLC4,571$229K0.01%13F-HRTimeline
Empower Advisory Group, LLC4,560$228K<0.01%-15,55713F-HRTimeline
Intrua Financial, LLC4,512$226K0.04%+34613F-HRTimeline
SK Wealth Management, LLC4,437$224K0.12%-1,30013F-HRTimeline
Golden Bell Financial Planning LLC4,398$220K0.21%new13F-HRTimeline
J.W. COLE ADVISORS, INC.4,245$212K0.01%-21813F-HRTimeline
MJT & Associates Financial Advisory Gro…4,130$206K0.2%13F-HRTimeline
FORTE ASSET MANAGEMENT LLC4,097$205K0.1%-68,19413F-HRTimeline
Stewardship Advisors, LLC4,065$203K0.05%-11,07613F-HRTimeline
MCF Advisors LLC4,061$203K0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,053$203K0.01%-1,30813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,815$191K0.01%-1,88713F-HRTimelineGroup
Sunbelt Securities, Inc.3,631$182K0.02%-8513F-HRTimeline
FMR LLCin group FMR LLC3,476$174K<0.01%+86613F-HRTimelineGroup
WealthShield Partners, LLC3,110$155K0.02%new13F-HRTimeline
NewEdge Advisors, LLC3,061$153K<0.01%-12,98613F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,961$148K0.08%+1313F-HR/ATimeline
AdvisorNet Financial, Inc2,921$146K0.01%+16213F-HRTimeline
Steward Partners Investment Advisory, L…2,607$130K<0.01%+36313F-HRTimeline
LFA - Lugano Financial Advisors SA2,550$127K0.09%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,523$126K<0.01%+48613F-HRTimelineGroup
MAI Capital Management2,341$117K<0.01%013F-HRTimeline
Advisors Asset Management, Inc.2,182$109K<0.01%-1,95913F-HR/ATimeline
CWM, LLCin group CWM, LLC2,078$104K<0.01%-1,27113F-HRTimelineGroup
EP Wealth Advisors, LLC2,030$101K<0.01%-37513F-HRTimeline
Christopher J. Hasenberg, Inc2,016$101K0.04%+21013F-HRTimeline
Hanson & Doremus Investment Management1,917$96K0.01%+38013F-HRTimeline
Fairway Wealth LLC1,738$86.9K0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,728$86.4K<0.01%+6213F-HRTimelineGroup
Stone House Investment Management, LLC1,670$83.5K0.02%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,500$75K<0.01%+71813F-HRTimelineGroup
COMERICA BANK1,284$64.2K<0.01%-7113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,280$64K0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1,268$63.4K<0.01%-1213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,254$62.7K<0.01%+5713F-HRTimelineGroup
SOA Wealth Advisors, LLC.1,224$61.2K0.01%+1213F-HRTimeline
Olde Wealth Management, LLC1,109$55K0.02%new13F-HRTimeline
GPS Wealth Strategies Group, LLC996$49.8K0.01%013F-HRTimeline
Kopp Family Office, LLC839$41.9K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…839$41.9K<0.01%-14513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.831$41.5K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc817$40.8K0.01%013F-HRTimeline
Cornerstone Planning Group LLC681$34.4K0.01%-24213F-HRTimeline
Hemington Wealth Management691$34K0.01%013F-HRTimeline
Pineridge Advisors LLC643$32.2K0.01%013F-HRTimeline
Kings Path Partners LLC641$32K0.02%-42413F-HRTimeline
Archer Investment Corp590$29.5K0.01%+3513F-HRTimeline
Vermillion & White Wealth Management Gr…547$27.3K0.02%+50013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN536$26.8K<0.01%-1,58513F-HRTimelineGroup
LANARK FINANCIAL, INC.500$24K<0.01%new13F-HRTimeline
Blue Trust, Inc.458$22.9K<0.01%+25713F-HRTimeline
HAZLETT, BURT & WATSON, INC.423$21K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC415$20.7K0.01%+4513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…394$19.7K0.01%-2113F-HRTimelineGroup
New Millennium Group LLC315$15.7K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC309$15.4K<0.01%-51013F-HRTimeline
AMERIFLEX GROUP, INC.289$14.4K0.01%-3213F-HRTimeline
Beacon Capital Management, LLC240$12K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB230$11.5K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/228$11.4K<0.01%-5,20013F-HRTimelineGroup
Rialto Wealth Management, LLC208$10.4K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC193$9.65K0.01%013F-HRTimeline
Financial Connections Group, Inc.196$9K<0.01%013F-HRTimeline
NorthRock Partners, LLC163$8.15K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC158$7.9K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp150$7.5K<0.01%new13F-HRTimelineGroup
PMV Capital Advisers, LLC123$6.15K0.01%new13F-HRTimeline
Avion Wealth131$6K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST119$5.95K<0.01%-2,60313F-HRTimeline
Cranbrook Wealth Management, LLC115$5.75K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC110$5.5K<0.01%+7013F-HRTimeline
Bogart Wealth, LLC109$5.45K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.107$5.35K<0.01%-77613F-HRTimeline
Northwest Capital Management Inc97$4.85K<0.01%013F-HRTimeline
AlphaCore Capital LLC70$3.5K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC64$3.21K<0.01%013F-HRTimeline
CNB Bank64$3.2K<0.01%013F-HRTimeline
EASTERN BANK54$2.7K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC53$2.65K<0.01%013F-HRTimeline
Versant Capital Management, Inc48$2.4K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…47$2.35K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…44$2.2K<0.01%new13F-HRTimeline
Investors Research Corp43$2.15K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC38$1.9K<0.01%013F-HR/ATimeline
First Horizon Advisors, Inc.37$1.85K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC32$1.62K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…31$1.55K<0.01%new13F-HRTimelineGroup
Reyes Financial Architecture, Inc.28$1.4K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.14$1K<0.01%-18813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOR INVESTMENT ADVISORY, LLC18$900<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…16$800<0.01%013F-HRTimelineGroup
Glassman Wealth Services15$750<0.01%new13F-HRTimeline
Brooklyn Investment Group14$700<0.01%new13F-HRTimeline
Copia Wealth Management9$450<0.01%new13F-HRTimeline
Parallel Advisors, LLC8$400<0.01%-36713F-HRTimeline
QUADRANT CAPITAL GROUP LLC3$152<0.01%013F-HRTimeline
Fortitude Family Office, LLC3$150<0.01%013F-HRTimeline
Keystone Global Partners, LLC1$49<0.01%13F-HRTimeline
Cape Investment Advisory, Inc.0$6<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Moisand Fitzgerald Tamayo, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-45,58613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Whipplewood Advisors, LLC33,655$3.15Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.