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Disclosery

IAGG ISHARES TR

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CORE INTL AGGR (fund)

549 managers (559 13F filers) reported a position in IAGG shares at 2025-06-30, 175,544,276 shares in all. 205 filers opened a position and 31 filers sold out during the quarter.

Managers
549
13F filers
559
New
205
Added
198
Reduced
99
Sold out
31
Shares held by filers
175,544,276

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ALTERNA WEALTH MANAGEMENT, INC47,292$2.42M1.93%new13F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.47,973$2.4M1.37%13F-HRTimeline
Midwestern Financial, LLC /IA46,792$2.39M2.24%13F-HRTimeline
Focus Financial Network, Inc.46,790$2.39M0.09%new13F-HRTimeline
Stonekeep Investments, LLC46,567$2.38M1.6%+26213F-HRTimeline
Revisor Wealth Management LLC45,632$2.32M0.84%+10,80713F-HRTimeline
Wealthfront Advisers LLC45,309$2.31M0.01%+26,65513F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.45,223$2.31M2%-813F-HRTimeline
Vertex Planning Partners, LLC44,191$2.26M0.47%new13F-HRTimeline
SAGE RHINO CAPITAL LLC43,907$2.24M0.47%+78213F-HRTimeline
Efficient Advisors, LLC43,524$2.22M0.13%new13F-HRTimeline
Centurion Wealth Management LLC43,111$2.2M0.63%new13F-HRTimeline
Sovran Advisors, LLC43,023$2.19M0.23%new13F-HRTimeline
Richard W. Paul & Associates, LLC42,889$2.19M0.79%-47013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…42,725$2.18M0.15%+47713F-HRTimeline
Addison Advisors LLC42,723$2.18M0.54%+6,21513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC42,414$2.17M0.01%+41,16013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC41,948$2.14M0.43%+17,97113F-HRTimeline
First Horizon Advisors, Inc.41,820$2.14M0.06%+41,78313F-HRTimeline
McIlrath & Eck, LLC40,573$2.07M0.24%-20,47913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.40,513$2.07M<0.01%new13F-HRTimelineGroup
COREPATH WEALTH PARTNERS LLC39,620$2.02M1.71%+2,34213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.38,314$1.96M0.93%new13F-HRTimeline
City State Bank38,075$1.95M0.61%+20013F-HRTimeline
Hoxton Planning & Management, LLC38,034$1.94M0.67%+32,57113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC37,432$1.91M0.22%+3,06013F-HRTimelineGroup
Tradition Wealth Management, LLC36,509$1.87M0.15%new13F-HRTimeline
Shared Vision Wealth Group LLC35,746$1.82M0.91%new13F-HRTimeline
My Legacy Advisors, LLC35,397$1.8M0.64%new13F-HRTimeline
Wedmont Private Capital35,096$1.79M0.08%+3,92813F-HRTimeline
CFS Investment Advisory Services, LLC34,648$1.77M0.14%new13F-HRTimeline
THEORY FINANCIAL LLC34,123$1.74M0.66%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.34,082$1.74M0.08%+80713F-HRTimeline
Allworth Financial LP33,928$1.73M0.01%-1,34313F-HRTimeline
Atlatl Advisers LLC33,852$1.73M0.82%new13F-HRTimeline
Csenge Advisory Group33,722$1.72M0.09%new13F-HRTimeline
Snowden Capital Advisors LLC33,479$1.71M0.05%+12,41713F-HRTimeline
Kilter Group LLC33,179$1.7M0.77%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.32,388$1.65M0.11%-1,72313F-HRTimelineGroup
Advus Financial Partners, LLC31,872$1.63M0.64%new13F-HR/ATimeline
EQ LLC31,483$1.61M0.62%-47,72413F-HRTimeline
Friedenthal Financial31,147$1.59M0.87%-1,67713F-HRTimeline
BFSG, LLC30,835$1.58M0.18%-1,49013F-HRTimeline
OneDigital Investment Advisors LLC30,614$1.56M0.02%+4,10813F-HRTimeline
Blossom Wealth Management29,902$1.53M2.71%+3,75813F-HRTimeline
Prepared Retirement Institute LLC29,802$1.52M0.9%+1,23313F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC29,787$1.52M0.71%new13F-HRTimeline
Maia Wealth LLC29,540$1.51M0.29%new13F-HRTimeline
Global View Capital Management LLC29,052$1.48M0.47%-4,67213F-HRTimeline
Apex Wealth Management, LLC28,990$1.48M1.19%new13F-HRTimeline
Better Money Decisions, LLC28,903$1.48M0.9%+1,25313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,432,000$1.43M0.03%013F-HRTimeline
Retireful, LLC28,027$1.43M0.99%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.27,618$1.41M0.02%+1,58313F-HRTimelineGroup
Savvy Advisors, Inc.27,503$1.41M0.09%new13F-HRTimeline
Strategic Financial Concepts, LLC27,494$1.4M0.2%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC27,463$1.4M0.05%new13F-HRTimeline
Compton Financial Group, LLC27,252$1.39M0.36%-14,17413F-HRTimeline
Cypress Wealth Services, LLC27,140$1.39M0.25%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC26,963$1.38M0.45%new13F-HRTimeline
RFG Advisory, LLC26,688$1.36M0.03%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC26,458$1.35M0.21%new13F-HRTimeline
Tradewinds, LLC.25,905$1.32M1%new13F-HRTimeline
Merkkuri Wealth Advisors LLC25,905$1.32M1%+9,99413F-HRTimeline
Integrated Wealth Concepts LLC25,866$1.32M0.01%+19,95113F-HRTimeline
Advisory Alpha, LLC25,371$1.3M0.04%-5,26713F-HRTimeline
Financial Advocates Investment Manageme…25,006$1.28M0.1%+16,71213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…24,610$1.26M0.19%+3,35113F-HRTimeline
CHOREO, LLC24,612$1.26M0.02%-14,04713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding24,198$1.24M-7,059Timeline
Rothschild Wealth LLC24,142$1.23M0.3%new13F-HRTimeline
M1 Capital Management LLC23,853$1.22M0.61%new13F-HRTimeline
BridgePort Financial Solutions, LLC23,783$1.22M0.4%new13F-HRTimeline
Barnes Wealth Management Group, Inc23,481$1.2M0.71%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC23,480$1.2M0.12%-4,47713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED23,379$1.19M0.1%new13F-HRTimeline
Total Wealth Planning, LLC22,954$1.17M0.15%-44013F-HRTimeline
Columbia River Financial Group, LLC22,738$1.17M0.75%-30813F-HRTimeline
Horizons Wealth Management22,795$1.16M0.84%-79913F-HRTimeline
Gateway Wealth Partners, LLC22,729$1.16M0.22%new13F-HRTimeline
Exchange Bank22,592$1.15M0.91%-52913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC22,355$1.14M0.09%new13F-HR/ATimeline
SWMG, LLC22,356$1.14M0.38%new13F-HRTimeline
Sachetta, LLC22,129$1.13M0.45%-33613F-HRTimeline
Signal Advisors Wealth, LLC21,881$1.12M0.09%new13F-HRTimeline
Comprehensive Money Management Services…21,660$1.11M0.84%+80013F-HRTimeline
FULLCIRCLE WEALTH LLC21,353$1.09M0.41%new13F-HRTimeline
NWAM LLC21,248$1.08M0.06%+10,09613F-HR/ATimeline
Patriot Financial Group Insurance Agenc…21,156$1.08M0.12%new13F-HRTimeline
Christopher J. Hasenberg, Inc20,911$1.07M0.4%+18,89513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…20,612$1.05M0.11%new13F-HR/ATimelineGroup
Valpey Financial Services, LLC20,227$1.03M0.71%13F-HRTimeline
WealthPLAN Partners, LLC20,205$1.03M0.17%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,203$1.03M<0.01%+96413F-HRTimeline
Factor Wealth Management LTD20,073$1.03M0.28%+3913F-HRTimeline
Note Advisors, LLC20,056$1.02M0.71%+1,92313F-HRTimeline
Lifelong Wealth Advisors, Inc.19,949$1.02M0.34%new13F-HRTimeline
Strategic Blueprint, LLC19,617$1M0.05%new13F-HRTimeline
BCU Wealth Advisors, LLC19,333$988K0.44%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,311$987K0.03%new13F-HRTimeline
Park Place Capital Corp19,116$978K0.22%new13F-HRTimeline
Hexagon Capital Partners LLC19,026$972K0.22%+65813F-HRTimeline
OLD NATIONAL BANCORP /IN/18,955$968K0.02%+13,84713F-HRTimeline
Davis Wealth Advisors, LLC18,849$963K1.02%new13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC18,476$944K0.49%-1,81113F-HRTimeline
EIGHT 31 FINANCIAL, LLC18,402$940K0.62%-2913F-HRTimeline
IFG Advisory, LLC18,386$939K0.05%new13F-HRTimeline
Smartleaf Asset Management LLC18,269$933K0.08%+7,24613F-HRTimeline
REGIMEN WEALTH, LLC18,140$927K0.29%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.17,956$917K0.04%new13F-HRTimeline
May Hill Capital, LLC17,680$903K0.3%new13F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC17,501$894K0.33%-30213F-HRTimeline
Avidian Wealth Enterprises, LLC17,361$887K0.04%new13F-HRTimeline
RCS Financial Planning, LLC17,011$869K0.43%new13F-HRTimeline
First Heartland Consultants, Inc.16,937$865K0.08%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC16,895$863K0.44%-3,65013F-HRTimeline
Arete Wealth Advisors, LLC16,801$858K0.06%new13F-HRTimeline
Verisail Partners, LLC16,580$847K0.36%013F-HRTimeline
Clearview Wealth Advisors LLC16,561$846K0.59%new13F-HRTimeline
Bear Mountain Capital, Inc.16,382$834K0.3%-2,13113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,237$829K0.02%+1,03513F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV16,187$827K0.25%+2,22513F-HRTimeline
COMERICA BANK16,148$825K<0.01%+14,86413F-HRTimeline
BUSH INVESTMENT GROUP, LLC16,122$824K0.55%new13F-HRTimeline
PrairieView Partners, LLC15,447$789K0.08%-77113F-HRTimeline
Sowell Financial Services LLC15,324$783K0.03%+4,64413F-HRTimeline
Kingsview Wealth Management, LLC15,274$780K0.01%+59313F-HRTimeline
Physician Wealth Solutions Inc.15,241$779K0.36%013F-HRTimeline
Aspen Wealth Management LLC15,211$777K0.19%-5,11213F-HRTimeline
Finley Financial, LLC15,030$768K0.39%+3,40013F-HRTimeline
Brookwood Investment Group LLC14,992$766K0.12%new13F-HRTimeline
CGN Advisors LLC14,972$765K0.07%013F-HRTimeline
World Investment Advisors14,944$764K0.02%new13F-HRTimeline
Larson Financial Group LLC14,927$763K0.03%-19,96913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC14,907$762K0.33%new13F-HRTimeline
Prospect Financial Group LLC14,830$758K0.79%+5113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC14,830$758K0.07%new13F-HR/ATimeline
LexAurum Advisors, LLC14,822$757K0.12%+39113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding14,636$748K+749Timeline
HARBOUR INVESTMENTS, INC.14,489$740K0.02%+13,65813F-HRTimeline
BOS Asset Management, LLC14,166$724K0.23%new13F-HRTimeline
Two West Capital Advisors LLC14,014$714K0.47%new13F-HRTimeline
Gen-Wealth Partners Inc13,941$712K0.27%new13F-HRTimeline
KICKSTAND VENTURES, LLC.13,801$705K0.16%new13F-HRTimeline
Burns Matteson Capital Management, LLC13,745$702K0.34%-11013F-HRTimeline
INNEALTA CAPITAL, LLC13,725$701K0.37%-44613F-HRTimeline
Jackson Creek Investment Advisors LLC13,704$700K0.19%-23313F-HRTimeline
Intergy Private Wealth, LLC13,400$685K0.23%-1,22013F-HRTimeline
Caliber Wealth Management, LLC / KS13,321$681K0.07%+2,84813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,069$668K<0.01%+89913F-HRTimelineGroup
Curtis Advisory Group, LLC12,985$663K0.17%+18713F-HRTimeline
Heartwood Wealth Advisors LLC12,906$659K0.07%013F-HRTimeline
Range Financial Group LLC12,846$656K0.26%new13F-HRTimeline
RDA Financial Network12,774$653K0.18%new13F-HRTimeline
Archer Investment Management, LLC12,360$631K0.46%-1,43513F-HRTimeline
Beacon Financial Advisory LLC12,185$623K0.16%new13F-HRTimeline
Retirement Wealth Solutions LLC12,076$617K0.45%new13F-HRTimeline
Tempus Wealth Planning, LLC11,702$598K0.15%new13F-HRTimeline
Clark Asset Management, LLC11,603$593K0.08%-4,45713F-HRTimeline
Robertson Stephens Wealth Management, L…11,257$575K0.02%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,101$567K0.01%new13F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC11,099$567K0.29%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,086$566K0.04%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC10,935$559K0.34%new13F-HRTimeline
Elios Financial Group Inc.10,874$556K0.25%new13F-HRTimeline
Lifeworks Advisors, LLC10,642$544K0.08%+3,11813F-HRTimeline
Tarbox Family Office, Inc.10,620$543K0.08%-10113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC10,551$539K0.27%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,454$534K0.02%new13F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…10,181$520K0.09%+90513F-HRTimeline
JT Stratford LLC10,118$517K0.08%-54213F-HRTimeline
Upper Left Wealth Management, LLC10,084$515K0.34%+1013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,061$514K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc9,943$508K0.2%+4613F-HRTimeline
Hershey Financial Advisers, LLC9,894$505K0.45%13F-HRTimeline
Sigma Planning Corp9,840$503K0.02%new13F-HRTimeline
CoreCap Advisors, LLC9,803$501K0.02%+8,53513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC9,681$495K0.14%+2,67113F-HRTimelineGroup
Hobbs Wealth Management, LLC9,526$487K0.46%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,512$486K0.01%-1,73513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,237$472K0.03%-96,78713F-HRTimeline
Bigelow Investment Advisors, LLC9,165$468K0.21%-1,70313F-HRTimeline
Aspire Private Capital, LLC9,130$466K0.11%new13F-HRTimeline
Perigon Wealth Management, LLC9,002$460K0.01%+3,32913F-HRTimeline
Investor's Fiduciary Advisor Network, L…8,980$458K0.17%new13F-HRTimeline
Summit Financial Strategies, Inc.8,943$457K0.04%-2,61313F-HRTimeline
Vested Financial Planning, LLC8,798$449K0.4%-1,40113F-HRTimeline
Resurgent Financial Advisors LLC8,690$444K0.24%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,592$439K<0.01%+2,18213F-HRTimeline
Retirement Investment Advisors, Inc.8,471$433K0.04%-5013F-HRTimeline
Synergy Investment Management, LLC8,270$423K0.25%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC8,151$416K0.17%new13F-HRTimeline
Iron Horse Wealth Management, LLC7,852$401K0.12%+53213F-HRTimeline
Empower Advisory Group, LLC7,732$395K<0.01%+3,17213F-HRTimeline
Rehmann Capital Advisory Group7,722$395K0.02%+1,58113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV7,712$394K0.09%-64313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC7,693$393K0.04%013F-HRTimeline
Semmax Financial Advisors Inc.7,653$391K0.1%new13F-HRTimeline
SFG Wealth Management, LLC.7,625$390K0.24%new13F-HRTimeline
PRIVATE TRUST CO NA7,447$380K0.04%+34913F-HRTimeline