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IAGG ISHARES TR

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CORE INTL AGGR (fund)

569 managers (577 13F filers) reported a position in IAGG shares at 2025-09-30, 187,019,707 shares in all. 67 filers opened a position and 40 filers sold out during the quarter.

Managers
569
13F filers
577
New
67
Added
347
Reduced
104
Sold out
40
Shares held by filers
187,019,707

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Blue Barn Wealth, LLC53,327$2.73M1.2%-2,29813F-HRTimeline
IFG Advisory, LLC53,284$2.73M0.12%+34,89813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC52,411$2.69M2.21%+5,11913F-HRTimeline
JT Stratford LLC51,897$2.66M0.36%+41,77913F-HRTimeline
Revisor Wealth Management LLC51,754$2.66M0.92%+6,12213F-HRTimeline
Sovran Advisors, LLC51,309$2.65M0.23%+8,28613F-HRTimeline
MMA ASSET MANAGEMENT LLC51,472$2.64M0.88%+56013F-HRTimeline
Centurion Wealth Management LLC51,406$2.63M0.6%+8,29513F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.51,392$2.63M2.11%+6,16913F-HRTimeline
WealthShield Partners, LLC50,620$2.59M0.29%+1,11913F-HRTimeline
Strategic Financial Partners, Ltd.49,836$2.55M1.17%-19213F-HRTimeline
FC Advisory LLC49,810$2.55M0.75%-48513F-HRTimeline
Focus Financial Network, Inc.49,087$2.51M0.09%+2,29713F-HRTimeline
Midwestern Financial, LLC /IA49,014$2.51M2.16%+2,22213F-HRTimeline
Wealth Advisory Solutions, LLC48,730$2.5M0.6%+1,32113F-HRTimeline
Detalus Advisors, LLC47,876$2.45M0.63%-7,27313F-HRTimeline
Compass Financial Group, Inc.47,479$2.43M1.09%new13F-HRTimeline
Stonekeep Investments, LLC46,885$2.4M1.52%+31813F-HRTimeline
Simplicity Wealth,LLC46,645$2.39M0.14%-41,76713F-HRTimeline
SAGE RHINO CAPITAL LLC45,645$2.34M0.45%+1,73813F-HRTimeline
Vertex Planning Partners, LLC45,564$2.33M0.45%+1,37313F-HRTimeline
McIlrath & Eck, LLC44,594$2.28M0.24%+4,02113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC44,084$2.26M0.32%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…43,211$2.21M0.14%+48613F-HRTimeline
Richard W. Paul & Associates, LLC42,985$2.2M0.75%+9613F-HRTimeline
Ashton Thomas Private Wealth, LLC42,821$2.19M0.06%+15,35813F-HRTimeline
Hoxton Planning & Management, LLC42,606$2.18M0.7%+4,57213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.42,483$2.18M0.67%+4,16913F-HRTimeline
Addison Advisors LLC42,458$2.18M0.5%-26513F-HRTimeline
COREPATH WEALTH PARTNERS LLC41,452$2.13M1.54%+1,83213F-HRTimeline
Prepared Retirement Institute LLC39,428$2.02M1.05%+9,62613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.38,231$1.96M0.13%+5,84313F-HRTimelineGroup
AlphaStar Capital Management, LLC37,849$1.94M0.17%-57,11513F-HRTimeline
THEORY FINANCIAL LLC37,137$1.92M0.68%+3,01413F-HRTimeline
Csenge Advisory Group37,191$1.91M0.09%+3,46913F-HRTimeline
City State Bank37,075$1.9M0.55%-1,00013F-HRTimeline
Kilter Group LLC36,342$1.86M0.88%+3,16313F-HRTimeline
Maia Wealth LLC35,756$1.85M0.31%+6,21613F-HRTimeline
Snowden Capital Advisors LLC35,866$1.84M0.05%+2,38713F-HRTimeline
CFS Investment Advisory Services, LLC35,070$1.81M0.13%+42213F-HRTimeline
Wedmont Private Capital35,136$1.8M0.07%+4013F-HRTimeline
Tradition Wealth Management, LLC35,076$1.8M0.13%-1,43313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.34,245$1.75M0.07%+16313F-HRTimeline
Vawter Financial, Ltd.34,244$1.75M0.8%new13F-HR/ATimeline
LIBERTY WEALTH MANAGEMENT LLC33,710$1.73M0.24%+7,25213F-HRTimeline
Integrated Wealth Concepts LLC33,213$1.7M0.02%+7,34713F-HRTimeline
Atlatl Advisers LLC33,177$1.7M0.68%-67513F-HRTimeline
Blossom Wealth Management32,474$1.66M2.69%+2,57213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC32,322$1.66M0.57%+5,35913F-HRTimeline
Allworth Financial LP31,872$1.63M0.01%-2,05613F-HRTimeline
Global View Capital Management LLC31,791$1.63M0.35%+2,73913F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC31,287$1.6M0.72%+1,50013F-HRTimeline
BFSG, LLC31,117$1.59M0.15%+28213F-HRTimeline
Greenspring Advisors, LLC31,106$1.59M0.28%13F-HRTimeline
Cornerstone Planning Group LLC30,483$1.58M0.25%+29,29513F-HRTimeline
Apex Wealth Management, LLC30,501$1.56M1.12%+1,51113F-HRTimeline
OneDigital Investment Advisors LLC30,485$1.56M0.02%-12913F-HRTimeline
BridgePort Financial Solutions, LLC30,235$1.55M0.42%+6,45213F-HRTimeline
Ausdal Financial Partners, Inc.30,222$1.55M0.08%+25,10513F-HRTimeline
Friedenthal Financial30,129$1.54M0.8%-1,01813F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…28,861$1.48M0.21%+4,25113F-HRTimeline
Cypress Wealth Services, LLC28,317$1.45M0.24%+1,17713F-HRTimeline
Merkkuri Wealth Advisors LLC28,191$1.44M1.05%+2,28613F-HRTimeline
SWMG, LLC27,712$1.43M0.43%+5,35613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,432,000$1.43M0.03%013F-HRTimeline
Strategic Financial Concepts, LLC27,048$1.39M0.2%-44613F-HRTimeline
Compton Financial Group, LLC26,808$1.37M0.33%-44413F-HRTimeline
Copperleaf Capital, LLC26,628$1.36M0.65%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,555$1.36M<0.01%+17,96313F-HRTimeline
Advisory Alpha, LLC26,270$1.35M0.04%+89913F-HRTimeline
Horizons Wealth Management26,140$1.34M0.92%+3,34513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,077$1.34M0.02%+14,97613F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC25,565$1.31M0.52%+10,65813F-HRTimeline
NWAM LLC25,195$1.3M0.07%+3,94713F-HR/ATimeline
May Hill Capital, LLC25,277$1.29M0.38%+7,59713F-HRTimeline
Exchange Bank25,043$1.28M0.89%+2,45113F-HRTimeline
Gateway Wealth Partners, LLC25,010$1.28M0.17%+2,28113F-HRTimeline
Rothschild Wealth LLC24,936$1.28M0.28%+79413F-HRTimeline
HRT FINANCIAL LP24,671$1.26M<0.01%new13F-HRTimeline
FULLCIRCLE WEALTH LLC24,399$1.26M0.44%+3,04613F-HRTimeline
M1 Capital Management LLC24,258$1.24M0.54%+40513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.24,232$1.24M0.01%-3,38613F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…24,116$1.24M0.16%+2,96013F-HRTimeline
Factor Wealth Management LTD23,825$1.22M0.31%+3,75213F-HRTimeline
Smartleaf Asset Management LLC23,703$1.22M0.08%+5,43413F-HRTimeline
Columbia River Financial Group, LLC23,355$1.21M0.74%+61713F-HRTimeline
Barnes Wealth Management Group, Inc23,516$1.2M0.66%+3513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…23,301$1.19M0.13%+2,68913F-HR/ATimelineGroup
Total Wealth Planning, LLC23,040$1.18M0.14%+8613F-HRTimeline
WealthPLAN Partners, LLC22,791$1.17M0.18%+2,58613F-HRTimeline
Park Place Capital Corp22,709$1.16M0.25%+3,59313F-HRTimeline
RCS Financial Planning, LLC22,659$1.16M0.51%+5,64813F-HRTimeline
CHOREO, LLC22,472$1.15M0.02%-2,14013F-HRTimeline
TOWNSQUARE CAPITAL LLC21,973$1.13M0.17%-1,50713F-HRTimeline
Davis Wealth Advisors, LLC21,875$1.12M1.01%+3,02613F-HRTimeline
Comprehensive Money Management Services…21,785$1.12M0.79%+12513F-HRTimeline
BCU Wealth Advisors, LLC21,712$1.11M0.45%+2,37913F-HRTimeline
Sachetta, LLC21,664$1.11M0.41%-46513F-HRTimeline
Lifelong Wealth Advisors, Inc.21,427$1.1M0.33%+1,47813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,184$1.09M<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC20,916$1.07M0.03%+1,60513F-HRTimeline
Strategic Blueprint, LLC20,846$1.07M0.05%+1,22913F-HRTimeline
Note Advisors, LLC20,761$1.06M0.63%+70513F-HRTimeline
Valpey Financial Services, LLC20,070$1.03M0.67%-15713F-HRTimeline
Avidian Wealth Enterprises, LLC20,059$1.03M0.04%+2,69813F-HRTimeline
EIGHT 31 FINANCIAL, LLC19,997$1.02M0.58%+1,59513F-HRTimeline
OLD NATIONAL BANCORP /IN/19,433$996K0.02%+47813F-HRTimeline
B. Riley Wealth Advisors, Inc.19,312$989K0.05%+1,35613F-HRTimeline
Beacon Financial Advisory LLC18,774$962K0.22%+6,58913F-HRTimeline
LexAurum Advisors, LLC18,744$960K0.14%+3,92213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC18,609$953K0.07%+3,77913F-HR/ATimeline
Hexagon Capital Partners LLC18,551$950K0.19%-47513F-HRTimeline
REGIMEN WEALTH, LLC18,395$942K0.28%+25513F-HRTimeline
Stanich Group LLC18,243$935K0.57%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,037$924K<0.01%-35,99113F-HRTimelineGroup
First Heartland Consultants, Inc.18,017$923K0.07%+1,08013F-HRTimeline
HARBOUR INVESTMENTS, INC.17,962$920K0.02%+3,47313F-HRTimeline
Waverly Advisors, LLC17,835$914K0.01%-36,56513F-HRTimeline
BUSH INVESTMENT GROUP, LLC17,795$912K0.54%+1,67313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …17,574$909K0.03%+7,12013F-HRTimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC17,608$902K0.31%+10713F-HRTimeline
Clearview Wealth Advisors LLC17,587$901K0.58%+1,02613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding17,438$893K-6,760Timeline
Financial Advocates Investment Manageme…17,430$893K0.5%-7,57613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC17,305$887K0.44%-1,17113F-HRTimeline
Brookwood Investment Group LLC17,274$885K0.11%+2,28213F-HRTimeline
Kingsview Wealth Management, LLC17,157$879K0.01%+1,88313F-HRTimeline
Pinion Investment Advisors, LLC16,793$868K0.24%+10,52213F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC16,895$866K0.42%013F-HRTimeline
Arete Wealth Advisors, LLC16,689$855K0.05%-11213F-HRTimeline
COMERICA BANK16,668$854K<0.01%+52013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,319$836K0.02%+8213F-HRTimelineGroup
Sowell Financial Services LLC16,143$827K0.03%+81913F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV15,942$817K0.24%-24513F-HRTimeline
Tempus Wealth Planning, LLC15,915$815K0.19%+4,21313F-HRTimeline
CGN Advisors LLC15,866$813K0.07%+89413F-HRTimeline
BOS Asset Management, LLC15,854$812K0.23%+1,68813F-HRTimeline
Finley Financial, LLC15,730$806K0.37%+70013F-HRTimeline
KICKSTAND VENTURES, LLC.15,652$802K0.18%+1,85113F-HRTimeline
World Investment Advisors15,592$799K0.02%+64813F-HRTimeline
Bear Mountain Capital, Inc.15,157$785K0.26%-1,22513F-HRTimeline
Physician Wealth Solutions Inc.15,241$781K0.34%013F-HRTimeline
Brand Asset Management Group, Inc.15,191$778K0.22%new13F-HRTimeline
Gen-Wealth Partners Inc15,180$778K0.26%+1,23913F-HRTimeline
Prospect Financial Group LLC14,817$759K0.74%-1313F-HRTimeline
Range Financial Group LLC14,641$750K0.27%+1,79513F-HRTimeline
Two West Capital Advisors LLC14,383$744K0.45%+36913F-HRTimeline
Aspen Wealth Management LLC14,353$735K0.16%-85813F-HRTimeline
Mutual Advisors, LLC14,085$729K0.02%+6,76713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,197$727K<0.01%+1,12813F-HRTimelineGroup
Center For Asset Management LLC13,953$715K0.38%new13F-HRTimeline
Mach-1 Financial Group, LLC13,942$714K0.11%new13F-HRTimeline
Integrity Advisory Solutions, LLC13,942$714K0.11%13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding13,890$712K-746Timeline
Intergy Private Wealth, LLC13,818$708K0.22%+41813F-HRTimeline
RDA Financial Network13,774$706K0.17%+1,00013F-HRTimeline
Caliber Wealth Management, LLC / KS13,765$705K0.08%+44413F-HRTimeline
Burns Matteson Capital Management, LLC13,729$703K0.3%-1613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,605$697K0.05%+4,36813F-HRTimeline
TWO SIGMA SECURITIES, LLC13,585$696K0.1%new13F-HRTimeline
Signal Advisors Wealth, LLC13,491$691K0.06%-8,39013F-HRTimeline
CoreCap Advisors, LLC13,165$674K0.02%+3,36213F-HRTimeline
Retirement Wealth Solutions LLC12,997$666K0.44%+92113F-HRTimeline
Heartwood Wealth Advisors LLC12,906$661K0.06%013F-HRTimeline
Curtis Advisory Group, LLC12,761$654K0.15%-22413F-HRTimeline
J.W. COLE ADVISORS, INC.12,039$617K0.01%+5,30513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,890$609K0.04%+80413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC11,669$598K0.26%+1,11813F-HRTimeline
Clark Asset Management, LLC11,603$594K0.07%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC11,484$588K0.3%+38513F-HRTimeline
Hershey Financial Advisers, LLC11,474$588K0.5%+1,58013F-HRTimeline
SUTTON PLACE INVESTORS LLC11,171$572K0.33%+23613F-HRTimeline
PRIVATE TRUST CO NA11,110$569K0.05%+3,66313F-HRTimeline
Lifeworks Advisors, LLC11,087$568K0.08%+44513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…11,053$566K0.09%+87213F-HRTimeline
Strategic Investment Advisors / MI547,776$566K0.07%new13F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED10,863$557K0.04%-12,51613F-HRTimeline
Larson Financial Group LLC10,703$548K0.02%-4,22413F-HRTimeline
Tarbox Family Office, Inc.10,619$544K0.08%-113F-HRTimeline
Upper Left Wealth Management, LLC10,614$544K0.34%+53013F-HRTimeline
Sovereign Financial Group, Inc.10,240$525K0.1%new13F-HRTimeline
Archer Investment Management, LLC10,071$516K0.32%-2,28913F-HRTimeline
Bigelow Investment Advisors, LLC9,996$512K0.21%+83113F-HRTimeline
Hobbs Wealth Management, LLC9,995$512K0.43%+46913F-HRTimeline
Summit Financial Strategies, Inc.9,944$509K0.04%+1,00113F-HRTimeline
Glass Jacobson Investment Advisors llc9,941$509K0.18%-213F-HRTimeline
Sigma Planning Corp9,928$509K0.01%+8813F-HRTimeline
Synergy Investment Management, LLC9,905$507K0.19%+1,63513F-HRTimeline
Belpointe Asset Management LLC9,900$507K0.02%new13F-HRTimeline
Fortis Capital Advisors, LLC9,900$507K0.08%new13F-HRTimeline
Vested Financial Planning, LLC9,866$505K0.41%+1,06813F-HRTimeline
Aspire Private Capital, LLC9,711$497K0.11%+58113F-HR/ATimeline
Concorde Asset Management, LLC9,446$485K0.2%13F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,277$475K0.16%+29713F-HRTimeline
Resurgent Financial Advisors LLC9,173$470K0.23%+48313F-HRTimeline
WealthTrak Capital Management LLC9,099$466K0.38%+1,71213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC8,903$456K0.14%-77813F-HRTimelineGroup
Retirement Investment Advisors, Inc.8,769$449K0.04%+29813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,533$437K0.03%+1,70413F-HRTimeline
Freedom Investment Management, Inc.8,412$431K0.11%-133,77313F-HRTimeline