Skip to content
Disclosery

IAGG ISHARES TR

Follow

CORE INTL AGGR (fund)

627 managers (636 13F filers) reported a position in IAGG shares at 2025-12-31, 194,111,652 shares in all. 60 filers opened a position and 44 filers sold out during the quarter.

Managers
627
13F filers
636
New
60
Added
353
Reduced
126
Sold out
44
Shares held by filers
194,111,652

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Baird Financial Group, Inc.in group Baird Financial Group, Inc.56,031$2.8M<0.01%+1,12513F-HRTimelineGroup
IFG Advisory, LLC55,944$2.8M0.12%+2,66013F-HRTimeline
Centurion Wealth Management LLC55,871$2.79M0.61%+4,46513F-HRTimeline
Strategic Financial Partners, Ltd.55,748$2.79M1.21%+5,91213F-HRTimeline
Shared Vision Wealth Group LLC54,812$2.75M1.11%+1,47213F-HRTimeline
MMA ASSET MANAGEMENT LLC54,461$2.72M0.97%+2,98913F-HRTimeline
Midwestern Financial, LLC /IA54,175$2.71M2.24%+5,16113F-HRTimeline
Peak Wealth Management LLC54,122$2.71M2.26%13F-HRTimeline
Revisor Wealth Management LLC53,756$2.7M0.72%+2,00213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV53,825$2.69M0.42%+46,69013F-HRTimeline
Detalus Advisors, LLC53,631$2.68M0.65%+5,75513F-HRTimeline
Kilter Group LLC53,349$2.67M1.18%+17,00713F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC53,102$2.66M2.21%+69113F-HRTimeline
McIlrath & Eck, LLC52,823$2.64M0.25%+8,22913F-HRTimeline
WealthShield Partners, LLC52,743$2.64M0.29%+2,12313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…52,618$2.63M0.03%+26,54113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC51,655$2.58M0.06%+8,83413F-HRTimeline
BETO FINANCIAL GROUP, LLC51,463$2.58M1.74%13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.50,705$2.54M0.73%+8,22213F-HRTimeline
Focus Financial Network, Inc.50,197$2.51M0.09%+1,11013F-HRTimeline
FC Advisory LLC50,196$2.51M0.72%+38613F-HRTimeline
ALONGSIDE, LLC49,817$2.49M0.83%13F-HRTimeline
Simplicity Wealth,LLC49,572$2.48M0.15%+2,92713F-HRTimeline
Wealth Advisory Solutions, LLC48,777$2.44M0.57%+4713F-HRTimeline
Vertex Planning Partners, LLC47,763$2.39M0.55%+2,19913F-HRTimeline
Richard W. Paul & Associates, LLC47,739$2.39M0.79%+4,75413F-HRTimeline
Compass Financial Group, Inc.47,541$2.38M1.05%+6213F-HRTimeline
Prepared Retirement Institute LLC46,982$2.35M1.18%+7,55413F-HRTimeline
Apeiron RIA LLC46,059$2.31M0.47%-29,68113F-HRTimeline
Stonekeep Investments, LLC46,191$2.31M1.48%-69413F-HR/ATimeline
SAGE RHINO CAPITAL LLC45,482$2.27M0.43%-16313F-HRTimeline
Addison Advisors LLC44,613$2.23M0.5%+2,15513F-HRTimeline
Cordoba Advisory Partners LLC44,502$2.23M0.55%13F-HRTimeline
COREPATH WEALTH PARTNERS LLC43,701$2.2M1.47%+2,24913F-HRTimeline
Livet Wealth, LLC43,323$2.17M1.33%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.43,030$2.15M0.14%+4,79913F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…42,546$2.13M0.29%+13,68513F-HRTimeline
Snowden Capital Advisors LLC42,199$2.11M0.05%+6,33313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…42,150$2.11M0.13%-1,06113F-HRTimeline
EQ LLC42,083$2.1M0.61%new13F-HRTimeline
City State Bank41,755$2.09M0.57%+4,68013F-HRTimeline
Tenret Co LLC41,192$2.06M1.04%+34,73913F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC40,285$2.01M0.21%-90,06013F-HRTimelineGroup
Merkkuri Wealth Advisors LLC40,282$2.01M1.37%+12,09113F-HRTimeline
Vawter Financial, Ltd.39,300$1.97M0.83%+5,05613F-HR/ATimeline
THEORY FINANCIAL LLC38,657$1.94M0.65%+1,52013F-HRTimeline
Factor Wealth Management LTD37,826$1.89M0.41%+14,00113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC37,223$1.87M0.54%+4,90113F-HRTimeline
Hoxton Planning & Management, LLC37,073$1.85M0.55%-5,53313F-HRTimeline
Evolution Advisers, Inc.36,482$1.82M0.79%+35,66013F-HRTimeline
Wedmont Private Capital35,991$1.81M0.06%+85513F-HRTimeline
RFG Advisory, LLC36,122$1.81M0.03%-41,66313F-HRTimeline
Atlatl Advisers LLC35,963$1.8M0.69%+2,78613F-HRTimeline
Csenge Advisory Group35,909$1.8M0.08%-1,28213F-HRTimeline
Polaris Investment Advisors, LLC35,854$1.79M1.3%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,759$1.79M<0.01%+17,72213F-HR/ATimelineGroup
Tradition Wealth Management, LLC35,639$1.78M0.13%+56313F-HRTimeline
CFS Investment Advisory Services, LLC35,581$1.78M0.13%+51113F-HRTimeline
EP Wealth Advisors, LLC35,235$1.76M0.01%13F-HRTimeline
Northern Lights Advisors, Inc.34,984$1.75M1.2%13F-HRTimeline
Cornerstone Planning Group LLC34,426$1.73M0.27%+3,94313F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC34,369$1.72M0.73%+3,08213F-HRTimeline
Blossom Wealth Management33,318$1.67M2.75%+84413F-HRTimeline
Comprehensive Wealth Management, LLC33,071$1.65M0.98%-35,53313F-HRTimeline
Veratis Advisors, Inc.32,657$1.65M1.31%13F-HRTimeline
Napier Financial, LLC32,786$1.64M0.41%13F-HRTimeline
BFSG, LLC32,717$1.64M0.16%+1,60013F-HRTimeline
May Hill Capital, LLC32,545$1.63M0.44%+7,26813F-HR/ATimeline
BridgePort Financial Solutions, LLC32,242$1.61M0.43%+2,00713F-HRTimeline
Cassilly Financial Group LLC31,781$1.59M1.4%13F-HRTimeline
Apex Wealth Management, LLC31,356$1.58M1.6%+85513F-HRTimeline
Lifelong Wealth Advisors, Inc.31,147$1.56M0.41%+9,72013F-HRTimeline
Chatterton & Associates Inc.31,027$1.55M1.33%13F-HRTimeline
Friedenthal Financial31,023$1.55M0.8%+89413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC30,841$1.53M0.2%-2,86913F-HRTimeline
Horizons Wealth Management30,419$1.52M1.01%+4,27913F-HRTimeline
Range Financial Group LLC30,252$1.51M0.52%+15,61113F-HRTimeline
Cypress Wealth Services, LLC29,942$1.5M0.21%+1,62513F-HRTimeline
Allworth Financial LP29,523$1.48M0.01%-2,34913F-HRTimeline
Maia Wealth LLC28,942$1.46M0.25%-6,81413F-HRTimeline
Gateway Wealth Partners, LLC29,195$1.46M0.16%+4,18513F-HRTimeline
OneDigital Investment Advisors LLC28,870$1.44M0.01%-1,61513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,432,000$1.43M0.03%013F-HRTimeline
Global View Capital Management LLC28,597$1.43M0.27%-3,19413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.28,494$1.42M0.06%-5,75113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,428$1.42M<0.01%-73,46513F-HR/ATimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…28,374$1.42M0.16%+5,07313F-HR/ATimelineGroup
SWMG, LLC27,805$1.4M0.39%+9313F-HRTimeline
Advisory Alpha, LLC27,880$1.39M0.04%+1,61013F-HRTimeline
Smartleaf Asset Management LLC27,427$1.37M0.05%+3,72413F-HRTimeline
Columbia River Financial Group, LLC27,435$1.37M0.84%+4,08013F-HRTimeline
Rothschild Wealth LLC27,433$1.37M0.13%+2,49713F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,342$1.37M<0.01%+78713F-HRTimeline
Ausdal Financial Partners, Inc.27,125$1.36M0.06%-3,09713F-HRTimeline
Portfolio Resources Advisor Group, Inc.26,031$1.3M1.3%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC25,234$1.26M0.08%+6,62513F-HR/ATimeline
M1 Capital Management LLC24,841$1.24M0.52%+58313F-HRTimeline
Exchange Bank24,366$1.22M0.84%-67713F-HRTimeline
J.M. Arbour, LLC24,256$1.21M1.21%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,124$1.21M0.03%+3,20813F-HRTimeline
Barnes Wealth Management Group, Inc24,078$1.2M0.64%+56213F-HRTimeline
WealthPLAN Partners, LLC23,978$1.2M0.18%+1,18713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.23,885$1.19M0.01%-34713F-HRTimelineGroup
RCS Financial Planning, LLC23,819$1.19M0.51%+1,16013F-HRTimeline
Bear Mountain Capital, Inc.23,617$1.19M0.38%+8,46013F-HRTimeline
Mosley Wealth Management23,037$1.18M0.54%13F-HRTimeline
Park Place Capital Corp23,463$1.17M0.24%+75413F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC23,067$1.16M1.01%13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC23,130$1.16M0.43%-2,43513F-HRTimeline
Patriot Financial Group Insurance Agenc…22,711$1.14M0.14%-1,40513F-HRTimeline
Ackerman Capital Advisors, LLC22,559$1.13M0.23%-133,11813F-HRTimeline
BCU Wealth Advisors, LLC22,344$1.12M0.43%+63213F-HRTimeline
WealthPoint Financial, LLC22,133$1.11M0.96%13F-HRTimeline
Valpey Financial Services, LLC22,008$1.1M0.7%+1,93813F-HR/ATimeline
Sachetta, LLC21,951$1.1M0.6%+28713F-HRTimeline
Compton Financial Group, LLC21,871$1.09M0.25%-4,93713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,295$1.09M<0.01%+11113F-HRTimelineGroup
Comprehensive Money Management Services…21,759$1.09M0.75%-2613F-HRTimeline
Beacon Financial Advisory LLC21,739$1.09M0.25%+2,96513F-HRTimeline
Mutual Advisors, LLC21,590$1.08M0.02%+7,50513F-HRTimeline
Davis Wealth Advisors, LLC21,307$1.07M0.89%-56813F-HRTimeline
Center For Asset Management LLC20,950$1.05M0.55%+6,99713F-HRTimeline
CHOREO, LLC20,469$1.03M0.01%-2,00313F-HRTimeline
EIGHT 31 FINANCIAL, LLC20,437$1.02M0.56%+44013F-HRTimeline
Hopwood Nicholas Hunter20,266$1.01M0.33%13F-HRTimeline
B. Riley Wealth Advisors, Inc.19,466$973K0.05%+15413F-HRTimeline
Gen-Wealth Partners Inc19,440$972K0.31%+4,26013F-HRTimeline
Hexagon Capital Partners LLC19,370$969K0.18%+81913F-HRTimeline
REGIMEN WEALTH, LLC19,320$966K0.28%+92513F-HRTimeline
Note Advisors, LLC18,735$940K0.48%-2,02613F-HRTimeline
Clearview Wealth Advisors LLC18,769$939K0.59%+1,18213F-HRTimeline
HARBOUR INVESTMENTS, INC.18,768$939K0.02%+80613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,546$927K<0.01%+4,34913F-HRTimelineGroup
Brookwood Investment Group LLC18,502$925K0.11%+1,22813F-HRTimeline
Avidian Wealth Enterprises, LLC18,490$925K0.03%-1,56913F-HRTimeline
First Heartland Consultants, Inc.18,408$921K0.07%+39113F-HRTimeline
Kingsview Wealth Management, LLC18,299$915K0.01%+1,14213F-HRTimeline
BUSH INVESTMENT GROUP, LLC18,297$915K0.51%+50213F-HRTimeline
Integrity Advisory Solutions, LLC18,130$907K0.13%+4,18813F-HRTimeline
COMERICA BANK18,096$905K<0.01%+1,42813F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC17,556$878K0.44%+25113F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC17,543$877K0.28%-6513F-HRTimeline
Range Advisory, LLC17,522$876K0.23%13F-HRTimeline
Arete Wealth Advisors, LLC17,500$875K0.06%+81113F-HR/ATimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV17,468$874K0.23%+1,52613F-HRTimeline
Waverly Advisors, LLC17,435$872K0.01%-40013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,170$859K0.02%+85113F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding17,143$857K-295Timeline
NWAM LLC16,953$851K0.05%-8,24213F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC16,905$845K0.38%+1013F-HRTimeline
M Holdings Securities, Inc.16,887$845K0.06%new13F-HRTimeline
CoreCap Advisors, LLC16,892$845K0.03%+3,72713F-HRTimeline
Signal Advisors Wealth, LLC16,496$825K0.07%+3,00513F-HRTimeline
Strategic Blueprint, LLC16,481$824K0.05%-4,36513F-HRTimeline
Sowell Financial Services LLC16,429$822K0.03%+28613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC16,320$816K0.04%new13F-HRTimeline
Belpointe Asset Management LLC16,246$812K0.03%+6,34613F-HRTimeline
Unify Financial Advisors15,997$800K0.83%13F-HRTimeline
Capital Investment Management, Inc.15,986$799K0.28%13F-HRTimeline
CGN Advisors LLC15,974$799K0.06%+10813F-HRTimeline
BOS Asset Management, LLC15,903$795K0.21%+4913F-HRTimeline
Two West Capital Advisors LLC15,892$795K0.46%+1,50913F-HRTimeline
Vestmark Advisory Solutions, Inc.15,852$793K0.01%+11,24713F-HRTimeline
Advyzon Investment Management, LLC15,705$785K0.09%+9,79613F-HRTimeline
Brand Asset Management Group, Inc.15,580$779K0.22%+38913F-HRTimeline
Finley Financial, LLC15,430$772K0.35%-30013F-HRTimeline
Physician Wealth Solutions Inc.15,241$762K0.32%013F-HRTimeline
Prospect Financial Group LLC14,970$749K0.7%+15313F-HRTimeline
Pinion Investment Advisors, LLC14,840$742K0.18%-1,95313F-HRTimeline
OLD NATIONAL BANCORP /IN/14,729$737K0.01%-4,70413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …14,674$734K<0.01%+6,81713F-HRTimelineGroup
Archer Investment Management, LLC14,539$727K0.39%+4,46813F-HRTimeline
Aspen Wealth Management LLC14,266$713K0.15%-8713F-HRTimeline
Caliber Wealth Management, LLC / KS14,210$711K0.08%+44513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding14,206$710K+316Timeline
RDA Financial Network14,045$702K0.17%+27113F-HRTimeline
Vested Financial Planning, LLC14,032$702K0.54%+4,16613F-HRTimeline
Intergy Private Wealth, LLC14,001$700K0.21%+18313F-HRTimeline
J.W. COLE ADVISORS, INC.14,067$696K0.02%+2,02813F-HRTimeline
Burns Matteson Capital Management, LLC13,731$687K0.28%+213F-HRTimeline
Curtis Advisory Group, LLC13,499$675K0.14%+73813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,478$674K0.04%-12713F-HRTimeline
Aspect Partners, LLC13,115$656K0.29%-183,73813F-HRTimeline
Retirement Wealth Solutions LLC12,949$648K0.41%-4813F-HRTimeline
Heartwood Wealth Advisors LLC12,906$645K0.06%013F-HRTimeline
MONECO ADVISORS, LLC12,788$640K0.05%+7,18113F-HRTimeline
XY Planning Network, Inc.12,572$629K0.11%new13F-HRTimeline
Glass Jacobson Investment Advisors llc12,144$607K0.22%+2,20313F-HRTimeline
Hershey Financial Advisers, LLC11,994$600K0.51%+52013F-HRTimeline
Financial Planning Navigators CORP11,872$594K0.27%13F-HRTimeline
Summit Financial Strategies, Inc.11,820$591K0.05%+1,87613F-HRTimeline
Indivisible Partners11,690$585K0.06%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,647$582K0.02%+3,49413F-HRTimelineGroup
Lifeworks Advisors, LLC11,574$579K0.07%+48713F-HRTimeline
Qube Research & Technologies Ltd11,545$577K<0.01%+4,38913F-HRTimeline
Hobbs Wealth Management, LLC11,487$574K0.56%+1,49213F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…11,457$573K0.08%+40413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\11,370$569K<0.01%-398,11713F-HRTimelineGroup
Synergy Investment Management, LLC11,200$560K0.2%+1,29513F-HRTimeline
PRIVATE TRUST CO NA11,185$559K0.05%+7513F-HRTimeline