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Disclosery

IAGG ISHARES TR

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CORE INTL AGGR (fund)

660 managers (673 13F filers) reported a position in IAGG shares at 2026-03-31, 221,893,360 shares in all. 81 filers opened a position and 41 filers sold out during the quarter.

Managers
660
13F filers
673
New
81
Added
409
Reduced
119
Sold out
41
Shares held by filers
221,893,360

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Allegheny Financial Group65,227$3.26M0.44%+1,01613F-HRTimeline
IHT Wealth Management, LLC64,743$3.24M0.08%-262,71013F-HRTimeline
Dynamic Advisor Solutions LLC64,451$3.23M0.1%+4,91213F-HRTimeline
CORE WEALTH ADVISORS, LLC64,299$3.22M2.47%+3,62613F-HRTimeline
Grove Street Fiduciary, LLC63,523$3.18M1.4%013F-HRTimeline
Hardy Reed LLC62,639$3.13M0.23%-1,22913F-HRTimeline
HighPoint Advisor Group LLC62,468$3.13M0.13%+5,46513F-HRTimeline
Centurion Wealth Management LLC62,231$3.11M0.7%+6,36013F-HRTimeline
Partners in Financial Planning62,001$3.1M0.51%+2,56213F-HRTimeline
Ashton Thomas Private Wealth, LLC60,766$3.04M0.07%+9,11113F-HRTimeline
McIlrath & Eck, LLC58,904$2.95M0.22%+6,08113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.58,826$2.94M<0.01%+2,79513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC58,700$2.94M<0.01%new13F-HRTimeline
Peak Wealth Management LLC58,345$2.92M2.4%+4,22313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.57,530$2.88M0.83%+6,82513F-HRTimeline
Scarborough Advisors, LLC57,438$2.87M0.31%-9,43313F-HRTimeline
Detalus Advisors, LLC57,021$2.85M0.65%+3,39013F-HRTimeline
PFG Advisors56,817$2.84M0.14%-10,81913F-HRTimeline
McKinley Carter Wealth Services, Inc.56,468$2.83M0.16%-253,84213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…56,071$2.81M0.37%+13,52513F-HRTimeline
WealthShield Partners, LLC55,474$2.78M0.31%+2,73113F-HRTimeline
Vertex Planning Partners, LLC54,935$2.75M0.53%+7,17213F-HRTimeline
Richard W. Paul & Associates, LLC54,823$2.74M0.92%+7,08413F-HRTimeline
Simplicity Wealth,LLC54,418$2.72M0.15%+4,84613F-HRTimeline
Revisor Wealth Management LLC53,517$2.68M0.74%-23913F-HRTimeline
VestGen Advisors, LLC53,229$2.66M0.07%+44,42813F-HRTimeline
Wealth Advisory Solutions, LLC52,631$2.63M0.59%+3,85413F-HRTimeline
SAGE RHINO CAPITAL LLC52,330$2.62M0.49%+6,84813F-HRTimeline
Kilter Group LLC51,592$2.58M1.11%-1,75713F-HRTimeline
FC Advisory LLC50,996$2.55M0.75%+80013F-HRTimeline
Parallel Advisors, LLC50,046$2.5M0.05%+43,76013F-HR/ATimeline
Snowden Capital Advisors LLC49,207$2.46M0.07%+7,00813F-HRTimeline
Prepared Retirement Institute LLC49,046$2.45M1.22%+2,06413F-HR/ATimeline
Patriot Financial Group Insurance Agenc…48,742$2.44M0.14%+26,03113F-HRTimeline
Addison Advisors LLC48,095$2.41M0.53%+3,48213F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.47,973$2.4M1.37%13F-HRTimeline
Stonekeep Investments, LLC47,790$2.39M1.55%+1,59913F-HRTimeline
Compass Financial Group, Inc.47,355$2.37M1.07%-18613F-HRTimeline
Cornerstone Planning Group LLC47,008$2.34M0.31%+12,58213F-HRTimeline
SEEDS INVESTOR LLC46,714$2.34M0.32%new13F-HRTimeline
Columbus Macro, LLC46,715$2.34M0.25%-31,37713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC46,622$2.33M0.29%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC46,473$2.33M0.25%+6,18813F-HRTimelineGroup
COREPATH WEALTH PARTNERS LLC46,376$2.32M1.57%+2,67513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.46,272$2.32M0.15%+3,24213F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC46,089$2.31M0.83%+38,55413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC45,838$2.29M0.58%+8,61513F-HRTimeline
Atlatl Advisers LLC45,613$2.28M1.69%+9,65013F-HRTimeline
Chatterton & Associates Inc.44,589$2.23M1.56%+13,56213F-HRTimeline
Livet Wealth, LLC44,115$2.21M1.4%+79213F-HRTimeline
Hoxton Planning & Management, LLC44,054$2.2M0.66%+6,98113F-HRTimeline
Vawter Financial, Ltd.43,327$2.17M0.91%+4,02713F-HR/ATimeline
Western Wealth Management, LLC42,930$2.15M0.08%+37,76213F-HR/ATimeline
Center For Asset Management LLC42,141$2.11M1.05%+21,19113F-HRTimeline
City State Bank42,040$2.1M0.55%+28513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…41,683$2.09M0.13%-46713F-HRTimeline
THEORY FINANCIAL LLC41,440$2.07M0.73%+2,78313F-HRTimeline
BETO FINANCIAL GROUP, LLC40,704$2.04M1.19%-10,75913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC40,529$2.03M0.05%+24,20913F-HRTimeline
Range Advisory, LLC40,057$2M0.37%+22,53513F-HRTimeline
Merkkuri Wealth Advisors LLC39,933$2M1.32%-34913F-HRTimeline
Factor Wealth Management LTD39,644$1.98M0.37%+1,81813F-HRTimeline
May Hill Capital, LLC39,638$1.98M0.5%+7,09313F-HRTimeline
Csenge Advisory Group39,220$1.96M0.09%+3,31113F-HRTimeline
Polaris Investment Advisors, LLC38,491$1.93M1.4%+2,63713F-HRTimeline
Kingsview Wealth Management, LLC38,069$1.9M0.03%+19,77013F-HRTimeline
Richmond Investment Services, LLC37,943$1.9M0.31%+29,80313F-HRTimeline
BFSG, LLC37,835$1.89M0.18%+5,11813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.37,549$1.88M0.08%+9,05513F-HRTimeline
Tradition Wealth Management, LLC37,183$1.86M0.13%+1,54413F-HRTimeline
Comprehensive Wealth Management, LLC37,168$1.86M0.94%+4,09713F-HRTimeline
Northern Lights Advisors, Inc.36,410$1.82M1.23%+1,42613F-HRTimeline
Wedmont Private Capital36,165$1.81M0.06%+17413F-HRTimeline
Ausdal Financial Partners, Inc.36,045$1.8M0.08%+8,92013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,759$1.79M<0.01%013F-HRTimelineGroup
Cypress Wealth Services, LLC34,856$1.74M0.25%+4,91413F-HRTimeline
BridgePort Financial Solutions, LLC34,839$1.74M0.49%+2,59713F-HRTimeline
Blossom Wealth Management34,773$1.74M2.58%+1,45513F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC34,595$1.73M0.75%+22613F-HRTimeline
Financial Architects, LLC34,210$1.71M0.9%+28,20513F-HRTimeline
Cassilly Financial Group LLC33,925$1.7M1.47%+2,14413F-HRTimeline
Lifelong Wealth Advisors, Inc.33,902$1.7M0.45%+2,75513F-HRTimeline
Range Financial Group LLC33,754$1.69M0.57%+3,50213F-HRTimeline
Horizons Wealth Management33,650$1.68M1.12%+3,23113F-HRTimeline
Tenret Co LLC33,534$1.68M0.81%-7,65813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC32,558$1.63M0.04%+8,43413F-HR/ATimeline
Keebeck Wealth Management31,989$1.6M0.18%+23,06513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…31,920$1.6M0.2%+3,54613F-HR/ATimelineGroup
Napier Financial, LLC31,726$1.59M0.36%-1,06013F-HRTimeline
Friedenthal Financial31,683$1.59M0.8%+66013F-HRTimeline
HEADINVEST, LLC31,533$1.58M0.32%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding31,401$1.57M+17,195Timeline
Smartleaf Asset Management LLC31,468$1.57M0.06%+4,04113F-HRTimeline
CFS Investment Advisory Services, LLC31,200$1.57M0.11%-4,38113F-HRTimeline
Advisory Alpha, LLC30,551$1.53M0.04%+2,67113F-HRTimeline
Rothschild Wealth LLC30,496$1.53M0.14%+3,06313F-HRTimeline
OneDigital Investment Advisors LLC29,876$1.49M0.01%+1,00613F-HRTimeline
Portfolio Resources Advisor Group, Inc.29,234$1.46M1.45%+3,20313F-HRTimeline
RFG Advisory, LLC29,192$1.46M0.03%-6,93013F-HRTimeline
Exchange Bank28,446$1.42M0.99%+4,08013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…28,365$1.42M0.08%new13F-HRTimeline
Maia Wealth LLC28,340$1.42M0.24%-60213F-HRTimeline
Global View Capital Management LLC27,657$1.38M0.37%-94013F-HRTimeline
Allworth Financial LP27,616$1.38M0.01%-1,90713F-HRTimeline
SWMG, LLC27,608$1.38M0.39%-19713F-HRTimeline
Mutual Advisors, LLC27,578$1.38M0.03%+5,98813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC27,516$1.38M0.09%+2,28213F-HRTimeline
Pinion Investment Advisors, LLC27,214$1.36M0.32%+12,37413F-HRTimeline
M1 Capital Management LLC27,150$1.36M0.63%+2,30913F-HRTimeline
Focus Financial Network, Inc.26,993$1.35M0.05%-23,20413F-HRTimeline
Brookwood Investment Group LLC26,599$1.33M0.17%+8,09713F-HRTimeline
Columbia River Financial Group, LLC26,565$1.33M0.77%-87013F-HRTimeline
J.M. Arbour, LLC26,393$1.32M1.27%+2,13713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,274$1.31M<0.01%-2,15413F-HRTimelineGroup
Strategic Investment Advisors / MI26,212$1.31M0.09%+15,06113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers25,730$1.29M<0.01%+7,18413F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV25,702$1.29M0.17%-28,12313F-HRTimeline
Hexagon Capital Partners LLC25,616$1.28M0.19%+6,24613F-HRTimeline
LexAurum Advisors, LLC25,456$1.27M0.17%13F-HRTimeline
WealthPLAN Partners, LLC25,330$1.27M0.25%+1,35213F-HRTimeline
Beacon Financial Advisory LLC25,251$1.26M0.29%+3,51213F-HRTimeline
Barnes Wealth Management Group, Inc24,864$1.24M0.63%+78613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC24,557$1.23M0.45%+1,42713F-HRTimeline
WealthPoint Financial, LLC23,814$1.19M1%+1,68113F-HR/ATimeline
Mosley Wealth Management23,229$1.19M0.54%+19213F-HRTimeline
BCU Wealth Advisors, LLC23,614$1.18M0.44%+1,27013F-HRTimeline
Park Place Capital Corp23,463$1.17M0.24%013F-HRTimeline
Bear Mountain Capital, Inc.23,396$1.17M0.35%-22113F-HRTimeline
Davis Wealth Advisors, LLC23,308$1.17M0.97%+2,00113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.23,084$1.16M0.01%-80113F-HRTimelineGroup
Ackerman Capital Advisors, LLC22,787$1.14M0.23%+22813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…22,623$1.13M0.09%new13F-HRTimelineGroup
Sachetta, LLC22,246$1.11M0.6%+29513F-HRTimeline
Integrity Advisory Solutions, LLC22,123$1.11M0.15%+3,99313F-HRTimeline
Valpey Financial Services, LLC22,101$1.11M0.72%+9313F-HRTimeline
Comprehensive Money Management Services…21,603$1.08M0.71%-15613F-HRTimeline
Hopwood Nicholas Hunter21,410$1.07M0.34%+1,14413F-HRTimeline
Indivisible Partners21,376$1.07M0.09%+9,68613F-HRTimeline
Tempus Wealth Planning, LLC21,090$1.06M0.24%+10,54213F-HRTimeline
Two West Capital Advisors LLC21,162$1.05M0.56%+5,27013F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC21,039$1.05M0.28%+3,49613F-HRTimeline
Gen-Wealth Partners Inc20,953$1.05M0.33%+1,51313F-HRTimeline
NWAM LLC20,870$1.04M0.06%+3,91713F-HRTimeline
CGN Advisors LLC20,835$1.04M0.08%+4,86113F-HRTimeline
EP Wealth Advisors, LLC20,638$1.03M0.01%-14,59713F-HRTimeline
EIGHT 31 FINANCIAL, LLC20,416$1.02M0.62%-2113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding20,348$1.02M+3,205Timeline
BUSH INVESTMENT GROUP, LLC20,192$1.01M0.55%+1,89513F-HRTimeline
JFS WEALTH ADVISORS, LLC19,937$998K0.06%new13F-HRTimeline
Note Advisors, LLC19,933$997K0.5%+1,19813F-HRTimeline
Able Wealth Management LLC19,823$992K0.27%new13F-HRTimeline
Strategic Blueprint, LLC19,586$980K0.06%+3,10513F-HRTimeline
CoreCap Advisors, LLC19,493$975K0.03%+2,60113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,333$967K0.02%+2,16313F-HRTimelineGroup
Sowell Financial Services LLC19,253$963K0.04%+2,82413F-HRTimeline
Unify Financial Advisors19,165$959K0.99%+3,16813F-HRTimeline
First Heartland Consultants, Inc.19,110$956K0.07%+70213F-HRTimeline
Avidian Wealth Enterprises, LLC19,102$956K0.03%+61213F-HRTimeline
Venturi Wealth Management, LLC18,921$947K0.04%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.18,793$936K0.06%-67313F-HRTimeline
Financial Planning Navigators CORP18,393$920K0.4%+6,52113F-HRTimeline
Capital Investment Management, Inc.18,352$918K0.32%+2,36613F-HRTimeline
XY Planning Network, Inc.18,381$916K0.15%+5,80913F-HRTimeline
Apeiron RIA LLC18,221$912K0.21%-27,83813F-HRTimeline
Braun-Bostich & Associates Inc.18,015$901K0.56%+12,05413F-HRTimeline
Aspect Partners, LLC17,563$879K0.36%+4,44813F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC17,368$869K0.42%-18813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV17,351$868K0.23%-11713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,236$862K<0.01%+15,50113F-HRTimelineGroup
Advyzon Investment Management, LLC17,201$861K0.08%+1,49613F-HRTimeline
Vested Financial Planning, LLC17,163$859K0.65%+3,13113F-HRTimeline
Aspen Wealth Management LLC17,143$858K0.17%+2,87713F-HRTimeline
Compton Financial Group, LLC16,907$846K0.19%-4,96413F-HRTimeline
BOS Asset Management, LLC16,900$846K0.22%+99713F-HRTimeline
Belpointe Asset Management LLC16,798$841K0.03%+55213F-HRTimeline
Vestmark Advisory Solutions, Inc.16,631$832K0.01%+77913F-HRTimeline
Waverly Advisors, LLC16,595$830K0.01%-84013F-HRTimeline
Strathmore Capital Advisors, Inc.16,464$825K0.23%new13F-HRTimeline
Private Advisory Group LLC16,135$807K0.06%new13F-HRTimeline
Caliber Wealth Management, LLC / KS15,828$792K0.09%+1,61813F-HRTimeline
Hobbs Wealth Management, LLC15,541$778K0.77%+4,05413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…15,529$777K0.02%+8,17613F-HRTimelineGroup
Finley Financial, LLC15,430$772K0.36%013F-HRTimeline
RDA Financial Network15,428$772K0.19%+1,38313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC15,359$769K0.26%+4,26813F-HRTimeline
Hershey Financial Advisers, LLC15,345$768K0.66%+3,35113F-HRTimeline
Arete Wealth Advisors, LLC15,249$763K0.06%-2,25113F-HR/ATimeline
Physician Wealth Solutions Inc.15,241$763K0.32%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.15,227$762K0.03%+10,50113F-HRTimeline
REGIMEN WEALTH, LLC15,142$758K0.22%-4,17813F-HRTimeline
Upper Left Wealth Management, LLC15,101$756K0.45%+4,31413F-HRTimeline
J.W. COLE ADVISORS, INC.15,045$753K0.03%+97813F-HRTimeline
Prospect Financial Group LLC14,967$749K0.69%-313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14,942$748K0.05%+1,46413F-HRTimeline
Intergy Private Wealth, LLC14,853$743K0.22%+85213F-HRTimeline
Retirement Wealth Solutions LLC14,592$730K0.46%+1,64313F-HRTimeline
RHS Financial, LLC14,531$727K0.34%+5,50513F-HRTimeline
Brand Asset Management Group, Inc.14,424$722K0.19%-1,15613F-HRTimeline
OLD NATIONAL BANCORP /IN/14,117$706K0.01%-61213F-HRTimeline
Compound Planning, Inc.13,929$697K0.02%new13F-HRTimeline