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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
Carter Financial Group, INC.7,419$379K0.25%13F-HRTimeline
Insight Wealth Strategies, LLC7,388$378K0.05%new13F-HRTimeline
WealthTrak Capital Management LLC7,387$377K0.32%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,367$376K0.02%+3,55213F-HRTimelineGroup
Mutual Advisors, LLC7,318$373K0.01%new13F-HRTimeline
Avantax Planning Partners, Inc.7,026$359K0.01%new13F-HRTimeline
Avantra Family Wealth, Inc.7,001$358K0.3%new13F-HRTimeline
Global Financial Private Client, LLC6,956$355K0.13%+1,64013F-HRTimeline
WEALTHGARDEN F.S. LLC6,903$352K0.29%new13F-HRTimeline
DAVENPORT & Co LLC6,835$349K<0.01%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,829$349K0.02%new13F-HR/ATimeline
VestGen Investment Management6,773$346K0.25%new13F-HRTimeline
J.W. COLE ADVISORS, INC.6,734$344K0.01%+2,48913F-HRTimeline
UMB Bank, n.a.6,734$344K0.01%013F-HR/ATimeline
Sharper & Granite LLC6,615$337K0.13%+16013F-HRTimeline
W ADVISORS, LLC6,535$334K0.19%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,517$333K0.01%new13F-HRTimelineGroup
Tenret Co LLC6,453$330K0.18%013F-HRTimeline
Catalina Capital Group, LLC6,439$329K0.22%new13F-HRTimeline
Syntegra Private Wealth Group, LLC6,368$325K0.03%new13F-HRTimeline
Cascade Financial Partners, LLC6,339$324K0.04%013F-HRTimeline
W.H. Cornerstone Investments Inc.6,318$323K0.2%-1,59813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,316$323K<0.01%new13F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC6,309$322K0.09%-2,83113F-HRTimeline
Pinion Investment Advisors, LLC6,271$320K0.11%new13F-HRTimeline
DOHJ, LLC6,237$315K0.09%-413F-HRTimeline
GARRISON POINT ADVISORS, LLC6,150$314K0.14%013F-HRTimeline
Empirical Asset Management, LLC6,116$312K0.1%new13F-HRTimeline
Arkadios Wealth Advisors6,067$310K0.01%new13F-HRTimeline
Keebeck Wealth Management5,899$301K0.04%new13F-HRTimeline
Lion Street Advisors, LLC5,819$297K0.09%new13F-HRTimeline
Riverbend Wealth Management, LLC5,797$296K0.22%new13F-HRTimeline
Level Financial Advisors5,666$289K0.09%+17513F-HRTimeline
ORG Partners LLC5,491$281K0.06%new13F-HRTimeline
RBA Wealth Management, LLC5,180$265K0.1%+35813F-HRTimeline
Richmond Investment Services, LLC5,166$264K0.06%new13F-HRTimeline
FMR LLCin group FMR LLC5,120$262K<0.01%+1,64413F-HRTimelineGroup
Ausdal Financial Partners, Inc.5,117$261K0.02%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,080$260KnewTimeline
MONECO ADVISORS, LLC5,006$256K0.02%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,000$255K0.06%013F-HRTimeline
Composition Wealth, LLC4,963$254K<0.01%new13F-HRTimeline
ONE Advisory Partners, LLC4,941$252K0.08%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,869$249K0.02%new13F-HRTimeline
Charter Oak Capital Management, LLC4,837$247K0.02%-61213F-HRTimeline
Family Investment Center, Inc.4,799$245K0.06%-6713F-HRTimeline
Visionary Wealth Advisors4,735$242K0.01%+1213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,718$241K<0.01%-38,84013F-HR/ATimelineGroup
Diversified Enterprises, LLC4,508$230K0.02%-11,48513F-HRTimeline
Hutchens & Kramer Investment Management…4,499$230K0.11%new13F-HRTimeline
Western Financial Corp/CA4,495$230K0.12%new13F-HRTimeline
Fulcrum Equity Management4,493$230K0.24%new13F-HRTimeline
VestGen Advisors, LLC4,440$227K0.01%-13113F-HRTimeline
Golden Bell Financial Planning LLC4,398$225K0.21%013F-HRTimeline
MCF Advisors LLC4,353$222K0.01%+29213F-HRTimeline
Pinnacle Family Advisors, LLC4,345$222K0.11%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.4,264$218K<0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.4,236$216K0.06%new13F-HRTimeline
Stewardship Advisors, LLC4,132$211K0.05%+6713F-HRTimeline
BLALOCK WILLIAMS, LLC4,103$210K0.21%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,946$202K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC3,786$193K0.49%new13F-HRTimeline
AdvisorNet Financial, Inc3,701$189K0.01%+78013F-HRTimeline
Sunbelt Securities, Inc.3,716$186K0.02%+8513F-HRTimeline
Sound Income Strategies, LLC3,331$170K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.3,040$155K0.06%+3,04013F-HRTimeline
AlphaCore Capital LLC2,970$152K0.01%+2,90013F-HRTimeline
Raleigh Capital Management Inc.2,847$145K0.06%new13F-HRTimeline
MAI Capital Management2,360$121K<0.01%+1913F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,188$112K0.06%-77313F-HRTimeline
Hanson & Doremus Investment Management1,917$98K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC1,858$94.9K0.06%-24,44113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,814$92.7K<0.01%+1,27813F-HRTimelineGroup
Fairway Wealth LLC1,759$89.9K0.03%+2113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,735$88.6K<0.01%+713F-HRTimelineGroup
New Republic Capital, LLC1,579$80.7K0.03%new13F-HRTimeline
SOA Wealth Advisors, LLC.1,275$65.2K0.01%+5113F-HRTimeline
Cornerstone Planning Group LLC1,188$60.9K0.01%+50713F-HRTimeline
Centricity Wealth Management, LLC1,180$60.3K0.05%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,060$54.2K0.01%+6413F-HRTimeline
Barnes Dennig Private Wealth Management…1,012$51.7K0.06%new13F-HRTimeline
Parallel Advisors, LLC894$45.7K<0.01%+88613F-HRTimeline
Golden State Wealth Management, LLC870$44.4K0.01%+83213F-HRTimeline
Kopp Family Office, LLC839$42.9K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…825$42.1K<0.01%-1413F-HRTimelineGroup
Evolution Advisers, Inc.822$41K0.02%-5,54813F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd800$40.9K<0.01%-48013F-HRTimelineGroup
Hemington Wealth Management691$35K0.01%013F-HRTimeline
Pineridge Advisors LLC643$32.9K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC615$31.4K<0.01%+30613F-HRTimeline
Archer Investment Corp590$30.1K0.01%013F-HRTimeline
Kings Path Partners LLC581$29.7K0.01%-6013F-HRTimeline
LANARK FINANCIAL, INC.576$29K<0.01%+7613F-HRTimeline
CoreFirst Bank & Trust553$28.3K0.02%new13F-HRTimeline
Vermillion & White Wealth Management Gr…547$27.9K0.02%013F-HRTimeline
Running Point Capital Advisors, LLC415$21.2K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/400$20.4K<0.01%new13F-HRTimelineGroup
Legacy Investment Solutions, LLC394$20.1K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…394$20.1K0.01%013F-HRTimelineGroup
New Millennium Group LLC315$16.1K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.314$16K0.01%-10913F-HRTimeline
Brooklyn Investment Group298$15.2K<0.01%+28413F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.298$15K<0.01%+28413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Delos Wealth Advisors, LLC287$14.7K0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC269$13.7K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.259$13.2K<0.01%new13F-HRTimeline
Briaud Financial Planning Inc259$13K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC250$12.8K<0.01%+23213F-HRTimeline
Beacon Capital Management, LLC240$12.3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.237$12.1K0.01%-5213F-HRTimeline
Wilmington Savings Fund Society, FSB230$11.8K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/228$11.7K<0.01%013F-HR/ATimelineGroup
Providence Capital Advisors, LLC217$11.1K<0.01%new13F-HRTimeline
Transce3nd, LLC211$10.8K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC208$10.6K<0.01%013F-HRTimeline
Financial Connections Group, Inc.196$10K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC193$9.86K0.01%013F-HRTimeline
Capital A Wealth Management, LLC193$9.61K0.11%new13F-HRTimeline
Glen Eagle Advisors, LLC188$9.61K<0.01%+3013F-HRTimeline
Arax Advisory Partners139$7.1K<0.01%new13F-HRTimeline
Avion Wealth131$6K<0.01%013F-HR/ATimeline
Cranbrook Wealth Management, LLC115$5.88K<0.01%013F-HRTimeline
Clearstead Advisors, LLC113$5.77K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST109$5.57K<0.01%-1013F-HRTimeline
Bogart Wealth, LLC109$5.57K<0.01%013F-HRTimeline
EASTERN BANK108$5.52K<0.01%+5413F-HRTimeline
Geneos Wealth Management Inc.107$5.47K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC92$4.7K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC64$3.29K<0.01%013F-HRTimeline
CNB Bank64$3.27K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC53$2.71K<0.01%013F-HRTimeline
High Note Wealth, LLC52$2.66K<0.01%new13F-HRTimeline
Versant Capital Management, Inc48$2.45K<0.01%013F-HRTimeline
Team Financial Group, LLC47$2.4K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…47$2.4K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…44$2.25K<0.01%013F-HRTimeline
Investors Research Corp43$2.2K<0.01%013F-HRTimeline
Asset Dedication, LLC34$1.74K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC32$1.66K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.28$1.43K<0.01%013F-HRTimeline
Creekmur Asset Management LLC19$971<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…16$817<0.01%013F-HRTimelineGroup
Copia Wealth Management9$460<0.01%013F-HRTimeline
Fortitude Family Office, LLC3$153<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.3$134<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2$102<0.01%-1,49813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$51<0.01%-10913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.