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Disclosery

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
ShoreHaven Wealth Partners, LLC8,302$425K0.16%+15113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,153$418K0.01%-276,61813F-HRTimelineGroup
DAVENPORT & Co LLC8,101$415K<0.01%+1,26613F-HRTimeline
Perigon Wealth Management, LLC8,061$413K0.01%-94113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,857$403K<0.01%+12513F-HRTimelineGroup
VestGen Investment Management7,709$395K0.24%+93613F-HRTimeline
Rehmann Capital Advisory Group7,702$395K0.02%-2013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,660$392K0.02%+29313F-HRTimelineGroup
WEALTHGARDEN F.S. LLC7,547$390K0.28%+64413F-HRTimeline
Catalina Capital Group, LLC7,532$386K0.24%+1,09313F-HRTimeline
Richmond Investment Services, LLC7,419$380K0.07%+2,25313F-HRTimeline
Carter Financial Group, INC.7,415$380K0.23%-413F-HRTimeline
Sharper & Granite LLC7,400$379K0.14%+78513F-HRTimeline
Insight Wealth Strategies, LLC7,388$378K0.04%013F-HRTimeline
Keebeck Wealth Management7,366$377K0.04%+1,46713F-HRTimeline
W ADVISORS, LLC7,177$368K0.19%+64213F-HRTimeline
Fisher Asset Management, LLC7,165$367K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd7,156$367K<0.01%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV7,135$366K0.07%-57713F-HRTimeline
Avantax Planning Partners, Inc.7,095$363K0.01%+6913F-HRTimeline
ORG Partners LLC6,941$361K0.07%+1,45013F-HRTimeline
Syntegra Private Wealth Group, LLC7,049$361K0.03%+68113F-HRTimeline
Avantra Family Wealth, Inc.7,041$361K0.27%+4013F-HRTimeline
MSH Capital Advisors LLC7,038$361K0.1%new13F-HRTimeline
FMR LLCin group FMR LLC7,001$359K<0.01%+1,88113F-HRTimelineGroup
Global Financial Private Client, LLC6,967$357K0.13%+1113F-HRTimeline
Empirical Asset Management, LLC6,807$349K0.1%+69113F-HRTimeline
Shepherd Financial Partners LLC6,767$347K0.03%new13F-HRTimeline
Riverbend Wealth Management, LLC6,753$346K0.24%+95613F-HRTimeline
UMB Bank, n.a.6,734$345K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arkadios Wealth Advisors6,461$331K0.01%+39413F-HRTimeline
Tenret Co LLC6,453$331K0.17%013F-HRTimeline
WORLD EQUITY GROUP, INC.6,408$328K0.07%+2,17213F-HRTimeline
Krilogy Financial LLC6,321$326K0.01%new13F-HRTimeline
Cascade Financial Partners, LLC6,339$325K0.04%013F-HRTimeline
W.H. Cornerstone Investments Inc.6,318$324K0.2%013F-HRTimeline
Parallel Advisors, LLC6,294$322K0.01%+5,40013F-HRTimeline
GARRISON POINT ADVISORS, LLC6,150$315K0.13%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,000$307K+920Timeline
LGT Financial Advisors LLC5,955$305K0.66%+2,16913F-HRTimeline
Advyzon Investment Management, LLC5,909$303K0.05%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,878$301K0.01%-63913F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC5,689$291K0.08%-62013F-HRTimeline
RBA Wealth Management, LLC5,670$290K0.1%+49013F-HRTimeline
Level Financial Advisors5,666$290K0.08%013F-HRTimeline
MONECO ADVISORS, LLC5,607$287K0.02%+60113F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,490$281K0.05%new13F-HRTimeline
Fulcrum Equity Management5,310$272K0.28%+81713F-HRTimeline
ONE Advisory Partners, LLC5,211$269K0.08%+27013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,051$259K0.01%new13F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…5,043$258K0.12%new13F-HRTimeline
Regent Peak Wealth Advisors LLC5,033$258K0.05%13F-HRTimeline
BLALOCK WILLIAMS, LLC5,021$257K0.23%+91813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,000$256K0.06%013F-HRTimeline
Blue Capital, Inc.4,950$254K0.19%new13F-HRTimeline
Hutchens & Kramer Investment Management…4,923$252K0.1%+42413F-HRTimeline
Bright Futures Wealth Management, LLC.4,832$248K0.19%13F-HRTimeline
Family Investment Center, Inc.4,798$246K0.05%-113F-HRTimeline
Pinnacle Family Advisors, LLC4,730$242K0.11%+38513F-HRTimeline
Braun-Bostich & Associates Inc.4,714$241K0.15%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,692$240K<0.01%new13F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.4,605$236K<0.01%+34113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,588$235K0.01%-28113F-HRTimeline
Composition Wealth, LLC4,564$234K<0.01%-39913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,565$234K<0.01%-1,75113F-HRTimelineGroup
Western Financial Corp/CA4,561$234K0.1%+6613F-HRTimeline
PFG Investments, LLC4,495$230K0.01%new13F-HRTimeline
Stewardship Advisors, LLC4,474$229K0.05%+34213F-HRTimeline
Cape Investment Advisory, Inc.4,402$225K0.22%+1,36213F-HRTimeline
MCF Advisors LLC4,353$223K0.01%013F-HRTimeline
Charter Oak Capital Management, LLC4,325$222K0.02%-51213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,100$210K<0.01%+15413F-HRTimeline
WEDBUSH SECURITIES INC4,084$209K0.01%new13F-HRTimeline
Sound Income Strategies, LLC4,009$206K0.01%+67813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,002$205K0.01%new13F-HRTimelineGroup
Emergent Wealth Advisors, LLC3,967$203K0.12%new13F-HRTimeline
Western Wealth Management, LLC3,934$202K0.01%new13F-HRTimeline
Diversified Enterprises, LLC3,916$201K0.01%-59213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,675$188K0.02%new13F-HRTimelineGroup
AdvisorNet Financial, Inc3,462$177K0.01%-23913F-HRTimeline
AlphaCore Capital LLC2,973$152K0.01%+313F-HRTimeline
Raleigh Capital Management Inc.2,941$151K0.06%+9413F-HRTimeline
MAI Capital Management2,341$120K<0.01%-1913F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,108$108K0.05%-8013F-HRTimeline
Wealthspire Advisors, LLC1,977$101K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC1,939$99.3K0.01%new13F-HRTimeline
Hanson & Doremus Investment Management1,917$98K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC1,858$95.2K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CITIGROUP INCin group CITIGROUP INC1,735$88.9K<0.01%013F-HRTimelineGroup
New Republic Capital, LLC1,695$86.8K0.03%+11613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,644$84.2K<0.01%+81913F-HRTimelineGroup
SOA Wealth Advisors, LLC.1,332$68.3K0.01%+5713F-HRTimeline
Fairway Wealth LLC1,270$65.1K0.02%-48913F-HRTimeline
LANARK FINANCIAL, INC.1,253$64.2K<0.01%+67713F-HRTimeline
AMERIFLEX GROUP, INC.1,224$62.7K0.02%+98713F-HRTimeline
Guerra Advisors Inc1,060$54.3K0.02%new13F-HRTimeline
Caitlin John, LLC981$50.2K0.03%new13F-HRTimeline
Golden State Wealth Management, LLC887$45.4K0.01%+1713F-HRTimeline
GPS Wealth Strategies Group, LLC869$44.5K<0.01%-19113F-HRTimeline
Kopp Family Office, LLC839$43K0.03%013F-HRTimeline
Evolution Advisers, Inc.822$42K0.02%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd800$41K<0.01%013F-HRTimelineGroup
Hemington Wealth Management691$35K<0.01%013F-HRTimeline
Pineridge Advisors LLC643$33K0.01%013F-HRTimeline
Archer Investment Corp590$30.2K0.01%013F-HRTimeline
TFC Financial Management, Inc.590$30.2K<0.01%new13F-HRTimeline
Pacific Center for Financial Services568$29.1K0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…547$28K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC544$27.9K<0.01%-7113F-HRTimeline
SBI Securities Co., Ltd.418$21.4K<0.01%+15913F-HRTimeline
Running Point Capital Advisors, LLC415$21.3K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/400$20.5K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.358$18.3K<0.01%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC337$17.3K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.331$17K0.01%new13F-HRTimeline
Root Financial Partners, LLC322$16.5K<0.01%new13F-HRTimeline
Rossby Financial, LCC296$15.2K0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC287$14.7K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC262$13.4K<0.01%+1213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.256$13.1K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB230$11.8K<0.01%013F-HR/ATimeline
Rice Partnership, LLC229$11.7K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/228$11.7K<0.01%013F-HRTimelineGroup
Providence Capital Advisors, LLC217$11.1K<0.01%013F-HRTimeline
Crewe Advisors LLC215$11K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC208$10.7K<0.01%013F-HRTimeline
Bangor Savings Bank205$10.5K<0.01%new13F-HRTimeline
Financial Connections Group, Inc.196$10K<0.01%013F-HRTimeline
United Financial Planning Group LLC194$9.94K0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC193$9.89K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC178$9.12K<0.01%-1013F-HRTimeline
Avion Wealth139$7K<0.01%+813F-HRTimeline
Investors Research Corp131$6.71K<0.01%+8813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC122$6.25K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC115$5.89K<0.01%013F-HRTimeline
Bogart Wealth, LLC109$5.58K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.107$5.49K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.104$5K<0.01%-21013F-HRTimeline
Founders Financial Alliance, LLC80$4.1K<0.01%new13F-HRTimeline
WHITTIER TRUST CO79$4.06K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT78$4K<0.01%new13F-HRTimeline
MASECO LLP65$3.33K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC64$3.29K<0.01%013F-HRTimeline
CNB Bank64$3.28K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…59$3.02K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.55$2.82K<0.01%-3,66113F-HRTimeline
EASTERN BANK54$2.77K<0.01%-5413F-HRTimeline
WOLFF WIESE MAGANA LLC53$2.72K<0.01%013F-HRTimeline
Versant Capital Management, Inc48$2.46K<0.01%013F-HRTimeline
Team Financial Group, LLC47$2.41K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…47$2.41K<0.01%013F-HRTimeline
Compass Financial Services Inc46$2.36K<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
Clark Wealth Partners28$1.4K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.26$1.35K<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO19$974<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…16$820<0.01%013F-HRTimelineGroup
Imprint Wealth LLC12$615<0.01%13F-HRTimeline
Strategic Advocates LLC12$615<0.01%new13F-HRTimeline
Financial Life Planners9$481<0.01%new13F-HRTimeline
Copia Wealth Management9$461<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST7$359<0.01%-10213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7$359<0.01%+613F-HRTimeline
QUADRANT CAPITAL GROUP LLC3$156<0.01%new13F-HRTimeline
Fortitude Family Office, LLC3$154<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.3$135<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC2$102<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.