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
Strategic Investment Advisors / MI11,151$558K0.05%-536,62513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC11,099$555K0.26%-38513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC11,091$555K0.2%-57813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,081$554K<0.01%+10,68113F-HRTimelineGroup
Concorde Asset Management, LLC11,067$553K0.22%+1,62113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,026$552K0.04%+16313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding10,857$543K+4,857Timeline
SUTTON PLACE INVESTORS LLC10,825$541K0.3%-34613F-HRTimeline
Upper Left Wealth Management, LLC10,787$539K0.33%+17313F-HRTimeline
Tarbox Family Office, Inc.10,731$537K0.09%+11213F-HRTimeline
Tempus Wealth Planning, LLC10,548$528K0.12%-5,36713F-HRTimeline
Sigma Planning Corp10,474$524K0.01%+54613F-HRTimeline
Sovereign Financial Group, Inc.10,219$511K0.09%-2113F-HRTimeline
Clark Asset Management, LLC9,943$497K0.05%-1,66013F-HRTimeline
Riverbend Wealth Management, LLC9,885$494K0.31%+3,13213F-HRTimeline
WealthTrak Capital Management LLC9,864$493K0.35%+76513F-HRTimeline
Capital Asset Managemnet, LLC9,631$493K0.55%13F-HRTimeline
ORBA Wealth Advisors, L.L.C.9,688$484K0.42%new13F-HRTimeline
Aspire Private Capital, LLC9,684$484K0.11%-2713F-HRTimeline
MSH Capital Advisors LLC9,683$484K0.1%+2,64513F-HRTimeline
Larson Financial Group LLC9,618$481K0.02%-1,08513F-HRTimeline
Resurgent Financial Advisors LLC9,406$470K0.24%+23313F-HRTimeline
Fortis Capital Advisors, LLC9,309$466K0.07%-59113F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,277$463K0.1%013F-HRTimeline
Legacy Wealth Partners, LLC9,060$453K0.12%13F-HRTimeline
Bigelow Investment Advisors, LLC9,026$451K0.18%-97013F-HRTimeline
RHS Financial, LLC9,026$451K0.22%new13F-HRTimeline
Keebeck Wealth Management8,924$446K0.05%+1,55813F-HRTimeline
Amicus Financial Advisors, LLC8,919$446K0.12%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,875$444K0.03%-3,01513F-HRTimeline
DAVENPORT & Co LLC8,822$441K<0.01%+72113F-HRTimeline
VestGen Advisors, LLC8,801$440K0.02%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC8,691$435K0.15%-21213F-HRTimelineGroup
Retirement Investment Advisors, Inc.8,672$434K0.03%-9713F-HRTimeline
OMNI 360 Wealth, Inc.8,604$433K0.22%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC8,645$432K0.07%+3,15513F-HRTimeline
Vision Retirement, LLC8,532$427K0.11%13F-HRTimeline
AlphaStar Capital Management, LLC8,401$420K0.03%-29,44813F-HRTimeline
Sensenig Capital Advisors, Inc8,374$419K0.43%13F-HRTimeline
Arkadios Wealth Advisors8,332$417K0.01%+1,87113F-HRTimeline
Catalina Capital Group, LLC8,272$414K0.25%+74013F-HRTimeline
Perigon Wealth Management, LLC8,155$408K0.01%+9413F-HRTimeline
Richmond Investment Services, LLC8,140$407K0.07%+72113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,096$405K0.02%-43713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp8,093$405K0.02%new13F-HRTimelineGroup
Freedom Investment Management, Inc.7,982$399K0.12%-43013F-HRTimeline
Insight Wealth Strategies, LLC7,973$399K0.05%+58513F-HRTimeline
CFG Wealth Management Services, Inc.7,916$396K0.36%13F-HRTimeline
Trivium Point Advisory, LLC7,907$395K0.04%new13F-HRTimeline
Cardinal Strategic Wealth Guidance7,849$393K0.1%-69,17513F-HRTimeline
ORG Partners LLC7,719$386K0.07%+77813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,625$381K0.01%-3513F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC7,535$377K0.14%-76713F-HRTimeline
Carter Financial Group, INC.7,460$373K0.22%+4513F-HRTimeline
VestGen Investment Management7,421$371K0.21%-28813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,402$370K<0.01%+2,71013F-HRTimelineGroup
Sharper & Granite LLC7,400$370K0.13%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7,387$369K0.03%+3,71213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,353$368K0.01%+1,47513F-HRTimelineGroup
Blue Barn Wealth, LLC7,277$364K0.53%-46,05013F-HRTimeline
W ADVISORS, LLC7,199$360K0.18%+2213F-HRTimeline
Emergent Wealth Advisors, LLC7,176$359K0.2%+3,20913F-HRTimeline
Avantra Family Wealth, Inc.7,115$356K0.26%+7413F-HRTimeline
Cape Investment Advisory, Inc.7,085$354K0.11%+2,68313F-HRTimeline
Syntegra Private Wealth Group, LLC6,997$350K0.03%-5213F-HRTimeline
Rehmann Capital Advisory Group6,942$347K0.02%-76013F-HRTimeline
Parkway Wealth Management Group, LLC6,941$347K0.05%13F-HRTimeline
Global Financial Private Client, LLC6,922$346K0.12%-4513F-HRTimeline
UMB Bank, n.a.6,734$337K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Shepherd Financial Partners LLC6,641$332K0.03%-12613F-HRTimeline
Krilogy Financial LLC6,489$326K0.01%+16813F-HRTimeline
FMR LLCin group FMR LLC6,391$320K<0.01%-61013F-HRTimelineGroup
Cascade Financial Partners, LLC6,339$317K0.03%013F-HRTimeline
W.H. Cornerstone Investments Inc.6,318$316K0.19%013F-HRTimeline
Parallel Advisors, LLC6,286$314K0.01%-813F-HRTimeline
WORLD EQUITY GROUP, INC.6,259$313K0.09%-14913F-HRTimeline
LiftPoint Family Wealth Advisors LLC6,088$304K0.26%13F-HRTimeline
BDFS Capital LLC6,061$303K0.15%13F-HRTimeline
GARRISON POINT ADVISORS, LLC6,050$303K0.13%-10013F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP6,028$301K0.33%13F-HRTimelineGroup
Financial Architects, LLC6,005$300K0.16%new13F-HRTimeline
Braun-Bostich & Associates Inc.5,961$298K0.18%+1,24713F-HRTimeline
RBA Wealth Management, LLC5,916$296K0.1%+24613F-HRTimeline
Level Financial Advisors5,700$285K0.08%+3413F-HRTimeline
WEALTHGARDEN F.S. LLC5,626$283K0.19%-1,92113F-HRTimeline
BLALOCK WILLIAMS, LLC5,647$282K0.23%+62613F-HRTimeline
Saxony Capital Management, LLC5,585$279K0.17%new13F-HRTimeline
ASL Financial, LLC5,498$275K0.22%13F-HRTimeline
Pinnacle Family Advisors, LLC5,320$266K0.12%+59013F-HRTimeline
NorthStar Asset Management LLC /NJ/5,292$265K0.12%new13F-HRTimeline
Latitude Advisors, LLC5,257$263K0.12%new13F-HRTimeline
ONE Advisory Partners, LLC5,219$261K0.08%+813F-HRTimeline
Fulcrum Equity Management5,193$260K0.25%-11713F-HRTimeline
Composition Wealth, LLC5,191$260K<0.01%+62713F-HRTimeline
Western Wealth Management, LLC5,168$258K0.01%+1,23413F-HRTimeline
Blue Capital, Inc.5,110$256K0.18%+16013F-HRTimeline
Regent Peak Wealth Advisors LLC5,033$252K0.05%013F-HRTimeline
Empirical Asset Management, LLC5,023$251K0.07%-1,78413F-HRTimeline
Vantus Wealth LLC4,899$245K0.18%13F-HRTimeline
Stirlingshire Investments, Inc.4,853$243K0.22%13F-HRTimeline
Family Investment Center, Inc.4,794$240K0.05%-413F-HRTimeline
Brucke Financial, Inc.4,766$238K0.13%new13F-HRTimeline
Fiscal Wisdom Wealth Management, LLC4,756$238K0.22%new13F-HRTimeline
Hutchens & Kramer Investment Management…4,754$238K0.08%-16913F-HRTimeline
Bright Futures Wealth Management, LLC.4,745$237K0.18%-8713F-HRTimeline
Hennion & Walsh Asset Management, Inc.4,726$236K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc4,719$236K0.01%+1,25713F-HRTimeline
Avant Financial Advisors LLC4,679$234K0.17%new13F-HRTimeline
Stewardship Advisors, LLC4,617$231K0.05%+14313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,587$229K<0.01%+2213F-HRTimelineGroup
Town Capital LLC4,583$229K0.19%13F-HRTimeline
FOCUSED ALPHA, LLC4,537$227K0.07%13F-HRTimeline
MCF Advisors LLC4,487$224K0.01%+13413F-HRTimeline
Avantax Planning Partners, Inc.4,429$221K0.01%-2,66613F-HRTimeline
Western Financial Corp/CA4,382$219K0.09%-17913F-HRTimeline
Argent Trust Co4,303$215K0.01%new13F-HRTimeline
Yukon Wealth Management, Inc.4,204$211K0.12%new13F-HRTimeline
Cooper Financial Group4,178$209K0.02%new13F-HRTimeline
GWN SECURITIES INC.4,158$208K0.04%new13F-HRTimeline
Patrick Mauro Investment Advisor, INC.4,155$208K0.11%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC4,152$208K0.05%-1,53713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,102$205K<0.01%+213F-HRTimeline
Sound Income Strategies, LLC3,993$201K0.01%-1613F-HRTimeline
Raleigh Capital Management Inc.3,175$159K0.06%+23413F-HRTimeline
AlphaCore Capital LLC3,151$158K<0.01%+17813F-HRTimeline
North Star Investment Management Corp.2,905$145K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,693$135K0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,363$118K0.05%+25513F-HRTimeline
MAI Capital Management2,341$117K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC2,013$101K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC1,998$99.9K0.01%+5913F-HRTimeline
Hanson & Doremus Investment Management1,917$96K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,773$88.4K<0.01%+1,54513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,735$86.8K<0.01%013F-HRTimelineGroup
New Republic Capital, LLC1,733$86.7K0.02%+3813F-HRTimeline
Golden State Wealth Management, LLC1,500$75K0.01%+61313F-HRTimeline
IFC & Insurance Marketing, Inc.1,482$74K0.07%13F-HRTimeline
SBI Securities Co., Ltd.1,467$73.4K<0.01%+1,04913F-HRTimeline
SOA Wealth Advisors, LLC.1,336$66.8K0.01%+413F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,298$64.9K0.01%new13F-HRTimeline
Fairway Wealth LLC1,270$63.5K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.1,253$62.7K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…984$49.2K<0.01%-66013F-HRTimelineGroup
AMERIFLEX GROUP, INC.956$47.8K0.02%-26813F-HRTimeline
Vermillion Wealth Management, Inc.939$47K0.02%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…931$46.6K0.04%13F-HRTimeline
OPTIMA CAPITAL LLC855$42.8K0.02%new13F-HRTimeline
Kopp Family Office, LLC839$42K0.03%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd800$40.1K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…792$39.6K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.711$35.6K<0.01%+12113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA652$32.6K<0.01%13F-HRTimelineGroup
Caitlin John, LLC648$32.4K0.02%-33313F-HRTimeline
Archer Investment Corp590$29.5K0.01%013F-HRTimeline
Pacific Center for Financial Services568$29.1K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…547$27.4K0.01%013F-HRTimeline
Signature Equity Partners, LLC516$25.8K0.01%13F-HRTimeline
Godfrey Financial Associates, Inc.509$25.4K0.02%13F-HRTimeline
Geneos Wealth Management Inc.495$24.8K<0.01%+38813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS490$24.5K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.481$24.1K<0.01%+22513F-HRTimelineGroup
Strive Financial Group ,LLC471$23.6K0.01%13F-HR/ATimeline
SHP Wealth Management417$20.9K<0.01%13F-HRTimeline
Aptus Capital Advisors, LLC415$20.8K<0.01%-12913F-HRTimeline
Arax Advisory Partners385$19.3K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.327$16.4K0.01%-413F-HRTimeline
Rossby Financial, LCC303$15.2K<0.01%+713F-HRTimeline
Delos Wealth Advisors, LLC287$14.4K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC273$13.7K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC271$13.6K<0.01%+913F-HRTimeline
Investors Research Corp262$13.1K<0.01%+13113F-HRTimeline
Wilmington Savings Fund Society, FSB230$11.5K<0.01%013F-HRTimeline
Key Capital Management, INC230$11.5K0.01%13F-HRTimeline
Providence Capital Advisors, LLC217$10.8K<0.01%013F-HRTimeline
Nemes Rush Group LLC212$10.6K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.204$10.2K<0.01%new13F-HRTimeline
Financial Connections Group, Inc.202$10K<0.01%+613F-HRTimeline
Glen Eagle Advisors, LLC199$9.95K<0.01%+2113F-HRTimeline
Hurley Capital, LLC194$9.7K0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC193$9.65K0.01%013F-HRTimeline
REAP Financial Group, LLC185$9.25K<0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC178$8.91K0.01%13F-HRTimeline
Capital Investment Advisory Services, L…156$7.8K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC152$7.6K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP134$6.7K<0.01%new13F-HRTimelineGroup
Quent Capital, LLC133$6.65K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC122$6.1K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.122$6.08K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC115$5.75K<0.01%013F-HRTimeline
Bogart Wealth, LLC109$5.45K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC80$4K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC66$3.32K<0.01%+213F-HRTimeline
MASECO LLP65$3.25K<0.01%013F-HRTimeline
CNB Bank64$3.2K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.55$2.75K<0.01%013F-HRTimeline
EASTERN BANK54$2.7K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC53$2.65K<0.01%013F-HRTimeline
Team Financial Group, LLC48$2.42K<0.01%+113F-HRTimeline
Versant Capital Management, Inc48$2.4K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…47$2.35K<0.01%013F-HRTimeline