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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
Burns Matteson Capital Management, LLC13,691$685K0.27%-4013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,591$680K<0.01%+2,51013F-HRTimelineGroup
Curtis Advisory Group, LLC13,511$676K0.15%+1213F-HRTimeline
Heartwood Wealth Advisors LLC13,095$655K0.06%+18913F-HRTimeline
CHOREO, LLC12,694$635K0.01%-7,77513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,636$632K0.02%+98913F-HRTimelineGroup
RCS Financial Planning, LLC12,527$627K0.33%-11,29213F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC12,500$626K0.29%-4,40513F-HRTimeline
Arkadios Wealth Advisors12,457$623K0.01%+4,12513F-HRTimeline
Signal Advisors Wealth, LLC12,437$622K0.04%-4,05913F-HRTimeline
M Holdings Securities, Inc.12,258$613K0.04%-4,62913F-HRTimeline
Golden State Wealth Management, LLC11,727$587K0.06%+10,22713F-HRTimeline
PRIVATE TRUST CO NA11,703$586K0.05%+51813F-HRTimeline
Glass Jacobson Investment Advisors llc11,620$581K0.2%-52413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC11,600$580K0.26%+50113F-HR/ATimeline
SUTTON PLACE INVESTORS LLC11,586$580K0.32%+76113F-HRTimeline
Concorde Asset Management, LLC11,523$577K0.28%+45613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,395$570K0.02%+3,77013F-HR/ATimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\11,370$569K<0.01%013F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …11,312$566K<0.01%-3,36213F-HRTimelineGroup
Riverbend Wealth Management, LLC11,088$555K0.35%+1,20313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,043$553K0.04%+1713F-HRTimeline
Tarbox Family Office, Inc.10,941$547K0.09%+21013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…10,865$544K0.07%-59213F-HRTimeline
DAVENPORT & Co LLC10,834$542K<0.01%+2,01213F-HRTimeline
Sovereign Financial Group, Inc.10,755$538K0.09%+53613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,603$531K0.04%+1,72813F-HRTimeline
OMNI 360 Wealth, Inc.10,489$525K0.27%+1,88513F-HRTimeline
Capital Asset Managemnet, LLC10,487$525K0.59%+85613F-HRTimeline
Aspire Private Capital, LLC10,434$522K0.12%+75013F-HRTimeline
WealthTrak Capital Management LLC10,332$517K0.37%+46813F-HRTimeline
Asempa Wealth Advisors10,301$514K0.45%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC10,234$512K0.08%+1,58913F-HRTimeline
Resurgent Financial Advisors LLC10,151$508K0.19%+74513F-HRTimeline
MSH Capital Advisors LLC10,075$504K0.11%+39213F-HRTimeline
WEALTHGARDEN F.S. LLC10,059$503K0.34%+4,43313F-HRTimeline
Summit Financial Strategies, Inc.9,937$497K0.04%-1,88313F-HRTimeline
Sanchez Gaunt Capital Management, LLC9,783$490K0.31%13F-HRTimeline
BlueSky Wealth Advisors, LLC9,642$482K0.06%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9,540$477K0.04%+2,15313F-HRTimelineGroup
Sharper & Granite LLC9,289$465K0.16%+1,88913F-HRTimeline
Clark Asset Management, LLC9,231$462K0.04%-71213F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,232$461K0.14%-4513F-HRTimeline
Larson Financial Group LLC9,071$454K0.01%-54713F-HRTimeline
Apex Wealth Management, LLC9,024$452K0.31%-22,33213F-HRTimeline
Sigma Planning Corp8,977$449K0.01%-1,49713F-HRTimeline
Perigon Wealth Management, LLC8,944$448K0.01%+78913F-HRTimeline
Catalina Capital Group, LLC8,939$447K0.27%+66713F-HRTimeline
Amicus Financial Advisors, LLC8,927$447K0.12%+813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,809$441K0.03%+71313F-HRTimeline
Zhang Financial LLC8,763$438K0.02%new13F-HRTimeline
Retirement Investment Advisors, Inc.8,672$434K0.03%013F-HRTimeline
Insight Wealth Strategies, LLC8,663$433K0.05%+69013F-HRTimeline
Parkway Wealth Management Group, LLC8,625$432K0.05%+1,68413F-HRTimeline
Cape Investment Advisory, Inc.8,528$427K0.14%+1,44313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC8,453$423K0.15%-23813F-HR/ATimelineGroup
Sensenig Capital Advisors, Inc8,428$422K0.43%+5413F-HRTimeline
Bigelow Investment Advisors, LLC8,385$420K0.17%-64113F-HRTimeline
Lifeworks Advisors, LLC8,376$419K0.05%-3,19813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,004$401K-2,853Timeline
Cardinal Strategic Wealth Guidance7,991$400K0.11%+14213F-HRTimeline
Pacific Excel Wealth Advisors, Inc.7,928$397K0.42%new13F-HRTimeline
EFG International AGin group EFG International AG7,903$395K0.01%new13F-HRTimelineGroup
Vision Retirement, LLC7,899$395K0.11%-63313F-HRTimeline
CFG Wealth Management Services, Inc.7,916$392K0.36%013F-HRTimeline
Latitude Advisors, LLC7,820$391K0.18%+2,56313F-HRTimeline
RETIREMENT GUYS FORMULA LLC7,747$388K0.18%new13F-HRTimeline
VestGen Investment Management7,539$377K0.21%+11813F-HRTimeline
WORLD EQUITY GROUP, INC.7,410$371K0.1%+1,15113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,284$364K<0.01%-11813F-HRTimelineGroup
Carter Financial Group, INC.7,259$363K0.22%-20113F-HRTimeline
Avantra Family Wealth, Inc.7,206$361K0.27%+9113F-HRTimeline
BLALOCK WILLIAMS, LLC7,201$360K0.28%+1,55413F-HRTimeline
Freedom Investment Management, Inc.7,149$358K0.11%-83313F-HRTimeline
Global Financial Private Client, LLC7,126$357K0.12%+20413F-HRTimeline
Syntegra Private Wealth Group, LLC7,058$353K0.03%+6113F-HRTimeline
Argent Trust Co6,986$350K0.01%+2,68313F-HRTimeline
Madson Wealth Advisors Inc6,906$346K0.29%13F-HRTimeline
Archer Investment Management, LLC6,870$344K0.14%-7,66913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,802$340K0.01%new13F-HRTimelineGroup
UMB Bank, n.a.6,751$338K<0.01%+1713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
W ADVISORS, LLC6,729$337K0.17%-47013F-HRTimeline
KICKSTAND VENTURES, LLC.6,679$334K0.07%new13F-HRTimeline
Cooper Financial Group6,660$333K0.03%+2,48213F-HRTimeline
Rehmann Capital Advisory Group6,644$333K0.02%-29813F-HRTimeline
MCDONALD PARTNERS LLC6,505$326K0.08%new13F-HRTimeline
Empirical Asset Management, LLC6,491$325K0.09%+1,46813F-HRTimeline
BDFS Capital LLC6,444$322K0.16%+38313F-HRTimeline
LiftPoint Family Wealth Advisors LLC6,327$317K0.26%+23913F-HRTimeline
W.H. Cornerstone Investments Inc.6,318$316K0.2%013F-HRTimeline
Fiscal Wisdom Wealth Management, LLC6,282$314K0.3%+1,52613F-HRTimeline
ASL Financial, LLC6,259$313K0.25%+76113F-HRTimeline
Gladstone Institutional Advisory LLC6,236$312K0.01%new13F-HRTimeline
Saxony Capital Management, LLC6,161$308K0.18%+57613F-HRTimeline
PFG Investments, LLC6,075$304K0.01%new13F-HRTimeline
GARRISON POINT ADVISORS, LLC6,050$303K0.14%013F-HRTimeline
NorthStar Asset Management LLC /NJ/6,043$302K0.15%+75113F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC6,019$301K0.19%new13F-HRTimeline
RBA Wealth Management, LLC5,950$298K0.11%+3413F-HRTimeline
Stirlingshire Investments, Inc.5,913$296K0.26%+1,06013F-HRTimeline
Cascade Financial Partners, LLC5,824$291K0.03%-51513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,724$286K0.01%new13F-HRTimeline
First Bank & Trust5,702$285K0.05%new13F-HRTimeline
Level Financial Advisors5,700$285K0.07%013F-HRTimeline
Alta Wealth Advisors LLC5,677$284K0.09%new13F-HRTimeline
Pinnacle Family Advisors, LLC5,659$283K0.13%+33913F-HRTimeline
Fortune Financial Advisors, LLC5,482$274K0.14%new13F-HRTimeline
Blue Capital, Inc.5,434$272K0.18%+32413F-HRTimeline
Krilogy Financial LLC5,431$271K0.01%-1,05813F-HRTimeline
Yukon Wealth Management, Inc.5,421$271K0.16%+1,21713F-HRTimeline
WEDBUSH SECURITIES INC5,418$271K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc5,356$268K0.01%+63713F-HRTimeline
Lantern Wealth Advisors, LLC5,328$267K0.14%new13F-HRTimeline
Fulcrum Equity Management5,322$266K0.26%+12913F-HRTimeline
Strategies Wealth Advisors, LLC5,280$264K0.03%new13F-HRTimeline
Stonebridge Financial Planning Group, L…5,142$257K0.09%new13F-HRTimeline
Strategic Financial Planning, Inc.10,360$257K0.15%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,108$256K0.05%new13F-HRTimeline
ONE Advisory Partners, LLC5,044$252K0.08%-17513F-HRTimeline
Regent Peak Wealth Advisors LLC5,033$252K0.05%013F-HRTimeline
Balefire, LLC5,012$251K0.05%new13F-HRTimeline
Brucke Financial, Inc.4,988$250K0.13%+22213F-HRTimeline
Hutchens & Kramer Investment Management…4,950$248K0.08%+19613F-HRTimeline
GWN SECURITIES INC.4,931$247K0.05%+77313F-HRTimeline
Quartz Partners, LLC4,881$244K0.09%new13F-HRTimeline
Stewardship Advisors, LLC4,868$244K0.06%+25113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,774$239K<0.01%+18713F-HRTimelineGroup
Composition Wealth, LLC4,733$237K<0.01%-45813F-HRTimeline
Avant Financial Advisors LLC4,679$234K0.16%013F-HRTimeline
FOCUSED ALPHA, LLC4,662$233K0.07%+12513F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP4,639$232K0.25%-1,38913F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC4,631$232K0.06%+47913F-HRTimeline
Accretive Wealth Partners, LLC4,593$230K0.06%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,529$227K<0.01%-276,66013F-HRTimelineGroup
Beacon Pointe Advisors, LLC4,525$226K<0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,474$224K0.01%new13F-HRTimelineGroup
Western Financial Corp/CA4,332$217K0.08%-5013F-HRTimeline
Family Investment Center, Inc.4,290$215K0.04%-50413F-HRTimeline
LongView Wealth Management4,285$214K0.05%new13F-HRTimeline
GuidedMoney, LLC4,284$214K0.11%new13F-HRTimeline
IVC Wealth Advisors LLC4,275$214K0.09%new13F-HRTimeline
Sound Income Strategies, LLC4,169$208K0.01%+17613F-HRTimeline
Glenview Trust Co4,133$207K<0.01%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.4,132$207K0.37%new13F-HRTimeline
Avantax Planning Partners, Inc.4,108$206K0.01%-32113F-HRTimeline
Inscription Capital, LLC4,104$205K0.02%new13F-HRTimeline
Bright Futures Wealth Management, LLC.4,037$202K0.14%-70813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,002$200K<0.01%-10013F-HRTimeline
Raleigh Capital Management Inc.3,503$175K0.06%+32813F-HRTimeline
HOWE & RUSLING INC3,178$159K0.01%new13F-HRTimeline
AlphaCore Capital LLC2,990$150K<0.01%-16113F-HRTimeline
North Star Investment Management Corp.2,905$145K0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,769$139K<0.01%-3,62213F-HRTimelineGroup
MAI Capital Management2,341$117K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,265$113K0.05%-9813F-HRTimeline
Capital Advisor Network LLC2,143$107K0.15%13F-HR/ATimeline
LANARK FINANCIAL, INC.2,075$104K0.01%+82213F-HRTimeline
FINANCIAL CONSULATE, INC2,002$100K0.01%+413F-HRTimeline
JPL Wealth Management, LLC2,001$100K0.02%new13F-HR/ATimeline
SBI Securities Co., Ltd.1,936$96.9K<0.01%+46913F-HRTimeline
Hanson & Doremus Investment Management1,917$96K0.01%013F-HRTimeline
New Republic Capital, LLC1,778$89K0.03%+4513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,773$88.7K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.1,681$84.1K0.07%+1,17213F-HRTimeline
SOA Wealth Advisors, LLC.1,337$66.9K0.01%+113F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC1,326$66.4K0.05%new13F-HRTimeline
Fairway Wealth LLC1,255$62.8K0.02%-1513F-HRTimeline
Opal Wealth Advisors, LLC1,192$59.6K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,170$58.6K<0.01%+18613F-HRTimelineGroup
Vermillion Wealth Management, Inc.1,050$52.5K0.02%+11113F-HRTimeline
AMERIFLEX GROUP, INC.956$47.8K0.02%013F-HRTimeline
Forum Finance Group S.A.1,150$46K0.02%13F-HRTimeline
Signature Equity Partners, LLC855$42.8K0.02%+33913F-HRTimeline
Kopp Family Office, LLC839$42K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…823$41K<0.01%+3113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd800$40K<0.01%013F-HRTimelineGroup
Wellington Grp LLC792$39.6K0.01%new13F-HRTimeline
Fairscale Capital, LLC715$35.8K0.02%new13F-HRTimeline
TFC Financial Management, Inc.711$35.6K<0.01%013F-HRTimeline
Archer Investment Corp710$35.5K0.01%+12013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.680$34K0.02%+35313F-HRTimeline
Caitlin John, LLC663$33.2K0.02%+1513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA652$32.6K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC595$29.7K0.01%+29213F-HRTimeline
Gunpowder Capital Management, LLC dba O…586$29.3K0.02%-34513F-HRTimeline
Geneos Wealth Management Inc.495$24.8K<0.01%013F-HRTimeline
Strive Financial Group ,LLC471$24K0.01%013F-HRTimeline
Aventura Private Wealth, LLC455$22.8K0.01%new13F-HRTimeline
Pacific Center for Financial Services454$22.7K0.01%-11413F-HRTimeline
Aptus Capital Advisors, LLC326$16.3K<0.01%-8913F-HRTimeline
Founders Financial Alliance, LLC301$15.1K<0.01%+22113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC289$14.5K0.01%+24913F-HRTimeline
Capital Investment Advisory Services, L…286$14.3K<0.01%+13013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC285$14.3K<0.01%+1413F-HRTimeline
SHP Wealth Management271$13.6K<0.01%-14613F-HRTimeline
Investors Research Corp262$13.1K<0.01%013F-HRTimeline
Key Capital Management, INC260$13K0.01%+3013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC235$11.8K<0.01%13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB230$11.5K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC217$10.8K<0.01%013F-HRTimeline