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Disclosery

IAGG ISHARES TR

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CORE INTL AGGR (fund)

385 managers (390 13F filers) reported a position in IAGG shares at 2024-12-31, 108,096,830 shares in all. 32 filers opened a position and 27 filers sold out during the quarter.

Managers
385
13F filers
390
New
32
Added
208
Reduced
86
Sold out
27
Shares held by filers
108,096,830

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BlackRock, Inc.in group BlackRock, Inc.15,199,308$759M0.02%+1,460,24813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,255,185$712M0.06%+1,343,44713F-HRTimelineGroup
Financial Engines Advisors L.L.C.14,137,022$706M1.49%+602,66413F-HRTimeline
Matson Money. Inc.8,539,497$426M15.3%-23,56313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,887,870$344M0.33%+615,85313F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …5,387,224$269M0.67%+190,22013F-HRTimelineGroup
WealthNavi Inc.2,557,308$128M1.48%+464,99313F-HRTimeline
MATHER GROUP, LLC.2,075,364$104M1.34%+58,96913F-HRTimeline
SageView Advisory Group, LLC1,903,426$95M4.09%+305,48613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,642,199$82M0.01%+341,13013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,491,461$74.5M0.11%+43,36013F-HRTimeline
Betterment LLC1,449,648$72.4M0.17%+5,16713F-HRTimeline
LPL Financial LLC1,194,867$59.6M0.02%+183,08513F-HRTimeline
GeoWealth Management, LLC1,123,280$56.1M1.83%+131,04713F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson1,118,708$55.8M0.03%-14,39913F-HRTimelineGroup
N.E.W. Advisory Services LLC1,025,936$51.2M4.86%+26,01913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…918,382$45.9M0.19%-623,66413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.781,549$39M0.09%+11,52813F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding777,707$38.8M+6,967Timeline
Prime Capital Investment Advisors, LLC753,704$37.6M0.55%-12,87413F-HRTimeline
SYON CAPITAL LLC701,970$35M3.16%-509,87013F-HRTimeline
Boston Standard Wealth Management, LLC690,338$34.5M6.7%+51,33413F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding679,527$33.9M+41,060Timeline
Stratos Wealth Partners, LTD.group of 2 filers holding672,127$33.6M+152,393Timeline
GDS Wealth Management628,410$31.4M2.86%+55,67313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC615,638$30.7M1.23%+87,97113F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC598,664$29.9M0.23%+49,24113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.593,903$29.6M0.01%+332,31913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.516,069$25.8M2.13%+32,65613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA512,506$25.6M0.01%+49,18713F-HRTimelineGroup
AMARILLO NATIONAL BANK507,563$25.3M4.65%013F-HRTimeline
Modera Wealth Management, LLC501,480$25M0.3%+3,81413F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …482,170$24.1M5.5%+16,89413F-HRTimelineGroup
AGINCOURT CAPITAL MANAGEMENT, LLC462,935$23.1M23.14%+7,40013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.392,980$19.6M5.74%+28,60113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC359,539$17.9M0.04%+26,92513F-HRTimelineGroup
Octavia Wealth Advisors, LLC359,240$17.9M2.18%+16,19213F-HRTimeline
Compton Financial Group, LLC358,623$17.9M5.32%+24,97513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY337,057$16.8M<0.01%-71,72813F-HR/ATimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding318,481$15.9M+18,349Timeline
NYL Investors LLC313,700$15.7M1.42%+5,70013F-HRTimeline
Cetera Investment Advisers302,936$15.1M0.03%-27,61313F-HRTimeline
Mason & Associates, LLC302,825$15.1M4.52%+11,27513F-HRTimeline
Brio Consultants, LLC289,077$14.4M2.26%+15,29513F-HRTimeline
Trinity Wealth Management, LLC288,904$14.4M6.53%+7,06213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC276,877$13.8M1.09%-83,24513F-HRTimeline
UBS Group AGin group UBS Group AG265,614$13.3M<0.01%-37,51713F-HRTimelineGroup
Main Street Financial Solutions, LLC226,550$11.3M1.12%+11,90313F-HRTimeline
Kooman & Associates215,943$10.8M3.9%-2413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC214,109$10.7M0.01%-4,93413F-HRTimelineGroup
Anderson Financial Strategies, LLC212,417$10.6M6.39%13F-HRTimeline
DORVAL Corp209,747$10.5M4.16%+11,61713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT207,053$10.3M4.76%+17,46213F-HRTimeline
Occidental Asset Management, LLC193,026$9.64M1.5%+6,72513F-HRTimeline
Modern Wealth Management, LLC193,006$9.63M0.36%new13F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC193,000$9.63M0.01%+53,50013F-HRTimeline
Forum Private Client Group LLC178,373$8.9M3.96%-45,59013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC174,873$8.73M<0.01%-1,73113F-HRTimelineGroup
BIP Wealth, LLC166,895$8.33M0.56%+7,66513F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.166,256$8.3M1.34%-4,47513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…164,398$8.21M0.02%+3,85713F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…151,485$7.56M0.06%-4,41413F-HRTimelineGroup
Aspect Partners, LLC151,483$7.56M4.37%+75713F-HRTimeline
PDS Planning, Inc150,281$7.5M0.67%+2,16813F-HRTimeline
Freedom Investment Management, Inc.143,248$7.15M0.59%-59,05313F-HRTimeline
Capstone Financial Advisors, Inc.139,862$6.98M0.43%+1,15513F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…137,500$6.86M7.53%+62,50013F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC133,326$6.66M0.19%+1,30013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC131,649$6.57M0.01%+71,74513F-HRTimelineGroup
New Capital Management LP129,319$6.46M1.89%+68213F-HRTimeline
APPLETON PARTNERS INC/MA116,301$5.81M0.43%+3,57813F-HRTimeline
Robinswood Financial LLC115,189$5.75M2.17%+4,30713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC113,617$5.67M0.21%+9013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC113,408$5.66M0.37%013F-HRTimelineGroup
LANDMARK WEALTH MANAGEMENT, INC.112,302$5.61M2.73%+29,85013F-HRTimeline
Leo Wealth, LLC109,922$5.49M0.49%+11,65613F-HRTimeline
Brooklyn FI, LLC109,731$5.48M1.82%+10,16913F-HR/ATimeline
AE Wealth Management LLC109,522$5.47M0.05%+90613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC108,392$5.41M0.68%+3,37813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV104,808$5.23M0.43%-31813F-HRTimeline
Dynamic Advisor Solutions LLC101,804$5.08M0.22%+6,29913F-HRTimeline
Pure Financial Advisors, LLC101,650$5.07M0.12%+1,02213F-HRTimeline
Paragon Advisors, LLC98,312$4.91M1.68%+17,54413F-HRTimeline
Merit Financial Group, LLC96,059$4.8M0.09%+89,86213F-HRTimeline
LifePlan Investment Advisors, Inc.92,794$4.63M2.87%-4,65413F-HRTimeline
Certified Advisory Corp87,742$4.38M0.48%+2,88213F-HRTimeline
Continuum Advisory, LLC85,018$4.24M0.54%+1,27813F-HRTimeline
Full Sail Capital, LLC82,920$4.14M0.26%-313F-HRTimeline
Burt Wealth Advisors80,589$4.02M1.02%-62313F-HRTimeline
Columbus Macro, LLC78,182$3.9M0.54%+5,04713F-HRTimeline
Summit Wealth Group, LLC74,895$3.74M1.08%+2,87113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC73,560$3.67M2.05%-14,40113F-HRTimeline
FORTE ASSET MANAGEMENT LLC72,291$3.61M1.92%+1,47713F-HRTimeline
Grove Street Fiduciary, LLC72,140$3.6M1.89%13F-HRTimeline
Quad-Cities Investment Group, LLC72,011$3.59M1.76%+11,60013F-HRTimeline
Hardy Reed LLC70,236$3.51M0.31%+3,84413F-HRTimeline
AlphaStar Capital Management, LLC67,463$3.37M0.35%+14,41313F-HRTimeline
Allegheny Financial Group67,242$3.36M0.86%+32613F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC66,306$3.31M2.74%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC65,078$3.31M0.26%+34,71513F-HRTimelineGroup
McNaughton Wealth Management, LLC62,772$3.13M1.51%+55413F-HRTimeline
MGO ONE SEVEN LLC59,645$2.98M0.11%+4,00213F-HRTimeline
JGP Wealth Management, LLC58,974$2.94M0.38%+2,83813F-HRTimeline
Apella Capital, LLC58,936$2.94M0.11%+35,80313F-HRTimeline
Waverly Advisors, LLC58,813$2.94M0.05%new13F-HRTimeline
Atria Wealth Solutions, Inc.58,228$2.91M0.03%+9,86213F-HRTimeline
McIlrath & Eck, LLC56,224$2.81M0.36%+5,40913F-HRTimeline
Breakwater Investment Management55,060$2.75M1.17%-3,24713F-HR/ATimeline
Partners in Financial Planning53,580$2.67M0.55%+5,56613F-HRTimeline
KWB Wealth51,565$2.67M0.33%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC53,409$2.67M<0.01%13F-HR/ATimelineGroup
Advisory Services Network, LLC53,396$2.67M0.05%+5,69113F-HRTimeline
Valmark Advisers, Inc.51,742$2.58M0.04%+21,17613F-HRTimeline
Wealth Advisory Solutions, LLC49,801$2.49M0.7%+2,48213F-HRTimeline
Topel & Distasi Wealth Management, LLC49,420$2.47M1.06%013F-HRTimeline
Comprehensive Wealth Management, LLC49,012$2.45M1.83%+3,74513F-HRTimeline
CHOREO, LLC48,438$2.42M0.03%+5,79613F-HRTimeline
Blue Barn Wealth, LLC47,722$2.38M1.26%+4,92513F-HRTimeline
PAX Financial Group, LLC47,257$2.36M0.42%-1,01513F-HRTimeline
FC Advisory LLC46,368$2.31M0.78%+1,52313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…45,586$2.28M0.13%+26613F-HRTimeline
Vise Technologies, Inc.45,464$2.27M0.19%+1,85113F-HRTimeline
Wiser Wealth Management, Inc45,307$2.26M0.63%-14,53213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…43,558$2.25M<0.01%+71313F-HRTimelineGroup
HighTower Advisors, LLC45,132$2.25M<0.01%+2,22413F-HRTimeline
Stonekeep Investments, LLC44,948$2.24M1.67%+6,42413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,853$2.24M<0.01%+41,06313F-HRTimelineGroup
IFP Advisors, Inc44,398$2.22M0.07%+4,19513F-HRTimeline
INVESTMENT PARTNERS, LTD.43,968$2.19M0.9%+5,49713F-HRTimeline
Beacon Bridge Wealth Partners, LLC43,816$2.19M0.93%+2,02813F-HRTimeline
CW Advisors, LLC43,516$2.17M0.03%+2,18813F-HRTimeline
Aletheian Wealth Advisors LLC43,103$2.15M1.27%+1,83813F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.42,917$2.14M1.95%+1,97513F-HRTimeline
Upper Left Wealth Management, LLC41,228$2.06M1.76%+46113F-HRTimeline
SAGE RHINO CAPITAL LLC40,509$2.02M0.44%-1,46013F-HRTimeline
Richard W. Paul & Associates, LLC39,501$1.97M0.72%+28913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…39,324$1.96M0.15%+91513F-HRTimeline
MML INVESTORS SERVICES, LLC38,457$1.92M0.01%+23,83813F-HRTimeline
Friedenthal Financial37,977$1.9M1.11%+35613F-HRTimeline
Farther Finance Advisors, LLC37,671$1.88M0.07%+24,73813F-HRTimeline
Global View Capital Management LLC37,428$1.87M0.66%13F-HRTimeline
Allworth Financial LP37,314$1.86M0.01%-4,94313F-HRTimeline
City State Bank36,475$1.82M0.64%+50013F-HRTimeline
COREPATH WEALTH PARTNERS LLC35,482$1.75M1.71%+2,86513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp35,041$1.75M0.11%+25,86913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP34,152$1.7M<0.01%+2,12013F-HRTimelineGroup
Cambridge Investment Research Advisors,…33,541$1.67M0.01%+6,03913F-HRTimeline
BFSG, LLC33,365$1.67M0.19%+4513F-HRTimeline
US FINANCIAL ADVISORS, LLC33,221$1.66M0.51%-9413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.33,194$1.66M0.08%-3613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding32,752$1.64M+99Timeline
Larson Financial Group LLC32,447$1.62M0.08%+13,64913F-HRTimeline
Addison Advisors LLC31,664$1.58M0.44%-46513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,946$1.54M0.01%+5,74413F-HRTimelineGroup
Visionary Horizons, LLC30,867$1.54M1.01%+91513F-HRTimeline
Wedmont Private Capital31,000$1.54M0.08%+1,54313F-HRTimeline
Global Retirement Partners, LLC30,740$1.53M0.04%+5,43113F-HRTimeline
TOWNSQUARE CAPITAL LLC30,661$1.53M0.02%+4,99713F-HRTimeline
Advisory Alpha, LLC29,863$1.49M0.05%+5,01313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,475,000$1.48M0.04%13F-HRTimeline
Mariner, LLCin group Mariner, LLC28,540$1.42M<0.01%+6,06313F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.28,273$1.41M0.02%-1,90313F-HRTimelineGroup
Better Money Decisions, LLC27,927$1.39M0.97%+1,78813F-HRTimeline
OneDigital Investment Advisors LLC26,327$1.31M0.02%-1,52613F-HRTimeline
Future Financial Wealth Managment LLC25,748$1.29M0.94%+71013F-HRTimeline
Greenspring Advisors, LLC25,710$1.28M0.28%+4,18713F-HRTimeline
PrairieView Partners, LLC25,493$1.27M0.13%-16,59613F-HRTimeline
Diversified Enterprises, LLC25,028$1.25M0.12%-18,71813F-HRTimeline
Exchange Bank23,907$1.19M0.96%+22213F-HRTimeline
&PARTNERS23,811$1.19M0.01%+19,89613F-HRTimeline
Horizons Wealth Management23,500$1.17M0.91%-1,16113F-HRTimeline
Total Wealth Planning, LLC23,484$1.17M0.18%-7413F-HRTimeline
Prepared Retirement Institute LLC23,154$1.16M0.66%+2,97913F-HRTimeline
Columbia River Financial Group, LLC22,687$1.13M0.78%13F-HRTimeline
Aspen Wealth Management LLC22,553$1.13M0.33%-5,93913F-HRTimeline
Blossom Wealth Management22,518$1.12M2.16%+90413F-HRTimeline
Sachetta, LLC21,213$1.06M0.42%+2,03813F-HRTimeline
Comprehensive Money Management Services…20,930$1.04M0.86%13F-HRTimeline
Revisor Wealth Management LLC20,392$1.02M0.94%-43113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC20,299$1.01M0.53%-92513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,284$1.01M<0.01%-4,61613F-HRTimeline
Empower Advisory Group, LLC20,117$1M<0.01%+11,35813F-HRTimeline
Sanctuary Advisors, LLC19,838$994K0.01%-22,14813F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…19,039$950K0.14%+56713F-HRTimeline
Bear Mountain Capital, Inc.18,847$940K0.37%+7,69813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\18,548$926K<0.01%-2,29613F-HR/ATimelineGroup
Snowden Capital Advisors LLC18,512$924K0.03%+10313F-HRTimeline
PFG Advisors18,356$916K0.06%+4,02013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO18,273$912K0.02%+75113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,037$900K<0.01%-6,53913F-HRTimelineGroup
Stanich Group LLC17,793$888K0.66%13F-HRTimeline
EIGHT 31 FINANCIAL, LLC17,713$884K0.66%-4913F-HRTimeline
Note Advisors, LLC17,507$874K0.77%13F-HRTimeline
Merkkuri Wealth Advisors LLC17,449$871K0.69%+2,11613F-HRTimeline
Independent Advisor Alliance17,414$869K0.01%new13F-HRTimeline
Clark Asset Management, LLC16,813$839K0.16%+4,45713F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC16,669$832K0.36%+3,21413F-HRTimeline
Verisail Partners, LLC16,580$828K0.39%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,571$827K<0.01%+1,19213F-HRTimelineGroup
Archer Investment Management, LLC16,547$826K0.51%13F-HRTimeline