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Disclosery

IAGG ISHARES TR

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CORE INTL AGGR (fund)

380 managers (384 13F filers) reported a position in IAGG shares at 2025-03-31, 102,976,870 shares in all. 31 filers opened a position and 37 filers sold out during the quarter.

Managers
380
13F filers
384
New
31
Added
165
Reduced
131
Sold out
37
Shares held by filers
102,976,870

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,011,721$750M0.06%+756,53613F-HRTimelineGroup
Financial Engines Advisors L.L.C.14,441,471$722M1.55%+304,44913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.12,336,370$617M0.01%-2,862,93813F-HRTimelineGroup
Matson Money. Inc.8,711,902$436M15.85%+172,40513F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …5,129,373$256M0.69%-257,85113F-HRTimelineGroup
WealthNavi Inc.3,408,794$170M1.9%+851,48613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,810,381$140M0.13%-4,077,48913F-HR/ATimelineGroup
MATHER GROUP, LLC.2,208,631$110M1.28%+133,26713F-HRTimeline
SageView Advisory Group, LLC2,003,974$100M4.27%+100,54813F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson1,650,687$82.5M0.05%+531,97913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,538,097$76.9M0.11%+46,63613F-HRTimeline
Betterment LLC1,471,136$73.5M0.17%+21,48813F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,347,741$67.4M0.02%+753,83813F-HRTimeline
N.E.W. Advisory Services LLC1,111,862$55.6M4.25%+85,92613F-HRTimeline
LPL Financial LLC1,027,584$51.4M0.02%-167,28313F-HRTimeline
GeoWealth Management, LLC966,270$48.3M1.94%-157,01013F-HRTimeline
Prime Capital Investment Advisors, LLC928,205$46.4M0.54%+174,50113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/914,079$45.7M<0.01%-728,12013F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding804,821$40.2M+125,294Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…800,132$40M0.16%-118,25013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding764,746$38.2M-12,961Timeline
Savant Capital, LLCin group Savant Capital, LLC719,657$36M0.3%+120,99313F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding694,827$34.7M+22,700Timeline
GDS Wealth Management687,472$34.4M2.93%+59,06213F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.602,061$30.1M8.57%+209,08113F-HRTimeline
Boston Standard Wealth Management, LLC594,562$29.7M6.52%-95,77613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA570,060$28.5M0.01%+57,55413F-HR/ATimelineGroup
AMARILLO NATIONAL BANK534,098$26.7M5.19%+26,53513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.533,122$26.7M2.21%+17,05313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …522,072$26.1M5.69%13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC516,986$25.8M0.96%-98,65213F-HRTimelineGroup
Modera Wealth Management, LLC512,005$25.6M0.35%+10,52513F-HRTimeline
McKinley Carter Wealth Services, Inc.431,744$21.6M1.33%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding419,641$21M+101,160Timeline
Cerity Partners LLCin group Cerity Partners LLC407,698$20.4M0.04%+48,15913F-HRTimelineGroup
SYON CAPITAL LLC337,648$16.9M1.37%-364,32213F-HRTimeline
Cetera Investment Advisers333,878$16.7M0.03%+30,94213F-HRTimeline
NYL Investors LLC323,700$16.2M1.04%+10,00013F-HRTimeline
Mason & Associates, LLC316,367$15.8M4.56%+13,54213F-HRTimeline
Brio Consultants, LLC295,503$14.8M2.32%+6,42613F-HR/ATimeline
Trinity Wealth Management, LLC289,132$14.5M6.6%+22813F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.287,529$14.4M6.86%+175,22713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC261,128$13.1M1.01%-15,74913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC242,584$12.1M<0.01%+67,71113F-HRTimelineGroup
Main Street Financial Solutions, LLC237,465$11.9M1.03%+10,91513F-HRTimeline
UBS Group AGin group UBS Group AG235,040$11.7M<0.01%-30,57413F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT226,036$11.3M4.75%+18,98313F-HRTimeline
Anderson Financial Strategies, LLC218,905$10.9M6.69%+6,48813F-HRTimeline
DORVAL Corp215,555$10.9M4.37%+5,80813F-HRTimeline
Apella Capital, LLC213,009$10.7M0.37%+154,07313F-HRTimeline
Octavia Wealth Advisors, LLC213,585$10.7M1.3%-145,65513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP205,056$10.3M0.02%+195,84513F-HRTimelineGroup
Occidental Asset Management, LLC197,297$9.86M1.49%+4,27113F-HRTimeline
PDS Planning, Inc196,969$9.85M0.83%+46,68813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY196,278$9.81M<0.01%-140,77913F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC184,432$9.22M0.01%-29,67713F-HRTimelineGroup
BIP Wealth, LLC172,369$8.62M0.56%+5,47413F-HRTimeline
Aspect Partners, LLC167,832$8.39M4.8%+16,34913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.165,292$8.26M0.02%-616,25713F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC163,308$8.16M0.51%+49,90013F-HRTimelineGroup
Forum Private Client Group LLC155,097$7.75M3.37%-23,27613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…152,566$7.63M0.07%+1,08113F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.147,492$7.4M1.28%-18,76413F-HR/ATimeline
Modern Wealth Management, LLC142,054$7.1M0.23%-50,95213F-HR/ATimeline
Freedom Investment Management, Inc.135,142$6.76M0.57%-8,10613F-HRTimeline
Kooman & Associates134,699$6.73M2.47%-81,24413F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC133,326$6.66M0.2%013F-HRTimeline
IFP Advisors, Inc132,651$6.63M0.2%+88,25313F-HRTimeline
Capstone Financial Advisors, Inc.130,722$6.53M0.41%-9,14013F-HRTimeline
APPLETON PARTNERS INC/MA122,989$6.15M0.48%+6,68813F-HRTimeline
Robinswood Financial LLC120,620$6.03M2.23%+5,43113F-HRTimeline
Brooklyn FI, LLC118,799$5.94M1.83%+9,06813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC118,575$5.93M0.75%+10,18313F-HRTimeline
Dynamic Advisor Solutions LLC114,729$5.74M0.19%+12,92513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC111,744$5.59M0.21%-1,87313F-HRTimeline
AE Wealth Management LLC111,515$5.57M0.05%+1,99313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV106,024$5.3M0.42%+1,21613F-HRTimeline
Keel Point, LLC102,432$5.12M0.4%new13F-HRTimeline
Pure Financial Advisors, LLC101,321$5.07M0.11%-32913F-HRTimeline
New Capital Management LP99,885$4.99M1.43%-29,43413F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.99,552$4.98M1.02%new13F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…98,300$4.91M5.51%-39,20013F-HRTimelineGroup
LifePlan Investment Advisors, Inc.96,673$4.83M2.78%+3,87913F-HRTimeline
Leo Wealth, LLC95,789$4.79M0.69%-14,13313F-HRTimeline
Paragon Advisors, LLC92,770$4.64M1.75%-5,54213F-HRTimeline
Continuum Advisory, LLC89,866$4.49M0.58%+4,84813F-HRTimeline
Merit Financial Group, LLC88,562$4.43M0.07%-7,49713F-HRTimeline
Certified Advisory Corp85,999$4.3M0.49%-1,74313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…84,260$4.21M0.01%-80,13813F-HRTimelineGroup
Quad-Cities Investment Group, LLC79,242$3.96M1.95%+7,23113F-HRTimeline
EQ LLC79,207$3.96M1.85%new13F-HRTimeline
AlphaStar Capital Management, LLC79,160$3.96M0.4%+11,69713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC79,010$3.95M<0.01%+25,60113F-HRTimelineGroup
Full Sail Capital, LLC78,607$3.93M0.25%-4,31313F-HRTimeline
Wiser Wealth Management, Inc78,360$3.92M1.1%+33,05313F-HRTimeline
Burt Wealth Advisors76,629$3.83M0.96%-3,96013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…76,490$3.82M<0.01%+31,63713F-HRTimelineGroup
Summit Wealth Group, LLC72,287$3.61M1.06%-2,60813F-HRTimeline
Columbus Macro, LLC69,321$3.47M0.46%-8,86113F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC68,211$3.41M2.78%+1,90513F-HRTimeline
JGP Wealth Management, LLC67,845$3.39M0.45%+8,87113F-HRTimeline
Grove Street Fiduciary, LLC67,047$3.35M1.7%-5,09313F-HRTimeline
Allegheny Financial Group66,901$3.34M0.86%-34113F-HRTimeline
MGO ONE SEVEN LLC66,015$3.3M0.13%+6,37013F-HRTimeline
Hardy Reed LLC64,270$3.21M0.28%-5,96613F-HRTimeline
McIlrath & Eck, LLC61,052$3.05M0.37%+4,82813F-HRTimeline
Advisory Services Network, LLC59,633$2.98M0.06%+6,23713F-HRTimeline
Partners in Financial Planning59,358$2.97M0.6%+5,77813F-HRTimeline
Breakwater Investment Management58,970$2.95M1.26%+3,91013F-HRTimeline
Atria Wealth Solutions, Inc.58,719$2.94M0.04%+49113F-HRTimeline
Waverly Advisors, LLC57,755$2.89M0.04%-1,05813F-HRTimeline
Valmark Advisers, Inc.54,951$2.75M0.04%+3,20913F-HRTimeline
Orin Green Financial, LLC52,540$2.65M1.25%new13F-HRTimeline
Aletheian Wealth Advisors LLC52,635$2.63M1.48%+9,53213F-HRTimeline
Mariner, LLCin group Mariner, LLC52,146$2.61M<0.01%+23,60613F-HRTimelineGroup
Comprehensive Wealth Management, LLC51,225$2.56M1.78%+2,21313F-HRTimeline
PLANWISER FINANCIAL, LLC49,830$2.53M2.29%13F-HRTimeline
KWB Wealth49,772$2.48M0.3%-1,79313F-HRTimeline
FC Advisory LLC49,482$2.47M0.84%+3,11413F-HRTimeline
Blue Barn Wealth, LLC48,791$2.44M1.27%+1,06913F-HRTimeline
HighTower Advisors, LLC48,495$2.42M<0.01%+3,36313F-HRTimeline
Wealth Advisory Solutions, LLC47,611$2.38M0.63%-2,19013F-HRTimeline
PAX Financial Group, LLC47,333$2.37M0.42%+7613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC46,800$2.34M<0.01%-146,20013F-HRTimeline
Farther Finance Advisors, LLC46,570$2.33M0.06%+8,89913F-HRTimeline
INVESTMENT PARTNERS, LTD.46,420$2.32M0.96%+2,45213F-HRTimeline
Stonekeep Investments, LLC46,305$2.31M1.71%+1,35713F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.45,231$2.26M2.09%+2,31413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…43,558$2.25M<0.01%013F-HR/ATimelineGroup
Beacon Bridge Wealth Partners, LLC45,007$2.25M0.96%+1,19113F-HRTimeline
Richard W. Paul & Associates, LLC43,359$2.17M0.85%+3,85813F-HRTimeline
SAGE RHINO CAPITAL LLC43,125$2.16M0.5%+2,61613F-HRTimeline
Topel & Distasi Wealth Management, LLC42,481$2.12M0.99%-6,93913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…42,248$2.11M0.16%+2,92413F-HRTimeline
CW Advisors, LLC41,810$2.09M0.03%-1,70613F-HRTimeline
Compton Financial Group, LLC41,426$2.07M0.6%-317,19713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.39,954$2M0.02%+9,00813F-HRTimelineGroup
CHOREO, LLC38,659$1.93M0.03%-9,77913F-HRTimeline
Cambridge Investment Research Advisors,…38,082$1.9M0.01%+4,54113F-HRTimeline
City State Bank37,875$1.89M0.62%+1,40013F-HRTimeline
COREPATH WEALTH PARTNERS LLC37,278$1.89M1.8%+1,79613F-HRTimeline
Addison Advisors LLC36,508$1.83M0.5%+4,84413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,085$1.8M<0.01%+1,93313F-HRTimelineGroup
Allworth Financial LP35,271$1.79M0.01%-2,04313F-HRTimeline
Larson Financial Group LLC34,896$1.74M0.08%+2,44913F-HRTimeline
Revisor Wealth Management LLC34,825$1.74M0.77%+14,43313F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC34,372$1.72M0.22%-30,70613F-HRTimelineGroup
US FINANCIAL ADVISORS, LLC34,343$1.72M0.51%+1,12213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.34,111$1.71M0.12%+21,71513F-HRTimelineGroup
Global View Capital Management LLC33,724$1.69M0.61%-3,70413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.33,275$1.66M0.08%+8113F-HRTimeline
Friedenthal Financial32,824$1.64M0.98%-5,15313F-HRTimeline
BFSG, LLC32,325$1.62M0.2%-1,04013F-HRTimeline
Wedmont Private Capital31,168$1.57M0.08%+16813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding31,257$1.56M-1,495Timeline
Greenspring Advisors, LLC31,106$1.55M0.37%+5,39613F-HRTimeline
Advisory Alpha, LLC30,638$1.53M0.05%+77513F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC1,432,000$1.43M0.04%-43,00013F-HRTimeline
Prepared Retirement Institute LLC28,569$1.43M0.91%+5,41513F-HRTimeline
Sanctuary Advisors, LLC28,213$1.41M0.01%+8,37513F-HRTimeline
TOWNSQUARE CAPITAL LLC27,957$1.4M0.01%-2,70413F-HRTimeline
Better Money Decisions, LLC27,650$1.38M0.92%-27713F-HRTimeline
&PARTNERS27,335$1.37M0.01%+3,52413F-HRTimeline
OneDigital Investment Advisors LLC26,506$1.33M0.02%+17913F-HRTimeline
PFG Advisors26,308$1.32M0.07%+7,95213F-HRTimeline
Future Financial Wealth Managment LLC26,299$1.31M0.96%+55113F-HRTimeline
Blossom Wealth Management26,144$1.31M2.63%+3,62613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.26,035$1.3M0.02%-2,23813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp25,285$1.26M<0.01%+17,41113F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC23,977$1.2M0.27%+22,45213F-HRTimeline
Horizons Wealth Management23,594$1.18M0.89%+9413F-HRTimeline
Total Wealth Planning, LLC23,394$1.17M0.18%-9013F-HRTimeline
Exchange Bank23,121$1.16M0.93%-78613F-HRTimeline
Columbia River Financial Group, LLC23,046$1.15M0.77%+35913F-HRTimeline
Sachetta, LLC22,465$1.12M0.46%+1,25213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…21,259$1.06M0.16%+2,22013F-HRTimeline
Snowden Capital Advisors LLC21,062$1.05M0.03%+2,55013F-HRTimeline
Comprehensive Money Management Services…20,860$1.04M0.84%-7013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC20,545$1.03M0.56%-53,01513F-HRTimeline
Aspen Wealth Management LLC20,323$1.02M0.29%-2,23013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC20,287$1.01M0.55%-1213F-HRTimeline
Factor Wealth Management LTD20,034$1M0.31%+3,56513F-HRTimeline
Vawter Financial, Ltd.19,595$980K0.55%+3,70713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,239$962K<0.01%-1,04513F-HRTimeline
Bear Mountain Capital, Inc.18,513$939K0.36%-33413F-HRTimeline
Stanich Group LLC18,713$935K0.69%+92013F-HRTimeline
Wealthfront Advisers LLC18,654$933K<0.01%+2,21213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\18,548$927K<0.01%013F-HRTimelineGroup
EIGHT 31 FINANCIAL, LLC18,431$921K0.59%+71813F-HRTimeline
Hexagon Capital Partners LLC18,368$918K0.17%+2,49613F-HRTimeline
Note Advisors, LLC18,133$906K0.75%+62613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,037$902K<0.01%013F-HR/ATimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC17,803$890K0.37%+1,13413F-HRTimeline
Verisail Partners, LLC16,580$829K0.38%013F-HRTimeline
PrairieView Partners, LLC16,218$810K0.08%-9,27513F-HRTimeline
Clark Asset Management, LLC16,060$803K0.13%-75313F-HRTimeline
Diversified Enterprises, LLC15,993$799K0.07%-9,03513F-HRTimeline
Merkkuri Wealth Advisors LLC15,911$795K0.68%-1,53813F-HRTimeline
Physician Wealth Solutions Inc.15,241$762K0.38%-1,01113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,202$760K0.02%+3,58213F-HRTimelineGroup