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Disclosery

IAGG ISHARES TR

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CORE INTL AGGR (fund)

549 managers (559 13F filers) reported a position in IAGG shares at 2025-06-30, 175,544,276 shares in all. 205 filers opened a position and 31 filers sold out during the quarter.

Managers
549
13F filers
559
New
205
Added
198
Reduced
99
Sold out
31
Shares held by filers
175,544,276

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding23,229,124$1.19B+22,464,378Timeline
BlackRock, Inc.in group BlackRock, Inc.20,249,392$1.03B0.02%+7,913,02213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,687,858$904M0.06%+2,676,13713F-HRTimelineGroup
Financial Engines Advisors L.L.C.14,547,159$743M1.48%+105,68813F-HRTimeline
Matson Money. Inc.8,532,724$436M15.1%-179,17813F-HRTimeline
LPL Financial LLC8,095,089$414M0.14%+7,067,50513F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …5,583,011$262M0.64%+453,63813F-HRTimelineGroup
WealthNavi Inc.3,796,589$194M1.95%+387,79513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,237,739$165M0.01%+2,323,66013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,405,733$123M0.01%+2,209,45513F-HRTimelineGroup
MATHER GROUP, LLC.2,245,717$115M1.23%+37,08613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,043,236$104M0.08%-767,14513F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,008,292$103M0.36%+2,006,21413F-HRTimelineGroup
SageView Advisory Group, LLC1,968,201$100M3.79%-35,77313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,929,034$98.6M0.13%+390,93713F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,772,843$90.6M0.03%+425,10213F-HRTimeline
Cetera Investment Advisers1,730,909$88.4M0.15%+1,397,03113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,722,609$88M0.81%+1,708,98313F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson1,635,834$83.6M0.04%-14,85313F-HRTimelineGroup
Betterment LLC1,466,453$74.9M0.16%-4,68313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,316,457$67.2M0.02%+1,073,87313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,280,810$65.4M0.19%+1,269,14513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,061,660$54.2M0.01%+1,036,37513F-HRTimelineGroup
N.E.W. Advisory Services LLC1,061,276$54.2M5.26%-50,58613F-HRTimeline
GeoWealth Management, LLC1,033,652$52.8M2.06%+67,38213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…998,108$51M0.18%+197,97613F-HRTimelineGroup
Janney Montgomery Scott LLC943,287$48.2M0.13%new13F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding872,754$44.6M+67,933Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…824,028$42.1M0.34%+671,46213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA817,385$41.8M0.01%+247,32513F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC748,119$38.2M0.27%+28,46213F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding737,236$37.7M+42,409Timeline
NewEdge Advisors, LLC730,767$37.3M0.19%+727,70613F-HRTimeline
GDS Wealth Management718,006$36.7M2.68%+30,53413F-HRTimeline
Boston Standard Wealth Management, LLC714,668$36.5M6.58%+120,10613F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.618,366$31.6M8.52%+16,30513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC590,876$30.2M1.01%+73,89013F-HRTimelineGroup
Foundations Investment Advisors, LLC565,990$28.9M0.46%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …550,506$28.1M5.52%13F-HRTimelineGroup
Nationwide Fund Advisorsin group Nationwide Fund Advisors529,227$27M1.51%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC528,648$27M0.04%+521,68213F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.519,957$26.6M2.06%-13,16513F-HRTimeline
SYON CAPITAL LLC511,823$26.1M1.73%+174,17513F-HRTimeline
Modera Wealth Management, LLC510,325$26.1M0.32%-1,68013F-HRTimeline
UBS Group AGin group UBS Group AG507,288$25.9M0.01%+272,24813F-HRTimelineGroup
AMARILLO NATIONAL BANK500,872$25.6M4.76%-33,22613F-HRTimeline
Prime Capital Investment Advisors, LLC500,070$25.5M0.34%-428,13513F-HRTimeline
Sanctuary Advisors, LLC484,730$24.8M0.15%+456,51713F-HRTimeline
JB Capital LLC478,563$24.4M1.19%new13F-HRTimeline
Merit Financial Group, LLC463,616$23.7M0.26%+375,05413F-HRTimeline
McKinley Carter Wealth Services, Inc.449,484$23M1.28%+17,74013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC440,614$22.5M0.04%+32,91613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP423,651$21.6M0.02%new13F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\420,234$21.5M0.01%+401,68613F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding408,430$20.9M-11,211Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…403,293$20.6M0.02%+326,80313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.391,686$20M0.16%+351,73213F-HRTimelineGroup
Silphium Asset Management Ltdin group Silphium Asset Management Ltd372,900$19.1M6.79%new13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC365,600$18.7M0.02%+318,80013F-HRTimeline
NYL Investors LLC325,608$16.6M4.59%+1,90813F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.320,466$16.4M7.01%+32,93713F-HRTimeline
Apella Capital, LLC313,146$16M0.43%+100,13713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.311,925$15.9M0.03%+146,63313F-HR/ATimelineGroup
Brio Consultants, LLC305,121$15.6M2.28%+9,61813F-HRTimeline
Trinity Wealth Management, LLC301,894$15.4M6.12%+12,76213F-HRTimeline
Mason & Associates, LLC299,543$15.3M3.84%-16,82413F-HRTimeline
Values Added Financial LLC284,303$14.5M7.04%+276,16613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management284,771$14.5M0.52%new13F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA283,235$14.5M0.04%new13F-HRTimelineGroup
IHT Wealth Management, LLC282,375$14.4M0.4%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP280,437$14.3M0.02%+244,35213F-HRTimelineGroup
Cambridge Investment Research Advisors,…272,522$13.9M0.04%+234,44013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\252,039$12.9M0.02%+249,51613F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC251,806$12.9M0.93%-9,32213F-HRTimeline
DORVAL Corp250,214$12.8M4.57%+34,65913F-HRTimeline
Main Street Financial Solutions, LLC245,792$12.6M0.91%+8,32713F-HRTimeline
Modern Wealth Management, LLC245,781$12.6M0.31%+103,72713F-HR/ATimeline
PENOBSCOT WEALTH MANAGEMENT243,947$12.5M4.46%+17,91113F-HRTimeline
Austin Private Wealth, LLC228,360$11.7M0.92%new13F-HRTimeline
IFP Advisors, Inc216,751$11.1M0.31%+84,10013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC207,308$10.6M0.62%+44,00013F-HRTimelineGroup
Anderson Financial Strategies, LLC207,079$10.6M6.77%-11,82613F-HRTimeline
Occidental Asset Management, LLC199,478$10.2M1.41%+2,18113F-HRTimeline
Sharkey, Howes & Javer196,214$10M1.34%new13F-HRTimeline
PDS Planning, Inc196,152$10M0.75%-81713F-HRTimeline
Octavia Wealth Advisors, LLC195,107$9.97M1.13%-18,47813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP194,878$9.96M0.01%-10,17813F-HR/ATimelineGroup
SteelPeak Wealth, LLC194,590$9.94M0.39%new13F-HRTimeline
AE Wealth Management LLC192,344$9.83M0.07%+80,82913F-HRTimeline
Kelly Financial Services LLC183,741$9.39M2.77%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC181,552$9.28M0.01%-2,88013F-HRTimelineGroup
Atria Wealth Solutions, Inc.180,948$9.24M0.21%+122,22913F-HRTimeline
Aspect Partners, LLC180,687$9.23M4.55%+12,85513F-HRTimeline
BIP Wealth, LLC177,954$9.09M0.56%+5,58513F-HRTimeline
Stone House Investment Management, LLC174,017$8.89M1.63%+172,34713F-HRTimeline
Icon Wealth Advisors, LLC169,830$8.68M0.62%new13F-HRTimeline
High Falls Advisors, Inc168,275$8.6M1.9%new13F-HRTimeline
Horst & Graben Wealth Management LLC156,772$8.01M1.33%new13F-HRTimeline
Forum Private Client Group LLC156,759$8.01M3.09%+1,66213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.153,329$7.83M0.04%new13F-HRTimeline
Ackerman Capital Advisors, LLC150,601$7.69M1.79%new13F-HRTimeline
Atria Investments, Inc148,243$7.57M0.09%new13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.143,502$7.33M1.14%-3,99013F-HR/ATimeline
Freedom Investment Management, Inc.142,185$7.26M0.58%+7,04313F-HRTimeline
Boyd Wealth Management, LLC138,457$7.07M3.06%new13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC133,326$6.81M0.19%013F-HRTimeline
Creative Planningin group Creative Planning131,300$6.71M0.01%+124,82413F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.129,101$6.6M0.36%new13F-HRTimeline
Kooman & Associates127,662$6.52M2.2%-7,03713F-HRTimeline
APPLETON PARTNERS INC/MA126,629$6.47M0.46%+3,64013F-HRTimeline
Dynamic Advisor Solutions LLC124,745$6.37M0.2%+10,01613F-HRTimeline
Orion Porfolio Solutions, LLC123,980$6.33M0.05%new13F-HR/ATimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC122,963$6.28M0.72%+4,38813F-HRTimeline
One Wealth Advisors, LLC122,629$6.27M0.87%new13F-HRTimeline
Leo Wealth, LLC121,878$6.24M0.48%+26,08913F-HRTimeline
PAX Financial Group, LLC121,674$6.22M1.19%+74,34113F-HRTimeline
Capstone Financial Advisors, Inc.120,841$6.17M0.36%-9,88113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…120,272$6.14M0.01%new13F-HRTimelineGroup
Brooklyn FI, LLC119,845$6.12M1.57%+1,04613F-HRTimeline
Robinswood Financial LLC118,263$6.04M2.14%-2,35713F-HRTimeline
Blue Trust, Inc.116,803$5.97M0.07%+116,34513F-HRTimeline
LifePlan Investment Advisors, Inc.115,504$5.9M2.93%+18,83113F-HRTimeline
TSFG, LLC115,416$5.9M1.07%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding114,333$5.84M+100,924Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC113,479$5.8M<0.01%+34,46913F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC106,115$5.42M0.19%-5,62913F-HRTimeline
New Capital Management LP103,434$5.28M1.47%+3,54913F-HRTimeline
Farther Finance Advisors, LLC102,980$5.26M0.11%+56,41013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…102,922$5.26M0.01%+18,66213F-HR/ATimelineGroup
Keel Point, LLC102,432$5.23M0.35%013F-HRTimeline
Pure Financial Advisors, LLC100,864$5.15M0.09%-45713F-HRTimeline
Trek Financial, LLC99,724$5.09M0.34%new13F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.99,552$5.09M0.94%013F-HRTimeline
Mariner, LLCin group Mariner, LLC95,062$4.86M0.01%+42,91613F-HRTimelineGroup
AlphaStar Capital Management, LLC94,964$4.85M0.34%+15,80413F-HRTimeline
Invst, LLC94,555$4.83M0.6%new13F-HRTimeline
Continuum Advisory, LLC94,439$4.82M0.58%+4,57313F-HRTimeline
BlueStem Wealth Partners, LLC93,723$4.79M0.59%new13F-HRTimeline
Advisory Services Network, LLC92,696$4.73M0.08%+33,06313F-HRTimeline
MGO ONE SEVEN LLC89,846$4.59M0.15%+23,83113F-HRTimeline
Certified Advisory Corp89,195$4.56M0.47%+3,19613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC89,000$4.55M<0.01%new13F-HRTimelineGroup
Simplicity Wealth,LLC88,412$4.52M0.19%new13F-HRTimeline
Keystone Financial Services87,997$4.5M1.53%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding87,072$4.45MnewTimeline
FFG RETIREMENT ADVISORS LLC87,035$4.45M2.79%new13F-HRTimeline
Clear Creek Financial Management, LLC85,200$4.35M0.41%+76,13813F-HRTimeline
Beacon Bridge Wealth Partners, LLC83,390$4.26M1.69%+38,38313F-HRTimeline
Bay Harbor Wealth Management, LLC81,562$4.17M1.21%new13F-HRTimeline
Quad-Cities Investment Group, LLC81,148$4.15M1.88%+1,90613F-HRTimeline
Burt Wealth Advisors78,344$4M0.92%+1,71513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management78,106$3.99M0.05%new13F-HRTimelineGroup
Wiser Wealth Management, Inc77,610$3.97M0.99%-75013F-HRTimeline
Full Sail Capital, LLC77,376$3.95M0.23%-1,23113F-HRTimeline
&PARTNERS75,546$3.87M0.03%+48,21113F-HRTimeline
Keystone Financial Group74,515$3.81M0.34%new13F-HRTimeline
Cardinal Strategic Wealth Guidance74,300$3.8M1.1%new13F-HRTimeline
WEALTH ALLIANCE, LLC73,191$3.74M0.42%new13F-HRTimeline
Cobblestone Asset Management LLC72,707$3.71M1.95%new13F-HRTimeline
Columbus Macro, LLC72,483$3.7M0.45%+3,16213F-HRTimeline
PFG Advisors71,242$3.64M0.17%+44,93413F-HRTimeline
Summit Wealth Group, LLC70,315$3.59M0.92%-1,97213F-HRTimeline
Legacy Financial Group LLC69,731$3.56M0.5%new13F-HRTimeline
JGP Wealth Management, LLC69,472$3.55M0.43%+1,62713F-HRTimeline
SigFig Wealth Management, LLC69,283$3.54M0.12%new13F-HRTimeline
Steward Partners Investment Advisory, L…68,695$3.51M0.03%+66,08813F-HRTimeline
Aletheian Wealth Advisors LLC68,246$3.49M1.72%+15,61113F-HRTimeline
HighTower Advisors, LLC68,208$3.48M<0.01%+19,71313F-HRTimeline
Breakwater Investment Management67,161$3.43M1.33%+8,19113F-HRTimeline
Perennial Investment Advisors, LLC65,636$3.35M0.33%new13F-HRTimeline
Valmark Advisers, Inc.64,176$3.28M0.05%+9,22513F-HRTimeline
Hardy Reed LLC63,723$3.26M0.26%-54713F-HRTimeline
Grove Street Fiduciary, LLC63,484$3.24M1.56%-3,56313F-HRTimeline
Allegheny Financial Group63,417$3.24M0.72%-3,48413F-HRTimeline
Regal Investment Advisors LLC62,698$3.2M0.24%new13F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC61,476$3.14M2.41%-6,73513F-HRTimeline
Scarborough Advisors, LLC60,661$3.1M0.61%new13F-HRTimeline
Private Advisor Group, LLC60,069$3.07M0.02%+53,18813F-HRTimeline
Paragon Advisors, LLC60,037$3.07M0.8%-32,73313F-HRTimeline
Orin Green Financial, LLC57,751$2.95M1.25%+5,21113F-HRTimeline
Partners in Financial Planning57,565$2.94M0.54%-1,79313F-HRTimeline
Vise Technologies, Inc.56,404$2.88M0.12%13F-HRTimeline
True Vision MN LLC56,352$2.88M1.59%new13F-HRTimeline
Blue Barn Wealth, LLC55,625$2.84M1.34%+6,83413F-HRTimeline
Detalus Advisors, LLC55,149$2.82M0.82%new13F-HRTimeline
Waverly Advisors, LLC54,400$2.78M0.03%-3,35513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC54,181$2.77M0.05%+47,14213F-HRTimelineGroup
Comprehensive Wealth Management, LLC54,097$2.76M2.23%+2,87213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC54,028$2.76M<0.01%+35,99113F-HRTimelineGroup
Mayflower Financial Advisors, LLC53,727$2.74M0.38%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC53,249$2.72M0.08%new13F-HRTimeline
Apeiron RIA LLC52,933$2.7M0.7%new13F-HRTimeline
INVESTMENT PARTNERS, LTD.51,315$2.62M0.99%+4,89513F-HRTimeline
MMA ASSET MANAGEMENT LLC50,912$2.6M1%new13F-HRTimeline
FC Advisory LLC50,295$2.57M0.79%+81313F-HRTimeline
Strategic Financial Partners, Ltd.50,028$2.56M1.19%new13F-HRTimeline
WealthShield Partners, LLC49,501$2.53M0.31%+46,39113F-HRTimeline
KWB Wealth49,636$2.48M0.3%-13613F-HRTimeline
Global Retirement Partners, LLC47,447$2.42M0.06%13F-HRTimeline
Wealth Advisory Solutions, LLC47,409$2.42M0.61%-20213F-HRTimeline