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Disclosery

IAGG ISHARES TR

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CORE INTL AGGR (fund)

569 managers (577 13F filers) reported a position in IAGG shares at 2025-09-30, 187,019,707 shares in all. 67 filers opened a position and 40 filers sold out during the quarter.

Managers
569
13F filers
577
New
67
Added
347
Reduced
104
Sold out
40
Shares held by filers
187,019,707

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding24,382,053$1.25B+1,152,929Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,430,043$995M0.06%+1,742,18513F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.18,238,638$934M0.02%-2,010,75413F-HRTimelineGroup
Financial Engines Advisors L.L.C.15,375,354$788M1.5%+828,19513F-HRTimeline
LPL Financial LLC9,166,041$470M0.14%+1,070,95213F-HRTimeline
Matson Money. Inc.8,792,164$450M14.83%+259,44013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …5,583,011$263M0.68%013F-HRTimelineGroup
WealthNavi Inc.4,355,338$223M2.07%+558,74913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,297,574$169M0.01%+59,83513F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,851,049$146M0.01%+445,31613F-HR/ATimelineGroup
MATHER GROUP, LLC.2,352,657$121M1.22%+106,94013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,209,749$113M0.03%+893,29213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,166,492$111M0.08%+123,25613F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,090,068$107M0.32%+81,77613F-HRTimelineGroup
Cetera Investment Advisers2,030,942$104M0.12%+300,03313F-HRTimeline
SageView Advisory Group, LLC1,993,466$102M3.52%+25,26513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,867,173$95.7M0.12%-61,86113F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson1,828,326$93.7M0.04%+192,49213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,766,685$90.5M0.71%+44,07613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.1,585,188$81.2M0.03%-187,65513F-HRTimeline
Betterment LLC1,482,783$76M0.15%+16,33013F-HRTimeline
MML INVESTORS SERVICES, LLC1,280,467$65.6M0.18%-34313F-HRTimeline
Janney Montgomery Scott LLC1,280,144$65.6M0.16%+336,85713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,238,543$63.5M0.01%+176,88313F-HRTimelineGroup
N.E.W. Advisory Services LLC1,134,706$58.1M5.19%+73,43013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,080,074$55.3M0.06%+551,42613F-HRTimelineGroup
GeoWealth Management, LLC993,330$50.9M1.86%-40,32213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…957,766$49.1M0.15%-40,34213F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding932,282$47.8M+59,528Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA923,716$47.3M0.01%+106,33113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding907,760$46.5M+170,524Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…842,290$43.2M0.31%+18,26213F-HRTimelineGroup
NewEdge Advisors, LLC824,904$42.3M0.19%+94,13713F-HRTimeline
GDS Wealth Management776,084$39.8M2.62%+58,07813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC766,791$39.3M0.24%+18,67213F-HR/ATimelineGroup
Boston Standard Wealth Management, LLC738,557$37.8M6.36%+23,88913F-HRTimeline
Merit Financial Group, LLC710,280$36.4M0.33%+246,66413F-HR/ATimeline
PRUDENT INVESTORS NETWORK, INC.675,903$34.6M8.48%+57,53713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC612,794$31.4M0.92%+21,91813F-HRTimelineGroup
UBS Group AGin group UBS Group AG604,322$31M0.01%+97,03413F-HRTimelineGroup
Foundations Investment Advisors, LLC596,180$30.5M0.44%+30,19013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …565,569$29M5.73%13F-HRTimelineGroup
AMARILLO NATIONAL BANK546,082$28M4.92%+45,21013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.539,223$27.6M2%+19,26613F-HRTimeline
JB Capital LLC536,083$27.5M1.18%+57,52013F-HRTimeline
Sanctuary Advisors, LLC527,597$27M0.15%+42,86713F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC522,548$26.8M0.06%+480,13413F-HRTimelineGroup
Nationwide Fund Advisorsin group Nationwide Fund Advisors521,498$26.7M1.47%-7,72913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC509,651$26.1M0.33%+9,58113F-HRTimeline
Modera Wealth Management, LLC505,909$25.9M0.3%-4,41613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC499,083$25.6M0.04%+58,46913F-HRTimelineGroup
SYON CAPITAL LLC497,450$25.5M1.37%-14,37313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.486,578$24.9M0.03%+174,65313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP483,066$24.7M0.02%+59,41513F-HRTimelineGroup
Silphium Asset Management Ltdin group Silphium Asset Management Ltd470,000$24.1M7.12%+97,10013F-HRTimelineGroup
Modern Wealth Management, LLC467,934$24M0.47%+222,15313F-HRTimeline
McKinley Carter Wealth Services, Inc.465,235$23.8M1.25%+15,75113F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding420,020$21.5M+11,590Timeline
Apella Capital, LLC410,591$21.3M0.47%+97,44513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\409,487$21M0.01%-10,74713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…405,029$20.7M0.01%+1,73613F-HRTimelineGroup
LANDMARK WEALTH MANAGEMENT, INC.348,182$17.8M6.96%+27,71613F-HRTimeline
NYL Investors LLC326,505$16.7M5.5%+89713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA323,794$16.6M0.04%+40,55913F-HRTimelineGroup
Cambridge Investment Research Advisors,…323,275$16.6M0.05%+50,75313F-HRTimeline
Values Added Financial LLC320,990$16.4M7.31%+36,68713F-HRTimeline
Brio Consultants, LLC312,257$16M2.2%+7,13613F-HRTimeline
Trinity Wealth Management, LLC309,127$15.8M5.94%+7,23313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP302,510$15.5M0.02%+22,07313F-HRTimelineGroup
DORVAL Corp299,164$15.3M5.07%+48,95013F-HRTimeline
Mason & Associates, LLC299,543$15.3M3.84%013F-HRTimeline
IHT Wealth Management, LLC291,470$14.9M0.38%+9,09513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…289,439$14.8M0.03%+284,72113F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT273,041$14M4.49%+29,09413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.272,192$13.9M0.1%-119,49413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\261,887$13.4M0.02%+9,84813F-HRTimelineGroup
Main Street Financial Solutions, LLC260,030$13.3M0.85%+14,23813F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC250,308$12.8M0.7%+43,00013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…240,002$12.3M0.02%+229,94113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC236,876$12.1M<0.01%+123,39713F-HRTimelineGroup
Sharkey, Howes & Javer235,592$12.1M1.55%+39,37813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC233,952$12M0.79%-17,85413F-HRTimeline
Anderson Financial Strategies, LLC231,356$11.9M7.02%+24,27713F-HRTimeline
Austin Private Wealth, LLC224,087$11.5M0.88%-4,27313F-HRTimeline
Savvy Advisors, Inc.223,196$11.4M0.53%+195,69313F-HRTimeline
AE Wealth Management LLC222,954$11.4M0.07%+30,61013F-HRTimeline
Occidental Asset Management, LLC211,982$10.9M1.36%+12,50413F-HRTimeline
Octavia Wealth Advisors, LLC208,127$10.7M1.06%+13,02013F-HRTimeline
Kelly Financial Services LLC204,064$10.5M2.71%+20,32313F-HRTimeline
BIP Wealth, LLC200,162$10.3M0.51%+22,20813F-HRTimeline
SteelPeak Wealth, LLC200,121$10.3M0.34%+5,53113F-HRTimeline
Aspect Partners, LLC196,853$10.1M4.58%+16,16613F-HRTimeline
Orion Porfolio Solutions, LLC195,455$10M0.08%+71,47513F-HRTimeline
PDS Planning, Inc193,329$9.9M0.69%-2,82313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP191,775$9.82M0.02%-3,10313F-HRTimelineGroup
Atria Investments, Inc188,015$9.63M0.11%+39,77213F-HRTimeline
Icon Wealth Advisors, LLC185,093$9.48M0.64%+15,26313F-HRTimeline
IFP Advisors, Inc183,361$9.39M0.24%-33,39013F-HR/ATimeline
Stone House Investment Management, LLC182,662$9.36M1.58%+8,64513F-HRTimeline
Horst & Graben Wealth Management LLC181,869$9.32M1.42%+25,09713F-HRTimeline
High Falls Advisors, Inc178,558$9.15M1.88%+10,28313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV159,308$8.16M0.01%+139,10513F-HRTimeline
Marex Group Ltdin group Marex Group Ltd156,400$8.01M0.1%new13F-HRTimelineGroup
Forum Private Client Group LLC156,047$7.99M2.85%-71213F-HRTimeline
Ackerman Capital Advisors, LLC155,677$7.98M1.67%+5,07613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding151,493$7.76M+37,160Timeline
KWB Wealth151,461$7.74M0.86%+101,82513F-HRTimeline
INTEGRITY ALLIANCE, LLC.149,617$7.66M0.36%+20,51613F-HRTimeline
Boyd Wealth Management, LLC145,639$7.46M3.21%+7,18213F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC145,326$7.45M0.2%+12,00013F-HRTimeline
Balance Wealth Partners LLC145,016$7.43M1.84%new13F-HRTimeline
TSFG, LLC141,322$7.24M1.15%+25,90613F-HRTimeline
Dynamic Advisor Solutions LLC140,690$7.21M0.21%+15,94513F-HRTimeline
One Wealth Advisors, LLC140,079$7.18M0.9%+17,45013F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…137,300$7.04M6.79%new13F-HRTimelineGroup
Farther Finance Advisors, LLC137,133$7.03M0.11%+34,15313F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.136,113$6.97M1.03%-7,38913F-HR/ATimeline
Creative Planningin group Creative Planning131,393$6.73M0.01%+9313F-HRTimelineGroup
APPLETON PARTNERS INC/MA130,267$6.67M0.45%+3,63813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC130,345$6.67M0.24%+92,91313F-HRTimelineGroup
PAX Financial Group, LLC127,340$6.52M1.18%+5,66613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC126,319$6.47M0.68%+3,35613F-HRTimeline
Robinswood Financial LLC125,870$6.45M2.15%+7,60713F-HRTimeline
Capstone Financial Advisors, Inc.124,141$6.36M0.34%+3,30013F-HRTimeline
Kooman & Associates122,326$6.27M1.93%-5,33613F-HRTimeline
LifePlan Investment Advisors, Inc.121,080$6.2M2.6%+5,57613F-HRTimeline
Discipline Wealth Solutions, LLC119,550$6.12M1.61%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC118,447$6.07M0.01%+23,38513F-HRTimelineGroup
Brooklyn FI, LLC117,056$6M1.34%-2,78913F-HRTimeline
Trek Financial, LLC116,287$5.96M0.35%+16,56313F-HRTimeline
Keel Point, LLC108,985$5.58M0.34%+6,55313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC104,365$5.35M0.17%-1,75013F-HRTimeline
Blue Trust, Inc.102,188$5.24M0.06%-14,61513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…101,893$5.22M0.01%-1,02913F-HRTimelineGroup
Leo Wealth, LLC101,523$5.2M0.67%-20,35513F-HRTimeline
Procyon Advisors, LLC101,332$5.19M0.31%new13F-HRTimeline
Pure Financial Advisors, LLC101,021$5.18M0.08%+15713F-HRTimeline
MGO ONE SEVEN LLC100,751$5.16M0.12%+10,90513F-HRTimeline
Advisory Services Network, LLC100,341$5.14M0.08%+7,64513F-HRTimeline
New Capital Management LP99,547$5.1M1.34%-3,88713F-HRTimeline
Continuum Advisory, LLC98,615$5.05M0.53%+4,17613F-HRTimeline
Invst, LLC96,253$4.93M0.56%+1,69813F-HRTimeline
Private Advisor Group, LLC95,822$4.91M0.02%+35,75313F-HRTimeline
BlueStem Wealth Partners, LLC95,009$4.87M0.56%+1,28613F-HRTimeline
&PARTNERS93,337$4.81M0.03%+17,79113F-HRTimeline
Keystone Financial Services91,229$4.67M1.45%+3,23213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management90,657$4.64M0.06%+12,55113F-HRTimelineGroup
Bay Harbor Wealth Management, LLC87,208$4.47M1.21%+5,64613F-HRTimeline
Beacon Bridge Wealth Partners, LLC86,139$4.41M1.57%+2,74913F-HRTimeline
Clear Creek Financial Management, LLC86,105$4.41M0.38%+90513F-HRTimeline
Aletheian Wealth Advisors LLC84,914$4.35M2.02%+16,66813F-HRTimeline
Steward Partners Investment Advisory, L…84,577$4.33M0.02%+15,88213F-HRTimeline
Wiser Wealth Management, Inc83,211$4.26M0.97%+5,60113F-HRTimeline
Vise Technologies, Inc.81,656$4.18M0.16%+25,25213F-HRTimeline
FFG RETIREMENT ADVISORS LLC79,903$4.09M2.54%-7,13213F-HRTimeline
Legacy Financial Group LLC79,654$4.08M0.53%+9,92313F-HRTimeline
WEALTH ALLIANCE, LLC79,479$4.07M0.42%+6,28813F-HRTimeline
Quad-Cities Investment Group, LLC79,403$4.07M1.73%-1,74513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding79,262$4.06M-7,810Timeline
Cobblestone Asset Management LLC78,919$4.04M1.85%+6,21213F-HRTimeline
Paragon Advisors, LLC78,822$4.04M1.04%+18,78513F-HRTimeline
Burt Wealth Advisors78,009$4M0.98%-33513F-HRTimeline
RFG Advisory, LLC77,785$3.98M0.08%+51,09713F-HRTimeline
U.S. Capital Wealth Advisors, LLC77,208$3.96M0.11%+23,95913F-HRTimeline
Cardinal Strategic Wealth Guidance77,024$3.95M1.06%+2,72413F-HRTimeline
Apeiron RIA LLC75,740$3.9M0.88%+22,80713F-HRTimeline
PFG Advisors75,897$3.89M0.16%+4,65513F-HRTimeline
Breakwater Investment Management75,087$3.85M1.42%+7,92613F-HRTimeline
SigFig Wealth Management, LLC74,990$3.85M0.12%+5,70713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,093$3.8M<0.01%-14,90713F-HRTimelineGroup
HighTower Advisors, LLC72,779$3.73M<0.01%+4,57113F-HRTimeline
Keystone Financial Group71,940$3.69M0.28%-2,57513F-HR/ATimeline
Columbus Macro, LLC70,638$3.62M0.41%-1,84513F-HRTimeline
JGP Wealth Management, LLC70,130$3.6M0.4%+65813F-HRTimeline
Regal Investment Advisors LLC69,906$3.58M0.23%+7,20813F-HRTimeline
Comprehensive Wealth Management, LLC68,604$3.51M2.49%+14,50713F-HRTimeline
Perennial Investment Advisors, LLC68,396$3.5M0.29%+2,76013F-HRTimeline
Summit Wealth Group, LLC68,110$3.49M0.84%-2,20513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…67,558$3.46M<0.01%-52,71413F-HRTimelineGroup
Advus Financial Partners, LLC66,537$3.41M1.26%+34,66513F-HR/ATimeline
Valmark Advisers, Inc.66,042$3.38M0.04%+1,86613F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC65,726$3.37M2.48%+4,25013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN65,222$3.34M<0.01%+63,40813F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC64,706$3.31M0.6%+22,75813F-HRTimeline
Scarborough Advisors, LLC64,646$3.31M0.58%+3,98513F-HRTimeline
Hardy Reed LLC64,528$3.31M0.24%+80513F-HRTimeline
Orin Green Financial, LLC63,956$3.28M1.31%+6,20513F-HRTimeline
Wealthfront Advisers LLC63,206$3.24M0.01%+17,89713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC62,462$3.2M0.05%+8,28113F-HRTimelineGroup
Allegheny Financial Group62,413$3.2M0.6%-1,00413F-HRTimeline
Full Sail Capital, LLC62,052$3.18M0.18%-15,32413F-HRTimeline
Grove Street Fiduciary, LLC62,041$3.18M1.5%-1,44313F-HRTimeline
Mayflower Financial Advisors, LLC59,376$3.04M0.38%+5,64913F-HRTimeline
Partners in Financial Planning58,343$2.99M0.52%+77813F-HRTimeline
True Vision MN LLC57,681$2.95M1.54%+1,32913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC55,886$2.86M<0.01%-309,71413F-HRTimeline
Global Retirement Partners, LLC55,214$2.83M0.06%+7,76713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.54,906$2.81M<0.01%+14,39313F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.54,237$2.78M0.98%+2,92213F-HRTimeline
Shared Vision Wealth Group LLC53,340$2.76M1.17%+17,59413F-HRTimeline