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Disclosery

IAGG ISHARES TR

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CORE INTL AGGR (fund)

627 managers (636 13F filers) reported a position in IAGG shares at 2025-12-31, 194,111,652 shares in all. 60 filers opened a position and 44 filers sold out during the quarter.

Managers
627
13F filers
636
New
60
Added
353
Reduced
126
Sold out
44
Shares held by filers
194,111,652

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding24,455,981$1.22B+73,928Timeline
BlackRock, Inc.in group BlackRock, Inc.17,722,922$886M0.02%-515,71613F-HRTimelineGroup
Financial Engines Advisors L.L.C.16,086,101$804M1.52%+710,74713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,148,488$508M0.03%-9,281,55513F-HRTimelineGroup
LPL Financial LLC9,875,935$494M0.14%+709,89413F-HRTimeline
Matson Money. Inc.9,322,692$467M14.75%+530,52813F-HRTimeline
Nationwide Fund Advisorsin group Nationwide Fund Advisors5,873,118$294M12.58%+5,351,62013F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …5,129,373$257M0.29%-453,63813F-HRTimelineGroup
WealthNavi Inc.5,046,330$252M2.23%+690,99213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,180,599$209M0.02%+883,02513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,200,607$160M0.01%+349,55813F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,741,859$137M0.16%+1,661,78513F-HRTimelineGroup
MATHER GROUP, LLC.2,457,128$123M1.27%+104,47113F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson2,446,226$122M0.05%+617,90013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,417,959$121M0.07%+251,46713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,331,524$117M0.03%+121,77513F-HRTimelineGroup
Cetera Investment Advisers2,193,124$110M0.12%+162,18213F-HRTimeline
CWM, LLCin group CWM, LLC2,178,011$109M0.3%+87,94313F-HRTimelineGroup
SageView Advisory Group, LLC2,170,574$109M3.67%+177,10813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,944,418$97.2M0.13%+77,24513F-HRTimeline
Betterment LLC1,818,945$91M0.17%+336,16213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,808,188$90.4M0.77%+41,50313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.1,585,258$79.3M0.03%+7013F-HRTimeline
MML INVESTORS SERVICES, LLC1,479,805$74M0.18%+199,33813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,351,775$67.6M0.01%+113,23213F-HRTimelineGroup
Janney Montgomery Scott LLC1,297,336$64.9M0.15%+17,19213F-HRTimeline
N.E.W. Advisory Services LLC1,208,835$60.5M4.47%+74,12913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,061,940$53.1M0.01%+138,22413F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding1,019,233$51M+86,951Timeline
GeoWealth Management, LLC1,010,731$50.5M1.86%+17,40113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding978,714$48.9M+70,954Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…946,406$47.3M0.13%-11,36013F-HRTimelineGroup
NewEdge Advisors, LLC933,264$46.7M0.17%+108,36013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…865,325$43.3M0.26%+23,03513F-HRTimelineGroup
GDS Wealth Management845,544$42.3M2.64%+69,46013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.793,484$39.7M9.11%+117,58113F-HRTimeline
Boston Standard Wealth Management, LLC787,162$39.4M6.5%+48,60513F-HRTimeline
Merit Financial Group, LLC780,508$39M0.31%+70,22813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC767,477$38.4M0.22%+68613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.754,007$37.7M0.06%+267,42913F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC688,722$34.4M5.3%+624,01613F-HRTimeline
True Link Financial Advisors, LLC660,056$33M2.01%new13F-HRTimeline
Foundations Investment Advisors, LLC646,870$32.3M0.42%+50,69013F-HRTimeline
UBS Group AGin group UBS Group AG638,818$31.9M0.01%+34,49613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC626,173$31.3M0.87%+13,37913F-HR/ATimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …612,666$30.6M5.9%+47,09713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC584,883$29.3M0.06%+62,33513F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.576,454$28.8M2.01%+37,23113F-HRTimeline
AMARILLO NATIONAL BANK573,747$28.7M5.04%+27,66513F-HRTimeline
JB Capital LLC560,569$28M1.14%+24,48613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC560,332$28M0.04%+61,24913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC535,598$26.8M0.33%+25,94713F-HRTimeline
Apella Capital, LLC520,429$26M0.51%+109,83813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP517,966$25.9M0.02%+34,90013F-HRTimelineGroup
Modera Wealth Management, LLC510,075$25.5M0.3%+4,16613F-HRTimeline
SYON CAPITAL LLC507,776$25.4M1.27%+10,32613F-HRTimeline
Sanctuary Advisors, LLC496,024$24.8M0.14%-31,57313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding425,730$21.3M+5,710Timeline
Modern Wealth Management, LLC409,615$20.5M0.37%-58,31913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV383,459$19.2M0.03%+224,15113F-HRTimeline
Cambridge Investment Research Advisors,…361,146$18.1M0.05%+37,87113F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.353,246$17.7M6.67%+5,06413F-HRTimeline
Mason & Associates, LLC350,806$17.5M3.99%+51,26313F-HRTimeline
DORVAL Corp344,715$17.2M5.5%+45,55113F-HRTimeline
NYL Investors LLC341,342$17.1M5.8%+14,83713F-HRTimeline
Brio Consultants, LLC336,775$16.8M2.19%+24,51813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…334,706$16.7M0.01%-70,32313F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP332,724$16.6M0.02%+30,21413F-HRTimelineGroup
BlueStem Wealth Partners, LLC329,539$16.5M1.82%+234,53013F-HRTimeline
IHT Wealth Management, LLC327,453$16.4M0.4%+35,98313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA326,649$16.3M0.04%+2,85513F-HRTimelineGroup
Trinity Wealth Management, LLC319,336$16M5.88%+10,20913F-HRTimeline
McKinley Carter Wealth Services, Inc.310,310$15.5M0.87%-154,92513F-HRTimeline
Stadion Money Management, LLC303,984$15.2M1.23%new13F-HRTimeline
Savvy Advisors, Inc.297,912$14.9M0.48%+74,71613F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT290,261$14.5M4.49%+17,22013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC284,626$14.2M<0.01%+47,75013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\281,189$14.1M0.02%+19,30213F-HRTimelineGroup
Main Street Financial Solutions, LLC271,521$13.6M1.02%+11,49113F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC269,308$13.5M0.71%+19,00013F-HRTimelineGroup
AE Wealth Management LLC250,547$12.5M0.07%+27,59313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…249,583$12.5M0.02%-39,85613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.234,563$11.7M0.08%-37,62913F-HRTimelineGroup
Farther Finance Advisors, LLC232,679$11.6M0.12%+95,54613F-HRTimeline
PDS Planning, Inc228,153$11.4M0.76%+34,82413F-HRTimeline
Orion Porfolio Solutions, LLC227,041$11.4M0.08%+31,58613F-HRTimeline
Anderson Financial Strategies, LLC226,514$11.3M6.58%-4,84213F-HRTimeline
Austin Private Wealth, LLC226,200$11.3M0.85%+2,11313F-HRTimeline
Occidental Asset Management, LLC225,619$11.3M1.36%+13,63713F-HRTimeline
Octavia Wealth Advisors, LLC223,464$11.2M1.07%+15,33713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC222,092$11.1M0.72%-11,86013F-HRTimeline
Sharkey, Howes & Javer219,022$11M1.39%-16,57013F-HRTimeline
Creative Planningin group Creative Planning214,481$10.7M0.01%+83,08813F-HRTimelineGroup
Kelly Financial Services LLC211,065$10.6M2.65%+7,00113F-HRTimeline
BIP Wealth, LLC208,970$10.5M0.37%+8,80813F-HRTimeline
Integrated Wealth Concepts LLC204,024$10.2M0.12%+170,81113F-HRTimeline
IFP Advisors, Inc198,772$9.94M0.22%+15,41113F-HRTimeline
Values Added Financial LLC197,656$9.88M4.17%-123,33413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP197,138$9.86M0.01%+5,36313F-HR/ATimelineGroup
Icon Wealth Advisors, LLC193,641$9.68M0.65%+8,54813F-HRTimeline
SteelPeak Wealth, LLC193,211$9.66M0.32%-6,91013F-HRTimeline
Atria Investments, Inc192,111$9.61M0.11%+4,09613F-HRTimeline
Stone House Investment Management, LLC192,063$9.61M1.49%+9,40113F-HRTimeline
High Falls Advisors, Inc188,334$9.42M1.91%+9,77613F-HRTimeline
Horst & Graben Wealth Management LLC185,361$9.27M1.4%+3,49213F-HRTimeline
Mariner, LLCin group Mariner, LLC182,143$9.11M0.01%+63,69613F-HRTimelineGroup
KWB Wealth176,544$8.83M0.84%+25,08313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding170,879$8.55M+19,386Timeline
SECURIAN ASSET MANAGEMENT, INC166,626$8.33M0.32%+21,30013F-HRTimeline
TSFG, LLC165,920$8.3M1.24%+24,59813F-HRTimeline
INTEGRITY ALLIANCE, LLC.165,851$8.29M0.3%+16,23413F-HRTimeline
Forum Private Client Group LLC165,519$8.28M2.82%+9,47213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC164,725$8.24M<0.01%new13F-HR/ATimelineGroup
MLG Wealth Management DBA Pine Grove Fi…154,476$7.73M0.93%13F-HRTimeline
Aznar Financial Advisors, LLC153,494$7.68M7.38%13F-HRTimeline
OLD MISSION CAPITAL LLC151,847$7.59M0.29%new13F-HRTimeline
Boyd Wealth Management, LLC150,720$7.54M3.2%+5,08113F-HRTimeline
One Wealth Advisors, LLC143,726$7.19M0.88%+3,64713F-HRTimeline
PAX Financial Group, LLC135,929$6.8M1.17%+8,58913F-HRTimeline
APPLETON PARTNERS INC/MA135,723$6.79M0.45%+5,45613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC132,679$6.64M0.67%+6,36013F-HRTimeline
Robinswood Financial LLC132,400$6.62M2.12%+6,53013F-HRTimeline
Leo Wealth, LLC131,450$6.58M0.48%+29,92713F-HRTimeline
Discipline Wealth Solutions, LLC129,977$6.5M1.2%+10,42713F-HRTimeline
Capstone Financial Advisors, Inc.125,904$6.3M0.34%+1,76313F-HRTimeline
LifePlan Investment Advisors, Inc.125,556$6.28M2.56%+4,47613F-HRTimeline
Private Advisor Group, LLC125,175$6.26M0.03%+29,35313F-HRTimeline
Kooman & Associates124,302$6.22M1.84%+1,97613F-HRTimeline
Trek Financial, LLC120,891$6.05M0.35%+4,60413F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.118,089$5.91M0.85%-18,02413F-HRTimeline
&PARTNERS115,804$5.81M0.03%+22,46713F-HRTimeline
Vise Technologies, Inc.113,892$5.7M0.11%+32,23613F-HRTimeline
MGO ONE SEVEN LLC113,185$5.66M0.12%+12,43413F-HRTimeline
Advisory Services Network, LLC112,155$5.61M0.08%+11,81413F-HRTimeline
JT Stratford LLC111,674$5.58M0.72%+59,77713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN111,607$5.58M<0.01%+46,38513F-HRTimelineGroup
Global Retirement Partners, LLC106,645$5.33M0.09%+51,43113F-HRTimeline
Pure Financial Advisors, LLC105,746$5.29M0.08%+4,72513F-HRTimeline
Continuum Advisory, LLC105,497$5.28M0.53%+6,88213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC104,420$5.22M0.17%+5513F-HRTimeline
Brooklyn FI, LLC104,044$5.2M1.11%-13,01213F-HRTimeline
Procyon Advisors, LLC101,615$5.08M0.25%+28313F-HRTimeline
Keystone Financial Services98,969$4.95M1.49%+7,74013F-HRTimeline
Greenspring Advisors, LLC98,040$4.9M0.3%+66,93413F-HRTimeline
New Capital Management LP96,791$4.84M1.22%-2,75613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management94,695$4.74M0.05%+4,03813F-HRTimelineGroup
Wealthfront Advisers LLC93,926$4.7M0.01%+30,72013F-HRTimeline
Beacon Bridge Wealth Partners, LLC92,650$4.63M1.54%+6,51113F-HRTimeline
Blue Trust, Inc.92,250$4.61M0.05%-9,93813F-HRTimeline
Invst, LLC92,156$4.61M0.5%-4,09713F-HRTimeline
Wiser Wealth Management, Inc91,437$4.57M1.02%+8,22613F-HRTimeline
Breakwater Investment Management90,181$4.51M1.63%+15,09413F-HRTimeline
Regal Investment Advisors LLC88,868$4.44M0.27%+18,96213F-HRTimeline
Bay Harbor Wealth Management, LLC88,865$4.44M1.16%+1,65713F-HRTimeline
Valmark Advisers, Inc.87,890$4.4M0.05%+21,84813F-HRTimeline
Steward Partners Investment Advisory, L…83,949$4.2M0.02%-62813F-HRTimeline
Xena Financial Planning, LLC83,114$4.16M4.88%13F-HRTimeline
Clear Creek Financial Management, LLC82,985$4.15M0.34%-3,12013F-HRTimeline
Quad-Cities Investment Group, LLC82,702$4.14M1.71%+3,29913F-HRTimeline
Balance Wealth Partners LLC82,383$4.12M1.32%-62,63313F-HRTimeline
Legacy Financial Group LLC82,154$4.12M0.51%+2,50013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding81,483$4.09M+63,909Timeline
Elevated Financial Group LLC81,810$4.09M1.42%13F-HRTimeline
Paragon Advisors, LLC81,498$4.08M1.11%+2,67613F-HRTimeline
Cobblestone Asset Management LLC81,447$4.07M1.83%+2,52813F-HRTimeline
U.S. Capital Wealth Advisors, LLC81,205$4.06M0.11%+3,99713F-HRTimeline
FFG RETIREMENT ADVISORS LLC80,615$4.03M2.5%+71213F-HRTimeline
HighTower Advisors, LLC80,156$4.01M<0.01%+7,37713F-HRTimeline
WEALTH ALLIANCE, LLC80,068$4M0.39%+58913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth78,922$3.95M<0.01%-34013F-HRTimelineGroup
Columbus Macro, LLC78,092$3.91M0.43%+7,45413F-HRTimeline
SigFig Wealth Management, LLC77,056$3.85M0.11%+2,06613F-HRTimeline
JGP Wealth Management, LLC76,920$3.85M0.4%+6,79013F-HRTimeline
Keystone Financial Group73,952$3.7M0.27%+2,01213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC72,303$3.62M0.06%+9,84113F-HRTimelineGroup
Keel Point, LLC70,600$3.53M0.21%-38,38513F-HRTimeline
Sovran Advisors, LLC70,211$3.53M0.3%+18,90213F-HRTimeline
Perennial Investment Advisors, LLC70,424$3.52M0.28%+2,02813F-HRTimeline
Advus Financial Partners, LLC70,109$3.51M1.26%+3,57213F-HR/ATimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC69,194$3.46M2.45%+3,46813F-HRTimeline
Orin Green Financial, LLC68,723$3.44M1.37%+4,76713F-HRTimeline
Summit Wealth Group, LLC67,795$3.39M0.79%-31513F-HRTimeline
PFG Advisors67,636$3.38M0.16%-8,26113F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC67,321$3.37M2.44%13F-HRTimeline
MONEYWISE, INC.66,918$3.35M1.39%new13F-HRTimeline
Scarborough Advisors, LLC66,871$3.34M0.56%+2,22513F-HRTimeline
WCG Wealth Advisors LLC65,540$3.28M0.09%new13F-HRTimeline
Daviman Financial, LLC64,854$3.24M1.9%13F-HRTimeline
World Investment Advisors64,538$3.23M0.05%+48,94613F-HR/ATimeline
Allegheny Financial Group64,211$3.21M0.48%+1,79813F-HRTimeline
Hardy Reed LLC63,868$3.19M0.23%-66013F-HRTimeline
Grove Street Fiduciary, LLC63,523$3.18M1.33%+1,48213F-HRTimeline
CORE WEALTH ADVISORS, LLC60,673$3.03M2.39%13F-HR/ATimeline
INVESTMENT PARTNERS, LTD.60,270$3.01M1.05%+6,03313F-HRTimeline
Dynamic Advisor Solutions LLC59,539$2.98M0.1%-81,15113F-HRTimeline
Partners in Financial Planning59,439$2.97M0.5%+1,09613F-HRTimeline
True Vision MN LLC59,251$2.96M1.51%+1,57013F-HRTimeline
Mayflower Financial Advisors, LLC59,227$2.96M0.36%-14913F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.57,213$2.86M2.15%+5,82113F-HRTimeline
HighPoint Advisor Group LLC57,003$2.85M0.06%new13F-HRTimeline