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Disclosery

IAGG ISHARES TR

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CORE INTL AGGR (fund)

660 managers (673 13F filers) reported a position in IAGG shares at 2026-03-31, 221,893,360 shares in all. 81 filers opened a position and 41 filers sold out during the quarter.

Managers
660
13F filers
673
New
81
Added
409
Reduced
119
Sold out
41
Shares held by filers
221,893,360

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding28,905,903$1.45B+4,449,922Timeline
BlackRock, Inc.in group BlackRock, Inc.18,501,989$926M0.02%+779,06713F-HRTimelineGroup
Financial Engines Advisors L.L.C.16,419,088$822M1.67%+332,98713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,025,033$599M0.04%+1,876,54513F-HR/ATimelineGroup
LPL Financial LLC11,025,231$552M0.15%+1,149,29613F-HRTimeline
Matson Money. Inc.9,753,565$488M14.97%+430,87313F-HRTimeline
TIAAgroup of 3 filers holding6,890,150$343M+6,563,501Timeline
WealthNavi Inc.6,048,314$303M2.62%+1,001,98413F-HRTimeline
Nationwide Fund Advisorsin group Nationwide Fund Advisors5,567,707$279M12.19%-305,41113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,513,003$274M0.13%+3,095,04413F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …5,175,776$258M0.3%+46,40313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,820,820$191M0.01%-359,77913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,679,041$184M0.01%+478,43413F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson3,157,170$158M0.08%+710,94413F-HR/ATimelineGroup
MATHER GROUP, LLC.2,613,479$131M1.3%+156,35113F-HRTimeline
Creative Planningin group Creative Planning2,378,106$119M0.08%+2,163,62513F-HRTimelineGroup
Cetera Investment Advisers2,291,968$115M0.12%+98,84413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,274,580$114M0.03%-56,94413F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC2,255,829$113M0.3%+77,81813F-HRTimelineGroup
Betterment LLC2,223,553$111M0.21%+404,60813F-HRTimeline
SageView Advisory Group, LLC2,200,991$110M4.02%+30,41713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,130,476$107M0.15%+186,05813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,991,200$99.6M0.78%+183,01213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,588,557$79.5M0.01%+236,78213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.1,575,944$78.8M0.03%-9,31413F-HRTimeline
MML INVESTORS SERVICES, LLC1,484,389$74.3M0.21%+4,58413F-HRTimeline
Janney Montgomery Scott LLC1,455,696$72.8M0.18%+158,36013F-HRTimeline
Annex Advisory Services, LLC1,346,915$67.4M1.26%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,303,387$65.2M0.13%+718,50413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,258,169$63M0.01%+196,22913F-HRTimelineGroup
N.E.W. Advisory Services LLC1,210,409$60.6M4.53%+1,57413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,128,239$56.5M0.08%+744,78013F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding1,078,850$54M+59,617Timeline
GeoWealth Management, LLC1,041,449$52.1M1.88%+30,71813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,031,830$51.6M+53,116Timeline
NewEdge Advisors, LLC1,021,525$51.1M0.18%+88,26113F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC938,550$47M0.07%+378,21813F-HRTimelineGroup
GDS Wealth Management928,734$46.5M2.79%+83,19013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…919,620$46M0.13%-26,78613F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…922,432$46M0.28%+57,10713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding915,520$45.8M+744,641Timeline
Merit Financial Group, LLC905,012$45.3M0.34%+124,50413F-HRTimeline
True Link Financial Advisors, LLC897,660$44.9M2.77%+237,60413F-HR/ATimeline
Prime Capital Investment Advisors, LLC896,069$44.8M0.52%+360,47113F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.867,905$43.4M9.46%+74,42113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC830,312$41.5M0.2%+62,83513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.810,366$40.6M0.06%+56,35913F-HRTimelineGroup
Boston Standard Wealth Management, LLC813,058$40.5M6.64%+25,89613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC762,824$38.2M5.96%+74,10213F-HRTimeline
Foundations Investment Advisors, LLC737,294$36.9M0.46%+90,42413F-HRTimeline
Apella Capital, LLC717,308$36M0.53%+196,87913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC682,304$34.1M0.9%+56,13113F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …629,064$31.5M5.6%+16,39813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding606,648$30.4M-32,170Timeline
CAHABA WEALTH MANAGEMENT, INC.597,871$29.9M2.03%+21,41713F-HRTimeline
JB Capital LLC597,376$29.9M1.21%+36,80713F-HRTimeline
AMARILLO NATIONAL BANK596,651$29.9M5.27%+22,90413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP578,297$28.9M0.03%+60,33113F-HRTimelineGroup
Sanctuary Advisors, LLC555,703$27.8M0.15%+59,67913F-HRTimeline
Savvy Advisors, Inc.545,755$27.3M0.73%+247,84313F-HRTimeline
Modera Wealth Management, LLC507,173$25.4M0.3%-2,90213F-HRTimeline
SYON CAPITAL LLC490,138$24.5M1.23%-17,63813F-HRTimeline
Cambridge Investment Research Advisors,…477,394$23.9M0.06%+116,24813F-HRTimeline
Modern Wealth Management, LLC440,997$22M0.38%+31,38213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding425,078$21.3M-652Timeline
DORVAL Corp378,343$18.9M5.87%+33,62813F-HRTimeline
Mason & Associates, LLC366,684$18.3M4.2%+15,87813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP363,745$18.2M0.02%+31,02113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC362,467$18.1M0.01%+77,84113F-HRTimelineGroup
NYL Investors LLC352,312$17.6M6.66%+10,97013F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.351,148$17.6M6.63%-2,09813F-HRTimeline
Brio Consultants, LLC350,895$17.5M2.14%+14,12013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC339,308$17M0.9%+70,00013F-HRTimelineGroup
Trinity Wealth Management, LLC337,696$16.9M6.21%+18,36013F-HRTimeline
Values Added Financial LLC330,887$16.6M6.97%+133,23113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT305,735$15.3M4.52%+15,47413F-HRTimeline
Stadion Money Management, LLC304,802$15.3M1.53%+81813F-HRTimeline
Sharkey, Howes & Javer291,951$14.6M1.97%+72,92913F-HRTimeline
AE Wealth Management LLC290,301$14.5M0.08%+39,75413F-HRTimeline
Main Street Financial Solutions, LLC286,926$14.4M1.05%+15,40513F-HRTimeline
Granite Bay Wealth Management, LLC275,375$13.7M2.93%new13F-HRTimeline
Occidental Asset Management, LLC268,046$13.4M1.59%+42,42713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…257,623$12.9M0.02%+8,04013F-HRTimelineGroup
Farther Finance Advisors, LLC250,189$12.5M0.12%+17,51013F-HRTimeline
Anderson Financial Strategies, LLC241,993$12.1M6.63%+15,47913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.240,697$12M0.08%+6,13413F-HRTimelineGroup
Integrated Wealth Concepts LLC238,543$11.9M0.1%+34,51913F-HRTimeline
IFP Advisors, Inc236,690$11.8M0.25%+37,91813F-HRTimeline
PDS Planning, Inc232,948$11.7M0.77%+4,79513F-HRTimeline
Kelly Financial Services LLC232,388$11.6M2.8%+21,32313F-HRTimeline
Icon Wealth Advisors, LLC225,372$11.2M0.73%+31,73113F-HRTimeline
Atria Investments, Inc220,342$11M0.12%+28,23113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP220,898$10.9M0.02%+23,76013F-HRTimelineGroup
BIP Wealth, LLC211,618$10.6M0.43%+2,64813F-HRTimeline
SteelPeak Wealth, LLC211,579$10.6M0.33%+18,36813F-HRTimeline
Horst & Graben Wealth Management LLC206,345$10.3M1.41%+20,98413F-HRTimeline
Stone House Investment Management, LLC204,757$10.2M1.84%+12,69413F-HRTimeline
Mariner, LLCin group Mariner, LLC195,228$9.77M0.01%+13,08513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…192,826$9.65M0.01%-141,88013F-HRTimelineGroup
Octavia Wealth Advisors, LLC191,342$9.57M0.92%-32,12213F-HRTimeline
Private Advisor Group, LLC187,217$9.37M0.04%+62,04213F-HRTimeline
INTEGRITY ALLIANCE, LLC.184,882$9.25M0.35%+19,03113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC174,026$8.71M0.34%+7,40013F-HRTimeline
Forum Private Client Group LLC173,711$8.7M2.9%+8,19213F-HRTimeline
TSFG, LLC173,048$8.66M1.31%+7,12813F-HRTimeline
KWB Wealth173,013$8.65M0.86%-3,53113F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…167,133$8.36M0.97%+12,65713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC165,811$8.3M<0.01%+1,08613F-HRTimelineGroup
Boyd Wealth Management, LLC165,810$8.3M3.51%+15,09013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC162,062$8.11M0.59%-60,03013F-HRTimeline
One Wealth Advisors, LLC157,788$7.9M0.98%+14,06213F-HRTimeline
Discipline Wealth Solutions, LLC153,503$7.68M0.81%+23,52613F-HRTimeline
Brooklyn FI, LLC152,725$7.64M1.61%+48,68113F-HRTimeline
New Capital Management LP152,395$7.63M1.88%+55,60413F-HRTimeline
&PARTNERS145,180$7.26M0.04%+29,37613F-HRTimeline
PAX Financial Group, LLC144,391$7.23M1.23%+8,46213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN144,375$7.22M<0.01%+32,76813F-HR/ATimelineGroup
APPLETON PARTNERS INC/MA143,849$7.2M0.5%+8,12613F-HRTimeline
Orion Porfolio Solutions, LLC140,031$7.01M0.06%-87,01013F-HRTimeline
Robinswood Financial LLC140,026$7.01M2.2%+7,62613F-HR/ATimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC136,284$6.82M0.67%+3,60513F-HRTimeline
LifePlan Investment Advisors, Inc.135,167$6.76M2.66%+9,61113F-HRTimeline
Trek Financial, LLC133,372$6.67M0.35%+12,48113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…127,038$6.33M0.01%+99,69613F-HRTimeline
Advisory Services Network, LLC125,985$6.3M0.08%+13,83013F-HRTimeline
Shepherd Financial Partners LLC125,443$6.28M0.6%+118,80213F-HRTimeline
MGO ONE SEVEN LLC125,335$6.27M0.13%+12,15013F-HRTimeline
Capstone Financial Advisors, Inc.124,794$6.24M0.34%-1,11013F-HRTimeline
AlphaStar Capital Management, LLC123,590$6.18M0.46%+115,18913F-HRTimeline
Kooman & Associates123,404$6.18M1.84%-89813F-HRTimeline
JT Stratford LLC122,897$6.15M0.78%+11,22313F-HRTimeline
Pure Financial Advisors, LLC120,458$6.03M0.09%+14,71213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC118,899$5.95M1.1%new13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.116,643$5.85M0.82%-1,44613F-HRTimeline
Vise Technologies, Inc.113,892$5.7M0.11%013F-HRTimeline
Keystone Financial Services111,435$5.58M1.64%+12,46613F-HRTimeline
Continuum Advisory, LLC109,828$5.5M0.53%+4,33113F-HRTimeline
Breakwater Investment Management107,033$5.36M1.99%+16,85213F-HRTimeline
Perennial Investment Advisors, LLC106,124$5.31M0.42%+35,70013F-HRTimeline
Greenspring Advisors, LLC104,806$5.24M0.32%+6,76613F-HRTimeline
Gateway Wealth Partners, LLC104,499$5.23M0.2%+75,30413F-HRTimeline
Cordoba Advisory Partners LLC104,367$5.22M1.44%+59,86513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management104,313$5.22M0.06%+9,61813F-HRTimelineGroup
BlueStem Wealth Partners, LLC103,537$5.18M0.58%-226,00213F-HRTimeline
MONEYWISE, INC.102,246$5.12M2.23%+35,32813F-HRTimeline
Procyon Advisors, LLC101,578$5.08M0.25%-3713F-HRTimeline
Xena Financial Planning, LLC98,980$4.95M5.59%+15,86613F-HRTimeline
Regal Investment Advisors LLC97,909$4.9M0.28%+9,04113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding97,388$4.87M+18,466Timeline
EXENCIAL WEALTH ADVISORS, LLC97,232$4.87M0.15%-7,18813F-HRTimeline
Legacy Wealth Partners, LLC95,019$4.75M1.19%+85,95913F-HRTimeline
Wiser Wealth Management, Inc94,866$4.75M1.02%+3,42913F-HRTimeline
Beacon Bridge Wealth Partners, LLC93,827$4.7M1.57%+1,17713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding93,719$4.67M+12,236Timeline
Blue Trust, Inc.93,249$4.67M0.05%+99913F-HRTimeline
Elevated Financial Group LLC92,647$4.64M1.54%+10,83713F-HRTimeline
Aletheian Wealth Advisors LLC92,425$4.62M2.25%13F-HRTimeline
Invst, LLC92,114$4.61M0.52%-4213F-HRTimeline
Steward Partners Investment Advisory, L…91,365$4.57M0.02%+7,41613F-HRTimeline
Bay Harbor Wealth Management, LLC91,004$4.55M1.18%+2,13913F-HRTimeline
FFG RETIREMENT ADVISORS LLC90,953$4.55M2.65%+10,33813F-HRTimeline
HighTower Advisors, LLC88,917$4.45M<0.01%+8,76113F-HRTimeline
U.S. Capital Wealth Advisors, LLC88,451$4.43M0.11%+7,24613F-HRTimeline
WEALTH ALLIANCE, LLC88,293$4.42M0.44%+8,22513F-HRTimeline
Legacy Financial Group LLC88,287$4.42M0.56%+6,13313F-HRTimeline
Valmark Advisers, Inc.87,595$4.38M0.05%-29513F-HRTimeline
Synergy Investment Management, LLC87,313$4.37M1.43%+76,11313F-HRTimeline
Cobblestone Asset Management LLC87,135$4.36M1.96%+5,68813F-HRTimeline
Clear Creek Financial Management, LLC86,088$4.31M0.33%+3,10313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC85,342$4.27M0.06%+13,03913F-HRTimelineGroup
Balance Wealth Partners LLC83,332$4.17M1.29%+94913F-HRTimeline
Keystone Financial Group82,822$4.14M0.28%+8,87013F-HRTimeline
SigFig Wealth Management, LLC82,528$4.13M0.12%+5,47213F-HRTimeline
Evolution Advisers, Inc.80,531$4.03M1.7%+44,04913F-HRTimeline
Wealthfront Advisers LLC80,484$4.03M0.01%-13,44213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…79,770$3.99M0.04%+27,15213F-HRTimelineGroup
Strategic Financial Partners, Ltd.79,630$3.98M1.72%+23,88213F-HRTimeline
JGP Wealth Management, LLC79,503$3.98M0.41%+2,58313F-HRTimeline
Independent Advisor Alliance79,303$3.97M0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.77,070$3.86M0.06%+58,30213F-HRTimeline
Paragon Advisors, LLC76,448$3.83M1.03%-5,05013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC75,903$3.8M2.88%+22,80113F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC75,177$3.76M2.78%+7,85613F-HRTimeline
Advus Financial Partners, LLC74,329$3.72M1.41%+4,22013F-HR/ATimeline
Sovran Advisors, LLC73,863$3.69M0.29%+3,65213F-HRTimeline
Quad-Cities Investment Group, LLC72,821$3.64M1.45%-9,88113F-HRTimeline
Orin Green Financial, LLC72,149$3.61M1.48%+3,42613F-HRTimeline
True Vision MN LLC71,738$3.59M1.85%+12,48713F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC69,872$3.5M2.36%+67813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC69,506$3.48M0.43%+38,66513F-HRTimeline
WCG Wealth Advisors LLC68,591$3.43M0.1%+3,05113F-HRTimeline
Daviman Financial, LLC68,567$3.43M2.03%+3,71313F-HRTimeline
Mayflower Financial Advisors, LLC68,409$3.42M0.42%+9,18213F-HRTimeline
World Investment Advisors67,650$3.39M0.05%+3,11213F-HRTimeline
Summit Wealth Group, LLC67,511$3.38M0.78%-28413F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.67,494$3.38M2.48%+10,28113F-HRTimeline
Midwestern Financial, LLC /IA67,458$3.38M2.66%+13,28313F-HRTimeline
INVESTMENT PARTNERS, LTD.67,040$3.35M1.19%+6,77013F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC66,850$3.35M3.14%+43,78313F-HRTimeline
Shared Vision Wealth Group LLC66,483$3.33M1.36%+11,67113F-HRTimeline