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Disclosery

IAGG ISHARES TR

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CORE INTL AGGR (fund)

Filings received so far for Q3 2026: 28 13F filers report a position in IAGG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Apella Capital, LLC1,071,533$52.6M0.67%+210,46713F-HRTimeline
Boston Standard Wealth Management, LLC548,060$27M3.87%-301,20813F-HRTimeline
Farther Finance Advisors, LLC130,328$6.41M0.05%-22,73413F-HRTimeline
Aletheian Wealth Advisors LLC119,293$5.87M2.36%+20,52313F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC78,203$3.85M2.2%+2,76813F-HRTimeline
Factor Wealth Management LTD75,785$3.73M0.57%+28,59613F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.71,016$3.49M2.36%+3,01313F-HRTimeline
FC Advisory LLC70,136$3.45M0.9%+17,75113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV67,135$3.3M0.37%+22,06613F-HRTimeline
Wedmont Private Capital49,593$2.44M0.06%+6,09913F-HRTimeline
Worth Asset Management, LLC43,660$2.15M0.63%new13F-HRTimeline
Exchange Bank37,288$1.83M1.14%+2,80213F-HRTimeline
Horizons Wealth Management35,339$1.74M1.1%13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,252$504K0.03%new13F-HRTimeline
Insight Wealth Strategies, LLC7,992$393K0.04%-89413F-HRTimeline
Cassilly Financial Group LLC5,616$276K0.19%-2,66813F-HRTimeline
Asempa Wealth Advisors5,173$253K0.2%-6,50713F-HRTimeline
SigFig Wealth Management, LLC4,544$224K0.01%+16713F-HRTimeline
GK Wealth Management LLC3,349$165K0.09%new13F-HRTimeline
CoreCap Advisors, LLC1,925$94.7K<0.01%-1,70713F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC247$12.2K0.01%013F-HRTimeline
Trust Co148$7.28K<0.01%+13813F-HRTimeline
Roxbury Financial LLC57$2.8K<0.01%new13F-HRTimeline
EASTERN BANK54$2.66K<0.01%013F-HRTimeline
Versant Capital Management, Inc53$2.61K<0.01%013F-HRTimeline
Investors Research Corp43$2.12K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4$196<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC2$108<0.01%013F-HRTimeline