ISHARES TR IAGG
CORE INTL AGGR · ETP · CUSIP 46435G672
288
institutional holders
43.9m
shares reported held*
$2.2bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.67.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: BlackRock, Inc. (4.9%, 2026-10-27)
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 12.6m $606.8m | — |
| Matson Money. Inc. 16.52% of their portfolio | 8.4m $405.2m | — |
| Mirae Asset Global Investments Co., Ltd. 0.20% of their portfolio | 1.5m $73.9m | — |
| MATHER GROUP, LLC. 1.44% of their portfolio | 1.4m $67.1m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 1.1m $51.9m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.13% of their portfolio | 1.0m $49.9m | — |
| N.E.W. Advisory Services LLC 6.86% of their portfolio | 784.0k $37.9m | — |
| OSAIC HOLDINGS, INC. 0.07% of their portfolio | 607.3k $29.3m | — |
| AGINCOURT CAPITAL MANAGEMENT, LLC 22.17% of their portfolio | 501.9k $24.3m | — |
| PHILLIPS FINANCIAL MANAGEMENT, LLC 2.54% of their portfolio | 476.0k $23.0m | — |
| Boston Standard Wealth Management, LLC 7.67% of their portfolio | 472.2k $22.8m | — |
| LPL Financial LLC 0.02% of their portfolio | 464.7k $22.5m | — |
| Parsec Financial Management, Inc. 1.06% of their portfolio | 440.4k $21.3m | — |
| Certified Advisory Corp 4.79% of their portfolio | 434.6k $21.0m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 425.1k $20.5m | — |
| CAHABA WEALTH MANAGEMENT, INC. 2.60% of their portfolio | 388.4k $18.8m | — |
| Charles Schwab Investment Advisory, Inc. 0.03% of their portfolio | 373.0k $18.0m | — |
| AMARILLO NATIONAL BANK 4.07% of their portfolio | 363.2k $17.6m | — |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 347.0k $16.8m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.10% of their portfolio | 340.6k $16.5m | — |
| Capital Analysts, LLC 1.06% of their portfolio | 319.7k $15.4m | — |
| AdvisorNet Financial, Inc 1.55% of their portfolio | 319.6k $15.4m | — |
| Allworth Financial LP 0.19% of their portfolio | 305.7k $14.8m | — |
| First Ascent Asset Management, LLC 2.85% of their portfolio | 305.5k $14.8m | — |
| GDS Wealth Management 3.21% of their portfolio | 298.8k $14.4m | — |
| JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio | 287.3k $13.9m | — |
| NYL Investors LLC 1.62% of their portfolio | 287.2k $13.9m | — |
| Portfolio Solutions, LLC 1.75% of their portfolio | 286.8k $13.9m | — |
| Compton Financial Group, LLC 6.00% of their portfolio | 269.9k $13.0m | — |
| PRUDENT INVESTORS NETWORK, INC. 6.77% of their portfolio | 264.8k $12.8m | — |
| Stewardship Advisors, LLC 5.38% of their portfolio | 256.9k $12.4m | — |
| Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio | 246.2k $11.9m | — |
| STATE STREET CORP 0.00% of their portfolio | 241.8k $11.7m | — |
| Forum Private Client Group LLC 8.32% of their portfolio | 230.4k $11.1m | — |
| Charter Oak Capital Management, LLC 1.75% of their portfolio | 226.0k $10.9m | — |
| Capstone Financial Advisors, Inc. 0.95% of their portfolio | 213.9k $10.3m | — |
| Brio Consultants, LLC 2.15% of their portfolio | 212.3k $10.2m | — |
| ARKANSAS FINANCIAL GROUP, INC. 2.42% of their portfolio | 211.0k $10.2m | — |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 206.8k $10.0m | — |
| Main Street Financial Solutions, LLC 1.45% of their portfolio | 182.5k $8.8m | — |
| UBS Group AG 0.00% of their portfolio | 172.8k $8.3m | — |
| Savant Capital, LLC 0.26% of their portfolio | 171.3k $8.3m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 170.5k $8.2m | — |
| MORGAN STANLEY 0.00% of their portfolio | 168.2k $8.1m | — |
| MML INVESTORS SERVICES, LLC 0.06% of their portfolio | 165.7k $8.0m | — |
| Prime Capital Investment Advisors, LLC 0.44% of their portfolio | 159.9k $7.7m | — |
| Cerity Partners OCIO LLC 0.25% of their portfolio | 149.4k $7.2m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 144.8k $7.0m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio | 136.2k $6.6m | — |
| Occidental Asset Management, LLC 1.95% of their portfolio | 134.2k $6.5m | — |
| Trinity Wealth Management, LLC 4.84% of their portfolio | 125.2k $6.0m | — |
| SECURIAN ASSET MANAGEMENT, INC 0.16% of their portfolio | 108.1k $5.2m | — |
| Atria Wealth Solutions, Inc. 0.09% of their portfolio | 103.5k $5.0m | — |
| DOHJ, LLC 3.34% of their portfolio | 102.3k $4.9m | — |
| Ackerman Capital Advisors, LLC 1.40% of their portfolio | 102.1k $4.9m | — |
| Greenspring Advisors, LLC 1.51% of their portfolio | 101.1k $4.9m | — |
| APPLETON PARTNERS INC/MA 0.49% of their portfolio | 101.0k $4.9m | — |
| Pure Financial Advisors, LLC 0.28% of their portfolio | 100.7k $4.9m | — |
| PDS Planning, Inc 0.84% of their portfolio | 96.0k $4.6m | — |
| Freedom Investment Management, Inc. 0.53% of their portfolio | 95.5k $4.6m | — |
| Financial Gravity Asset Management, Inc. 1.38% of their portfolio | 90.0k $37.2m | — |
| GeoWealth Management, LLC 0.45% of their portfolio | 84.6k $4.1m | — |
| TECTONIC ADVISORS LLC 0.75% of their portfolio | 83.8k $4.0m | — |
| Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio | 80.2k $3.9m | — |
| Tenret Co LLC 4.25% of their portfolio | 80.0k $3.9m | — |
| Full Sail Capital, LLC 0.37% of their portfolio | 74.0k $3.6m | — |
| Hardy Reed LLC 0.77% of their portfolio | 71.8k $3.5m | — |
| Aspen Wealth Management LLC 2.41% of their portfolio | 71.1k $3.4m | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.32% of their portfolio | 69.7k $3.4m | — |
| COREPATH WEALTH PARTNERS LLC 2.32% of their portfolio | 65.1k $3.1m | — |
| Allegheny Financial Group 1.47% of their portfolio | 64.5k $3.1m | — |
| AE Wealth Management LLC 0.02% of their portfolio | 63.9k $3.1m | — |
| PENOBSCOT WEALTH MANAGEMENT 2.97% of their portfolio | 63.5k $3.1m | — |
| PAX Financial Group, LLC 0.75% of their portfolio | 60.9k $2.9m | — |
| Continuum Advisory, LLC 0.51% of their portfolio | 59.2k $2.9m | — |
| McNaughton Wealth Management, LLC 1.98% of their portfolio | 55.9k $2.7m | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 55.6k $2.7m | — |
| Cullen/Frost Bankers, Inc. 0.06% of their portfolio | 54.6k $2.6m | — |
| Brown Financial Advisory 2.50% of their portfolio | 53.9k $2.6m | — |
| Beta Wealth Group, Inc. 1.72% of their portfolio | 49.4k $2.4m | — |
| Friedenthal Financial 1.52% of their portfolio | 45.3k $2.2m | — |
| Aletheian Wealth Advisors LLC 2.48% of their portfolio | 45.2k $2.2m | — |
| Blueprint Investment Partners LLC 0.59% of their portfolio | 44.7k $2.2m | — |
| Wealth Advisory Solutions, LLC 0.59% of their portfolio | 44.4k $2.1m | — |
| Betterment LLC 0.01% of their portfolio | 44.2k $2.2m | — |
| 9258 Wealth Management, LLC 0.54% of their portfolio | 44.0k $2.1m | — |
| MGO ONE SEVEN LLC 1.03% of their portfolio | 43.2k $26.6m | — |
| Columbus Macro, LLC 0.81% of their portfolio | 40.9k $2.0m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 40.4k $2.0m | — |
| Fluent Financial, LLC 1.06% of their portfolio | 40.0k $1.9m | — |
| EXENCIAL WEALTH ADVISORS, LLC 0.12% of their portfolio | 39.2k $1.9m | — |
| Brooklyn FI, LLC 1.60% of their portfolio | 38.9k $1.9m | — |
| FC Advisory LLC 0.92% of their portfolio | 37.6k $1.8m | — |
| GRAND WEALTH MANAGEMENT, LLC 0.94% of their portfolio | 37.0k $1.8m | — |
| Topel & Distasi Wealth Management, LLC 1.00% of their portfolio | 36.8k $1.8m | — |
| Apella Capital, LLC 0.21% of their portfolio | 36.7k $1.8m | — |
| OneDigital Investment Advisors LLC 0.06% of their portfolio | 35.5k $1.7m | — |
| CGN Advisors LLC 0.42% of their portfolio | 34.6k $1.7m | — |
| CW Advisors, LLC 0.04% of their portfolio | 33.7k $1.6m | — |
| Better Money Decisions, LLC 1.58% of their portfolio | 33.7k $1.6m | — |