Vault-13

ISHARES TR IAGG

CORE INTL AGGR · ETP · CUSIP 46435G672

317 institutional holders +29 vs Q3 2022
52,846,96352.8m shares reported held*
$2.5bnreported value*
44 new 124 added 101 reduced 24 sold out net bought ≈ $380.4m (+8.0m shares)

* 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 ($1.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.61.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 288Q4 22: 317317Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022288
Q4 2022317

Biggest buyers

JONES FINANCIAL COMPANIES LLLP Added +3,762,713+3.8m
BlackRock Inc. Added +1,076,475+1.1m
BANK OF AMERICA CORP /DE/ Added +783,725+783.7k
MORGAN STANLEY Added +463,478+463.5k
Cetera Advisor Networks LLC Added +371,836+371.8k
Baker Avenue Asset Management, LP New +281,934+281.9k
UBS Group AG Added +218,302+218.3k
Financial Engines Advisors L.L.C. New +198,626+198.6k
EXENCIAL WEALTH ADVISORS, LLC Added +104,352+104.4k
Capstone Financial Advisors, Inc. Added +103,360+103.4k

Biggest sellers

Raymond James Financial Services Advisors, Inc. Reduced -222,960-223.0k
JANE STREET GROUP, LLC Reduced -137,987-138.0k
Allworth Financial LP Reduced -129,150-129.2k
Charter Oak Capital Management, LLC Reduced -125,981-126.0k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Reduced -80,754-80.8k
Tenret Co LLC Reduced -73,501-73.5k
AMARILLO NATIONAL BANK Reduced -67,011-67.0k
Freedom Investment Management, Inc. Reduced -50,887-50.9k
Brooklyn FI, LLC Reduced -35,019-35.0k
OSAIC HOLDINGS, INC. Reduced -33,397-33.4k

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, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.02% of their portfolio New York, NY 13,633,36813.6m $648.3m $648.3m 0.02% Added +1.1m +1,076,475
2 Matson Money. Inc. 15.29% of their portfolio MASON, OH 8,453,8628.5m $402.0m $402.0m 15.29% Added +68.0k +67,960
3 JONES FINANCIAL COMPANIES LLLP 0.33% of their portfolio DES PERES, MO 4,049,9774.0m $192.6m $192.6m 0.33% Added +3.8m +3,762,713
4 Mirae Asset Global Investments Co., Ltd. 0.20% of their portfolio SEOUL, M5 1,587,8521.6m $75.5m $75.5m 0.20% Added +57.8k +57,775
5 MATHER GROUP, LLC. 1.36% of their portfolio CHICAGO, IL 1,483,4291.5m $70.5m $70.5m 1.36% Added +95.0k +95,013
6 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,208,8441.2m $57.5m $57.5m 0.01% Added +783.7k +783,725
7 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,161,2741.2m $55.2m $55.2m 0.03% Added +88.0k +88,032
8 COMMONWEALTH EQUITY SERVICES, LLC 0.12% of their portfolio WALTHAM, MA 1,079,8611.1m $51.3m $51.3m 0.12% Added +47.5k +47,510
9 SageView Advisory Group, LLC 3.15% of their portfolio Newport Beach, CA 816,556816.6k $38.8m $38.8m 3.15% First filing
10 N.E.W. Advisory Services LLC 6.07% of their portfolio DE PERE, WI 814,991815.0k $38.8m $38.8m 6.07% Added +31.0k +31,040
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 631,648631.6k $30.0m $30.0m 0.00% Added +463.5k +463,478
12 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 573,922573.9k $27.3m $27.3m 0.06% Reduced -33.4k -33,397
13 AGINCOURT CAPITAL MANAGEMENT, LLC 21.48% of their portfolio RICHMOND, VA 521,510521.5k $24.8m $24.8m 21.48% Added +19.6k +19,650
14 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 495,939495.9k $23.6m $23.6m 0.02% Added +31.2k +31,227
15 Boston Standard Wealth Management, LLC 6.97% of their portfolio WINCHESTER, MA 493,868493.9k $23.5m $23.5m 6.97% Added +21.7k +21,712
16 PHILLIPS FINANCIAL MANAGEMENT, LLC 2.14% of their portfolio FORT WAYNE, IN 443,077443.1k $21.1m $21.1m 2.14% Reduced -32.9k -32,898
17 Certified Advisory Corp 4.12% of their portfolio ALTAMONTE SPRINGS, FL 438,049438.0k $20.8m $20.8m 4.12% Added +3.5k +3,452
18 Parsec Financial Management, Inc. 0.86% of their portfolio ASHEVILLE, NC 407,068407.1k $19.4m $19.4m 0.86% Reduced -33.3k -33,324
19 CAHABA WEALTH MANAGEMENT, INC. 2.36% of their portfolio Atlanta, GA 399,773399.8k $19.0m $19.0m 2.36% Added +11.4k +11,391
20 UBS Group AG 0.01% of their portfolio ZURICH, V8 391,106391.1k $18.6m $18.6m 0.01% Added +218.3k +218,302
21 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 386,769386.8k $18.4m $18.4m 0.01% Added +39.8k +39,753
22 Cetera Advisor Networks LLC 0.15% of their portfolio EL SEGUNDO, CA 379,087379.1k $18.0m $18.0m 0.15% Added +371.8k +371,836
23 Capital Analysts, LLC 1.08% of their portfolio FORT WASHINGTON, PA 370,678370.7k $17.6m $17.6m 1.08% Added +51.0k +50,986
24 Charles Schwab Investment Advisory, Inc. 0.03% of their portfolio SAN FRANCISCO, CA 355,076355.1k $16.9m $16.9m 0.03% Reduced -18.0k -17,954
25 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 337,562337.6k $16.1m $16.1m 0.00% Added +95.8k +95,751
26 GDS Wealth Management 3.04% of their portfolio FLOWER MOUND, TX 334,197334.2k $15.9m $15.9m 3.04% Added +35.4k +35,433
27 AdvisorNet Financial, Inc 1.55% of their portfolio MINNETONKA, MN 331,981332.0k $15.8m $15.8m 1.55% Added +12.4k +12,378
28 Capstone Financial Advisors, Inc. 1.28% of their portfolio DOWNERS GROVE, IL 317,305317.3k $15.1m $15.1m 1.28% Added +103.4k +103,360
29 First Ascent Asset Management, LLC 2.20% of their portfolio DENVER, CO 302,150302.1k $14.4m $14.4m 2.20% Reduced -3.3k -3,307
30 AMARILLO NATIONAL BANK 3.26% of their portfolio AMARILLO, TX 296,187296.2k $14.1m $14.1m 3.26% Reduced -67.0k -67,011
31 Compton Financial Group, LLC 5.67% of their portfolio TOWSON, MD 284,296284.3k $13.5m $13.5m 5.67% Added +14.4k +14,437
32 Baker Avenue Asset Management, LP 0.80% of their portfolio SAN FRANCISCO, CA 281,934281.9k $13.4m $13.4m 0.80% New
33 NYL Investors LLC 0.96% of their portfolio NEW YORK, NY 281,000281.0k $13.4m $13.4m 0.96% Reduced -6.2k -6,200
34 PRUDENT INVESTORS NETWORK, INC. 6.21% of their portfolio LAKE FOREST, CA 276,657276.7k $13.2m $13.2m 6.21% Added +11.9k +11,864
35 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.07% of their portfolio IRVING, TX 259,837259.8k $12.4m $12.4m 0.07% Reduced -80.8k -80,754
36 Stewardship Advisors, LLC 4.90% of their portfolio MOUNT JOY, PA 256,187256.2k $12.2m $12.2m 4.90% Reduced -705 -705
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 232,048232.0k $11.0m $11.0m 0.00% Added +61.6k +61,579
38 Forum Private Client Group LLC 7.57% of their portfolio FISHERS, IN 230,517230.5k $11.0m $11.0m 7.57% Added +146 +146
39 Kooman & Associates 10.40% of their portfolio ALTOONA, PA 222,014222.0k $10.6m $10.6m 10.40% First filing
40 Brio Consultants, LLC 2.10% of their portfolio SAN FRANCISCO, CA 221,748221.7k $10.5m $10.5m 2.10% Added +9.5k +9,474
41 Financial Engines Advisors L.L.C. 0.03% of their portfolio SANTA CLARA, CA 198,626198.6k $9.4m $9.4m 0.03% New
42 Savant Capital, LLC 0.20% of their portfolio ROCKFORD, IL 187,051187.1k $8.3m $8.3m 0.20% Added +15.8k +15,774
43 Main Street Financial Solutions, LLC 1.34% of their portfolio NEWTOWN, PA 179,141179.1k $8.5m $8.5m 1.34% Reduced -3.3k -3,323
44 ARKANSAS FINANCIAL GROUP, INC. 1.86% of their portfolio LITTLE ROCK, AR 178,356178.4k $8.5m $8.5m 1.86% Reduced -32.7k -32,682
45 Allworth Financial LP 0.09% of their portfolio FOLSOM, CA 176,551176.6k $8.4m $8.4m 0.09% Reduced -129.2k -129,150
46 Prime Capital Investment Advisors, LLC 0.31% of their portfolio OVERLAND PARK, KS 170,684170.7k $8.1m $8.1m 0.31% Added +10.7k +10,747
47 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 164,282164.3k $7.8m $7.8m 0.05% Reduced -1.4k -1,384
48 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 160,927160.9k $7.7m $7.7m 0.00% Added +16.1k +16,119
49 Cerity Partners OCIO LLC 0.22% of their portfolio New York, NY 146,375146.4k $7.0m $7.0m 0.22% Reduced -3.0k -3,045
50 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 144,545144.5k $6.9m $6.9m 0.03% Added +8.3k +8,336
51 EXENCIAL WEALTH ADVISORS, LLC 0.37% of their portfolio OKLAHOMA CITY, OK 143,537143.5k $6.8m $6.8m 0.37% Added +104.4k +104,352
52 Trinity Wealth Management, LLC 4.77% of their portfolio BERWYN, PA 140,991141.0k $6.7m $6.7m 4.77% Added +15.8k +15,833
53 Ackerman Capital Advisors, LLC 1.61% of their portfolio DALLAS, TX 126,020126.0k $6.0m $6.0m 1.61% Added +23.9k +23,917
54 DOHJ, LLC 3.31% of their portfolio SEATTLE, WA 123,996124.0k $5.9m $5.9m 3.31% Added +21.6k +21,646
55 PDS Planning, Inc 0.92% of their portfolio DUBLIN, OH 120,931120.9k $5.8m $5.8m 0.92% Added +24.9k +24,935
56 Pure Financial Advisors, LLC 0.29% of their portfolio SAN DIEGO, CA 118,737118.7k $5.6m $5.6m 0.29% Added +18.0k +18,024
57 Atria Wealth Solutions, Inc. 0.09% of their portfolio NEW YORK, NY 116,022116.0k $5.5m $5.5m 0.09% Added +12.5k +12,528
58 Occidental Asset Management, LLC 1.46% of their portfolio Burlingame, CA 112,851112.9k $5.4m $5.4m 1.46% Reduced -21.4k -21,398
59 SECURIAN ASSET MANAGEMENT, INC 0.14% of their portfolio ST PAUL, MN 104,806104.8k $5.0m $5.0m 0.14% Reduced -3.3k -3,260
60 APPLETON PARTNERS INC/MA 0.46% of their portfolio BOSTON, MA 101,603101.6k $4.8m $4.8m 0.46% Added +568 +568
61 Charter Oak Capital Management, LLC 0.71% of their portfolio PORTSMOUTH, NH 100,040100.0k $4.8m $4.8m 0.71% Reduced -126.0k -125,981
62 Cullen/Frost Bankers, Inc. 0.09% of their portfolio San Antonio, TX 99,76399.8k $4.7m $4.7m 0.09% Added +45.2k +45,156
63 Greenspring Advisors, LLC 1.22% of their portfolio Towson, MD 96,57996.6k $4.6m $4.6m 1.22% Reduced -4.6k -4,553
64 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 93,29993.3k $4.4m $4.4m 0.02% Added +13.1k +13,057
65 Hardy Reed LLC 0.83% of their portfolio TUPELO, MS 91,98792.0k $4.4m $4.4m 0.83% Added +20.2k +20,192
66 Financial Gravity Asset Management, Inc. 6.43% of their portfolio Lakeway, TX 89,27489.3k $4.3m $4.3m 6.43% Reduced -724 -724
67 GeoWealth Management, LLC 0.44% of their portfolio CHICAGO, IL 87,02287.0k $4.1m $4.1m 0.44% Added +2.5k +2,457
68 TECTONIC ADVISORS LLC 0.62% of their portfolio FRISCO, TX 83,80883.8k $4.0m $4.0m 0.62% Unchanged
69 ACIMA PRIVATE WEALTH, LLC 2.03% of their portfolio RICHMOND, VA 83,18583.2k $4.0m $4.0m 2.03% New
70 Full Sail Capital, LLC 0.37% of their portfolio OKLAHOMA CITY, OK 82,81382.8k $3.9m $3.9m 0.37% Added +8.8k +8,813
71 ECLECTIC ASSOCIATES INC /ADV 1.90% of their portfolio FULLERTON, CA 81,90781.9k $3.9m $3.9m 1.90% Added +74.7k +74,717
72 Summit Wealth Group, LLC 4.01% of their portfolio WHITE RIVER JUNCTION, VT 79,82679.8k $3.8m $3.8m 4.01% New
73 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 76,15576.2k $3.6m $3.6m 0.00% New
74 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.27% of their portfolio BIRMINGHAM, AL 69,29769.3k $3.3m $3.3m 0.27% Reduced -361 -361
75 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 68,86068.9k $3.3m $3.3m 0.01% Reduced -138.0k -137,987
76 COREPATH WEALTH PARTNERS LLC 2.19% of their portfolio SCOTTSDALE, AZ 68,14968.1k $3.3m $3.3m 2.19% Added +3.0k +3,047
77 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 67,25667.3k $3.2m $3.2m 0.00% Added +11.7k +11,683
78 PENOBSCOT WEALTH MANAGEMENT 2.63% of their portfolio PORTLAND, ME 66,88766.9k $3.2m $3.2m 2.63% Added +3.4k +3,419
79 Burt Wealth Advisors 1.02% of their portfolio North Bethesda, MD 63,82663.8k $3.0m $3.0m 1.02% Added +50.0k +50,005
80 GIRARD ADVISORY SERVICES, LLC 0.34% of their portfolio KING OF PRUSSIA, PA 63,72963.7k $3.0m $3.0m 0.34% New
81 Allegheny Financial Group 1.26% of their portfolio Pittsburgh, PA 63,27663.3k $3.0m $3.0m 1.26% Reduced -1.3k -1,260
82 LaSalle St. Investment Advisors, LLC 1.38% of their portfolio ELMHURST, IL 61,54761.5k $2.9m $2.9m 1.38% First filing
83 Brown Financial Advisory 3.02% of their portfolio FAIRHOPE, AL 61,53961.5k $2.9m $2.9m 3.02% Added +7.6k +7,624
84 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 58,72558.7k $2.8m $2.8m 0.02% Reduced -5.2k -5,202
85 PAX Financial Group, LLC 0.69% of their portfolio SAN ANTONIO, TX 57,37557.4k $2.7m $2.7m 0.69% Reduced -3.6k -3,567
86 Paragon Advisors, LLC 1.19% of their portfolio COLLEGE STATION, TX 56,53756.5k $2.7m $2.7m 1.19% Added +36.3k +36,346
87 McNaughton Wealth Management, LLC 1.83% of their portfolio SAN DIEGO, CA 56,22156.2k $2.7m $2.7m 1.83% Added +314 +314
88 9258 Wealth Management, LLC 0.57% of their portfolio BLUE ASH, OH 55,42355.4k $2.6m $2.6m 0.57% Added +11.4k +11,383
89 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.49% of their portfolio ALAMO, CA 53,37653.4k $2.5m $2.5m 0.49% First filing
90 Continuum Advisory, LLC 0.46% of their portfolio EAGLE, ID 53,12753.1k $2.5m $2.5m 0.46% Reduced -6.1k -6,091
91 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 51,49651.5k $2.4m $2.4m 0.00% Added +48.3k +48,260
92 Aletheian Wealth Advisors LLC 2.10% of their portfolio Bellevue, WA 51,16751.2k $2.4m $2.4m 2.10% Added +6.0k +5,975
93 Beta Wealth Group, Inc. 1.56% of their portfolio SAN DIEGO, CA 48,76548.8k $2.3m $2.3m 1.56% Reduced -653 -653
94 Blue Barn Wealth, LLC 1.49% of their portfolio OREM, UT 47,48947.5k $2.3m $2.3m 1.49% Added +35.2k +35,190
95 Wealth Advisory Solutions, LLC 0.58% of their portfolio ZIONSVILLE, IN 45,18445.2k $2.1m $2.1m 0.58% Added +785 +785
96 Freedom Investment Management, Inc. 0.24% of their portfolio SOUTH WINDSOR, CT 44,59344.6k $2.1m $2.1m 0.24% Reduced -50.9k -50,887
97 CW Advisors, LLC 0.05% of their portfolio BOSTON, MA 44,04644.0k $2.1m $2.1m 0.05% Added +10.3k +10,308
98 FC Advisory LLC 0.99% of their portfolio WEST CHESTER, PA 43,91343.9k $2.1m $2.1m 0.99% Added +6.3k +6,299
99 GRAND WEALTH MANAGEMENT, LLC 1.30% of their portfolio GRAND RAPIDS, MI 43,84743.8k $2.1m $2.1m 1.30% Added +6.8k +6,844
100 Friedenthal Financial 1.44% of their portfolio MARLTON, NJ 43,66943.7k $2.1m $2.1m 1.44% Reduced -1.6k -1,633