Vault-13

ISHARES TR IAGG

CORE INTL AGGR · ETP · CUSIP 46435G672

393 institutional holders +29 vs Q3 2024
107,950,478108.0m shares reported held*
$5.3bnreported value*
32 new 208 added 87 reduced 27 sold out net sold ≈ $344.2m (-6.9m 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 ($7.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.29.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 288Q4 22: 317Q1 23: 299Q2 23: 314Q3 23: 303Q4 23: 325Q1 24: 347Q2 24: 355Q3 24: 364Q4 24: 393393Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022288
Q4 2022317
Q1 2023299
Q2 2023314
Q3 2023303
Q4 2023325
Q1 2024347
Q2 2024355
Q3 2024364
Q4 2024393

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q1 23: 155 bought or addedQ1 23: 141 cut or sold outQ2 23: 158 bought or addedQ2 23: 122 cut or sold outQ2 23Q3 23: 149 bought or addedQ3 23: 141 cut or sold outQ4 23: 179 bought or addedQ4 23: 122 cut or sold outQ4 23Q1 24: 195 bought or addedQ1 24: 120 cut or sold outQ2 24: 197 bought or addedQ2 24: 136 cut or sold outQ2 24Q3 24: 206 bought or addedQ3 24: 124 cut or sold outQ4 24: 240 bought or addedQ4 24: 114 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023155141
Q2 2023158122
Q3 2023149141
Q4 2023179122
Q1 2024195120
Q2 2024197136
Q3 2024206124
Q4 2024240114

Biggest buyers

BlackRock, Inc. Added +1,460,248+1.5m
JONES FINANCIAL COMPANIES LLLP Added +615,853+615.9k
Financial Engines Advisors L.L.C. Added +602,664+602.7k
WealthNavi Inc. Added +464,993+465.0k
BANK OF AMERICA CORP /DE/ Added +341,130+341.1k
ALLIANCEBERNSTEIN L.P. Added +332,319+332.3k
SageView Advisory Group, LLC Added +305,486+305.5k
Modern Wealth Management, LLC New +193,006+193.0k
BNP PARIBAS ASSET MANAGEMENT Holding S.A. Added +190,220+190.2k
LPL Financial LLC Added +183,085+183.1k

Biggest sellers

JPMORGAN CHASE & CO Reduced -11,568,291-11.6m
Mirae Asset Global Investments Co., Ltd. Reduced -623,664-623.7k
SYON CAPITAL LLC Reduced -509,870-509.9k
Ackerman Capital Advisors, LLC Sold out -186,310-186.3k
Boyd Wealth Management, LLC Sold out -95,009-95.0k
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC Sold out -90,601-90.6k
PHILLIPS FINANCIAL MANAGEMENT, LLC Reduced -83,245-83.2k
MORGAN STANLEY Reduced -71,728-71.7k
Freedom Investment Management, Inc. Reduced -59,053-59.1k
Clear Creek Financial Management, LLC Reduced -51,094-51.1k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.02% of their portfolio New York, NY 15,199,30815.2m $758.7m $758.7m 0.02% Added +1.5m +1,460,248
2 JPMORGAN CHASE & CO 0.06% of their portfolio NEW YORK, NY 14,255,18514.3m $711.6m $711.6m 0.06% Reduced -11.6m -11,568,291
3 Financial Engines Advisors L.L.C. 1.49% of their portfolio SANTA CLARA, CA 14,137,02214.1m $705.7m $705.7m 1.49% Added +602.7k +602,664
4 Matson Money. Inc. 15.30% of their portfolio MASON, OH 8,539,4978.5m $426.3m $426.3m 15.30% Reduced -23.6k -23,563
5 JONES FINANCIAL COMPANIES LLLP 0.33% of their portfolio DES PERES, MO 6,887,8706.9m $343.8m $343.8m 0.33% Added +615.9k +615,853
6 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.67% of their portfolio Paris, I0 5,387,2245.4m $268.9m $268.9m 0.67% Added +190.2k +190,220
7 WealthNavi Inc. 1.48% of their portfolio Shinagawa-ku, TOKYO, M0 2,557,3082.6m $127.7m $127.7m 1.48% Added +465.0k +464,993
8 MATHER GROUP, LLC. 1.34% of their portfolio CHICAGO, IL 2,075,3642.1m $103.6m $103.6m 1.34% Added +59.0k +58,969
9 SageView Advisory Group, LLC 4.09% of their portfolio Newport Beach, CA 1,903,4261.9m $95.0m $95.0m 4.09% Added +305.5k +305,486
10 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,642,1991.6m $82.0m $82.0m 0.01% Added +341.1k +341,130
11 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 1,491,4611.5m $74.5m $74.5m 0.11% Added +43.4k +43,360
12 SAGESPRING WEALTH PARTNERS, LLC 0.04% of their portfolio FRANKLIN, TN 1,475,0001.5m $1.5m $1.5m 0.04% First filing
13 Betterment LLC 0.17% of their portfolio NEW YORK, NY 1,449,6481.4m $72.4m $72.4m 0.17% Added +5.2k +5,167
14 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,194,8671.2m $59.6m $59.6m 0.02% Added +183.1k +183,085
15 GeoWealth Management, LLC 1.83% of their portfolio CHICAGO, IL 1,123,2801.1m $56.1m $56.1m 1.83% Added +131.0k +131,047
16 JANUS HENDERSON GROUP PLC 0.03% of their portfolio LONDON, X0 1,118,7081.1m $55.8m $55.8m 0.03% Reduced -14.4k -14,399
17 N.E.W. Advisory Services LLC 4.86% of their portfolio DE PERE, WI 1,025,9361.0m $51.2m $51.2m 4.86% Added +26.0k +26,019
18 Mirae Asset Global Investments Co., Ltd. 0.19% of their portfolio SEOUL, M5 918,382918.4k $45.9m $45.9m 0.19% Reduced -623.7k -623,664
19 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 781,549781.5k $39.0m $39.0m 0.09% Added +11.5k +11,528
20 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 772,245772.2k $38.6m $38.6m 0.01% Added +11.9k +11,938
21 Prime Capital Investment Advisors, LLC 0.55% of their portfolio OVERLAND PARK, KS 753,704753.7k $37.6m $37.6m 0.55% Reduced -12.9k -12,874
22 SYON CAPITAL LLC 3.16% of their portfolio SAN FRANCISCO, CA 701,970702.0k $35.0m $35.0m 3.16% Reduced -509.9k -509,870
23 Boston Standard Wealth Management, LLC 6.70% of their portfolio WINCHESTER, MA 690,338690.3k $34.5m $34.5m 6.70% Added +51.3k +51,334
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 669,518669.5k $33.4m $33.4m 0.01% Added +41.3k +41,348
25 Stratos Investment Management, LLC 1.99% of their portfolio BEACHWOOD, OH 663,824663.8k $33.1m $33.1m 1.99% Added +165.9k +165,925
26 GDS Wealth Management 2.86% of their portfolio FLOWER MOUND, TX 628,410628.4k $31.4m $31.4m 2.86% Added +55.7k +55,673
27 Capital Analysts, LLC 1.23% of their portfolio FORT WASHINGTON, PA 615,638615.6k $30.7m $30.7m 1.23% Added +88.0k +87,971
28 Savant Capital, LLC 0.23% of their portfolio ROCKFORD, IL 598,664598.7k $29.9m $29.9m 0.23% Added +49.2k +49,241
29 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 593,903593.9k $29.6m $29.6m 0.01% Added +332.3k +332,319
30 CAHABA WEALTH MANAGEMENT, INC. 2.13% of their portfolio Atlanta, GA 516,069516.1k $25.8m $25.8m 2.13% Added +32.7k +32,656
31 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 512,506512.5k $25.6m $25.6m 0.01% Added +49.2k +49,187
32 AMARILLO NATIONAL BANK 4.65% of their portfolio AMARILLO, TX 507,563507.6k $25.3m $25.3m 4.65% Unchanged
33 Modera Wealth Management, LLC 0.30% of their portfolio WESTWOOD, NJ 501,480501.5k $25.0m $25.0m 0.30% Added +3.8k +3,814
34 Financial Gravity Companies, Inc. 5.50% of their portfolio Lakeway, TX 482,170482.2k $24.1m $24.1m 5.50% Added +16.9k +16,894
35 AGINCOURT CAPITAL MANAGEMENT, LLC 23.14% of their portfolio RICHMOND, VA 462,935462.9k $23.1m $23.1m 23.14% Added +7.4k +7,400
36 PRUDENT INVESTORS NETWORK, INC. 5.74% of their portfolio LAKE FOREST, CA 392,980393.0k $19.6m $19.6m 5.74% Added +28.6k +28,601
37 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 359,539359.5k $17.9m $17.9m 0.04% Added +26.9k +26,925
38 Octavia Wealth Advisors, LLC 2.18% of their portfolio CINCINNATI, OH 359,240359.2k $17.9m $17.9m 2.18% Added +16.2k +16,192
39 Compton Financial Group, LLC 5.32% of their portfolio TOWSON, MD 358,623358.6k $17.9m $17.9m 5.32% Added +25.0k +24,975
40 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 337,057337.1k $16.8m $16.8m 0.00% Reduced -71.7k -71,728
41 NYL Investors LLC 1.42% of their portfolio NEW YORK, NY 313,700313.7k $15.7m $15.7m 1.42% Added +5.7k +5,700
42 Apollon Wealth Management, LLC 0.35% of their portfolio MOUNT PLEASANT, SC 306,246306.2k $15.3m $15.3m 0.35% Added +16.9k +16,882
43 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 302,936302.9k $15.1m $15.1m 0.03% Reduced -27.6k -27,613
44 Mason & Associates, LLC 4.52% of their portfolio NEWPORT NEWS, VA 302,825302.8k $15.1m $15.1m 4.52% Added +11.3k +11,275
45 Brio Consultants, LLC 2.26% of their portfolio SAN FRANCISCO, CA 289,077289.1k $14.4m $14.4m 2.26% Added +15.3k +15,295
46 Trinity Wealth Management, LLC 6.53% of their portfolio BERWYN, PA 288,904288.9k $14.4m $14.4m 6.53% Added +7.1k +7,062
47 PHILLIPS FINANCIAL MANAGEMENT, LLC 1.09% of their portfolio FORT WAYNE, IN 276,877276.9k $13.8m $13.8m 1.09% Reduced -83.2k -83,245
48 UBS Group AG 0.00% of their portfolio ZURICH, V8 265,614265.6k $13.3m $13.3m 0.00% Reduced -37.5k -37,517
49 Main Street Financial Solutions, LLC 1.12% of their portfolio NEWTOWN, PA 226,550226.6k $11.3m $11.3m 1.12% Added +11.9k +11,903
50 Kooman & Associates 3.90% of their portfolio ALTOONA, PA 215,943215.9k $10.8m $10.8m 3.90% Reduced -24 -24
51 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 214,109214.1k $10.7m $10.7m 0.01% Reduced -4.9k -4,934
52 Anderson Financial Strategies, LLC 6.39% of their portfolio DAYTON, OH 212,417212.4k $10.6m $10.6m 6.39% First filing
53 DORVAL Corp 4.16% of their portfolio MAPLE GROVE, MN 209,747209.7k $10.5m $10.5m 4.16% Added +11.6k +11,617
54 PENOBSCOT WEALTH MANAGEMENT 4.76% of their portfolio PORTLAND, ME 207,053207.1k $10.3m $10.3m 4.76% Added +17.5k +17,462
55 Occidental Asset Management, LLC 1.50% of their portfolio Burlingame, CA 193,026193.0k $9.6m $9.6m 1.50% Added +6.7k +6,725
56 Modern Wealth Management, LLC 0.36% of their portfolio KANSAS CITY, MO 193,006193.0k $9.6m $9.6m 0.36% New
57 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 193,000193.0k $9.6m $9.6m 0.01% Added +53.5k +53,500
58 Forum Private Client Group LLC 3.96% of their portfolio FISHERS, IN 178,373178.4k $8.9m $8.9m 3.96% Reduced -45.6k -45,590
59 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 174,873174.9k $8.7m $8.7m 0.00% Reduced -1.7k -1,731
60 BIP Wealth, LLC 0.56% of their portfolio ATLANTA, GA 166,895166.9k $8.3m $8.3m 0.56% Added +7.7k +7,665
61 ARKANSAS FINANCIAL GROUP, INC. 1.34% of their portfolio LITTLE ROCK, AR 166,256166.3k $8.3m $8.3m 1.34% Reduced -4.5k -4,475
62 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 164,398164.4k $8.2m $8.2m 0.02% Added +3.9k +3,857
63 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.06% of their portfolio IRVING, TX 151,485151.5k $7.6m $7.6m 0.06% Reduced -4.4k -4,414
64 Aspect Partners, LLC 4.37% of their portfolio FAIRFAX, VA 151,483151.5k $7.6m $7.6m 4.37% Added +757 +757
65 PDS Planning, Inc 0.67% of their portfolio DUBLIN, OH 150,281150.3k $7.5m $7.5m 0.67% Added +2.2k +2,168
66 Freedom Investment Management, Inc. 0.59% of their portfolio SOUTH WINDSOR, CT 143,248143.2k $7.2m $7.2m 0.59% Reduced -59.1k -59,053
67 Capstone Financial Advisors, Inc. 0.43% of their portfolio DOWNERS GROVE, IL 139,862139.9k $7.0m $7.0m 0.43% Added +1.2k +1,155
68 Daiichi Life Group, Inc. 7.53% of their portfolio TOKYO, M0 137,500137.5k $6.9m $6.9m 7.53% Added +62.5k +62,500
69 SECURIAN ASSET MANAGEMENT, INC 0.19% of their portfolio ST PAUL, MN 133,326133.3k $6.7m $6.7m 0.19% Added +1.3k +1,300
70 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 131,649131.6k $6.6m $6.6m 0.01% Added +71.7k +71,745
71 New Capital Management LP 1.89% of their portfolio HOUSTON, TX 129,319129.3k $6.5m $6.5m 1.89% Added +682 +682
72 APPLETON PARTNERS INC/MA 0.43% of their portfolio BOSTON, MA 116,301116.3k $5.8m $5.8m 0.43% Added +3.6k +3,578
73 Robinswood Financial LLC 2.17% of their portfolio KIRKLAND, WA 115,189115.2k $5.8m $5.8m 2.17% Added +4.3k +4,307
74 EXENCIAL WEALTH ADVISORS, LLC 0.21% of their portfolio OKLAHOMA CITY, OK 113,617113.6k $5.7m $5.7m 0.21% Added +90 +90
75 TECTONIC ADVISORS LLC 0.37% of their portfolio FRISCO, TX 113,408113.4k $5.7m $5.7m 0.37% Unchanged
76 LANDMARK WEALTH MANAGEMENT, INC. 2.73% of their portfolio NORMAL, IL 112,302112.3k $5.6m $5.6m 2.73% Added +29.9k +29,850
77 Leo Wealth, LLC 0.49% of their portfolio HURST, TX 109,922109.9k $5.5m $5.5m 0.49% Added +11.7k +11,656
78 Brooklyn FI, LLC 1.82% of their portfolio NEW YORK, NY 109,731109.7k $5.5m $5.5m 1.82% Added +10.2k +10,169
79 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 109,522109.5k $5.5m $5.5m 0.05% Added +906 +906
80 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.68% of their portfolio ALAMO, CA 108,392108.4k $5.4m $5.4m 0.68% Added +3.4k +3,378
81 CREATIVE FINANCIAL DESIGNS INC /ADV 0.43% of their portfolio KOKOMO, IN 104,808104.8k $5.2m $5.2m 0.43% Reduced -318 -318
82 Dynamic Advisor Solutions LLC 0.22% of their portfolio PHOENIX, AZ 101,804101.8k $5.1m $5.1m 0.22% Added +6.3k +6,299
83 Pure Financial Advisors, LLC 0.12% of their portfolio SAN DIEGO, CA 101,650101.7k $5.1m $5.1m 0.12% Added +1.0k +1,022
84 Paragon Advisors, LLC 1.68% of their portfolio COLLEGE STATION, TX 98,31298.3k $4.9m $4.9m 1.68% Added +17.5k +17,544
85 Merit Financial Group, LLC 0.09% of their portfolio ALPHARETTA, GA 96,05996.1k $4.8m $4.8m 0.09% Added +89.9k +89,862
86 LifePlan Investment Advisors, Inc. 2.87% of their portfolio RALEIGH, NC 92,79492.8k $4.6m $4.6m 2.87% Reduced -4.7k -4,654
87 Certified Advisory Corp 0.48% of their portfolio ALTAMONTE SPRINGS, FL 87,74287.7k $4.4m $4.4m 0.48% Added +2.9k +2,882
88 Continuum Advisory, LLC 0.54% of their portfolio EAGLE, ID 85,01885.0k $4.2m $4.2m 0.54% Added +1.3k +1,278
89 Full Sail Capital, LLC 0.26% of their portfolio OKLAHOMA CITY, OK 82,92082.9k $4.1m $4.1m 0.26% Reduced -3 -3
90 Burt Wealth Advisors 1.02% of their portfolio North Bethesda, MD 80,58980.6k $4.0m $4.0m 1.02% Reduced -623 -623
91 Columbus Macro, LLC 0.54% of their portfolio NEW CASTLE, PA 78,18278.2k $3.9m $3.9m 0.54% Added +5.0k +5,047
92 Summit Wealth Group, LLC 1.08% of their portfolio WHITE RIVER JUNCTION, VT 74,89574.9k $3.7m $3.7m 1.08% Added +2.9k +2,871
93 GRAND WEALTH MANAGEMENT, LLC 2.05% of their portfolio GRAND RAPIDS, MI 73,56073.6k $3.7m $3.7m 2.05% Reduced -14.4k -14,401
94 FORTE ASSET MANAGEMENT LLC 1.92% of their portfolio BEDFORD, NY 72,29172.3k $3.6m $3.6m 1.92% Added +1.5k +1,477
95 Grove Street Fiduciary, LLC 1.89% of their portfolio PETERBOROUGH, NH 72,14072.1k $3.6m $3.6m 1.89% First filing
96 Quad-Cities Investment Group, LLC 1.76% of their portfolio DAVENPORT, IA 72,01172.0k $3.6m $3.6m 1.76% Added +11.6k +11,600
97 Hardy Reed LLC 0.31% of their portfolio TUPELO, MS 70,23670.2k $3.5m $3.5m 0.31% Added +3.8k +3,844
98 AlphaStar Capital Management, LLC 0.35% of their portfolio CORNELIUS, NC 67,46367.5k $3.4m $3.4m 0.35% Added +14.4k +14,413
99 Allegheny Financial Group 0.86% of their portfolio Pittsburgh, PA 67,24267.2k $3.4m $3.4m 0.86% Added +326 +326
100 BANNERMAN WEALTH MANAGEMENT GROUP, LLC 2.74% of their portfolio LEWISVILLE, TX 66,30666.3k $3.3m $3.3m 2.74% First filing