Vault-13

ISHARES TR IAGG

CORE INTL AGGR · ETP · CUSIP 46435G672

386 institutional holders -7 vs Q4 2024
102,647,165102.6m shares reported held*
$5.1bnreported value*
31 new 164 added 132 reduced 38 sold out net sold ≈ $236.0m (-4.7m 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 ($16.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.31. Options: 1 managers hold calls ($309.9k notional), 1 hold puts ($454.9k).

Trends to Q1 2025

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: 393Q1 25: 386386Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022288
Q4 2022317
Q1 2023299
Q2 2023314
Q3 2023303
Q4 2023325
Q1 2024347
Q2 2024355
Q3 2024364
Q4 2024393
Q1 2025386

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 23: 158 bought or addedQ2 23: 122 cut or sold outQ3 23: 149 bought or addedQ3 23: 141 cut or sold outQ3 23Q4 23: 179 bought or addedQ4 23: 122 cut or sold outQ1 24: 195 bought or addedQ1 24: 120 cut or sold outQ1 24Q2 24: 197 bought or addedQ2 24: 136 cut or sold outQ3 24: 206 bought or addedQ3 24: 124 cut or sold outQ3 24Q4 24: 240 bought or addedQ4 24: 114 cut or sold outQ1 25: 195 bought or addedQ1 25: 170 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023158122
Q3 2023149141
Q4 2023179122
Q1 2024195120
Q2 2024197136
Q3 2024206124
Q4 2024240114
Q1 2025195170

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ2 24 calls: $0Q2 24 puts: $0Q2 24P/C —Q3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $309.9kQ1 25 puts: $454.9kQ1 25P/C 1.47
Numbers
QuarterCallsPutsP/C
Q2 2024$0$0—
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$309.9k$454.9k1.47

Biggest buyers

WealthNavi Inc. Added +851,486+851.5k
JPMORGAN CHASE & CO Added +756,536+756.5k
ALLIANCEBERNSTEIN L.P. Added +753,838+753.8k
JANUS HENDERSON GROUP PLC Added +531,979+532.0k
McKinley Carter Wealth Services, Inc. New +431,744+431.7k
Financial Engines Advisors L.L.C. Added +304,449+304.4k
PRUDENT INVESTORS NETWORK, INC. Added +209,081+209.1k
Corient Private Wealth LP Added +195,845+195.8k
LANDMARK WEALTH MANAGEMENT, INC. Added +175,227+175.2k
Prime Capital Investment Advisors, LLC Added +174,501+174.5k

Biggest sellers

JONES FINANCIAL COMPANIES LLLP Reduced -4,077,489-4.1m
BlackRock, Inc. Reduced -2,862,938-2.9m
BANK OF AMERICA CORP /DE/ Reduced -728,120-728.1k
OSAIC HOLDINGS, INC. Reduced -616,257-616.3k
SYON CAPITAL LLC Reduced -364,322-364.3k
Compton Financial Group, LLC Reduced -317,197-317.2k
BNP PARIBAS ASSET MANAGEMENT Holding S.A. Reduced -257,851-257.9k
LPL Financial LLC Reduced -167,283-167.3k
GeoWealth Management, LLC Reduced -157,010-157.0k
RENAISSANCE TECHNOLOGIES LLC Reduced -146,200-146.2k

Biggest calls

CITADEL ADVISORS LLC New $309.9k6.2k shares

Biggest puts

CITADEL ADVISORS LLC New $454.9k9.1k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.06% of their portfolio NEW YORK, NY 15,011,72115.0m $750.4m $750.4m 0.06% Added +756.5k +756,536
2 Financial Engines Advisors L.L.C. 1.55% of their portfolio SANTA CLARA, CA 14,441,47114.4m $721.9m $721.9m 1.55% Added +304.4k +304,449
3 BlackRock, Inc. 0.01% of their portfolio New York, NY 12,336,37012.3m $616.7m $616.7m 0.01% Reduced -2.9m -2,862,938
4 Matson Money. Inc. 15.85% of their portfolio MASON, OH 8,711,9028.7m $435.7m $435.7m 15.85% Added +172.4k +172,405
5 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.69% of their portfolio Paris, I0 5,129,3735.1m $256.4m $256.4m 0.69% Reduced -257.9k -257,851
6 WealthNavi Inc. 1.90% of their portfolio Shinagawa-ku, TOKYO, M0 3,408,7943.4m $170.4m $170.4m 1.90% Added +851.5k +851,486
7 JONES FINANCIAL COMPANIES LLLP 0.13% of their portfolio DES PERES, MO 2,810,3812.8m $140.5m $140.5m 0.13% Reduced -4.1m -4,077,489
8 MATHER GROUP, LLC. 1.28% of their portfolio CHICAGO, IL 2,208,6312.2m $110.4m $110.4m 1.28% Added +133.3k +133,267
9 SageView Advisory Group, LLC 4.27% of their portfolio Newport Beach, CA 2,003,9742.0m $100.2m $100.2m 4.27% Added +100.5k +100,548
10 JANUS HENDERSON GROUP PLC 0.05% of their portfolio LONDON, X0 1,650,6871.7m $82.5m $82.5m 0.05% Added +532.0k +531,979
11 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 1,538,0971.5m $76.9m $76.9m 0.11% Added +46.6k +46,636
12 Betterment LLC 0.17% of their portfolio NEW YORK, NY 1,471,1361.5m $73.5m $73.5m 0.17% Added +21.5k +21,488
13 SAGESPRING WEALTH PARTNERS, LLC 0.04% of their portfolio FRANKLIN, TN 1,432,0001.4m $1.4m $1.4m 0.04% Reduced -43.0k -43,000
14 ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio NASHVILLE, TN 1,347,7411.3m $67.4m $67.4m 0.02% Added +753.8k +753,838
15 N.E.W. Advisory Services LLC 4.25% of their portfolio DE PERE, WI 1,111,8621.1m $55.6m $55.6m 4.25% Added +85.9k +85,926
16 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,027,5841.0m $51.4m $51.4m 0.02% Reduced -167.3k -167,283
17 GeoWealth Management, LLC 1.94% of their portfolio CHICAGO, IL 966,270966.3k $48.3m $48.3m 1.94% Reduced -157.0k -157,010
18 Prime Capital Investment Advisors, LLC 0.54% of their portfolio OVERLAND PARK, KS 928,205928.2k $46.4m $46.4m 0.54% Added +174.5k +174,501
19 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 914,079914.1k $45.7m $45.7m 0.00% Reduced -728.1k -728,120
20 Mirae Asset Global Investments Co., Ltd. 0.16% of their portfolio SEOUL, M5 800,132800.1k $40.0m $40.0m 0.16% Reduced -118.2k -118,250
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 793,247793.2k $39.7m $39.7m 0.01% Added +123.7k +123,729
22 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 764,746764.7k $38.2m $38.2m 0.01% Reduced -7.5k -7,499
23 Savant Capital, LLC 0.30% of their portfolio ROCKFORD, IL 719,657719.7k $36.0m $36.0m 0.30% Added +121.0k +120,993
24 Stratos Investment Management, LLC 1.83% of their portfolio BEACHWOOD, OH 687,632687.6k $34.4m $34.4m 1.83% Added +23.8k +23,808
25 GDS Wealth Management 2.93% of their portfolio FLOWER MOUND, TX 687,472687.5k $34.4m $34.4m 2.93% Added +59.1k +59,062
26 PRUDENT INVESTORS NETWORK, INC. 8.57% of their portfolio LAKE FOREST, CA 602,061602.1k $30.1m $30.1m 8.57% Added +209.1k +209,081
27 Boston Standard Wealth Management, LLC 6.52% of their portfolio WINCHESTER, MA 594,562594.6k $29.7m $29.7m 6.52% Reduced -95.8k -95,776
28 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 570,060570.1k $28.5m $28.5m 0.01% Added +57.6k +57,554
29 AMARILLO NATIONAL BANK 5.19% of their portfolio AMARILLO, TX 534,098534.1k $26.7m $26.7m 5.19% Added +26.5k +26,535
30 CAHABA WEALTH MANAGEMENT, INC. 2.21% of their portfolio Atlanta, GA 533,122533.1k $26.7m $26.7m 2.21% Added +17.1k +17,053
31 Financial Gravity Asset Management, Inc. 5.69% of their portfolio Lakeway, TX 522,072522.1k $26.1m $26.1m 5.69% First filing
32 Capital Analysts, LLC 0.96% of their portfolio FORT WASHINGTON, PA 516,986517.0k $25.8m $25.8m 0.96% Reduced -98.7k -98,652
33 Modera Wealth Management, LLC 0.35% of their portfolio WESTWOOD, NJ 512,005512.0k $25.6m $25.6m 0.35% Added +10.5k +10,525
34 McKinley Carter Wealth Services, Inc. 1.33% of their portfolio WHEELING, WV 431,744431.7k $21.6m $21.6m 1.33% New
35 Apollon Wealth Management, LLC 0.45% of their portfolio MOUNT PLEASANT, SC 407,739407.7k $20.4m $20.4m 0.45% Added +101.5k +101,493
36 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 407,698407.7k $20.4m $20.4m 0.04% Added +48.2k +48,159
37 SYON CAPITAL LLC 1.37% of their portfolio SAN FRANCISCO, CA 337,648337.6k $16.9m $16.9m 1.37% Reduced -364.3k -364,322
38 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 333,878333.9k $16.7m $16.7m 0.03% Added +30.9k +30,942
39 NYL Investors LLC 1.04% of their portfolio NEW YORK, NY 323,700323.7k $16.2m $16.2m 1.04% Added +10.0k +10,000
40 Mason & Associates, LLC 4.56% of their portfolio NEWPORT NEWS, VA 316,367316.4k $15.8m $15.8m 4.56% Added +13.5k +13,542
41 Brio Consultants, LLC 2.32% of their portfolio SAN FRANCISCO, CA 295,503295.5k $14.8m $14.8m 2.32% Added +6.4k +6,426
42 Trinity Wealth Management, LLC 6.60% of their portfolio BERWYN, PA 289,132289.1k $14.5m $14.5m 6.60% Added +228 +228
43 LANDMARK WEALTH MANAGEMENT, INC. 6.86% of their portfolio NORMAL, IL 287,529287.5k $14.4m $14.4m 6.86% Added +175.2k +175,227
44 PHILLIPS FINANCIAL MANAGEMENT, LLC 1.01% of their portfolio FORT WAYNE, IN 261,128261.1k $13.1m $13.1m 1.01% Reduced -15.7k -15,749
45 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 242,584242.6k $12.1m $12.1m 0.00% Added +67.7k +67,711
46 Main Street Financial Solutions, LLC 1.03% of their portfolio NEWTOWN, PA 237,465237.5k $11.9m $11.9m 1.03% Added +10.9k +10,915
47 UBS Group AG 0.00% of their portfolio ZURICH, V8 235,040235.0k $11.7m $11.7m 0.00% Reduced -30.6k -30,574
48 PENOBSCOT WEALTH MANAGEMENT 4.75% of their portfolio PORTLAND, ME 226,036226.0k $11.3m $11.3m 4.75% Added +19.0k +18,983
49 Anderson Financial Strategies, LLC 6.69% of their portfolio DAYTON, OH 218,905218.9k $10.9m $10.9m 6.69% Added +6.5k +6,488
50 DORVAL Corp 4.37% of their portfolio MAPLE GROVE, MN 215,555215.6k $10.9m $10.9m 4.37% Added +5.8k +5,808
51 Octavia Wealth Advisors, LLC 1.30% of their portfolio CINCINNATI, OH 213,585213.6k $10.7m $10.7m 1.30% Reduced -145.7k -145,655
52 Apella Capital, LLC 0.37% of their portfolio WEST HARTFORD, CT 213,009213.0k $10.7m $10.7m 0.37% Added +154.1k +154,073
53 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 205,056205.1k $10.3m $10.3m 0.02% Added +195.8k +195,845
54 Occidental Asset Management, LLC 1.49% of their portfolio Burlingame, CA 197,297197.3k $9.9m $9.9m 1.49% Added +4.3k +4,271
55 PDS Planning, Inc 0.83% of their portfolio DUBLIN, OH 196,969197.0k $9.8m $9.8m 0.83% Added +46.7k +46,688
56 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 196,278196.3k $9.8m $9.8m 0.00% Reduced -140.8k -140,779
57 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 184,432184.4k $9.2m $9.2m 0.01% Reduced -29.7k -29,677
58 BIP Wealth, LLC 0.56% of their portfolio ATLANTA, GA 172,369172.4k $8.6m $8.6m 0.56% Added +5.5k +5,474
59 Aspect Partners, LLC 4.80% of their portfolio FAIRFAX, VA 167,832167.8k $8.4m $8.4m 4.80% Added +16.3k +16,349
60 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 165,292165.3k $8.3m $8.3m 0.02% Reduced -616.3k -616,257
61 TECTONIC ADVISORS LLC 0.51% of their portfolio FRISCO, TX 163,308163.3k $8.2m $8.2m 0.51% Added +49.9k +49,900
62 Forum Private Client Group LLC 3.37% of their portfolio FISHERS, IN 155,097155.1k $7.8m $7.8m 3.37% Reduced -23.3k -23,276
63 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.07% of their portfolio IRVING, TX 152,566152.6k $7.6m $7.6m 0.07% Added +1.1k +1,081
64 ARKANSAS FINANCIAL GROUP, INC. 1.28% of their portfolio LITTLE ROCK, AR 147,492147.5k $7.4m $7.4m 1.28% Reduced -18.8k -18,764
65 Modern Wealth Management, LLC 0.23% of their portfolio KANSAS CITY, MO 142,054142.1k $7.1m $7.1m 0.23% Reduced -51.0k -50,952
66 Freedom Investment Management, Inc. 0.57% of their portfolio SOUTH WINDSOR, CT 135,142135.1k $6.8m $6.8m 0.57% Reduced -8.1k -8,106
67 Kooman & Associates 2.47% of their portfolio ALTOONA, PA 134,699134.7k $6.7m $6.7m 2.47% Reduced -81.2k -81,244
68 SECURIAN ASSET MANAGEMENT, INC 0.20% of their portfolio ST PAUL, MN 133,326133.3k $6.7m $6.7m 0.20% Unchanged
69 IFP Advisors, Inc 0.20% of their portfolio TAMPA, FL 132,651132.7k $6.6m $6.6m 0.20% Added +88.3k +88,253
70 Capstone Financial Advisors, Inc. 0.41% of their portfolio DOWNERS GROVE, IL 130,722130.7k $6.5m $6.5m 0.41% Reduced -9.1k -9,140
71 APPLETON PARTNERS INC/MA 0.48% of their portfolio BOSTON, MA 122,989123.0k $6.1m $6.1m 0.48% Added +6.7k +6,688
72 Robinswood Financial LLC 2.23% of their portfolio KIRKLAND, WA 120,620120.6k $6.0m $6.0m 2.23% Added +5.4k +5,431
73 Brooklyn FI, LLC 1.83% of their portfolio NEW YORK, NY 118,799118.8k $5.9m $5.9m 1.83% Added +9.1k +9,068
74 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.75% of their portfolio ALAMO, CA 118,575118.6k $5.9m $5.9m 0.75% Added +10.2k +10,183
75 Dynamic Advisor Solutions LLC 0.19% of their portfolio PHOENIX, AZ 114,729114.7k $5.7m $5.7m 0.19% Added +12.9k +12,925
76 EXENCIAL WEALTH ADVISORS, LLC 0.21% of their portfolio OKLAHOMA CITY, OK 111,744111.7k $5.6m $5.6m 0.21% Reduced -1.9k -1,873
77 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 111,515111.5k $5.6m $5.6m 0.05% Added +2.0k +1,993
78 CREATIVE FINANCIAL DESIGNS INC /ADV 0.42% of their portfolio KOKOMO, IN 106,024106.0k $5.3m $5.3m 0.42% Added +1.2k +1,216
79 Keel Point, LLC 0.40% of their portfolio HUNTSVILLE, AL 102,432102.4k $5.1m $5.1m 0.40% New
80 Pure Financial Advisors, LLC 0.11% of their portfolio SAN DIEGO, CA 101,321101.3k $5.1m $5.1m 0.11% Reduced -329 -329
81 New Capital Management LP 1.43% of their portfolio HOUSTON, TX 99,88599.9k $5.0m $5.0m 1.43% Reduced -29.4k -29,434
82 WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 1.02% of their portfolio GLASTONBURY, CT 99,55299.6k $5.0m $5.0m 1.02% New
83 Daiichi Life Group, Inc. 5.51% of their portfolio TOKYO, M0 98,30098.3k $4.9m $4.9m 5.51% Reduced -39.2k -39,200
84 LifePlan Investment Advisors, Inc. 2.78% of their portfolio RALEIGH, NC 96,67396.7k $4.8m $4.8m 2.78% Added +3.9k +3,879
85 Leo Wealth, LLC 0.69% of their portfolio HURST, TX 95,78995.8k $4.8m $4.8m 0.69% Reduced -14.1k -14,133
86 Paragon Advisors, LLC 1.75% of their portfolio COLLEGE STATION, TX 92,77092.8k $4.6m $4.6m 1.75% Reduced -5.5k -5,542
87 Continuum Advisory, LLC 0.58% of their portfolio EAGLE, ID 89,86689.9k $4.5m $4.5m 0.58% Added +4.8k +4,848
88 Merit Financial Group, LLC 0.07% of their portfolio ALPHARETTA, GA 88,56288.6k $4.4m $4.4m 0.07% Reduced -7.5k -7,497
89 Certified Advisory Corp 0.49% of their portfolio ALTAMONTE SPRINGS, FL 85,99986.0k $4.3m $4.3m 0.49% Reduced -1.7k -1,743
90 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 84,26084.3k $4.2m $4.2m 0.01% Reduced -80.1k -80,138
91 Quad-Cities Investment Group, LLC 1.95% of their portfolio DAVENPORT, IA 79,24279.2k $4.0m $4.0m 1.95% Added +7.2k +7,231
92 EQ LLC 1.85% of their portfolio BELLEVUE, WA 79,20779.2k $4.0m $4.0m 1.85% New
93 AlphaStar Capital Management, LLC 0.40% of their portfolio CORNELIUS, NC 79,16079.2k $4.0m $4.0m 0.40% Added +11.7k +11,697
94 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 79,01079.0k $3.9m $3.9m 0.00% Added +25.6k +25,601
95 Full Sail Capital, LLC 0.25% of their portfolio OKLAHOMA CITY, OK 78,60778.6k $3.9m $3.9m 0.25% Reduced -4.3k -4,313
96 Wiser Wealth Management, Inc 1.10% of their portfolio MARIETTA, GA 78,36078.4k $3.9m $3.9m 1.10% Added +33.1k +33,053
97 Burt Wealth Advisors 0.96% of their portfolio North Bethesda, MD 76,62976.6k $3.8m $3.8m 0.96% Reduced -4.0k -3,960
98 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 76,49076.5k $3.8m $3.8m 0.00% Added +31.6k +31,637
99 Summit Wealth Group, LLC 1.06% of their portfolio WHITE RIVER JUNCTION, VT 72,28772.3k $3.6m $3.6m 1.06% Reduced -2.6k -2,608
100 Columbus Macro, LLC 0.46% of their portfolio NEW CASTLE, PA 69,32169.3k $3.5m $3.5m 0.46% Reduced -8.9k -8,861