Vault-13

ISHARES TR IAGG

CORE INTL AGGR · ETP · CUSIP 46435G672

579 institutional holders +18 vs Q2 2025
205,408,746205.4m shares reported held*
$10.4bnreported value*
67 new 347 added 105 reduced 39 sold out net bought ≈ $1.5bn (+30.6m 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 ($54.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.68. Options: 1 managers hold calls ($261.3k notional), 0 hold puts (—).

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 288Q4 22: 317Q1 23: 299Q2 23: 314Q3 23: 303Q4 23: 325Q1 24: 347Q2 24: 355Q3 24: 364Q4 24: 393Q1 25: 386Q2 25: 561Q3 25: 579579Q3 22Q2 23Q1 24Q4 24Q3 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
Q2 2025561
Q3 2025579

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q4 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 25Q2 25: 403 bought or addedQ2 25: 131 cut or sold outQ3 25: 414 bought or addedQ3 25: 144 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023179122
Q1 2024195120
Q2 2024197136
Q3 2024206124
Q4 2024240114
Q1 2025195170
Q2 2025403131
Q3 2025414144

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $309.9kQ1 25 puts: $454.9kQ1 25P/C 1.47Q2 25 calls: $281.0kQ2 25 puts: $209.5kQ2 25P/C 0.75Q3 25 calls: $261.3kQ3 25 puts: $0Q3 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2024$0$0—
Q1 2025$309.9k$454.9k1.47
Q2 2025$281.0k$209.5k0.75
Q3 2025$261.3k$00.00

Biggest buyers

JPMORGAN CHASE & CO Added +21,172,228+21.2m
ENVESTNET ASSET MANAGEMENT INC Added +1,153,226+1.2m
LPL Financial LLC Added +1,070,952+1.1m
AMERIPRISE FINANCIAL INC Added +893,292+893.3k
Financial Engines Advisors L.L.C. Added +828,195+828.2k
WealthNavi Inc. Added +558,749+558.7k
JANE STREET GROUP, LLC Added +551,426+551.4k
Strategic Investment Advisors / MI New +547,776+547.8k
ASSETMARK, INC Added +480,134+480.1k
MORGAN STANLEY Added +445,316+445.3k

Biggest sellers

BlackRock, Inc. Reduced -2,010,754-2.0m
ROYAL BANK OF CANADA Reduced -711,054-711.1k
RENAISSANCE TECHNOLOGIES LLC Reduced -309,714-309.7k
Spire Wealth Management Reduced -276,618-276.6k
ALLIANCEBERNSTEIN L.P. Reduced -187,655-187.7k
HSBC HOLDINGS PLC Sold out -181,552-181.6k
Freedom Investment Management, Inc. Reduced -133,773-133.8k
Equitable Holdings, Inc. Reduced -119,494-119.5k
Rockefeller Capital Management L.P. Reduced -103,951-104.0k
Certified Advisory Corp Sold out -89,195-89.2k

Biggest calls

CITADEL ADVISORS LLC Reduced $261.3k5.1k shares

Biggest puts

None

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.06% of their portfolio NEW YORK, NY 38,860,08638.9m $2.0bn $2.0bn 0.06% Added +21.2m +21,172,228
2 ENVESTNET ASSET MANAGEMENT INC 0.33% of their portfolio Berwyn, PA 22,186,40522.2m $1.1bn $1.1bn 0.33% Added +1.2m +1,153,226
3 BlackRock, Inc. 0.02% of their portfolio New York, NY 18,238,63818.2m $934.4m $934.4m 0.02% Reduced -2.0m -2,010,754
4 Financial Engines Advisors L.L.C. 1.50% of their portfolio SANTA CLARA, CA 15,375,35415.4m $787.7m $787.7m 1.50% Added +828.2k +828,195
5 LPL Financial LLC 0.14% of their portfolio FORT MILL, SC 9,166,0419.2m $469.6m $469.6m 0.14% Added +1.1m +1,070,952
6 Matson Money. Inc. 14.83% of their portfolio MASON, OH 8,792,1648.8m $450.4m $450.4m 14.83% Added +259.4k +259,440
7 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.68% of their portfolio Paris, I0 5,583,0115.6m $262.8m $262.8m 0.68% Unchanged
8 WealthNavi Inc. 2.07% of their portfolio Shinagawa-ku, TOKYO, M0 4,355,3384.4m $223.1m $223.1m 2.07% Added +558.7k +558,749
9 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,297,5743.3m $168.9m $168.9m 0.01% Added +59.8k +59,835
10 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,851,0492.9m $146.1m $146.1m 0.01% Added +445.3k +445,316
11 MATHER GROUP, LLC. 1.22% of their portfolio CHICAGO, IL 2,352,6572.4m $120.5m $120.5m 1.22% Added +106.9k +106,940
12 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 2,209,7492.2m $113.1m $113.1m 0.03% Added +893.3k +893,292
13 Envestnet Portfolio Solutions, Inc. 0.41% of their portfolio BERWYN, PA 2,195,6482.2m $112.5m $112.5m 0.41% Reduced -297 -297
14 JONES FINANCIAL COMPANIES LLLP 0.08% of their portfolio DES PERES, MO 2,166,4922.2m $111.0m $111.0m 0.08% Added +123.3k +123,256
15 CWM, LLC 0.32% of their portfolio OMAHA, NE 2,090,0682.1m $107.1m $107.1m 0.32% Added +81.8k +81,776
16 Cetera Investment Advisers 0.12% of their portfolio SCHAUMBURG, IL 2,030,9422.0m $104.0m $104.0m 0.12% Added +300.0k +300,033
17 SageView Advisory Group, LLC 3.52% of their portfolio Newport Beach, CA 1,993,4662.0m $102.1m $102.1m 3.52% Added +25.3k +25,265
18 COMMONWEALTH EQUITY SERVICES, LLC 0.12% of their portfolio WALTHAM, MA 1,867,1731.9m $95.7m $95.7m 0.12% Reduced -61.9k -61,861
19 JANUS HENDERSON GROUP PLC 0.04% of their portfolio LONDON, X0 1,828,3261.8m $93.7m $93.7m 0.04% Added +192.5k +192,492
20 PARK AVENUE SECURITIES LLC 0.71% of their portfolio NEW YORK, NY 1,766,6851.8m $90.5m $90.5m 0.71% Added +44.1k +44,076
21 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 1,585,1881.6m $81.2m $81.2m 0.03% Reduced -187.7k -187,655
22 Betterment LLC 0.15% of their portfolio NEW YORK, NY 1,482,7831.5m $76.0m $76.0m 0.15% Added +16.3k +16,330
23 SAGESPRING WEALTH PARTNERS, LLC 0.03% of their portfolio FRANKLIN, TN 1,432,0001.4m $1.4m $1.4m 0.03% Unchanged
24 MML INVESTORS SERVICES, LLC 0.18% of their portfolio SPRINGFIELD, MA 1,280,4671.3m $65.6m $65.6m 0.18% Reduced -343 -343
25 Janney Montgomery Scott LLC 0.16% of their portfolio PHILADELPHIA, PA 1,280,1441.3m $65.6m $65.6m 0.16% Added +336.9k +336,857
26 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,238,5431.2m $63.5m $63.5m 0.01% Added +176.9k +176,883
27 N.E.W. Advisory Services LLC 5.19% of their portfolio DE PERE, WI 1,134,7061.1m $58.1m $58.1m 5.19% Added +73.4k +73,430
28 JANE STREET GROUP, LLC 0.06% of their portfolio NEW YORK, NY 1,080,0741.1m $55.3m $55.3m 0.06% Added +551.4k +551,426
29 GeoWealth Management, LLC 1.86% of their portfolio CHICAGO, IL 993,330993.3k $50.9m $50.9m 1.86% Reduced -40.3k -40,322
30 Mirae Asset Global Investments Co., Ltd. 0.15% of their portfolio SEOUL, M5 957,766957.8k $49.1m $49.1m 0.15% Reduced -40.3k -40,342
31 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 923,716923.7k $47.3m $47.3m 0.01% Reduced -711.1k -711,054
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 919,522919.5k $47.1m $47.1m 0.01% Added +57.9k +57,924
33 Stratos Investment Management, LLC 1.87% of their portfolio BEACHWOOD, OH 885,065885.1k $45.3m $45.3m 1.87% Added +163.5k +163,538
34 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.31% of their portfolio IRVING, TX 842,290842.3k $43.2m $43.2m 0.31% Added +18.3k +18,262
35 NewEdge Advisors, LLC 0.19% of their portfolio NEW ORLEANS, LA 824,904824.9k $42.3m $42.3m 0.19% Added +94.1k +94,137
36 GDS Wealth Management 2.62% of their portfolio FLOWER MOUND, TX 776,084776.1k $39.8m $39.8m 2.62% Added +58.1k +58,078
37 Savant Capital, LLC 0.24% of their portfolio ROCKFORD, IL 766,791766.8k $39.3m $39.3m 0.24% Added +18.7k +18,672
38 Boston Standard Wealth Management, LLC 6.36% of their portfolio WINCHESTER, MA 738,557738.6k $37.8m $37.8m 6.36% Added +23.9k +23,889
39 Merit Financial Group, LLC 0.33% of their portfolio ALPHARETTA, GA 710,280710.3k $36.4m $36.4m 0.33% Added +246.7k +246,664
40 PRUDENT INVESTORS NETWORK, INC. 8.48% of their portfolio LAKE FOREST, CA 675,903675.9k $34.6m $34.6m 8.48% Added +57.5k +57,537
41 Capital Analysts, LLC 0.92% of their portfolio FORT WASHINGTON, PA 612,794612.8k $31.4m $31.4m 0.92% Added +21.9k +21,918
42 UBS Group AG 0.01% of their portfolio ZURICH, V8 604,322604.3k $31.0m $31.0m 0.01% Added +97.0k +97,034
43 Foundations Investment Advisors, LLC 0.44% of their portfolio PHOENIX, AZ 596,180596.2k $30.5m $30.5m 0.44% Added +30.2k +30,190
44 Financial Gravity Asset Management, Inc. 5.71% of their portfolio Lakeway, TX 565,569565.6k $29.0m $29.0m 5.71% First filing
45 Sanctuary Advisors, LLC 0.09% of their portfolio INDIANAPOLIS, IN 555,810555.8k $28.4m $28.4m 0.09% Added +71.1k +71,080
46 Strategic Investment Advisors / MI 0.05% of their portfolio FARMINGTON HILLS, MI 547,776547.8k $565.5k $565.5k 0.05% New
47 AMARILLO NATIONAL BANK 4.92% of their portfolio AMARILLO, TX 546,082546.1k $28.0m $28.0m 4.92% Added +45.2k +45,210
48 CAHABA WEALTH MANAGEMENT, INC. 2.00% of their portfolio Atlanta, GA 539,223539.2k $27.6m $27.6m 2.00% Added +19.3k +19,266
49 JB Capital LLC 1.18% of their portfolio WETHERSFIELD, CT 536,083536.1k $27.5m $27.5m 1.18% Added +57.5k +57,520
50 ASSETMARK, INC 0.06% of their portfolio CONCORD, CA 522,548522.5k $26.8m $26.8m 0.06% Added +480.1k +480,134
51 Nationwide Fund Advisors 1.47% of their portfolio COLUMBUS, OH 521,498521.5k $26.7m $26.7m 1.47% Reduced -7.7k -7,729
52 Prime Capital Investment Advisors, LLC 0.33% of their portfolio OVERLAND PARK, KS 509,651509.7k $26.1m $26.1m 0.33% Added +9.6k +9,581
53 Modera Wealth Management, LLC 0.30% of their portfolio WESTWOOD, NJ 505,909505.9k $25.9m $25.9m 0.30% Reduced -4.4k -4,416
54 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 499,083499.1k $25.6m $25.6m 0.04% Added +58.5k +58,469
55 SYON CAPITAL LLC 1.37% of their portfolio SAN FRANCISCO, CA 497,450497.4k $25.5m $25.5m 1.37% Reduced -14.4k -14,373
56 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 486,578486.6k $24.9m $24.9m 0.03% Added +174.7k +174,653
57 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 483,066483.1k $24.7m $24.7m 0.02% Added +59.4k +59,415
58 Silphium Asset Management Ltd 7.12% of their portfolio London, X0 470,000470.0k $24.1m $24.1m 7.12% Added +97.1k +97,100
59 Modern Wealth Management, LLC 0.47% of their portfolio KANSAS CITY, MO 467,934467.9k $24.0m $24.0m 0.47% Added +222.2k +222,153
60 McKinley Carter Wealth Services, Inc. 1.25% of their portfolio WHEELING, WV 465,235465.2k $23.8m $23.8m 1.25% Added +15.8k +15,751
61 Apella Capital, LLC 0.47% of their portfolio WEST HARTFORD, CT 410,591410.6k $21.3m $21.3m 0.47% Added +97.4k +97,445
62 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 409,487409.5k $21.0m $21.0m 0.01% Reduced -10.7k -10,747
63 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 405,029405.0k $20.7m $20.7m 0.01% Added +1.7k +1,736
64 Apollon Wealth Management, LLC 0.37% of their portfolio MOUNT PLEASANT, SC 404,749404.7k $20.7m $20.7m 0.37% Added +8.3k +8,334
65 LANDMARK WEALTH MANAGEMENT, INC. 6.96% of their portfolio NORMAL, IL 348,182348.2k $17.8m $17.8m 6.96% Added +27.7k +27,716
66 NYL Investors LLC 5.50% of their portfolio NEW YORK, NY 326,505326.5k $16.7m $16.7m 5.50% Added +897 +897
67 TIAA TRUST, NATIONAL ASSOCIATION 0.04% of their portfolio CHARLOTTE, NC 323,794323.8k $16.6m $16.6m 0.04% Added +40.6k +40,559
68 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 323,275323.3k $16.6m $16.6m 0.05% Added +50.8k +50,753
69 Values Added Financial LLC 7.31% of their portfolio WASHINGTON, DC 320,990321.0k $16.4m $16.4m 7.31% Added +36.7k +36,687
70 Brio Consultants, LLC 2.20% of their portfolio SAN FRANCISCO, CA 312,257312.3k $16.0m $16.0m 2.20% Added +7.1k +7,136
71 Trinity Wealth Management, LLC 5.94% of their portfolio BERWYN, PA 309,127309.1k $15.8m $15.8m 5.94% Added +7.2k +7,233
72 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 302,510302.5k $15.5m $15.5m 0.02% Added +22.1k +22,073
73 Mason & Associates, LLC 3.84% of their portfolio NEWPORT NEWS, VA 299,543299.5k $15.3m $15.3m 3.84% Unchanged
74 DORVAL Corp 5.07% of their portfolio MAPLE GROVE, MN 299,164299.2k $15.3m $15.3m 5.07% Added +49.0k +48,950
75 IHT Wealth Management, LLC 0.38% of their portfolio Chicago, IL 291,470291.5k $14.9m $14.9m 0.38% Added +9.1k +9,095
76 Thrivent Financial for Lutherans 0.03% of their portfolio Minneapolis, MN 289,439289.4k $14.8m $14.8m 0.03% Added +284.7k +284,721
77 PENOBSCOT WEALTH MANAGEMENT 4.49% of their portfolio PORTLAND, ME 273,041273.0k $14.0m $14.0m 4.49% Added +29.1k +29,094
78 Equitable Holdings, Inc. 0.10% of their portfolio NEW YORK, NY 272,192272.2k $13.9m $13.9m 0.10% Reduced -119.5k -119,494
79 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 261,887261.9k $13.4m $13.4m 0.02% Added +9.8k +9,848
80 Main Street Financial Solutions, LLC 0.85% of their portfolio NEWTOWN, PA 260,030260.0k $13.3m $13.3m 0.85% Added +14.2k +14,238
81 TECTONIC ADVISORS LLC 0.70% of their portfolio FRISCO, TX 250,308250.3k $12.8m $12.8m 0.70% Added +43.0k +43,000
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio BALA CYNWYD, PA 240,002240.0k $12.3m $12.3m 0.02% Added +229.9k +229,941
83 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 236,876236.9k $12.1m $12.1m 0.00% Added +123.4k +123,397
84 Sharkey, Howes & Javer 1.55% of their portfolio DENVER, CO 235,592235.6k $12.1m $12.1m 1.55% Added +39.4k +39,378
85 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.79% of their portfolio FORT WAYNE, IN 233,952234.0k $12.0m $12.0m 0.79% Reduced -17.9k -17,854
86 Anderson Financial Strategies, LLC 7.02% of their portfolio DAYTON, OH 231,356231.4k $11.9m $11.9m 7.02% Added +24.3k +24,277
87 Austin Private Wealth, LLC 0.88% of their portfolio Austin, TX 224,087224.1k $11.5m $11.5m 0.88% Reduced -4.3k -4,273
88 Savvy Advisors, Inc. 0.53% of their portfolio NEW YORK, NY 223,196223.2k $11.4m $11.4m 0.53% Added +195.7k +195,693
89 AE Wealth Management LLC 0.07% of their portfolio TOPEKA, KS 222,954223.0k $11.4m $11.4m 0.07% Added +30.6k +30,610
90 Occidental Asset Management, LLC 1.36% of their portfolio Burlingame, CA 211,982212.0k $10.9m $10.9m 1.36% Added +12.5k +12,504
91 Octavia Wealth Advisors, LLC 1.06% of their portfolio CINCINNATI, OH 208,127208.1k $10.7m $10.7m 1.06% Added +13.0k +13,020
92 Kelly Financial Services LLC 2.71% of their portfolio BRAINTREE, MA 204,064204.1k $10.5m $10.5m 2.71% Added +20.3k +20,323
93 BIP Wealth, LLC 0.51% of their portfolio ATLANTA, GA 200,162200.2k $10.3m $10.3m 0.51% Added +22.2k +22,208
94 SteelPeak Wealth, LLC 0.34% of their portfolio WOODLAND HILLS, CA 200,121200.1k $10.3m $10.3m 0.34% Added +5.5k +5,531
95 Aspect Partners, LLC 4.58% of their portfolio FAIRFAX, VA 196,853196.9k $10.1m $10.1m 4.58% Added +16.2k +16,166
96 Orion Porfolio Solutions, LLC 0.08% of their portfolio OMAHA, NE 195,455195.5k $10.0m $10.0m 0.08% Added +71.5k +71,475
97 PDS Planning, Inc 0.69% of their portfolio DUBLIN, OH 193,329193.3k $9.9m $9.9m 0.69% Reduced -2.8k -2,823
98 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 191,775191.8k $9.8m $9.8m 0.02% Reduced -3.1k -3,103
99 Atria Investments, Inc 0.11% of their portfolio Charlotte, NC 188,015188.0k $9.6m $9.6m 0.11% Added +39.8k +39,772
100 Icon Wealth Advisors, LLC 0.64% of their portfolio HOUSTON, TX 185,093185.1k $9.5m $9.5m 0.64% Added +15.3k +15,263