Vault-13

ISHARES TR IAGG

CORE INTL AGGR · ETP · CUSIP 46435G672

638 institutional holders +59 vs Q3 2025
193,335,075193.3m shares reported held*
$9.6bnreported value*
60 new 355 added 125 reduced 44 sold out net sold ≈ $622.9m (-13.0m 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 ($56.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.71.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 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: 579Q4 25: 638638Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025638

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q1 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 24Q1 25: 195 bought or addedQ1 25: 170 cut or sold outQ2 25: 403 bought or addedQ2 25: 131 cut or sold outQ2 25Q3 25: 414 bought or addedQ3 25: 144 cut or sold outQ4 25: 415 bought or addedQ4 25: 169 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024195120
Q2 2024197136
Q3 2024206124
Q4 2024240114
Q1 2025195170
Q2 2025403131
Q3 2025414144
Q4 2025415169

Calls vs puts

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

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

Biggest buyers

Nationwide Fund Advisors Added +5,351,620+5.4m
JANE STREET GROUP, LLC Added +1,661,785+1.7m
BANK OF AMERICA CORP /DE/ Added +883,025+883.0k
Financial Engines Advisors L.L.C. Added +710,747+710.7k
LPL Financial LLC Added +709,894+709.9k
WealthNavi Inc. Added +690,992+691.0k
True Link Financial Advisors, LLC New +660,056+660.1k
RAFFA WEALTH MANAGEMENT, LLC Added +624,016+624.0k
JANUS HENDERSON GROUP PLC Added +617,900+617.9k
Matson Money. Inc. Added +530,528+530.5k

Biggest sellers

JPMORGAN CHASE & CO Reduced -28,711,598-28.7m
Strategic Investment Advisors / MI Reduced -536,625-536.6k
BlackRock, Inc. Reduced -515,716-515.7k
Silphium Asset Management Ltd Sold out -470,000-470.0k
BNP PARIBAS ASSET MANAGEMENT Holding S.A. Reduced -453,638-453.6k
DEUTSCHE BANK AG\ Reduced -398,117-398.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -240,002-240.0k
Aspect Partners, LLC Reduced -183,738-183.7k
Marex Group Ltd Sold out -156,400-156.4k
McKinley Carter Wealth Services, Inc. Reduced -154,925-154.9k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.33% of their portfolio Berwyn, PA 22,105,37722.1m $1.1bn $1.1bn 0.33% Reduced -81.0k -81,028
2 BlackRock, Inc. 0.02% of their portfolio New York, NY 17,722,92217.7m $886.3m $886.3m 0.02% Reduced -515.7k -515,716
3 Financial Engines Advisors L.L.C. 1.52% of their portfolio SANTA CLARA, CA 16,086,10116.1m $804.5m $804.5m 1.52% Added +710.7k +710,747
4 JPMORGAN CHASE & CO 0.03% of their portfolio NEW YORK, NY 10,148,48810.1m $507.5m $507.5m 0.03% Reduced -28.7m -28,711,598
5 LPL Financial LLC 0.14% of their portfolio FORT MILL, SC 9,875,9359.9m $493.9m $493.9m 0.14% Added +709.9k +709,894
6 Matson Money. Inc. 14.75% of their portfolio MASON, OH 9,322,6929.3m $466.8m $466.8m 14.75% Added +530.5k +530,528
7 Nationwide Fund Advisors 12.58% of their portfolio COLUMBUS, OH 5,873,1185.9m $293.7m $293.7m 12.58% Added +5.4m +5,351,620
8 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.29% of their portfolio Paris, I0 5,129,3735.1m $256.5m $256.5m 0.29% Reduced -453.6k -453,638
9 WealthNavi Inc. 2.23% of their portfolio Shinagawa-ku, TOKYO, M0 5,046,3305.0m $252.4m $252.4m 2.23% Added +691.0k +690,992
10 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 4,180,5994.2m $209.1m $209.1m 0.02% Added +883.0k +883,025
11 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,200,6073.2m $160.1m $160.1m 0.01% Added +349.6k +349,558
12 JANE STREET GROUP, LLC 0.16% of their portfolio NEW YORK, NY 2,741,8592.7m $137.1m $137.1m 0.16% Added +1.7m +1,661,785
13 MATHER GROUP, LLC. 1.27% of their portfolio CHICAGO, IL 2,457,1282.5m $122.9m $122.9m 1.27% Added +104.5k +104,471
14 JANUS HENDERSON GROUP PLC 0.05% of their portfolio LONDON, X0 2,446,2262.4m $122.3m $122.3m 0.05% Added +617.9k +617,900
15 JONES FINANCIAL COMPANIES LLLP 0.07% of their portfolio DES PERES, MO 2,417,9592.4m $120.9m $120.9m 0.07% Added +251.5k +251,467
16 Envestnet Portfolio Solutions, Inc. 0.41% of their portfolio BERWYN, PA 2,350,6042.4m $117.6m $117.6m 0.41% Added +155.0k +154,956
17 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 2,331,5242.3m $116.6m $116.6m 0.03% Added +121.8k +121,775
18 Cetera Investment Advisers 0.12% of their portfolio SCHAUMBURG, IL 2,193,1242.2m $109.7m $109.7m 0.12% Added +162.2k +162,182
19 CWM, LLC 0.30% of their portfolio OMAHA, NE 2,178,0112.2m $108.9m $108.9m 0.30% Added +87.9k +87,943
20 SageView Advisory Group, LLC 3.67% of their portfolio Newport Beach, CA 2,170,5742.2m $108.6m $108.6m 3.67% Added +177.1k +177,108
21 COMMONWEALTH EQUITY SERVICES, LLC 0.13% of their portfolio WALTHAM, MA 1,944,4181.9m $97.2m $97.2m 0.13% Added +77.2k +77,245
22 Betterment LLC 0.17% of their portfolio NEW YORK, NY 1,818,9451.8m $91.0m $91.0m 0.17% Added +336.2k +336,162
23 PARK AVENUE SECURITIES LLC 0.77% of their portfolio NEW YORK, NY 1,808,1881.8m $90.4m $90.4m 0.77% Added +41.5k +41,503
24 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 1,585,2581.6m $79.3m $79.3m 0.03% Added +70 +70
25 MML INVESTORS SERVICES, LLC 0.18% of their portfolio SPRINGFIELD, MA 1,479,8051.5m $74.0m $74.0m 0.18% Added +199.3k +199,338
26 SAGESPRING WEALTH PARTNERS, LLC 0.03% of their portfolio FRANKLIN, TN 1,432,0001.4m $1.4m $1.4m 0.03% Unchanged
27 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,351,7751.4m $67.6m $67.6m 0.01% Added +113.2k +113,232
28 Janney Montgomery Scott LLC 0.15% of their portfolio PHILADELPHIA, PA 1,297,3361.3m $64.9m $64.9m 0.15% Added +17.2k +17,192
29 N.E.W. Advisory Services LLC 4.47% of their portfolio DE PERE, WI 1,208,8351.2m $60.5m $60.5m 4.47% Added +74.1k +74,129
30 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,061,9401.1m $53.1m $53.1m 0.01% Added +138.2k +138,224
31 GeoWealth Management, LLC 1.86% of their portfolio CHICAGO, IL 1,010,7311.0m $50.5m $50.5m 1.86% Added +17.4k +17,401
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,006,3641.0m $50.3m $50.3m 0.01% Added +86.8k +86,842
33 Mirae Asset Global Investments Co., Ltd. 0.13% of their portfolio SEOUL, M5 946,406946.4k $47.3m $47.3m 0.13% Reduced -11.4k -11,360
34 Stratos Investment Management, LLC 1.90% of their portfolio BEACHWOOD, OH 945,951946.0k $47.3m $47.3m 1.90% Added +60.9k +60,886
35 NewEdge Advisors, LLC 0.17% of their portfolio NEW ORLEANS, LA 933,264933.3k $46.7m $46.7m 0.17% Added +108.4k +108,360
36 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.26% of their portfolio IRVING, TX 865,325865.3k $43.3m $43.3m 0.26% Added +23.0k +23,035
37 GDS Wealth Management 2.64% of their portfolio FLOWER MOUND, TX 845,544845.5k $42.3m $42.3m 2.64% Added +69.5k +69,460
38 PRUDENT INVESTORS NETWORK, INC. 9.11% of their portfolio LAKE FOREST, CA 793,484793.5k $39.7m $39.7m 9.11% Added +117.6k +117,581
39 Boston Standard Wealth Management, LLC 6.50% of their portfolio WINCHESTER, MA 787,162787.2k $39.4m $39.4m 6.50% Added +48.6k +48,605
40 Merit Financial Group, LLC 0.31% of their portfolio ALPHARETTA, GA 780,508780.5k $39.0m $39.0m 0.31% Added +70.2k +70,228
41 Savant Capital, LLC 0.22% of their portfolio ROCKFORD, IL 767,477767.5k $38.4m $38.4m 0.22% Added +686 +686
42 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 754,007754.0k $37.7m $37.7m 0.06% Added +267.4k +267,429
43 RAFFA WEALTH MANAGEMENT, LLC 5.30% of their portfolio WASHINGTON, DC 688,722688.7k $34.4m $34.4m 5.30% Added +624.0k +624,016
44 True Link Financial Advisors, LLC 2.01% of their portfolio SAN FRANCISCO, CA 660,056660.1k $33.0m $33.0m 2.01% New
45 Foundations Investment Advisors, LLC 0.42% of their portfolio PHOENIX, AZ 646,870646.9k $32.3m $32.3m 0.42% Added +50.7k +50,690
46 UBS Group AG 0.01% of their portfolio ZURICH, V8 638,818638.8k $31.9m $31.9m 0.01% Added +34.5k +34,496
47 Capital Analysts, LLC 0.87% of their portfolio FORT WASHINGTON, PA 626,173626.2k $31.3m $31.3m 0.87% Added +13.4k +13,379
48 Financial Gravity Asset Management, Inc. 5.90% of their portfolio Lakeway, TX 612,666612.7k $30.6m $30.6m 5.90% Added +47.1k +47,097
49 ASSETMARK, INC 0.06% of their portfolio CONCORD, CA 584,883584.9k $29.3m $29.3m 0.06% Added +62.3k +62,335
50 CAHABA WEALTH MANAGEMENT, INC. 2.01% of their portfolio Atlanta, GA 576,454576.5k $28.8m $28.8m 2.01% Added +37.2k +37,231
51 AMARILLO NATIONAL BANK 5.04% of their portfolio AMARILLO, TX 573,747573.7k $28.7m $28.7m 5.04% Added +27.7k +27,665
52 JB Capital LLC 1.14% of their portfolio WETHERSFIELD, CT 560,569560.6k $28.0m $28.0m 1.14% Added +24.5k +24,486
53 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 560,332560.3k $28.0m $28.0m 0.04% Added +61.2k +61,249
54 Prime Capital Investment Advisors, LLC 0.33% of their portfolio OVERLAND PARK, KS 535,598535.6k $26.8m $26.8m 0.33% Added +25.9k +25,947
55 Apella Capital, LLC 0.51% of their portfolio WEST HARTFORD, CT 520,429520.4k $26.0m $26.0m 0.51% Added +109.8k +109,838
56 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 517,966518.0k $25.9m $25.9m 0.02% Added +34.9k +34,900
57 Modera Wealth Management, LLC 0.30% of their portfolio WESTWOOD, NJ 510,075510.1k $25.5m $25.5m 0.30% Added +4.2k +4,166
58 SYON CAPITAL LLC 1.27% of their portfolio SAN FRANCISCO, CA 507,776507.8k $25.4m $25.4m 1.27% Added +10.3k +10,326
59 Sanctuary Advisors, LLC 0.14% of their portfolio INDIANAPOLIS, IN 496,024496.0k $24.8m $24.8m 0.14% Reduced -59.8k -59,786
60 Modern Wealth Management, LLC 0.37% of their portfolio KANSAS CITY, MO 409,615409.6k $20.5m $20.5m 0.37% Reduced -58.3k -58,319
61 Apollon Wealth Management, LLC 0.35% of their portfolio MOUNT PLEASANT, SC 408,035408.0k $20.4m $20.4m 0.35% Added +3.3k +3,286
62 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 394,276394.3k $19.7m $19.7m 0.01% Added +202.5k +202,501
63 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 383,459383.5k $19.2m $19.2m 0.03% Added +224.2k +224,151
64 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 361,146361.1k $18.1m $18.1m 0.05% Added +37.9k +37,871
65 LANDMARK WEALTH MANAGEMENT, INC. 6.67% of their portfolio NORMAL, IL 353,246353.2k $17.7m $17.7m 6.67% Added +5.1k +5,064
66 Mason & Associates, LLC 3.99% of their portfolio NEWPORT NEWS, VA 350,806350.8k $17.5m $17.5m 3.99% Added +51.3k +51,263
67 DORVAL Corp 5.50% of their portfolio MAPLE GROVE, MN 344,715344.7k $17.2m $17.2m 5.50% Added +45.6k +45,551
68 NYL Investors LLC 5.80% of their portfolio NEW YORK, NY 341,342341.3k $17.1m $17.1m 5.80% Added +14.8k +14,837
69 Brio Consultants, LLC 2.19% of their portfolio SAN FRANCISCO, CA 336,775336.8k $16.8m $16.8m 2.19% Added +24.5k +24,518
70 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 334,706334.7k $16.7m $16.7m 0.01% Reduced -70.3k -70,323
71 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 332,724332.7k $16.6m $16.6m 0.02% Added +30.2k +30,214
72 BlueStem Wealth Partners, LLC 1.82% of their portfolio MINNETONKA, MN 329,539329.5k $16.5m $16.5m 1.82% Added +234.5k +234,530
73 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 329,450329.4k $16.5m $16.5m 0.00% New
74 IHT Wealth Management, LLC 0.40% of their portfolio Chicago, IL 327,453327.5k $16.4m $16.4m 0.40% Added +36.0k +35,983
75 TIAA TRUST, NATIONAL ASSOCIATION 0.04% of their portfolio CHARLOTTE, NC 326,649326.6k $16.3m $16.3m 0.04% Added +2.9k +2,855
76 Trinity Wealth Management, LLC 5.88% of their portfolio BERWYN, PA 319,336319.3k $16.0m $16.0m 5.88% Added +10.2k +10,209
77 McKinley Carter Wealth Services, Inc. 0.87% of their portfolio WHEELING, WV 310,310310.3k $15.5m $15.5m 0.87% Reduced -154.9k -154,925
78 Stadion Money Management, LLC 1.23% of their portfolio WATKINSVILLE, GA 303,984304.0k $15.2m $15.2m 1.23% New
79 Savvy Advisors, Inc. 0.48% of their portfolio NEW YORK, NY 297,912297.9k $14.9m $14.9m 0.48% Added +74.7k +74,716
80 PENOBSCOT WEALTH MANAGEMENT 4.49% of their portfolio PORTLAND, ME 290,261290.3k $14.5m $14.5m 4.49% Added +17.2k +17,220
81 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 284,626284.6k $14.2m $14.2m 0.00% Added +47.8k +47,750
82 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 281,189281.2k $14.1m $14.1m 0.02% Added +19.3k +19,302
83 Main Street Financial Solutions, LLC 1.02% of their portfolio NEWTOWN, PA 271,521271.5k $13.6m $13.6m 1.02% Added +11.5k +11,491
84 TECTONIC ADVISORS LLC 0.71% of their portfolio FRISCO, TX 269,308269.3k $13.5m $13.5m 0.71% Added +19.0k +19,000
85 AE Wealth Management LLC 0.07% of their portfolio TOPEKA, KS 250,547250.5k $12.5m $12.5m 0.07% Added +27.6k +27,593
86 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 249,583249.6k $12.5m $12.5m 0.02% Reduced -39.9k -39,856
87 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 234,563234.6k $11.7m $11.7m 0.08% Reduced -37.6k -37,629
88 Farther Finance Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 232,679232.7k $11.6m $11.6m 0.12% Added +95.5k +95,546
89 PDS Planning, Inc 0.76% of their portfolio DUBLIN, OH 228,153228.2k $11.4m $11.4m 0.76% Added +34.8k +34,824
90 Orion Porfolio Solutions, LLC 0.08% of their portfolio OMAHA, NE 227,041227.0k $11.4m $11.4m 0.08% Added +31.6k +31,586
91 Anderson Financial Strategies, LLC 6.58% of their portfolio DAYTON, OH 226,514226.5k $11.3m $11.3m 6.58% Reduced -4.8k -4,842
92 Austin Private Wealth, LLC 0.85% of their portfolio Austin, TX 226,200226.2k $11.3m $11.3m 0.85% Added +2.1k +2,113
93 Occidental Asset Management, LLC 1.36% of their portfolio Burlingame, CA 225,619225.6k $11.3m $11.3m 1.36% Added +13.6k +13,637
94 Octavia Wealth Advisors, LLC 1.07% of their portfolio CINCINNATI, OH 223,464223.5k $11.2m $11.2m 1.07% Added +15.3k +15,337
95 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.72% of their portfolio FORT WAYNE, IN 222,092222.1k $11.1m $11.1m 0.72% Reduced -11.9k -11,860
96 Sharkey, Howes & Javer 1.39% of their portfolio DENVER, CO 219,022219.0k $11.0m $11.0m 1.39% Reduced -16.6k -16,570
97 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 214,481214.5k $10.7m $10.7m 0.01% Added +83.1k +83,088
98 Kelly Financial Services LLC 2.65% of their portfolio BRAINTREE, MA 211,065211.1k $10.6m $10.6m 2.65% Added +7.0k +7,001
99 BIP Wealth, LLC 0.37% of their portfolio ATLANTA, GA 208,970209.0k $10.5m $10.5m 0.37% Added +8.8k +8,808
100 Integrated Wealth Concepts LLC 0.12% of their portfolio WALTHAM, MA 204,024204.0k $10.2m $10.2m 0.12% Added +170.8k +170,811