Vault-13

ISHARES TR IAGG

CORE INTL AGGR · ETP · CUSIP 46435G672

674 institutional holders +36 vs Q4 2025
219,936,478219.9m shares reported held*
$11.0bnreported value*
80 new 407 added 121 reduced 41 sold out net bought ≈ $1.1bn (+21.1m 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 ($87.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.05.

Trends to Q1 2026

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: 638Q1 26: 674674Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026674

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q2 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 25Q4 25: 415 bought or addedQ4 25: 169 cut or sold outQ1 26: 487 bought or addedQ1 26: 162 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024197136
Q3 2024206124
Q4 2024240114
Q1 2025195170
Q2 2025403131
Q3 2025414144
Q4 2025415169
Q1 2026487162

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ2 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 —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$281.0k$209.5k0.75
Q3 2025$261.3k$00.00
Q4 2025$0$0—
Q1 2026$0$0—

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +4,330,050+4.3m
JONES FINANCIAL COMPANIES LLLP Added +3,095,044+3.1m
Creative Planning Added +2,163,625+2.2m
JPMORGAN CHASE & CO Added +1,876,545+1.9m
Annex Advisory Services, LLC New +1,346,915+1.3m
LPL Financial LLC Added +1,149,296+1.1m
WealthNavi Inc. Added +1,001,984+1.0m
BlackRock, Inc. Added +779,067+779.1k
MERCER GLOBAL ADVISORS INC /ADV Added +744,780+744.8k
Kestra Investment Management, LLC New +736,346+736.3k

Biggest sellers

JANE STREET GROUP, LLC Sold out -2,741,859-2.7m
SAGESPRING WEALTH PARTNERS, LLC Sold out -1,432,000-1.4m
BANK OF AMERICA CORP /DE/ Reduced -359,779-359.8k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -305,499-305.5k
Nationwide Fund Advisors Reduced -305,411-305.4k
US BANCORP \DE\ Reduced -276,660-276.7k
IHT Wealth Management, LLC Reduced -262,710-262.7k
McKinley Carter Wealth Services, Inc. Reduced -253,842-253.8k
BlueStem Wealth Partners, LLC Reduced -226,002-226.0k
Corient Private Wealth LP Reduced -173,378-173.4k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.35% of their portfolio Berwyn, PA 26,435,42726.4m $1.3bn $1.3bn 0.35% Added +4.3m +4,330,050
2 BlackRock, Inc. 0.02% of their portfolio New York, NY 18,501,98918.5m $925.8m $925.8m 0.02% Added +779.1k +779,067
3 Financial Engines Advisors L.L.C. 1.67% of their portfolio SANTA CLARA, CA 16,419,08816.4m $821.6m $821.6m 1.67% Added +333.0k +332,987
4 JPMORGAN CHASE & CO 0.04% of their portfolio NEW YORK, NY 12,025,03312.0m $599.0m $599.0m 0.04% Added +1.9m +1,876,545
5 LPL Financial LLC 0.15% of their portfolio FORT MILL, SC 11,025,23111.0m $551.7m $551.7m 0.15% Added +1.1m +1,149,296
6 Matson Money. Inc. 14.97% of their portfolio MASON, OH 9,753,5659.8m $488.1m $488.1m 14.97% Added +430.9k +430,873
7 TIAA Wealth Investment Management LLC 2.44% of their portfolio New York, NY 6,422,0576.4m $319.9m $319.9m 2.44% First filing
8 WealthNavi Inc. 2.62% of their portfolio Shinagawa-ku, TOKYO, M0 6,048,3146.0m $302.7m $302.7m 2.62% Added +1.0m +1,001,984
9 Nationwide Fund Advisors 12.19% of their portfolio COLUMBUS, OH 5,567,7075.6m $278.6m $278.6m 12.19% Reduced -305.4k -305,411
10 JONES FINANCIAL COMPANIES LLLP 0.13% of their portfolio DES PERES, MO 5,513,0035.5m $273.9m $273.9m 0.13% Added +3.1m +3,095,044
11 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.30% of their portfolio Paris, I0 5,175,7765.2m $257.8m $257.8m 0.30% Added +46.4k +46,403
12 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,820,8203.8m $191.2m $191.2m 0.01% Reduced -359.8k -359,779
13 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,679,0413.7m $184.1m $184.1m 0.01% Added +478.4k +478,434
14 JANUS HENDERSON GROUP PLC 0.08% of their portfolio LONDON, X0 3,157,1703.2m $158.0m $158.0m 0.08% Added +710.9k +710,944
15 MATHER GROUP, LLC. 1.30% of their portfolio CHICAGO, IL 2,613,4792.6m $130.8m $130.8m 1.30% Added +156.4k +156,351
16 Envestnet Portfolio Solutions, Inc. 0.68% of their portfolio BERWYN, PA 2,470,4762.5m $123.6m $123.6m 0.68% Added +119.9k +119,872
17 Creative Planning 0.08% of their portfolio OVERLAND PARK, KS 2,378,1062.4m $119.0m $119.0m 0.08% Added +2.2m +2,163,625
18 Cetera Investment Advisers 0.12% of their portfolio SCHAUMBURG, IL 2,291,9682.3m $114.7m $114.7m 0.12% Added +98.8k +98,844
19 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 2,274,5802.3m $113.9m $113.9m 0.03% Reduced -56.9k -56,944
20 CWM, LLC 0.30% of their portfolio OMAHA, NE 2,255,8292.3m $112.9m $112.9m 0.30% Added +77.8k +77,818
21 Betterment LLC 0.21% of their portfolio NEW YORK, NY 2,223,5532.2m $111.3m $111.3m 0.21% Added +404.6k +404,608
22 SageView Advisory Group, LLC 4.02% of their portfolio Newport Beach, CA 2,200,9912.2m $110.1m $110.1m 4.02% Added +30.4k +30,417
23 COMMONWEALTH EQUITY SERVICES, LLC 0.15% of their portfolio WALTHAM, MA 2,130,4762.1m $106.6m $106.6m 0.15% Added +186.1k +186,058
24 PARK AVENUE SECURITIES LLC 0.78% of their portfolio NEW YORK, NY 1,991,2002.0m $99.6m $99.6m 0.78% Added +183.0k +183,012
25 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,588,5571.6m $79.5m $79.5m 0.01% Added +236.8k +236,782
26 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 1,575,9441.6m $78.8m $78.8m 0.03% Reduced -9.3k -9,314
27 MML INVESTORS SERVICES, LLC 0.21% of their portfolio SPRINGFIELD, MA 1,484,3891.5m $74.3m $74.3m 0.21% Added +4.6k +4,584
28 Janney Montgomery Scott LLC 0.18% of their portfolio PHILADELPHIA, PA 1,455,6961.5m $72.8m $72.8m 0.18% Added +158.4k +158,360
29 Annex Advisory Services, LLC 1.26% of their portfolio BROOKFIELD, WI 1,346,9151.3m $67.4m $67.4m 1.26% New
30 ASSETMARK, INC 0.13% of their portfolio CONCORD, CA 1,303,3871.3m $65.2m $65.2m 0.13% Added +718.5k +718,504
31 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,258,1691.3m $63.0m $63.0m 0.01% Added +196.2k +196,229
32 N.E.W. Advisory Services LLC 4.53% of their portfolio DE PERE, WI 1,210,4091.2m $60.6m $60.6m 4.53% Added +1.6k +1,574
33 MERCER GLOBAL ADVISORS INC /ADV 0.08% of their portfolio DENVER, CO 1,128,2391.1m $56.5m $56.5m 0.08% Added +744.8k +744,780
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,062,2011.1m $53.2m $53.2m 0.01% Added +55.8k +55,837
35 GeoWealth Management, LLC 1.88% of their portfolio CHICAGO, IL 1,041,4491.0m $52.1m $52.1m 1.88% Added +30.7k +30,718
36 NewEdge Advisors, LLC 0.18% of their portfolio NEW ORLEANS, LA 1,021,5251.0m $51.1m $51.1m 0.18% Added +88.3k +88,261
37 Stratos Investment Management, LLC 1.99% of their portfolio BEACHWOOD, OH 993,350993.4k $49.7m $49.7m 1.99% Added +47.4k +47,399
38 Cerity Partners LLC 0.07% of their portfolio NEW YORK, NY 938,550938.5k $47.0m $47.0m 0.07% Added +378.2k +378,218
39 GDS Wealth Management 2.79% of their portfolio FLOWER MOUND, TX 928,734928.7k $46.5m $46.5m 2.79% Added +83.2k +83,190
40 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.28% of their portfolio IRVING, TX 922,432922.4k $46.0m $46.0m 0.28% Added +57.1k +57,107
41 Mirae Asset Global Investments Co., Ltd. 0.13% of their portfolio SEOUL, M5 919,620919.6k $46.0m $46.0m 0.13% Reduced -26.8k -26,786
42 Merit Financial Group, LLC 0.34% of their portfolio ALPHARETTA, GA 905,012905.0k $45.3m $45.3m 0.34% Added +124.5k +124,504
43 True Link Financial Advisors, LLC 2.77% of their portfolio SAN FRANCISCO, CA 897,660897.7k $44.9m $44.9m 2.77% Added +237.6k +237,604
44 Prime Capital Investment Advisors, LLC 0.52% of their portfolio OVERLAND PARK, KS 896,069896.1k $44.8m $44.8m 0.52% Added +360.5k +360,471
45 PRUDENT INVESTORS NETWORK, INC. 9.46% of their portfolio LAKE FOREST, CA 867,905867.9k $43.4m $43.4m 9.46% Added +74.4k +74,421
46 Savant Capital, LLC 0.20% of their portfolio ROCKFORD, IL 830,312830.3k $41.5m $41.5m 0.20% Added +62.8k +62,835
47 Boston Standard Wealth Management, LLC 6.64% of their portfolio WINCHESTER, MA 813,058813.1k $40.5m $40.5m 6.64% Added +25.9k +25,896
48 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 810,366810.4k $40.6m $40.6m 0.06% Added +56.4k +56,359
49 RAFFA WEALTH MANAGEMENT, LLC 5.96% of their portfolio WASHINGTON, DC 762,824762.8k $38.2m $38.2m 5.96% Added +74.1k +74,102
50 Foundations Investment Advisors, LLC 0.46% of their portfolio PHOENIX, AZ 737,294737.3k $36.9m $36.9m 0.46% Added +90.4k +90,424
51 Kestra Investment Management, LLC 0.64% of their portfolio AUSTIN, TX 736,346736.3k $36.8m $36.8m 0.64% New
52 Apella Capital, LLC 0.53% of their portfolio WEST HARTFORD, CT 717,308717.3k $36.0m $36.0m 0.53% Added +196.9k +196,879
53 Capital Analysts, LLC 0.90% of their portfolio FORT WASHINGTON, PA 682,304682.3k $34.1m $34.1m 0.90% Added +56.1k +56,131
54 Financial Gravity Asset Management, Inc. 5.60% of their portfolio Lakeway, TX 629,064629.1k $31.5m $31.5m 5.60% Added +16.4k +16,398
55 UBS Group AG 0.01% of their portfolio ZURICH, V8 606,628606.6k $30.4m $30.4m 0.01% Reduced -32.2k -32,190
56 CAHABA WEALTH MANAGEMENT, INC. 2.03% of their portfolio Atlanta, GA 597,871597.9k $29.9m $29.9m 2.03% Added +21.4k +21,417
57 JB Capital LLC 1.21% of their portfolio WETHERSFIELD, CT 597,376597.4k $29.9m $29.9m 1.21% Added +36.8k +36,807
58 AMARILLO NATIONAL BANK 5.27% of their portfolio AMARILLO, TX 596,651596.7k $29.9m $29.9m 5.27% Added +22.9k +22,904
59 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 578,297578.3k $28.9m $28.9m 0.03% Added +60.3k +60,331
60 Sanctuary Advisors, LLC 0.15% of their portfolio INDIANAPOLIS, IN 555,703555.7k $27.8m $27.8m 0.15% Added +59.7k +59,679
61 Savvy Advisors, Inc. 0.73% of their portfolio NEW YORK, NY 545,755545.8k $27.3m $27.3m 0.73% Added +247.8k +247,843
62 Modera Wealth Management, LLC 0.30% of their portfolio WESTWOOD, NJ 507,173507.2k $25.4m $25.4m 0.30% Reduced -2.9k -2,902
63 SYON CAPITAL LLC 1.23% of their portfolio SAN FRANCISCO, CA 490,138490.1k $24.5m $24.5m 1.23% Reduced -17.6k -17,638
64 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 477,394477.4k $23.9m $23.9m 0.06% Added +116.2k +116,248
65 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.09% of their portfolio CHARLOTTE, NC 446,943446.9k $22.4m $22.4m 0.09% First filing
66 Modern Wealth Management, LLC 0.38% of their portfolio KANSAS CITY, MO 440,997441.0k $22.0m $22.0m 0.38% Added +31.4k +31,382
67 Apollon Wealth Management, LLC 0.33% of their portfolio MOUNT PLEASANT, SC 404,082404.1k $20.2m $20.2m 0.33% Reduced -4.0k -3,953
68 DORVAL Corp 5.87% of their portfolio MAPLE GROVE, MN 378,343378.3k $18.9m $18.9m 5.87% Added +33.6k +33,628
69 Mason & Associates, LLC 4.20% of their portfolio NEWPORT NEWS, VA 366,684366.7k $18.3m $18.3m 4.20% Added +15.9k +15,878
70 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 363,745363.7k $18.2m $18.2m 0.02% Added +31.0k +31,021
71 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 362,467362.5k $18.1m $18.1m 0.01% Added +77.8k +77,841
72 NYL Investors LLC 6.66% of their portfolio NEW YORK, NY 352,312352.3k $17.6m $17.6m 6.66% Added +11.0k +10,970
73 LANDMARK WEALTH MANAGEMENT, INC. 6.63% of their portfolio NORMAL, IL 351,148351.1k $17.6m $17.6m 6.63% Reduced -2.1k -2,098
74 Brio Consultants, LLC 2.14% of their portfolio SAN FRANCISCO, CA 350,895350.9k $17.5m $17.5m 2.14% Added +14.1k +14,120
75 TECTONIC ADVISORS LLC 0.90% of their portfolio FRISCO, TX 339,308339.3k $17.0m $17.0m 0.90% Added +70.0k +70,000
76 Trinity Wealth Management, LLC 6.21% of their portfolio BERWYN, PA 337,696337.7k $16.9m $16.9m 6.21% Added +18.4k +18,360
77 Values Added Financial LLC 6.97% of their portfolio WASHINGTON, DC 330,887330.9k $16.6m $16.6m 6.97% Added +133.2k +133,231
78 PENOBSCOT WEALTH MANAGEMENT 4.52% of their portfolio PORTLAND, ME 305,735305.7k $15.3m $15.3m 4.52% Added +15.5k +15,474
79 Stadion Money Management, LLC 1.53% of their portfolio WATKINSVILLE, GA 304,802304.8k $15.3m $15.3m 1.53% Added +818 +818
80 Sharkey, Howes & Javer 1.97% of their portfolio DENVER, CO 291,951292.0k $14.6m $14.6m 1.97% Added +72.9k +72,929
81 AE Wealth Management LLC 0.08% of their portfolio TOPEKA, KS 290,301290.3k $14.5m $14.5m 0.08% Added +39.8k +39,754
82 Main Street Financial Solutions, LLC 1.05% of their portfolio NEWTOWN, PA 286,926286.9k $14.4m $14.4m 1.05% Added +15.4k +15,405
83 Granite Bay Wealth Management, LLC 2.93% of their portfolio PORTSMOUTH, NH 275,375275.4k $13.7m $13.7m 2.93% New
84 Occidental Asset Management, LLC 1.59% of their portfolio Burlingame, CA 268,046268.0k $13.4m $13.4m 1.59% Added +42.4k +42,427
85 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 257,623257.6k $12.9m $12.9m 0.02% Added +8.0k +8,040
86 Farther Finance Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 250,189250.2k $12.5m $12.5m 0.12% Added +17.5k +17,510
87 Anderson Financial Strategies, LLC 6.63% of their portfolio DAYTON, OH 241,993242.0k $12.1m $12.1m 6.63% Added +15.5k +15,479
88 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 240,697240.7k $12.0m $12.0m 0.08% Added +6.1k +6,134
89 Integrated Wealth Concepts LLC 0.10% of their portfolio WALTHAM, MA 238,543238.5k $11.9m $11.9m 0.10% Added +34.5k +34,519
90 IFP Advisors, Inc 0.25% of their portfolio TAMPA, FL 236,690236.7k $11.8m $11.8m 0.25% Added +37.9k +37,918
91 PDS Planning, Inc 0.77% of their portfolio DUBLIN, OH 232,948232.9k $11.7m $11.7m 0.77% Added +4.8k +4,795
92 Kelly Financial Services LLC 2.80% of their portfolio BRAINTREE, MA 232,388232.4k $11.6m $11.6m 2.80% Added +21.3k +21,323
93 Icon Wealth Advisors, LLC 0.73% of their portfolio HOUSTON, TX 225,372225.4k $11.2m $11.2m 0.73% Added +31.7k +31,731
94 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 220,898220.9k $10.9m $10.9m 0.02% Reduced -173.4k -173,378
95 Atria Investments, Inc 0.12% of their portfolio Charlotte, NC 220,342220.3k $11.0m $11.0m 0.12% Added +28.2k +28,231
96 BIP Wealth, LLC 0.43% of their portfolio ATLANTA, GA 211,618211.6k $10.6m $10.6m 0.43% Added +2.6k +2,648
97 SteelPeak Wealth, LLC 0.33% of their portfolio WOODLAND HILLS, CA 211,579211.6k $10.6m $10.6m 0.33% Added +18.4k +18,368
98 Horst & Graben Wealth Management LLC 1.41% of their portfolio PORTLAND, OR 206,345206.3k $10.3m $10.3m 1.41% Added +21.0k +20,984
99 Stone House Investment Management, LLC 1.84% of their portfolio TUNKHANNOCK, PA 204,757204.8k $10.2m $10.2m 1.84% Added +12.7k +12,694
100 Mariner, LLC 0.01% of their portfolio Overland Park, KS 195,228195.2k $9.8m $9.8m 0.01% Added +13.1k +13,085