Vault-13

ISHARES TR IAGG

CORE INTL AGGR · ETP · CUSIP 46435G672

571 institutional holders -103 vs Q1 2026
163,566,708163.6m shares reported held*
$8.4bnreported value*
61 new 207 added 230 reduced 158 sold out net sold ≈ $2.6bn (-53.6m 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 ($97.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $51.33.

Trends to Q2 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: 674Q2 26: 571571Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026571

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q3 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 25Q1 26: 487 bought or addedQ1 26: 162 cut or sold outQ2 26: 268 bought or addedQ2 26: 388 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024206124
Q4 2024240114
Q1 2025195170
Q2 2025403131
Q3 2025414144
Q4 2025415169
Q1 2026487162
Q2 2026268388

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ3 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 —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$261.3k$00.00
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

JONES FINANCIAL COMPANIES LLLP Added +4,026,388+4.0m
Financial Engines Advisors L.L.C. Added +1,187,530+1.2m
JANE STREET GROUP, LLC New +934,984+935.0k
WealthNavi Inc. Added +597,893+597.9k
Matson Money. Inc. Added +308,564+308.6k
MERCER GLOBAL ADVISORS INC /ADV Added +307,774+307.8k
Betterment LLC Added +293,998+294.0k
ASSETMARK, INC Added +292,466+292.5k
Integrated Wealth Concepts LLC Added +244,695+244.7k
KICKSTAND VENTURES, LLC. Added +221,464+221.5k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -24,373,222-24.4m
LPL Financial LLC Reduced -7,020,133-7.0m
MORGAN STANLEY Reduced -2,706,477-2.7m
Envestnet Portfolio Solutions, Inc. Sold out -2,470,476-2.5m
JPMORGAN CHASE & CO Reduced -2,144,856-2.1m
Nationwide Fund Advisors Reduced -2,128,507-2.1m
BlackRock, Inc. Reduced -2,067,526-2.1m
PARK AVENUE SECURITIES LLC Reduced -1,847,135-1.8m
Cetera Investment Advisers Reduced -1,808,128-1.8m
Janney Montgomery Scott LLC Reduced -1,449,879-1.4m

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Financial Engines Advisors L.L.C. 1.58% of their portfolio SANTA CLARA, CA 17,606,61817.6m $890.9m $890.9m 1.58% Added +1.2m +1,187,530
2 BlackRock, Inc. 0.01% of their portfolio New York, NY 16,434,46316.4m $831.6m $831.6m 0.01% Reduced -2.1m -2,067,526
3 Matson Money. Inc. 14.20% of their portfolio MASON, OH 10,062,12910.1m $509.7m $509.7m 14.20% Added +308.6k +308,564
4 JPMORGAN CHASE & CO 0.03% of their portfolio NEW YORK, NY 9,880,1779.9m $500.0m $500.0m 0.03% Reduced -2.1m -2,144,856
5 JONES FINANCIAL COMPANIES LLLP 0.19% of their portfolio DES PERES, MO 9,539,3919.5m $482.7m $482.7m 0.19% Added +4.0m +4,026,388
6 WealthNavi Inc. 2.63% of their portfolio Shinagawa-ku, TOKYO, M0 6,646,2076.6m $336.3m $336.3m 2.63% Added +597.9k +597,893
7 TIAA Wealth Investment Management LLC 2.18% of their portfolio New York, NY 6,452,0266.5m $326.5m $326.5m 2.18% Added +30.0k +29,969
8 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.26% of their portfolio Paris, I0 5,175,7765.2m $261.9m $261.9m 0.26% Unchanged
9 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 4,005,0984.0m $202.7m $202.7m 0.05% Reduced -7.0m -7,020,133
10 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,985,0884.0m $201.6m $201.6m 0.01% Added +164.3k +164,268
11 Nationwide Fund Advisors 11.77% of their portfolio COLUMBUS, OH 3,439,2003.4m $284.9m $284.9m 11.77% Reduced -2.1m -2,128,507
12 Jupiter Topco LLC 0.06% of their portfolio NEW YORK, NY 2,995,8853.0m $151.6m $151.6m 0.06% First filing
13 MATHER GROUP, LLC. 1.13% of their portfolio CHICAGO, IL 2,549,6052.5m $129.0m $129.0m 1.13% Reduced -63.9k -63,874
14 Betterment LLC 0.22% of their portfolio NEW YORK, NY 2,517,5512.5m $127.4m $127.4m 0.22% Added +294.0k +293,998
15 Creative Planning 0.06% of their portfolio OVERLAND PARK, KS 2,181,8932.2m $110.4m $110.4m 0.06% Reduced -196.2k -196,213
16 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 2,062,2052.1m $104.3m $104.3m 0.02% Reduced -24.4m -24,373,222
17 SageView Advisory Group, LLC 3.35% of their portfolio Newport Beach, CA 2,023,1522.0m $102.4m $102.4m 3.35% Reduced -177.8k -177,839
18 COMMONWEALTH EQUITY SERVICES, LLC 0.12% of their portfolio WALTHAM, MA 1,813,4391.8m $91.8m $91.8m 0.12% Reduced -317.0k -317,037
19 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,781,6411.8m $90.2m $90.2m 0.02% Reduced -492.9k -492,939
20 ASSETMARK, INC 0.14% of their portfolio CONCORD, CA 1,595,8531.6m $80.8m $80.8m 0.14% Added +292.5k +292,466
21 Annex Advisory Services, LLC 1.27% of their portfolio BROOKFIELD, WI 1,476,0421.5m $74.7m $74.7m 1.27% Added +129.1k +129,127
22 MERCER GLOBAL ADVISORS INC /ADV 0.09% of their portfolio DENVER, CO 1,436,0131.4m $72.7m $72.7m 0.09% Added +307.8k +307,774
23 ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio NASHVILLE, TN 1,421,0971.4m $71.1m $71.1m 0.02% Reduced -154.8k -154,847
24 N.E.W. Advisory Services LLC 4.42% of their portfolio DE PERE, WI 1,307,1841.3m $66.1m $66.1m 4.42% Added +96.8k +96,775
25 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,113,9051.1m $56.4m $56.4m 0.01% Reduced -144.3k -144,264
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,095,8631.1m $55.5m $55.5m 0.01% Added +33.7k +33,662
27 Prime Capital Investment Advisors, LLC 0.53% of their portfolio OVERLAND PARK, KS 1,088,7531.1m $55.1m $55.1m 0.53% Added +192.7k +192,684
28 GeoWealth Management, LLC 1.69% of their portfolio CHICAGO, IL 1,063,8161.1m $53.8m $53.8m 1.69% Added +22.4k +22,367
29 GDS Wealth Management 2.50% of their portfolio FLOWER MOUND, TX 1,038,3101.0m $52.5m $52.5m 2.50% Added +109.6k +109,576
30 Stratos Investment Management, LLC 1.87% of their portfolio BEACHWOOD, OH 1,021,3661.0m $51.7m $51.7m 1.87% Added +28.0k +28,016
31 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 972,564972.6k $49.2m $49.2m 0.00% Reduced -2.7m -2,706,477
32 Savant Capital, LLC 0.14% of their portfolio ROCKFORD, IL 968,201968.2k $48.9m $48.9m 0.14% Added +137.9k +137,889
33 Mirae Asset Global Investments Co., Ltd. 0.09% of their portfolio SEOUL, M5 966,880966.9k $48.9m $48.9m 0.09% Added +47.3k +47,260
34 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 934,984935.0k $47.3m $47.3m 0.03% New
35 True Link Financial Advisors, LLC 2.73% of their portfolio SAN FRANCISCO, CA 933,341933.3k $47.2m $47.2m 2.73% Added +35.7k +35,681
36 RAFFA WEALTH MANAGEMENT, LLC 5.61% of their portfolio WASHINGTON, DC 880,019880.0k $44.5m $44.5m 5.61% Added +117.2k +117,195
37 PRUDENT INVESTORS NETWORK, INC. 8.55% of their portfolio LAKE FOREST, CA 872,594872.6k $44.2m $44.2m 8.55% Added +4.7k +4,689
38 Apella Capital, LLC 0.61% of their portfolio WEST HARTFORD, CT 861,066861.1k $43.0m $43.0m 0.61% Added +143.8k +143,758
39 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 858,382858.4k $43.5m $43.5m 0.05% Added +48.0k +48,016
40 Boston Standard Wealth Management, LLC 6.19% of their portfolio WINCHESTER, MA 849,268849.3k $42.6m $42.6m 6.19% Added +36.2k +36,210
41 Kestra Investment Management, LLC 0.79% of their portfolio AUSTIN, TX 804,432804.4k $40.7m $40.7m 0.79% Added +68.1k +68,086
42 Cerity Partners LLC 0.05% of their portfolio NEW YORK, NY 800,318800.3k $40.5m $40.5m 0.05% Reduced -138.2k -138,232
43 NewEdge Advisors, LLC 0.10% of their portfolio NEW ORLEANS, LA 685,777685.8k $34.7m $34.7m 0.10% Reduced -335.7k -335,748
44 Savvy Advisors, Inc. 0.70% of their portfolio NEW YORK, NY 649,771649.8k $32.9m $32.9m 0.70% Added +104.0k +104,016
45 Capital Analysts, LLC 0.75% of their portfolio FORT WASHINGTON, PA 642,283642.3k $32.5m $32.5m 0.75% Reduced -40.0k -40,021
46 Financial Gravity Companies, Inc. 5.26% of their portfolio Lakeway, TX 640,614640.6k $32.4m $32.4m 5.26% First filing
47 CAHABA WEALTH MANAGEMENT, INC. 1.91% of their portfolio Atlanta, GA 626,723626.7k $31.7m $31.7m 1.91% Added +28.9k +28,852
48 UBS Group AG 0.00% of their portfolio ZURICH, V8 616,616616.6k $31.2m $31.2m 0.00% Added +10.0k +9,988
49 AMARILLO NATIONAL BANK 4.84% of their portfolio AMARILLO, TX 596,651596.7k $30.2m $30.2m 4.84% Unchanged
50 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.10% of their portfolio CHARLOTTE, NC 595,447595.4k $30.1m $30.1m 0.10% Added +148.5k +148,504
51 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 569,867569.9k $28.8m $28.8m 0.03% Added +92.5k +92,473
52 Modera Wealth Management, LLC 0.29% of their portfolio WESTWOOD, NJ 533,071533.1k $27.0m $27.0m 0.29% Added +25.9k +25,898
53 SYON CAPITAL LLC 1.14% of their portfolio SAN FRANCISCO, CA 516,489516.5k $26.1m $26.1m 1.14% Added +26.4k +26,351
54 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 483,840483.8k $24.5m $24.5m 0.02% Reduced -1.8m -1,808,128
55 Integrated Wealth Concepts LLC 0.12% of their portfolio WALTHAM, MA 483,238483.2k $24.5m $24.5m 0.12% Added +244.7k +244,695
56 Apollon Wealth Management, LLC 0.27% of their portfolio MOUNT PLEASANT, SC 436,171436.2k $22.1m $22.1m 0.27% Added +32.1k +32,089
57 PENOBSCOT WEALTH MANAGEMENT 5.45% of their portfolio PORTLAND, ME 402,313402.3k $20.4m $20.4m 5.45% Added +96.6k +96,578
58 LANDMARK WEALTH MANAGEMENT, INC. 6.67% of their portfolio NORMAL, IL 398,519398.5k $20.2m $20.2m 6.67% Added +47.4k +47,371
59 Values Added Financial LLC 7.25% of their portfolio WASHINGTON, DC 396,650396.6k $20.1m $20.1m 7.25% Added +65.8k +65,763
60 DORVAL Corp 5.61% of their portfolio MAPLE GROVE, MN 385,459385.5k $19.5m $19.5m 5.61% Added +7.1k +7,116
61 Mason & Associates, LLC 3.93% of their portfolio NEWPORT NEWS, VA 373,233373.2k $18.9m $18.9m 3.93% Added +6.5k +6,549
62 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 368,745368.7k $18.7m $18.7m 0.01% Added +6.3k +6,278
63 Brio Consultants, LLC 2.12% of their portfolio SAN FRANCISCO, CA 357,992358.0k $18.1m $18.1m 2.12% Added +7.1k +7,097
64 NYL Investors LLC 6.75% of their portfolio NEW YORK, NY 347,798347.8k $17.6m $17.6m 6.75% Reduced -4.5k -4,514
65 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 339,470339.5k $17.2m $17.2m 0.00% Added +195.1k +195,095
66 TECTONIC ADVISORS LLC 0.80% of their portfolio FRISCO, TX 327,808327.8k $16.6m $16.6m 0.80% Reduced -11.5k -11,500
67 Main Street Financial Solutions, LLC 1.01% of their portfolio NEWTOWN, PA 309,591309.6k $15.7m $15.7m 1.01% Added +22.7k +22,665
68 Stadion Money Management, LLC 1.32% of their portfolio WATKINSVILLE, GA 305,157305.2k $15.3m $15.3m 1.32% Added +355 +355
69 Granite Bay Wealth Management, LLC 1.39% of their portfolio PORTSMOUTH, NH 297,704297.7k $15.1m $15.1m 1.39% Added +22.3k +22,329
70 AE Wealth Management LLC 0.07% of their portfolio TOPEKA, KS 285,032285.0k $14.4m $14.4m 0.07% Reduced -5.3k -5,269
71 Occidental Asset Management, LLC 1.38% of their portfolio Burlingame, CA 274,800274.8k $13.9m $13.9m 1.38% Added +6.8k +6,754
72 PDS Planning, Inc 0.74% of their portfolio DUBLIN, OH 252,280252.3k $12.8m $12.8m 0.74% Added +19.3k +19,332
73 IFP Advisors, Inc 0.23% of their portfolio TAMPA, FL 250,856250.9k $12.7m $12.7m 0.23% Added +14.2k +14,166
74 Trinity Wealth Management, LLC 4.02% of their portfolio BERWYN, PA 250,098250.1k $12.7m $12.7m 4.02% Reduced -87.6k -87,598
75 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 249,479249.5k $12.6m $12.6m 0.08% Added +8.8k +8,782
76 Anderson Financial Strategies, LLC 6.44% of their portfolio DAYTON, OH 248,599248.6k $12.4m $12.4m 6.44% Added +6.6k +6,606
77 BIP Wealth, LLC 0.36% of their portfolio ATLANTA, GA 247,549247.5k $12.5m $12.5m 0.36% Added +35.9k +35,931
78 KICKSTAND VENTURES, LLC. 2.10% of their portfolio PITTSFORD, NY 228,143228.1k $11.5m $11.5m 2.10% Added +221.5k +221,464
79 Vise Technologies, Inc. 0.13% of their portfolio NEW YORK, NY 218,843218.8k $11.1m $11.1m 0.13% Added +105.0k +104,951
80 Modern Wealth Management, LLC 0.13% of their portfolio KANSAS CITY, MO 210,560210.6k $10.7m $10.7m 0.13% Reduced -230.4k -230,437
81 Octavia Wealth Advisors, LLC 0.89% of their portfolio CINCINNATI, OH 203,872203.9k $10.3m $10.3m 0.89% Added +12.5k +12,530
82 KWB Wealth 0.85% of their portfolio REDLANDS, CA 196,675196.7k $10.0m $10.0m 0.85% Added +23.7k +23,662
83 TSFG, LLC 1.22% of their portfolio LAKE FOREST, IL 191,107191.1k $9.7m $9.7m 1.22% Added +18.1k +18,059
84 Forum Private Client Group LLC 2.80% of their portfolio FISHERS, IN 185,890185.9k $9.4m $9.4m 2.80% Added +12.2k +12,179
85 Vestwell Advisors, LLC 2.13% of their portfolio NEW YORK, NY 175,857175.9k $8.9m $8.9m 2.13% Reduced -9.2k -9,228
86 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 174,806174.8k $8.8m $8.8m 0.00% Added +9.0k +8,995
87 SAX WEALTH ADVISORS, LLC 0.35% of their portfolio PARSIPPANY, NJ 173,620173.6k $8.7m $8.7m 0.35% New
88 SECURIAN ASSET MANAGEMENT, INC 0.31% of their portfolio ST PAUL, MN 170,326170.3k $8.5m $8.5m 0.31% Reduced -3.7k -3,700
89 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.05% of their portfolio IRVING, TX 167,512167.5k $8.5m $8.5m 0.05% Reduced -754.9k -754,920
90 Discipline Wealth Solutions, LLC 0.73% of their portfolio GREENVILLE, SC 164,332164.3k $8.3m $8.3m 0.73% Added +10.8k +10,829
91 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 164,165164.2k $8.3m $8.3m 0.00% Reduced -1.4m -1,424,392
92 Shepherd Financial Partners LLC 0.65% of their portfolio WINCHESTER, MA 156,385156.4k $7.9m $7.9m 0.65% Added +30.9k +30,942
93 APPLETON PARTNERS INC/MA 0.48% of their portfolio BOSTON, MA 153,964154.0k $7.8m $7.8m 0.48% Added +10.1k +10,115
94 New Capital Management LP 1.77% of their portfolio HOUSTON, TX 153,832153.8k $7.8m $7.8m 1.77% Added +1.4k +1,437
95 Farther Finance Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 153,062153.1k $7.7m $7.7m 0.06% Reduced -97.1k -97,127
96 Brooklyn FI, LLC 1.37% of their portfolio NEW YORK, NY 150,691150.7k $7.5m $7.5m 1.37% Reduced -2.0k -2,034
97 Robinswood Financial LLC 2.12% of their portfolio KIRKLAND, WA 146,112146.1k $7.4m $7.4m 2.12% Added +6.1k +6,086
98 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 145,273145.3k $7.4m $7.4m 0.01% Reduced -1.3m -1,339,116
99 PARK AVENUE SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 144,065144.1k $7.3m $7.3m 0.05% Reduced -1.8m -1,847,135
100 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.61% of their portfolio ALAMO, CA 140,274140.3k $7.1m $7.1m 0.61% Added +4.0k +3,990