ISHARES INTL AGGREGATE BOND IAGG
$50.13
-0.1% 52w: $49.04 – $50.67
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data49.0449.8550.67
Jun 20, 2025 Jul 2, 2026
Institutional holders
664
+36 QoQ
13F value
$10.91B
+13.7% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$261K calls / — puts
Institutional value by quarter
Number of holders
Who owns IAGG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 26.4M | $1.32B | 0.4% | +19.6% |
| BlackRock, Inc. | Index provider | 18.5M | $925.8M | 0.0% | +4.4% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 16.4M | $821.6M | 1.7% | +2.1% |
| JPMORGAN CHASE & CO | Bank broker | 12.0M | $599.0M | 0.0% | +18.5% |
| LPL Financial LLC | Bank broker | 11.0M | $551.7M | 0.1% | +11.6% |
| Matson Money. Inc. | Wealth advisor | 9.8M | $488.1M | 15.0% | +4.6% |
| TIAA Wealth Investment Management LLC | Wealth advisor | 6.4M | $319.9M | 2.4% | — |
| WealthNavi Inc. | Wealth advisor | 6.0M | $302.7M | 2.6% | +19.9% |
| Nationwide Fund Advisors | Wealth advisor | 5.6M | $278.6M | 12.2% | -5.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 5.5M | $273.9M | 0.1% | +128.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Bank broker | 5.2M | $257.8M | 0.3% | +0.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.8M | $191.2M | 0.0% | -8.6% |
| MORGAN STANLEY | Bank broker | 3.7M | $184.1M | 0.0% | +14.9% |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 3.2M | $158.0M | 0.1% | +29.1% |
| MATHER GROUP, LLC. | Wealth advisor | 2.6M | $130.8M | 1.3% | +6.4% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 2.5M | $123.6M | 0.7% | +5.1% |
| Creative Planning | Wealth advisor | 2.4M | $119.0M | 0.1% | +1008.8% |
| Cetera Investment Advisers | Wealth advisor | 2.3M | $114.7M | 0.1% | +4.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.3M | $113.9M | 0.0% | -2.4% |
| CWM, LLC | Wealth advisor | 2.3M | $112.9M | 0.3% | +3.6% |
| Betterment LLC | Wealth advisor | 2.2M | $111.3M | 0.2% | +22.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.1M | $106.6M | 0.1% | +9.6% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 2.0M | $99.6M | 0.8% | +10.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.6M | $79.5M | 0.0% | +17.5% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 1.6M | $78.8M | 0.0% | -0.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.5M | $74.3M | 0.2% | +0.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.5M | $72.8M | 0.2% | +12.2% |
| Annex Advisory Services, LLC | Wealth advisor | 1.3M | $67.4M | 1.3% | New |
| ASSETMARK, INC | Wealth advisor | 1.3M | $65.2M | 0.1% | +122.8% |
| ROYAL BANK OF CANADA | Bank broker | 1.3M | $63.0M | 0.0% | +18.5% |
| N.E.W. Advisory Services LLC | Wealth advisor | 1.2M | $60.6M | 4.5% | +0.1% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.1M | $56.5M | 0.1% | +194.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.1M | $53.2M | 0.0% | +5.5% |
| GeoWealth Management, LLC | Wealth advisor | 1.0M | $52.1M | 1.9% | +3.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.0M | $51.1M | 0.2% | +9.5% |
| Stratos Investment Management, LLC | Wealth advisor | 993.4K | $49.7M | 2.0% | +5.0% |
| Cerity Partners LLC | Diversified mechanical | 938.5K | $47.0M | 0.1% | +67.5% |
| GDS Wealth Management | Other | 928.7K | $46.5M | 2.8% | +9.8% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 919.6K | $46.0M | 0.0% | -2.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 922.4K | $46.0M | 0.3% | +6.6% |
| Merit Financial Group, LLC | Wealth advisor | 905.0K | $45.3M | 0.3% | +16.0% |
| True Link Financial Advisors, LLC | Wealth advisor | 897.7K | $44.9M | 2.8% | +36.0% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 896.1K | $44.8M | 0.5% | +67.3% |
| PRUDENT INVESTORS NETWORK, INC. | Wealth advisor | 867.9K | $43.4M | 9.5% | +9.4% |
| Savant Capital, LLC | Wealth advisor | 830.3K | $41.5M | 0.2% | +8.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 810.4K | $40.6M | 0.1% | +7.5% |
| Boston Standard Wealth Management, LLC | Wealth advisor | 813.1K | $40.5M | 6.6% | +3.3% |
| Foundations Investment Advisors, LLC | Wealth advisor | 737.3K | $36.9M | 0.5% | +14.0% |
| Kestra Investment Management, LLC | Wealth advisor | 736.3K | $36.8M | 0.6% | New |
| Apella Capital, LLC | Wealth advisor | 717.3K | $36.0M | 0.5% | +37.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.