# ISHARES TR (IAGG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IAGG/

- Reporting holders: 29
- Reported value: $121.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $52.6M | 1,071,533 | 0.7% | 21 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $27.0M | 548,060 | 3.9% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $6.4M | 130,328 | 0.0% | 12 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $5.9M | 119,293 | 2.4% | 19 |
| [BANNERMAN WEALTH MANAGEMENT GROUP, LLC](https://holderbook.com/funds/2058816-bannerman-wealth-management-group-llc/) | $3.8M | 78,203 | 2.2% | 8 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $3.7M | 75,785 | 0.6% | 8 |
| [CAMELOT TECHNOLOGY ADVISORS, INC.](https://holderbook.com/funds/2021818-camelot-technology-advisors-inc/) | $3.5M | 71,016 | 2.3% | 12 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $3.5M | 70,136 | 0.9% | 18 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $3.3M | 67,135 | 0.4% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $2.4M | 49,593 | 0.1% | 20 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $2.2M | 44,033 | 0.5% | 24 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $2.1M | 43,660 | 0.6% | 1 |
| [Exchange Bank](https://holderbook.com/funds/2001155-exchange-bank/) | $1.8M | 37,288 | 1.1% | 14 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $1.7M | 35,339 | 1.1% | 17 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $504.4K | 10,252 | 0.0% | 1 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $393.2K | 7,992 | 0.0% | 6 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $276.3K | 5,616 | 0.2% | 4 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $253.4K | 5,173 | 0.2% | 3 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $223.6K | 4,544 | 0.0% | 6 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $164.8K | 3,349 | 0.1% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $94.7K | 1,925 | 0.0% | 11 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $12.2K | 247 | 0.0% | 4 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $7.3K | 148 | 0.0% | 3 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $2.8K | 57 | 0.0% | 1 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $2.7K | 54 | 0.0% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 29 | $121.9M |
| Q2 2026 | 573 | $8.7B |
| Q1 2026 | 673 | $11.2B |
| Q4 2025 | 635 | $9.7B |
| Q3 2025 | 578 | $10.5B |
| Q2 2025 | 560 | $8.9B |
| Q1 2025 | 384 | $5.1B |
| Q4 2024 | 392 | $5.3B |
| Q3 2024 | 364 | $5.9B |
| Q2 2024 | 355 | $4.9B |
| Q1 2024 | 347 | $4.5B |
| Q4 2023 | 325 | $4.2B |