Form 13-F position report

ISHARES TR

Reported by MERCER GLOBAL ADVISORS INC ADV

ETF profile Manager portfolio Source filing
IAGG CUSIP 46435G672 Manager CIK 0000853758
Latest reported change

Reported 1,436,013 shares, up 307,774 (27.3%) from the prior quarter.

Reported value 28.7%; share count 27.3% vs. the prior quarter.

Added
% of reported 13F value 0.09% This manager · Q2 2026
Shares 1,436,013 Quarter-end amount reported
Reported value $72,662,280 Fair value at quarter end
Consecutive quarters held 18 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

18 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Added 1,436,013 +307,774 (27.3%) 0.09% $72,662,280 2026-08-11
Q1 2026 Added 1,128,239 +744,780 (194.2%) 0.08% $56,457,092 2026-05-15
Q4 2025 Added 383,459 +224,151 (140.7%) 0.03% $19,176,797 2026-02-18
Q3 2025 Added 159,308 +139,105 (688.5%) 0.01% $8,161,340 2025-11-14
Q2 2025 Added 20,203 +964 (5.0%) < 0.01% $1,032,151 2025-08-14
Q1 2025 Reduced 19,239 -1,045 (-5.2%) < 0.01% $961,745 2025-05-15
Q4 2024 Reduced 20,284 -4,616 (-18.5%) < 0.01% $1,012,602 2025-02-14
Q3 2024 Added 24,900 +1,111 (4.7%) < 0.01% $1,295,319 2024-11-14
Q2 2024 Added 23,789 +121 (0.5%) < 0.01% $1,187,533 2024-08-12
Q1 2024 Reduced 23,668 -9,680 (-29.0%) < 0.01% $1,182,000 2024-05-15
Q4 2023 Added 33,348 +4,356 (15.0%) < 0.01% $1,661,000 2024-02-15
Q3 2023 Reduced 28,992 -6,596 (-18.5%) < 0.01% $1,414,000 2023-11-14
Q2 2023 Reduced 35,588 -1,086 (-3.0%) < 0.01% $1,754,000 2023-08-14
Q1 2023 Reduced 36,674 -107,871 (-74.6%) < 0.01% $1,795,000 2023-05-16
Q4 2022 Added 144,545 +8,336 (6.1%) 0.03% $6,873,000 2023-02-09
Q3 2022 Added 136,209 +7,114 (5.5%) 0.04% $6,583,000 2022-11-15
Q2 2022 Added 129,095 +2,049 (1.6%) 0.04% $6,430,000 2022-08-10
Q1 2022 New 127,046 +127,046 (0.0%) 0.04% $6,623,000 2022-05-10
Institutional context

Who else reported the position

733 managers reported ISHARES TR for Q2 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Financial Engines Advisors L L C Added 17,606,618 +1,187,530 1.58% $890,894,891 15 qtrs
BlackRock Inc Reduced 16,434,463 -2,067,526 0.01% $831,583,828 8 qtrs
Matson Money Inc Added 10,062,129 +308,564 14.2% $509,747,455 27 qtrs
JPMorgan Chase & Co Reduced 9,880,177 -2,144,856 0.03% $500,035,819 31 qtrs
JONES FINANCIAL COMPANIES LLLP Added 9,539,391 +4,026,388 0.19% $482,693,199 18 qtrs
WealthNavi Inc Added 6,646,207 +597,893 2.63% $336,298,000 11 qtrs
TIAA Wealth Investment Management LLC Added 6,452,026 +29,969 2.18% $326,537,013 2 qtrs
Nationwide Fund Advisors Reduced 3,439,200 -2,128,507 11.77% $284,903,328 5 qtrs
BNP Paribas Asset Management Holding S A Unchanged 5,175,776 0 0.26% $261,894,266 10 qtrs
LPL Financial LLC Reduced 4,005,098 -7,020,133 0.05% $202,657,953 42 qtrs
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Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 11, 2026
Filing type
13F-HR
Position type
CORE INTL AGGR

Voting authority reported

Sole
10,804
Shared
0
None
1,425,209

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.