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 136,209 shares, up 7,114 (5.5%) from the prior quarter.

Reported value 2.4%; share count 5.5% vs. the prior quarter.

Added
% of reported 13F value 0.04% This manager · Q3 2022
Shares 136,209 Quarter-end amount reported
Reported value $6,583,000 Fair value at quarter end
Consecutive quarters held 3 Through Q3 2022

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

313 managers reported ISHARES TR for Q3 2022.

Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Reduced 12,556,893 -331,184 0.02% $606,812,000 28 qtrs
Matson Money Inc Reduced 8,385,902 -128,213 16.52% $405,207,000 12 qtrs
Mirae Asset Global Investments Co Ltd Reduced 1,530,077 -145,133 0.2% $73,939,000 16 qtrs
MATHER GROUP LLC New 1,388,416 +1,388,416 1.44% $67,095,000 1 qtr
ENVESTNET ASSET MANAGEMENT INC Reduced 1,073,242 -88,985 0.03% $51,864,000 17 qtrs
COMMONWEALTH EQUITY SERVICES LLC Reduced 1,032,351 -40,001 0.13% $49,888,000 20 qtrs
N E W Advisory Services LLC Added 783,951 +8,757 6.86% $37,884,000 10 qtrs
Financial Gravity Asset Management Inc Reduced 89,998 -104,981 1.26% $37,186,000 8 qtrs
ADVISOR GROUP HOLDINGS INC Added 607,319 +21,021 0.07% $29,348,000 11 qtrs
MGO ONE SEVEN LLC New 43,230 +43,230 1.03% $26,573,000 1 qtr
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Filing details and methodology As reported
Report period
September 30, 2022
Filed
November 15, 2022
Filing type
13F-HR
Position type
CORE INTL AGGR

Voting authority reported

Sole
136,209
Shared
0
None
0

“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.