Institutional Ownership Ishares Tr Core Intl Aggregate (IAGG)
This table provides information about the institutional ownership of Ishares Tr Core Intl Aggregate (IAGG). We have compiled data on the 381 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $5.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
9,206
shares
|
$460,392
0.04% of portfolio
|
Q2 2024
Reduced 33.96%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
9,172
shares
|
$458,691
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
9,170
shares
|
$458,591
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
9,147
shares
|
$457,441
0.01% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
9,008
shares
|
$450,490
0.08% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
8,939
shares
|
$447,039
0.09% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,809
shares
|
$440,538
0.0% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
8,759
shares
|
$438,037
0.0% of portfolio
|
Q3 2024
Added 23.84%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
8,683
shares
|
$434,236
0.04% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
8,374
shares
|
$418,783
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
8,374
shares
|
$418,783
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
8,285
shares
|
$414,332
0.05% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,272
shares
|
$413,682
0.1% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
8,234
shares
|
$411,782
0.11% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
7,943
shares
|
$397,229
0.02% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
7,891
shares
|
$394,628
0.21% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
7,873
shares
|
$393,728
0.0% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
7,853
shares
|
$392,728
0.04% of portfolio
|
Q2 2024
Reduced 34.94%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
7,697
shares
|
$384,926
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
7,652
shares
|
$382,676
0.11% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
7,497
shares
|
$374,924
0.14% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
7,452
shares
|
$372,674
0.01% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
7,314
shares
|
$365,773
0.01% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,124
shares
|
$356,271
0.01% of portfolio
|
Q3 2024
Added 15.39%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
7,058
shares
|
$352,970
0.01% of portfolio
|
Q3 2024
Added 7.3%
|