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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,032
shares
|
$251,650
0.0% of portfolio
|
Q3 2024
Reduced 53.38%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,000
shares
|
$250,050
0.09% of portfolio
|
Q1 2020
Reduced 33.33%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
5,000
shares
|
$250,050
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
4,990
shares
|
$249,549
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
4,923
shares
|
$246,199
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4,764
shares
|
$238,247
0.1% of portfolio
|
Q4 2022
Reduced 6.62%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
4,690
shares
|
$234,546
0.17% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
4,617
shares
|
$230,896
0.0% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
4,525
shares
|
$226,295
0.02% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,515
shares
|
$225,795
0.0% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
4,472
shares
|
$223,644
0.01% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
4,222
shares
|
$211,142
0.02% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
4,219
shares
|
$210,992
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
4,207
shares
|
$210,392
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
4,202
shares
|
$210,142
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
4,186
shares
|
$209,341
0.03% of portfolio
|
Q2 2024
Reduced 40.51%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,149
shares
|
$207,491
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
4,133
shares
|
$206,691
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
4,034
shares
|
$201,740
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
3,950
shares
|
$197,539
0.17% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,915
shares
|
$195,789
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
3,895
shares
|
$194,788
0.01% of portfolio
|
Q2 2024
Reduced 4.72%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,824
shares
|
$191,238
0.01% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,790
shares
|
$189,537
0.0% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$175,035
0.0% of portfolio
|
Q3 2024
Reduced 31.61%
|