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 414 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $5.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
602,061
shares
|
$30.6 Million
8.59% of portfolio
|
Q1 2025
Added 53.2%
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
594,562
shares
|
$30.2 Million
6.39% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
570,060
shares
|
$29 Million
0.01% of portfolio
|
Q1 2025
Added 11.23%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
534,098
shares
|
$27.2 Million
5.21% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
533,122
shares
|
$27.1 Million
2.21% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
522,072
shares
|
$26.6 Million
5.69% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
516,986
shares
|
$26.3 Million
0.96% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
512,005
shares
|
$26 Million
0.35% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
482,170
shares
|
$24.5 Million
5.5% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Agincourt Capital Management, LLC
|
Jan 10, 2025 Q4 2024 |
462,935
shares
|
$23.5 Million
23.14% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
431,744
shares
|
$22 Million
1.38% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
407,739
shares
|
$20.7 Million
0.47% of portfolio
|
Q1 2025
Added 33.14%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
407,698
shares
|
$20.7 Million
0.04% of portfolio
|
Q1 2025
Added 13.39%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
398,321
shares
|
$20.3 Million
0.82% of portfolio
|
Q1 2023
Reduced 2.15%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
386,047
shares
|
$19.6 Million
2.15% of portfolio
|
Q4 2023
Added 7.83%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
337,648
shares
|
$17.2 Million
1.37% of portfolio
|
Q1 2025
Reduced 51.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
333,878
shares
|
$17 Million
0.03% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Nyl Investors LLC
New York, NY |
May 07, 2025 Q1 2025 |
323,700
shares
|
$16.5 Million
1.05% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
316,367
shares
|
$16.1 Million
4.56% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
289,132
shares
|
$14.7 Million
6.61% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
287,529
shares
|
$14.6 Million
6.86% of portfolio
|
Q1 2025
Added 156.03%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
286,817
shares
|
$14.6 Million
1.75% of portfolio
|
Q3 2022
Added 47.81%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
261,128
shares
|
$13.3 Million
1.05% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
242,584
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2025
Added 38.72%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
237,465
shares
|
$12.1 Million
1.04% of portfolio
|
Q1 2025
Added 4.82%
|