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 590 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $8.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,033,652
shares
|
$53.5 Million
2.2% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
998,108
shares
|
$51.7 Million
0.18% of portfolio
|
Q2 2025
Added 24.74%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
943,287
shares
|
$48.8 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
861,598
shares
|
$44.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
824,028
shares
|
$42.7 Million
0.35% of portfolio
|
Q2 2025
Added 440.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
817,385
shares
|
$42.3 Million
0.01% of portfolio
|
Q2 2025
Added 43.39%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
750,496
shares
|
$38.9 Million
0.25% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
738,557
shares
|
$38.2 Million
6.37% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
730,767
shares
|
$37.8 Million
0.2% of portfolio
|
Q2 2025
Added 23773.47%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
721,527
shares
|
$37.4 Million
1.86% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
710,522
shares
|
$36.8 Million
0.38% of portfolio
|
Q3 2025
Added 53.26%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
687,472
shares
|
$35.6 Million
2.96% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
618,366
shares
|
$32 Million
8.54% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
590,876
shares
|
$30.6 Million
1.01% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
565,990
shares
|
$29.3 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
550,506
shares
|
$28.5 Million
5.52% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
546,082
shares
|
$28.3 Million
4.92% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
539,223
shares
|
$27.9 Million
2.29% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
536,083
shares
|
$27.8 Million
1.31% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
528,648
shares
|
$27.4 Million
0.01% of portfolio
|
Q2 2025
Added 7488.98%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
522,072
shares
|
$27 Million
5.69% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Nationwide Fund Advisors
|
Oct 24, 2025 Q3 2025 |
521,498
shares
|
$27 Million
1.51% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
511,823
shares
|
$26.5 Million
1.72% of portfolio
|
Q2 2025
Added 51.58%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
510,325
shares
|
$26.4 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
507,288
shares
|
$26.3 Million
0.0% of portfolio
|
Q2 2025
Added 115.83%
|