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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
527,667
shares
|
$26.4 Million
1.11% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
507,563
shares
|
$25.4 Million
4.99% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
497,899
shares
|
$24.9 Million
1.93% of portfolio
|
Q3 2024
Added 23.81%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
497,666
shares
|
$24.9 Million
0.33% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
488,070
shares
|
$24.4 Million
6.03% of portfolio
|
Q2 2024
Added 16.58%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
483,413
shares
|
$24.2 Million
2.07% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
465,276
shares
|
$23.3 Million
6.45% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
463,319
shares
|
$23.2 Million
0.01% of portfolio
|
Q3 2024
Added 17.99%
|
|
|
Agincourt Capital Management, LLC
|
Oct 07, 2024 Q3 2024 |
455,535
shares
|
$22.8 Million
23.07% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
408,785
shares
|
$20.4 Million
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
398,321
shares
|
$19.9 Million
0.82% of portfolio
|
Q1 2023
Reduced 2.15%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
386,047
shares
|
$19.3 Million
2.15% of portfolio
|
Q4 2023
Added 7.83%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Oct 31, 2024 Q3 2024 |
364,379
shares
|
$18.2 Million
5.81% of portfolio
|
Q3 2024
Added 21.11%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
360,122
shares
|
$18 Million
1.49% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
343,048
shares
|
$17.2 Million
2.21% of portfolio
|
Q3 2024
Added 59.53%
|
|
|
Compton Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
333,648
shares
|
$16.7 Million
5.22% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
332,614
shares
|
$16.6 Million
0.04% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
330,549
shares
|
$16.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Nyl Investors LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
308,000
shares
|
$15.4 Million
1.02% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
303,131
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
291,550
shares
|
$14.6 Million
4.62% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
289,364
shares
|
$14.5 Million
0.43% of portfolio
|
Q3 2024
Added 45.43%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
286,817
shares
|
$14.3 Million
1.75% of portfolio
|
Q3 2022
Added 47.81%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
281,842
shares
|
$14.1 Million
6.7% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
273,782
shares
|
$13.7 Million
2.27% of portfolio
|
Q3 2024
Added 1.95%
|