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 |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
261,584
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
223,963
shares
|
$11.2 Million
5.16% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
219,043
shares
|
$11 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.45%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
215,967
shares
|
$10.8 Million
4.13% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
214,647
shares
|
$10.7 Million
1.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
202,301
shares
|
$10.1 Million
0.86% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 23, 2024 Q3 2024 |
198,130
shares
|
$9.91 Million
4.18% of portfolio
|
Q3 2024
Reduced 48.24%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
189,591
shares
|
$9.48 Million
5.31% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
186,310
shares
|
$9.32 Million
2.5% of portfolio
|
Q3 2024
Added 63.53%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
186,301
shares
|
$9.32 Million
1.57% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
176,604
shares
|
$8.83 Million
0.0% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
170,731
shares
|
$8.54 Million
1.37% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
160,541
shares
|
$8.03 Million
0.02% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
159,230
shares
|
$7.96 Million
0.56% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
155,899
shares
|
$7.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
150,726
shares
|
$7.54 Million
4.38% of portfolio
|
Q3 2024
Added 18.54%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
148,113
shares
|
$7.41 Million
0.7% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
144,906
shares
|
$7.25 Million
0.82% of portfolio
|
Q2 2023
Added 11.89%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
139,500
shares
|
$6.98 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
138,707
shares
|
$6.94 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
132,026
shares
|
$6.6 Million
0.2% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
New Capital Management LP
|
Oct 07, 2024 Q3 2024 |
128,637
shares
|
$6.43 Million
2.05% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
113,527
shares
|
$5.68 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
113,408
shares
|
$5.67 Million
0.39% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
112,723
shares
|
$5.64 Million
0.43% of portfolio
|
Q3 2024
Added 0.58%
|