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 444 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $5.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
286,817
shares
|
$14.7 Million
1.75% of portfolio
|
Q3 2022
Added 47.81%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
280,437
shares
|
$14.3 Million
0.02% of portfolio
|
Q2 2025
Added 677.16%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
261,128
shares
|
$13.4 Million
1.05% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
242,584
shares
|
$12.4 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%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
235,040
shares
|
$12 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
226,036
shares
|
$11.6 Million
5.61% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
218,905
shares
|
$11.2 Million
6.69% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
215,555
shares
|
$11 Million
4.37% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
205,056
shares
|
$10.5 Million
0.02% of portfolio
|
Q1 2025
Added 2126.21%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
199,478
shares
|
$10.2 Million
1.42% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
196,969
shares
|
$10.1 Million
0.84% of portfolio
|
Q1 2025
Added 31.07%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
196,278
shares
|
$10 Million
0.0% of portfolio
|
Q1 2025
Reduced 41.77%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
196,214
shares
|
$10 Million
1.48% of portfolio
|
Q2 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
195,107
shares
|
$9.98 Million
1.14% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
184,432
shares
|
$9.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
183,741
shares
|
$9.4 Million
3.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
172,369
shares
|
$8.82 Million
0.56% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
167,832
shares
|
$8.58 Million
4.8% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
165,292
shares
|
$8.45 Million
0.02% of portfolio
|
Q4 2024
Added 372.83%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
163,308
shares
|
$8.35 Million
0.52% of portfolio
|
Q1 2025
Added 44.0%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
155,097
shares
|
$7.93 Million
3.37% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
152,566
shares
|
$7.8 Million
0.07% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
144,906
shares
|
$7.41 Million
0.82% of portfolio
|
Q2 2023
Added 11.89%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
142,844
shares
|
$7.31 Million
1.14% of portfolio
|
Q2 2025
Reduced 3.15%
|