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 |
|---|---|---|---|---|---|
|
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
|
$11.5 Million
5.61% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
218,905
shares
|
$11.1 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%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
213,585
shares
|
$10.9 Million
1.3% of portfolio
|
Q1 2025
Reduced 40.55%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
213,009
shares
|
$10.8 Million
0.37% of portfolio
|
Q1 2025
Added 261.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
205,056
shares
|
$10.4 Million
0.02% of portfolio
|
Q1 2025
Added 2126.21%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
197,297
shares
|
$10 Million
1.5% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
196,969
shares
|
$10 Million
0.84% of portfolio
|
Q1 2025
Added 31.07%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
196,278
shares
|
$9.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 41.77%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
184,432
shares
|
$9.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
172,369
shares
|
$8.77 Million
0.56% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
167,832
shares
|
$8.54 Million
4.8% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
165,292
shares
|
$8.41 Million
0.02% of portfolio
|
Q1 2025
Reduced 78.89%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
163,308
shares
|
$8.31 Million
0.52% of portfolio
|
Q1 2025
Added 44.0%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
155,097
shares
|
$7.89 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
|
$7.76 Million
0.07% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
147,492
shares
|
$7.5 Million
1.22% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
144,906
shares
|
$7.37 Million
0.82% of portfolio
|
Q2 2023
Added 11.89%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
142,054
shares
|
$7.22 Million
0.23% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
135,142
shares
|
$6.87 Million
0.59% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
134,699
shares
|
$6.85 Million
2.47% of portfolio
|
Q1 2025
Reduced 37.62%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
133,326
shares
|
$6.78 Million
0.21% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
132,651
shares
|
$6.75 Million
0.22% of portfolio
|
Q1 2025
Added 198.78%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
130,722
shares
|
$6.65 Million
0.41% of portfolio
|
Q1 2025
Reduced 6.54%
|