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 470 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $5.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
301,894
shares
|
$15.4 Million
6.23% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
295,503
shares
|
$15.1 Million
2.36% of portfolio
|
Q1 2025
New holding
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
287,529
shares
|
$14.6 Million
6.86% of portfolio
|
Q1 2025
Added 156.03%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
286,817
shares
|
$14.6 Million
1.75% of portfolio
|
Q3 2022
Added 47.81%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
284,303
shares
|
$14.5 Million
7.04% of portfolio
|
Q2 2025
Added 3393.95%
|
|
|
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
|
$13.3 Million
1.05% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
252,039
shares
|
$12.8 Million
0.02% of portfolio
|
Q2 2025
Added 9889.66%
|
|
|
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
|
$11.5 Million
5.61% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
218,905
shares
|
$11.2 Million
6.69% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
216,751
shares
|
$11 Million
0.34% of portfolio
|
Q2 2025
Added 63.4%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
215,555
shares
|
$11 Million
4.37% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
207,308
shares
|
$10.6 Million
0.63% of portfolio
|
Q2 2025
Added 26.94%
|
|
|
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
|
Jul 14, 2025 Q2 2025 |
199,478
shares
|
$10.2 Million
1.42% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
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
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
196,152
shares
|
$9.99 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
195,107
shares
|
$9.94 Million
1.14% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
194,590
shares
|
$9.91 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
184,432
shares
|
$9.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
183,741
shares
|
$9.36 Million
3.12% of portfolio
|
Q2 2025
New holding
|