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 |
|---|---|---|---|---|---|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
122,989
shares
|
$6.26 Million
0.48% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Brooklyn Fi, LLC
New York, NY |
May 12, 2025 Q1 2025 |
118,799
shares
|
$6.04 Million
1.87% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
118,575
shares
|
$6.03 Million
0.75% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
114,729
shares
|
$5.84 Million
0.19% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
111,744
shares
|
$5.68 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
111,515
shares
|
$5.67 Million
0.05% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
106,024
shares
|
$5.39 Million
0.44% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
102,432
shares
|
$5.21 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
101,321
shares
|
$5.15 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
New Capital Management LP
|
Apr 29, 2025 Q1 2025 |
99,885
shares
|
$5.08 Million
1.68% of portfolio
|
Q1 2025
Reduced 22.76%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
99,552
shares
|
$5.06 Million
1.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
98,300
shares
|
$5 Million
5.51% of portfolio
|
Q1 2025
Reduced 28.51%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
96,673
shares
|
$4.92 Million
2.78% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
95,789
shares
|
$4.87 Million
0.69% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
92,770
shares
|
$4.72 Million
2.04% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
89,866
shares
|
$4.57 Million
0.62% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
88,562
shares
|
$4.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
85,999
shares
|
$4.37 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
84,260
shares
|
$4.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 48.75%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
79,242
shares
|
$4.03 Million
2.0% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
79,207
shares
|
$4.03 Million
1.86% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
79,160
shares
|
$4.03 Million
0.38% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
79,010
shares
|
$4.02 Million
0.0% of portfolio
|
Q1 2025
Added 47.93%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
78,607
shares
|
$4 Million
0.26% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
78,360
shares
|
$3.99 Million
1.11% of portfolio
|
Q1 2025
Added 72.95%
|