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 |
|---|---|---|---|---|---|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
76,629
shares
|
$3.9 Million
0.95% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
76,490
shares
|
$3.89 Million
0.0% of portfolio
|
Q1 2025
Added 70.53%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
72,287
shares
|
$3.68 Million
1.06% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
69,321
shares
|
$3.53 Million
0.48% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
68,211
shares
|
$3.47 Million
2.78% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
67,845
shares
|
$3.45 Million
0.45% of portfolio
|
Q1 2025
Added 15.04%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
67,047
shares
|
$3.41 Million
1.7% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
66,901
shares
|
$3.4 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,146
shares
|
$3.36 Million
0.0% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
66,015
shares
|
$3.36 Million
0.13% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
64,270
shares
|
$3.27 Million
0.29% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
61,248
shares
|
$3.12 Million
1.91% of portfolio
|
Q1 2024
Added 12.65%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
61,052
shares
|
$3.11 Million
0.51% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
59,633
shares
|
$3.03 Million
0.06% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
59,358
shares
|
$3.02 Million
0.6% of portfolio
|
Q3 2021
Reduced 91.14%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
58,970
shares
|
$3 Million
1.26% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
58,719
shares
|
$2.99 Million
0.04% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
58,586
shares
|
$2.98 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
57,755
shares
|
$2.94 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
54,951
shares
|
$2.79 Million
0.04% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
52,635
shares
|
$2.68 Million
1.54% of portfolio
|
Q1 2025
Added 22.11%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
52,540
shares
|
$2.67 Million
1.18% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
52,146
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Added 82.71%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 13, 2025 Q1 2025 |
51,225
shares
|
$2.61 Million
1.86% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
49,830
shares
|
$2.53 Million
2.29% of portfolio
|
Q1 2025
New holding
|