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 354 institutions that hold shares in the stock, with a total of 83.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.18 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Forum Financial Management, LP
Lombard, IL |
May 09, 2024 Q1 2024 |
52,619
shares
|
$2.62 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
Jgp Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
52,014
shares
|
$2.59 Million
0.38% of portfolio
|
Q1 2024
Added 17.79%
|
|
Stewardship Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
51,475
shares
|
$2.57 Million
0.89% of portfolio
|
Q1 2024
Reduced 83.3%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
51,461
shares
|
$2.57 Million
0.02% of portfolio
|
Q1 2024
Reduced 14.06%
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
50,427
shares
|
$2.52 Million
0.33% of portfolio
|
Q1 2024
New holding
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 13, 2024 Q1 2024 |
49,897
shares
|
$2.49 Million
0.52% of portfolio
|
Q1 2024
Reduced 5.33%
|
|
Topel & Distasi Wealth Management, LLC
|
May 06, 2024 Q1 2024 |
49,280
shares
|
$2.46 Million
1.09% of portfolio
|
Q1 2024
Added 33.89%
|
|
Petix & Botte CO
|
May 03, 2024 Q1 2024 |
49,280
shares
|
$2.46 Million
0.61% of portfolio
|
Q1 2024
New holding
|
|
Breakwater Investment Management
Seattle, WA |
Jun 13, 2024 Q1 2024 |
48,851
shares
|
$2.44 Million
1.12% of portfolio
|
Q1 2024
New holding
|
|
Alpha Star Capital Management, LLC
|
May 08, 2024 Q1 2024 |
48,624
shares
|
$2.43 Million
0.25% of portfolio
|
Q1 2024
Reduced 36.34%
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
48,119
shares
|
$2.4 Million
0.67% of portfolio
|
Q3 2023
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
48,083
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2024
Added 88.24%
|
|
Vise Technologies, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
46,554
shares
|
$2.32 Million
0.46% of portfolio
|
Q1 2024
Added 4.28%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
46,549
shares
|
$2.32 Million
0.01% of portfolio
|
Q1 2024
Reduced 9.54%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
45,982
shares
|
$2.29 Million
0.15% of portfolio
|
Q1 2024
Added 0.73%
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
45,848
shares
|
$2.29 Million
0.7% of portfolio
|
Q3 2023
New holding
|
|
Fc Advisory LLC
|
Apr 22, 2024 Q1 2024 |
45,413
shares
|
$2.27 Million
0.84% of portfolio
|
Q1 2024
Added 1.64%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
45,379
shares
|
$2.26 Million
0.05% of portfolio
|
Q1 2024
Added 10.54%
|
|
Wealth Advisory Solutions, LLC
|
Apr 23, 2024 Q1 2024 |
45,233
shares
|
$2.26 Million
0.59% of portfolio
|
Q1 2024
New holding
|
|
Aletheian Wealth Advisors LLC
|
Apr 15, 2024 Q1 2024 |
44,537
shares
|
$2.22 Million
1.25% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
Fluent Financial, LLC
|
Apr 19, 2024 Q1 2024 |
43,402
shares
|
$2.16 Million
1.17% of portfolio
|
Q1 2024
Added 3.64%
|
|
Friedenthal Financial
|
Apr 25, 2024 Q1 2024 |
42,726
shares
|
$2.13 Million
1.47% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
Sage Rhino Capital LLC
|
Apr 26, 2024 Q1 2024 |
42,326
shares
|
$2.11 Million
0.51% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
Blue Barn Wealth, LLC
|
May 10, 2024 Q1 2024 |
41,907
shares
|
$2.09 Million
1.22% of portfolio
|
Q1 2024
Added 0.53%
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
41,467
shares
|
$2.07 Million
1.91% of portfolio
|
Q1 2024
Reduced 1.08%
|