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 590 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $8.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
169,830
shares
|
$8.79 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
168,275
shares
|
$8.71 Million
2.05% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
156,759
shares
|
$8.12 Million
3.09% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
155,677
shares
|
$8.06 Million
1.69% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
153,329
shares
|
$7.94 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
151,461
shares
|
$7.84 Million
0.88% of portfolio
|
Q3 2025
Added 205.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
148,243
shares
|
$7.68 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
145,326
shares
|
$7.52 Million
0.2% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
145,016
shares
|
$7.51 Million
1.84% of portfolio
|
Q3 2025
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
144,906
shares
|
$7.5 Million
0.82% of portfolio
|
Q2 2023
Added 11.89%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
142,185
shares
|
$7.36 Million
0.61% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
140,690
shares
|
$7.28 Million
0.22% of portfolio
|
Q3 2025
Added 12.78%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
138,457
shares
|
$7.17 Million
3.07% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
137,133
shares
|
$7.1 Million
0.11% of portfolio
|
Q3 2025
Added 33.16%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
134,589
shares
|
$6.97 Million
1.03% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
131,300
shares
|
$6.8 Million
0.01% of portfolio
|
Q2 2025
Added 1927.49%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
130,345
shares
|
$6.75 Million
0.24% of portfolio
|
Q3 2025
Added 248.22%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
129,101
shares
|
$6.68 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
126,629
shares
|
$6.56 Million
0.46% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
123,980
shares
|
$6.42 Million
0.06% of portfolio
|
Q2 2025
Added 21.38%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
122,963
shares
|
$6.37 Million
0.73% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
122,629
shares
|
$6.35 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
122,326
shares
|
$6.33 Million
1.93% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
121,878
shares
|
$6.31 Million
0.48% of portfolio
|
Q2 2025
Added 27.24%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
121,674
shares
|
$6.3 Million
1.31% of portfolio
|
Q2 2025
Added 157.06%
|