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 444 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $5.73 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
61,476
shares
|
$3.14 Million
2.41% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
61,248
shares
|
$3.13 Million
1.91% of portfolio
|
Q1 2024
Added 12.65%
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
61,052
shares
|
$3.12 Million
0.51% of portfolio
|
Q1 2025
Added 8.59%
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
59,633
shares
|
$3.05 Million
0.06% of portfolio
|
Q1 2025
Added 11.68%
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
59,358
shares
|
$3.04 Million
0.6% of portfolio
|
Q3 2021
Reduced 91.14%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
58,719
shares
|
$3 Million
0.04% of portfolio
|
Q1 2025
Added 0.84%
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
58,586
shares
|
$3 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
|
$2.95 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
54,951
shares
|
$2.81 Million
0.04% of portfolio
|
Q1 2025
Added 6.2%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
53,249
shares
|
$2.72 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
52,540
shares
|
$2.69 Million
1.18% of portfolio
|
Q1 2025
Added 7.96%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
52,146
shares
|
$2.67 Million
0.0% of portfolio
|
Q1 2025
Added 82.71%
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 13, 2025 Q1 2025 |
51,225
shares
|
$2.62 Million
1.86% of portfolio
|
Q1 2025
Added 4.52%
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
49,830
shares
|
$2.55 Million
2.29% of portfolio
|
Q1 2025
New holding
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
49,636
shares
|
$2.54 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
49,482
shares
|
$2.53 Million
0.85% of portfolio
|
Q1 2025
Added 6.72%
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
48,791
shares
|
$2.5 Million
1.28% of portfolio
|
Q1 2025
Added 2.24%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
48,495
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2025
Added 7.45%
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
48,119
shares
|
$2.46 Million
0.67% of portfolio
|
Q3 2023
New holding
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
47,409
shares
|
$2.42 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
47,333
shares
|
$2.42 Million
0.45% of portfolio
|
Q1 2025
Added 0.16%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
46,800
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 75.75%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
46,790
shares
|
$2.39 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
46,567
shares
|
$2.38 Million
1.6% of portfolio
|
Q2 2025
Added 0.57%
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
46,420
shares
|
$2.37 Million
0.97% of portfolio
|
Q1 2025
Added 5.58%
|