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 |
|---|---|---|---|---|---|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
68,246
shares
|
$3.53 Million
1.79% of portfolio
|
Q2 2025
Added 29.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
68,208
shares
|
$3.53 Million
0.0% of portfolio
|
Q2 2025
Added 40.65%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
68,110
shares
|
$3.53 Million
0.88% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,146
shares
|
$3.43 Million
0.0% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
66,042
shares
|
$3.42 Million
0.04% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Oct 14, 2025 Q3 2025 |
65,726
shares
|
$3.4 Million
2.48% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
65,636
shares
|
$3.4 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
63,723
shares
|
$3.3 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
63,484
shares
|
$3.29 Million
1.56% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
63,417
shares
|
$3.28 Million
0.76% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
62,698
shares
|
$3.25 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
61,794
shares
|
$3.2 Million
0.02% of portfolio
|
Q2 2025
Added 360.84%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
61,248
shares
|
$3.17 Million
1.91% of portfolio
|
Q1 2024
Added 12.65%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
60,661
shares
|
$3.14 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
60,069
shares
|
$3.11 Million
0.02% of portfolio
|
Q2 2025
Added 772.97%
|
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
60,037
shares
|
$3.11 Million
0.91% of portfolio
|
Q2 2025
Reduced 35.28%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
59,376
shares
|
$3.07 Million
0.31% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
58,586
shares
|
$3.03 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
57,751
shares
|
$2.99 Million
1.26% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
57,565
shares
|
$2.98 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
56,404
shares
|
$2.92 Million
0.12% of portfolio
|
Q2 2025
Added 24.06%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
56,352
shares
|
$2.92 Million
1.59% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
55,625
shares
|
$2.88 Million
1.35% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
55,214
shares
|
$2.86 Million
0.07% of portfolio
|
Q3 2025
Added 16.37%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
55,149
shares
|
$2.86 Million
0.88% of portfolio
|
Q2 2025
New holding
|