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 425 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $5.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
11,556
shares
|
$591,089
0.06% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
11,293
shares
|
$577,636
0.0% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
11,247
shares
|
$575,284
0.01% of portfolio
|
Q1 2025
Reduced 38.45%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
11,152
shares
|
$570,424
0.05% of portfolio
|
Q4 2024
Added 33.17%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,023
shares
|
$563,826
0.05% of portfolio
|
Q1 2025
Added 20.09%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
10,721
shares
|
$548,379
0.09% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
10,680
shares
|
$546,282
0.03% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
10,660
shares
|
$545,259
0.1% of portfolio
|
Q1 2025
Reduced 33.44%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
10,615
shares
|
$542,957
0.47% of portfolio
|
Q4 2024
Added 156.84%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
10,588
shares
|
$541,576
0.02% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
10,473
shares
|
$535,693
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Apr 29, 2025 Q1 2025 |
10,199
shares
|
$521,678
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
10,084
shares
|
$515,796
0.36% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
9,897
shares
|
$506,231
0.16% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
9,475
shares
|
$484,646
0.18% of portfolio
|
Q2 2022
Reduced 6.46%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
9,276
shares
|
$474,467
0.1% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
9,206
shares
|
$470,886
0.04% of portfolio
|
Q2 2024
Reduced 33.96%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
9,165
shares
|
$468,789
0.21% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
9,140
shares
|
$467,511
0.14% of portfolio
|
Q1 2025
Reduced 27.41%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
9,062
shares
|
$463,521
0.05% of portfolio
|
Q1 2025
Added 37.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
8,592
shares
|
$439,480
0.0% of portfolio
|
Q2 2025
Added 34.04%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
8,521
shares
|
$435,849
0.04% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
8,355
shares
|
$427,358
0.13% of portfolio
|
Q1 2025
Reduced 39.65%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
8,294
shares
|
$424,238
0.03% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
8,137
shares
|
$416,207
0.23% of portfolio
|
Q1 2025
Reduced 29.14%
|