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 464 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
155,097
shares
|
$7.9 Million
3.37% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
152,566
shares
|
$7.77 Million
0.07% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
144,906
shares
|
$7.38 Million
0.82% of portfolio
|
Q2 2023
Added 11.89%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
142,844
shares
|
$7.28 Million
1.14% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
142,054
shares
|
$7.24 Million
0.23% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
138,457
shares
|
$7.05 Million
3.07% of portfolio
|
Q2 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
135,142
shares
|
$6.89 Million
0.59% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
133,326
shares
|
$6.79 Million
0.21% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
132,651
shares
|
$6.76 Million
0.22% of portfolio
|
Q1 2025
Added 198.78%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
130,722
shares
|
$6.66 Million
0.41% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
127,662
shares
|
$6.5 Million
2.2% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
126,629
shares
|
$6.45 Million
0.46% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
124,745
shares
|
$6.36 Million
0.2% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
122,629
shares
|
$6.25 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
121,878
shares
|
$6.21 Million
0.48% of portfolio
|
Q2 2025
Added 27.24%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
119,845
shares
|
$6.11 Million
1.59% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
118,575
shares
|
$6.04 Million
0.75% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
111,744
shares
|
$5.69 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
111,515
shares
|
$5.68 Million
0.05% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
106,024
shares
|
$5.4 Million
0.44% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
103,434
shares
|
$5.27 Million
1.7% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
102,980
shares
|
$5.25 Million
0.11% of portfolio
|
Q2 2025
Added 121.13%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
102,432
shares
|
$5.22 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
100,864
shares
|
$5.14 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
99,552
shares
|
$5.07 Million
0.94% of portfolio
|
Q1 2025
New holding
|