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 381 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $5.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
108,616
shares
|
$5.43 Million
0.06% of portfolio
|
Q3 2024
Added 271.88%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
105,126
shares
|
$5.26 Million
0.47% of portfolio
|
Q3 2024
Reduced 37.68%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
105,014
shares
|
$5.25 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
100,628
shares
|
$5.03 Million
0.13% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
99,562
shares
|
$4.98 Million
1.82% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
98,266
shares
|
$4.91 Million
0.47% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
95,505
shares
|
$4.78 Million
0.15% of portfolio
|
Q3 2024
Added 15.37%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
95,009
shares
|
$4.75 Million
2.5% of portfolio
|
Q3 2024
New holding
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
90,601
shares
|
$4.53 Million
1.63% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
87,961
shares
|
$4.4 Million
2.67% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
84,860
shares
|
$4.24 Million
0.5% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
83,740
shares
|
$4.19 Million
0.56% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
82,923
shares
|
$4.15 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
82,452
shares
|
$4.12 Million
2.13% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
81,212
shares
|
$4.06 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
80,768
shares
|
$4.04 Million
1.53% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
75,000
shares
|
$3.75 Million
4.55% of portfolio
|
Q3 2024
Added 305.41%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
73,135
shares
|
$3.66 Million
1.38% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
72,024
shares
|
$3.6 Million
1.08% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
70,814
shares
|
$3.54 Million
1.99% of portfolio
|
Q3 2024
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
66,916
shares
|
$3.35 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
66,392
shares
|
$3.32 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,146
shares
|
$3.31 Million
0.0% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
62,218
shares
|
$3.11 Million
1.57% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
61,248
shares
|
$3.06 Million
1.91% of portfolio
|
Q1 2024
Added 12.65%
|