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 |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
42,248
shares
|
$2.16 Million
0.16% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
41,810
shares
|
$2.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
41,426
shares
|
$2.12 Million
0.6% of portfolio
|
Q1 2025
Reduced 88.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
39,954
shares
|
$2.04 Million
0.02% of portfolio
|
Q1 2025
Added 29.11%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
39,620
shares
|
$2.03 Million
1.72% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
38,659
shares
|
$1.98 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
38,381
shares
|
$1.96 Million
0.59% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
38,082
shares
|
$1.95 Million
0.01% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
37,875
shares
|
$1.94 Million
0.64% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
36,508
shares
|
$1.87 Million
0.53% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
36,085
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
35,397
shares
|
$1.81 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
35,271
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
35,096
shares
|
$1.8 Million
0.08% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
34,896
shares
|
$1.78 Million
0.08% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
34,825
shares
|
$1.78 Million
0.77% of portfolio
|
Q1 2025
Added 70.78%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
34,372
shares
|
$1.76 Million
0.22% of portfolio
|
Q1 2025
Reduced 47.18%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
34,343
shares
|
$1.76 Million
0.51% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
34,111
shares
|
$1.74 Million
0.12% of portfolio
|
Q1 2025
Added 175.18%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
33,724
shares
|
$1.72 Million
0.61% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
33,655
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
33,275
shares
|
$1.7 Million
0.08% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
32,824
shares
|
$1.68 Million
1.12% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
32,325
shares
|
$1.65 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
31,106
shares
|
$1.59 Million
0.38% of portfolio
|
Q1 2025
Added 20.99%
|