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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
32,129
shares
|
$1.61 Million
0.49% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
32,032
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 15.35%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
30,566
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
30,363
shares
|
$1.52 Million
0.24% of portfolio
|
Q3 2024
Added 19.66%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
30,176
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2024
Reduced 69.1%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
29,952
shares
|
$1.5 Million
1.04% of portfolio
|
Q3 2024
Added 11.48%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
29,457
shares
|
$1.47 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
28,492
shares
|
$1.42 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
27,853
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
27,502
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 19.03%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
26,139
shares
|
$1.31 Million
0.96% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
25,664
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
25,309
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
25,202
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
25,038
shares
|
$1.25 Million
0.94% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
24,900
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
24,850
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
24,661
shares
|
$1.23 Million
0.98% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
24,576
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 36.25%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
23,685
shares
|
$1.18 Million
1.0% of portfolio
|
Q3 2024
Reduced 18.08%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
23,558
shares
|
$1.18 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
23,356
shares
|
$1.17 Million
0.14% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
23,302
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
23,133
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
22,477
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.47%
|