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 618 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $9.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
134,317
shares
|
$6.93 Million
2.45% of portfolio
|
Q3 2025
Added 52.88%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
131,393
shares
|
$6.78 Million
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
127,340
shares
|
$6.57 Million
1.32% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
126,319
shares
|
$6.52 Million
0.68% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
124,141
shares
|
$6.41 Million
0.35% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
122,326
shares
|
$6.32 Million
1.93% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
121,080
shares
|
$6.25 Million
2.6% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
119,550
shares
|
$6.17 Million
1.73% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
118,447
shares
|
$6.12 Million
0.01% of portfolio
|
Q3 2025
Added 24.6%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
117,056
shares
|
$6.04 Million
1.37% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
116,287
shares
|
$6 Million
0.39% of portfolio
|
Q3 2025
Added 16.61%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
108,985
shares
|
$5.63 Million
0.35% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
104,365
shares
|
$5.39 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
102,188
shares
|
$5.28 Million
0.06% of portfolio
|
Q3 2025
Reduced 12.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
101,893
shares
|
$5.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
101,615
shares
|
$5.25 Million
0.08% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
101,523
shares
|
$5.24 Million
0.67% of portfolio
|
Q3 2025
Reduced 16.7%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
101,021
shares
|
$5.22 Million
0.09% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
100,751
shares
|
$5.2 Million
0.13% of portfolio
|
Q3 2025
Added 12.14%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
100,341
shares
|
$5.18 Million
0.08% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
99,552
shares
|
$5.14 Million
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
99,547
shares
|
$5.14 Million
1.54% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
98,615
shares
|
$5.09 Million
0.59% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
95,822
shares
|
$4.95 Million
0.03% of portfolio
|
Q3 2025
Added 59.52%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
95,009
shares
|
$4.91 Million
0.56% of portfolio
|
Q3 2025
Added 1.37%
|
|