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Get Institutions for : 
Ishares International Aggregate Bond Fund (IAGG)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 304    6
Total shares held : 
 77,228,811  
% of shares held : 
 85.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   44  
Amount of shares held : 
 14,623,268  
% of shares held change : 
   16.25%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 311,015
 0.4%
 
Increased Positions :
143
 18,317,169
 23.72%
 
Unchanged Positions :
43
 7,388,664
 9.57%
 
Decreased Positions :
93
-2,013,258
-2.61%
 
Closed Positions :
31
-1,991,658
-2.58%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 770 - 2023-12-31 13,838,749 $689,170,000 2,397,376
   FINANCIAL ENGINES ADVISORS L.L.C. 23 - 2023-12-31 11,529,466 $574,167,000 11,529,466
   Matson Money. Inc. 2 - 2023-12-31 8,320,164 $414,344,000 -238,348
   J P MORGAN CHASE & CO 500 - 2023-12-31 5,250,076 $261,454,000 -258,321
   JONES FINANCIAL COMPANIES LLLP 34 - 2023-12-31 4,574,695 $227,820,000 199,430
   Financial Gravity Wealth Inc. 20 - 2023-12-31 5,535,232 $120,027,000 0
   MATHER GROUP, INC. 17 - 2024-03-31 1,792,121 $89,248,000 -9,824
   COMMONWEALTH EQUITY SERVICES LLC. 171 - 2023-12-31 1,286,843 $64,085,000 53,574
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 1,281,546 $63,822,000 267,206
   SYON CAPITAL LLC 3 - 2023-12-31 1,099,264 $54,743,000 108,951
   BANK OF AMERICA CORP /DE/ 1120 - 2023-12-31 1,088,204 $54,193,000 573,656
   ENVESTNET ASSET MANAGEMENT INC 625 - 2023-12-31 961,690 $47,892,000 -32,714
   N.E.W. Advisory Services LLC 6 - 2024-03-31 926,289 $46,268,000 29,060
   WealthNavi Inc. 9 - 2024-03-31 904,104 $45,160,000 903,974
   Prime Capital Investment Advisors LLC - 2023-12-31 711,928 $35,454,000 15,023
   Advisor Group Holdings Inc. 306 - 2023-12-31 677,522 $33,741,000 38,375
   LPL FINANCIAL CORP 689 - 2023-12-31 608,898 $30,323,000 46,363
   Boston Standard Wealth Management LLC 4 - 2024-03-31 567,348 $28,339,000 48,517
   SAVANT CAPITAL MANAGEMENT INC 55 - 2023-12-31 540,137 $26,899,000 198,780
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 48 - 2023-12-31 493,242 $24,563,000 37,145
   MORGAN STANLEY 2491 - 2023-12-31 485,176 $24,162,000 40,082
   GDS Wealth Management 6 - 2024-03-31 473,423 $23,647,000 42,734
   Capital Analysts Inc. 15 - 2023-12-31 464,888 $23,151,000 4,534
   CAHABA WEALTH MANAGEMENT INC. 10 - 2024-03-31 455,132 $22,734,000 10,400
   AMARILLO NATIONAL BANK 9 - 2024-03-31 453,564 $22,656,000 -2,080
   AGINCOURT CAPITAL MANAGEMENT LLC 2 - 2024-03-31 449,260 $22,441,000 22,600
   MODERA WEALTH MANAGEMENT, LLC 69 - 2023-12-31 418,697 $20,851,000 418,697
   JANUS HENDERSON GROUP PLC 540 - 2023-12-31 415,558 $20,695,000 62,627
   PHILLIPS FINANCIAL MANAGEMENT LLC 19 - 2024-03-31 412,441 $20,601,000 -23,053
   PARSEC FINANCIAL MANAGEMENT, INC. 34 - 2023-03-31 398,321 $19,498,000 -8,747
   First Ascent Asset Management LLC 13 - 2023-12-31 386,047 $19,225,000 28,045
   FINANCIAL NETWORK 198 - 2023-12-31 380,665 $18,957,000 48,478
   GOLDMAN SACHS GROUP INC/ 1633 - 2023-12-31 365,220 $18,188,000 340,932
   DORVAL Corp 3 - 2024-03-31 364,426 $18,046,000 8,939
   Compton Financial Group LLC 7 - 2024-03-31 311,735 $15,571,000 -55
   PRUDENT INVESTORS NETWORK 6 - 2023-09-30 317,331 $15,479,000 -1,176
   NYL Investors LLC 8 - 2023-12-31 286,700 $14,278,000 -2,200
   ROYAL BANK OF CANADA 1269 - 2023-12-31 282,751 $14,082,000 51,460
   HPM Partners LLC - 2023-12-31 262,610 $13,078,000 49,085
   Fundamentun LLC 24 *New 2024-03-31 253,944 $12,685,000 253,944
   UBS Group AG 1319 - 2023-12-31 253,745 $12,637,000 -120,694
   Trinity Wealth Management LLC 7 - 2024-03-31 242,502 $12,113,000 80,666
   Forum Private Client Group LLC 4 - 2023-12-31 242,728 $12,088,000 242,728
   Brio Consultants LLC 13 - 2023-12-31 239,156 $11,910,000 8,595
   AMERIPRISE FINANCIAL INC 1603 - 2023-12-31 239,023 $11,899,000 -60,463
   CULLEN FROST BANKERS INC 140 - 2023-12-31 217,723 $10,843,000 158,697
   HSBC HOLDINGS PLC 764 - 2023-12-31 208,941 $10,405,000 53,016
   Main Street Financial Solutions LLC 17 - 2024-03-31 206,463 $10,313,000 19,314
   Kooman & Associates 7 - 2023-12-31 204,046 $10,161,000 -8,241
   Octavia Wealth Advisors LLC 18 - 2024-03-31 200,287 $10,004,000 190,212
   New Capital Management LP 10 - 2024-03-31 182,279 $9,105,000 12,148
   ARKANSAS FINANCIAL GROUP INC. 15 - 2024-03-31 174,885 $8,736,000 -9,082
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 211 - 2023-12-31 174,525 $8,691,000 -57,519
   Occidental Asset Management LLC 16 - 2024-03-31 159,406 $7,962,000 12,052
   CREATIVE FINANCIAL DESIGNS INC /ADV 29 - 2023-12-31 156,591 $7,798,000 152,260
   PDS Planning Inc 23 - 2023-12-31 153,939 $7,666,000 44,995
   BIP Wealth LLC 30 - 2023-12-31 153,308 $7,635,000 2,441
   Rockefeller Capital Management L.P. 535 - 2023-12-31 152,725 $7,606,000 135,004
   Capstone Financial Advisors Inc. 21 - 2023-12-31 152,046 $7,572,000 -45,651
   PENOBSCOT WEALTH MANAGEMENT 3 - 2023-12-31 151,165 $7,528,000 4,064
   ACIMA PRIVATE WEALTH LLC 9 *New 2023-12-31 147,464 $7,344,000 147,464
   BFT FINANCIAL GROUP LLC 19 - 2023-06-30 144,906 $7,133,000 15,404
   BURNS WEALTH MANAGEMENT, INC. 103 - 2023-12-31 141,701 $7,057,000 -733
   Apollon Wealth Management LLC 78 - 2023-12-31 140,706 $7,007,000 53,437
   Ackerman Capital Advisors LLC 17 - 2024-03-31 139,701 $6,978,000 32,485
   ARGI INVESTMENT SERVICES, LLC 64 - 2022-12-31 146,375 $6,960,000 -3,045
   Aspect Partners LLC 5 - 2023-12-31 137,872 $6,866,000 0
   ADVANTUS CAPITAL MANAGEMENT INC 106 - 2024-03-31 122,026 $6,095,000 3,000
   APPLETON PARTNERS INC/MA 72 - 2024-03-31 112,756 $5,632,000 1,380
   TECTONIC ADVISORS LLC 43 - 2023-12-31 108,508 $5,404,000 0
   GRAND WEALTH MANAGEMENT LLC 8 - 2023-12-31 107,535 $5,355,000 35,221
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 38 - 2024-03-31 105,301 $5,260,000 2,781
   PURE FINANCIAL ADVISORS, INC. 67 - 2024-03-31 105,146 $5,252,000 1,653
   Brooklyn FI LLC 16 - 2024-03-31 105,052 $5,247,000 2,353
   GeoWealth Management LLC 59 - 2023-12-31 104,686 $5,212,000 -530
   Boyd Wealth Management LLC 10 *New 2024-03-31 103,228 $5,156,000 103,228
   Paragon Advisors LLC 8 - 2023-12-31 95,281 $4,745,000 10,003
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 22 - 2024-03-31 86,128 $4,302,000 7,896
   Full Sail Capital LLC 59 - 2023-12-31 84,820 $4,224,000 2,912
   Burt Wealth Advisors 19 - 2024-03-31 84,254 $4,208,000 -793
   Columbus Macro LLC 9 - 2024-03-31 79,912 $3,992,000 9,981
   Certified Advisory Corp 57 - 2023-12-31 77,698 $3,869,000 -37,950
   Summit Wealth Group LLC 9 - 2023-12-31 77,681 $3,868,000 54,629
   Leo Wealth LLC 43 - 2023-12-31 76,785 $3,824,000 0
   AlphaStar Capital Management LLC 39 - 2023-12-31 76,384 $3,804,000 34,234
   COREPATH WEALTH PARTNERS LLC 12 - 2023-12-31 75,466 $3,730,000 493
   AE Wealth Management LLC 698 - 2023-12-31 72,485 $3,571,000 4,494
   Hardy Reed LLC - 2023-12-31 71,049 $3,538,000 -13,153
   9258 Wealth Management LLC 35 - 2023-12-31 67,997 $3,386,000 3,342
   Allegheny Financial Group LTD 15 - 2023-12-31 65,915 $3,283,000 4,082
   Continuum Advisory LLC 43 - 2023-12-31 65,485 $3,261,000 9,092
   Dynamic Advisors Solutions LLC 230 - 2024-03-31 63,926 $3,193,000 4,373
   RCS Financial Planning LLC 11 *New 2024-03-31 62,625 $3,128,000 62,625
   Bromfield Sneider Wealth Advisors 12 - 2024-03-31 61,248 $3,059,000 6,880
   PRINCIPAL SECURITIES INC. 175 - 2023-12-31 57,983 $2,888,000 0
   McNaughton Wealth Management LLC 17 - 2024-03-31 57,152 $2,855,000 1,824
   Comprehensive Wealth Management LLC 8 - 2023-12-31 52,956 $2,637,000 25,223
   PAX Financial Group LLC 46 - 2023-12-31 52,706 $2,599,000 -2,801
   JGP Wealth Management LLC 56 - 2024-03-31 52,014 $2,598,000 7,856
   Stewardship Advisors LLC 29 - 2024-03-31 51,475 $2,571,000 -256,736
  100 Records found
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