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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BLACKROCK INC. 852 - 2024-03-31 12,883,611 $643,536,000 -955,138
   MATHER GROUP, INC. 17 - 2024-03-31 1,792,121 $89,248,000 -9,824
   ENVESTNET ASSET MANAGEMENT INC 750 - 2024-03-31 819,006 $40,909,000 -142,684
   Financial Gravity Wealth Inc. 1 - 2024-03-31 463,602 $23,157,000 -5,071,630
   AMARILLO NATIONAL BANK 9 - 2024-03-31 453,564 $22,656,000 -2,080
   MORGAN STANLEY 2624 - 2024-03-31 419,927 $20,975,000 -65,249
   MODERA WEALTH MANAGEMENT, LLC 70 - 2024-03-31 418,470 $20,903,000 -227
   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
   Compton Financial Group LLC 7 - 2024-03-31 311,735 $15,571,000 -55
   PRUDENT INVESTORS NETWORK 7 - 2024-03-31 286,716 $14,321,000 -30,615
   FINANCIAL NETWORK 299 - 2024-03-31 270,654 $13,519,000 -110,011
   UBS Group AG 1482 - 2024-03-31 243,156 $12,146,000 -10,589
   ARKANSAS FINANCIAL GROUP INC. 15 - 2024-03-31 174,885 $8,736,000 -9,082
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 204 - 2024-03-31 160,546 $8,019,000 -13,979
   PDS Planning Inc 26 - 2024-03-31 153,633 $7,674,000 -306
   Capstone Financial Advisors Inc. 22 - 2024-03-31 147,336 $7,359,000 -4,710
   ARGI INVESTMENT SERVICES, LLC 64 - 2022-12-31 146,375 $6,960,000 -3,045
   BURNS WEALTH MANAGEMENT, INC. 114 - 2024-03-31 135,023 $6,744,000 -6,678
   CULLEN FROST BANKERS INC 200 - 2024-03-31 109,780 $5,483,000 -107,943
   GRAND WEALTH MANAGEMENT LLC 8 - 2024-03-31 98,845 $4,937,000 -8,690
   Full Sail Capital LLC 59 - 2024-03-31 84,679 $4,230,000 -141
   Burt Wealth Advisors 19 - 2024-03-31 84,254 $4,208,000 -793
   Summit Wealth Group LLC 9 - 2024-03-31 76,441 $3,818,000 -1,240
   Paragon Advisors LLC 17 - 2024-03-31 72,448 $3,619,000 -22,833
   Hardy Reed LLC 28 - 2024-03-31 68,237 $3,408,000 -2,812
   Stewardship Advisors LLC 29 - 2024-03-31 51,475 $2,571,000 -256,736
   HANSON MCCLAIN, INC. 273 - 2024-03-31 51,461 $2,570,000 -8,419
   PAX Financial Group LLC 49 - 2024-03-31 49,897 $2,492,000 -2,809
   AlphaStar Capital Management LLC 56 - 2024-03-31 48,624 $2,429,000 -27,760
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1161 - 2024-03-31 46,549 $2,325,000 -4,908
   Aletheian Wealth Advisors LLC 22 - 2024-03-31 44,537 $2,225,000 -440
   Friedenthal Financial 18 - 2024-03-31 42,726 $2,134,000 -590
   SAGE RHINO CAPITAL LLC 49 - 2024-03-31 42,326 $2,114,000 -78
   CAMELOT TECHNOLOGY ADVISORS INC. 15 - 2024-03-31 41,467 $2,071,000 -452
   EQIS CAPITAL MANAGEMENT, INC. 122 - 2024-03-31 39,049 $1,950,000 -2,038
   PrairieView Partners LLC 49 - 2024-03-31 38,857 $1,941,000 -2,360
   Cetera Investment Advisers 652 - 2024-03-31 38,558 $1,926,000 -1,937
   AMERIVEST INVESTMENT MANAGEMENT LLC 97 - 2023-06-30 31,869 $1,571,000 -2,048
   COREPATH WEALTH PARTNERS LLC 13 - 2024-03-31 31,028 $1,531,000 -44,438
   Greenspring Advisors LLC 20 - 2024-03-31 29,428 $1,470,000 -51
   Exchange Bank 26 - 2024-03-31 27,644 $1,381,000 -2,770
   BB&T CORP 1471 - 2024-03-31 25,859 $1,292,000 -4,204
   TOWNSQUARE CAPITAL LLC 587 - 2024-03-31 25,731 $1,285,000 -2,136
   Total Wealth Planning LLC 48 - 2024-03-31 25,145 $1,256,000 -475
   Apella Capital LLC 129 - 2024-03-31 24,761 $1,233,000 -5,984
   Better Money Decisions LLC 21 - 2024-03-31 23,880 $1,193,000 -670
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 95 - 2024-03-31 23,794 $1,189,000 -5,302
   MERCER GLOBAL ADVISORS INC /ADV 900 - 2024-03-31 23,668 $1,182,000 -9,680
   AE Wealth Management LLC 618 - 2024-03-31 23,225 $1,160,000 -49,260
   Advisory Alpha LLC 142 - 2024-03-31 23,027 $1,150,000 -3,482
   MML INVESTORS SERVICES LLC 1364 - 2024-03-31 22,025 $1,100,000 -24,962
   IFP Advisors Inc 378 - 2023-12-31 19,666 $979,000 -142
   GOLDMAN SACHS GROUP INC/ 3633 - 2024-03-31 18,037 $901,000 -347,183
   Burns Matteson Capital Management LLC 40 - 2024-03-31 16,008 $800,000 -4,080
   Garrett Investment Advisors LLC 157 - 2024-03-31 15,362 $767,000 -24,966
   Family Investment Center Inc. 39 - 2024-03-31 14,146 $707,000 -16,034
   Bigelow Investment Advisors LLC 83 - 2024-03-31 14,063 $702,000 -352
   GIRARD PARTNERS LTD. 163 - 2024-03-31 13,940 $696,000 -12,424
   Strategic Advocates LLC 60 - 2024-03-31 13,803 $689,000 -114,516
   Stratos Wealth Partners LTD. 768 - 2024-03-31 13,329 $666,000 -251
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 41 - 2024-03-31 13,055 $652,000 -12,226
   ECLECTIC ASSOCIATES INC /ADV 49 - 2024-03-31 12,756 $637,000 -9,665
   Farther Finance Advisors LLC 334 - 2024-03-31 12,793 $637,000 -1,718
   EQ LLC 39 - 2024-03-31 12,465 $623,000 -32,188
   Bear Mountain Capital Inc. 33 - 2024-03-31 11,501 $570,000 -401
   DOHJ LLC 107 - 2024-03-31 11,419 $570,000 -1,358
   Kestra Advisory Services LLC 1571 - 2024-03-31 11,358 $567,000 -619
   PRIVATE TRUST CO NA 341 - 2024-03-31 11,006 $550,000 -345
   Wealthfront Advisers LLC 726 - 2024-03-31 10,762 $538,000 -242
   INNEALTA CAPITAL LLC 59 - 2024-03-31 10,514 $525,000 -160
   Glass Jacobson Investment Advisors llc 127 - 2024-03-31 10,253 $512,000 -143
   Kingsview Wealth Management LLC 657 - 2024-03-31 10,164 $508,000 -437
   Envestnet Portfolio Solutions Inc. 1134 - 2024-03-31 9,723 $486,000 -1,940
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 117 - 2024-03-31 8,943 $447,000 -1,531
   CREATIVE PLANNING 1956 - 2024-03-31 8,526 $426,000 -857
   SIGNATURE SECURITIES GROUP CORPORATION 141 - 2024-03-31 8,080 $404,000 -871
   Falcon Wealth Planning 90 - 2024-03-31 7,976 $398,000 -2,284
   J.W. COLE ADVISORS INC. 603 - 2024-03-31 7,762 $388,000 -4,197
   Renasant Bank 108 - 2024-03-31 7,745 $387,000 -763
   Financial Advocates Investment Management 518 - 2024-03-31 7,628 $381,000 -773
   Charter Oak Capital Management LLC 128 - 2024-03-31 7,529 $376,000 -2,591
   Kohmann Bosshard Financial Services LLC 139 - 2024-03-31 7,036 $351,000 -4,326
   Private Advisor Group LLC 1764 - 2024-03-31 6,633 $331,000 -298
   Merit Financial Group LLC 683 - 2024-03-31 6,453 $321,000 -1,392
   GARRISON POINT ADVISORS LLC 125 - 2024-03-31 5,650 $282,000 -180
   Emerald Advisors LLC 86 - 2024-03-31 4,927 $246,000 -1,112
   Cedar Brook Financial Partners LLC 373 - 2024-03-31 4,715 $236,000 -812
   US BANCORP 1919 - 2024-03-31 4,631 $231,000 -1,542
   UMB BANK N A/MO 534 - 2024-03-31 4,617 $231,000 -39
   Qube Research & Technologies Ltd 2533 - 2024-03-31 4,379 $219,000 -1,079
   Brown Financial Advisory 32 - 2024-03-31 4,031 $201,000 -6,555
   BANK OF MONTREAL /CAN/ 2737 - 2024-03-31 3,138 $157,000 -8,413
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1037 - 2024-03-31 2,366 $118,000 -891
   Cornerstone Planning Group LLC 109 - 2024-03-31 2,209 $110,000 -5,304
   COMERICA BANK 2638 - 2024-03-31 1,406 $70,000 -1,300
   Geneos Wealth Management Inc. 981 - 2024-03-31 1,288 $64,000 -207
   SRS Capital Advisors Inc. 454 - 2024-03-31 1,237 $62,000 -7
   Aspire Private Capital LLC 244 - 2024-03-31 914 $46,000 -1
   HARBOR INVESTMENT ADVISORY LLC 614 - 2024-03-31 842 $42,000 -1,662

  100 Records found
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