Who owns iShares Lehman Aggregate Bond?
- Ticker: AGG
- CUSIP Number: 464287226
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Lehman Aggregate Bond with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Lehman Aggregate Bond stock
Who bought or sold iShares Lehman Aggregate Bond this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Raymond James & Associates | 66M | $6.5B | 5% | Mar 2024 |
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| Wells Fargo & Company | 54M | $5.4B | -1% | Dec 2023 |
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| Bank of America Corporation | 42M | $4.2B | 7% | Dec 2023 |
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| Us Bancorp | 29M | $2.9B | 12% | Dec 2023 |
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| Goldman Sachs Group | 19M | $1.9B | 5% | Dec 2023 |
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| Mercer Global Advisors | 15M | $1.5B | 12% | Dec 2023 |
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| Envestnet Portfolio Solutions | 15M | $1.5B | 100% | Dec 2023 |
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| Charles Schwab Investment Management | 14M | $1.4B | -22% | Dec 2023 |
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| Creative Planning | 13M | $1.2B | 6% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 10M | $1.0B | 18% | Mar 2024 |
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| Betterment | 9.6M | $954M | 4% | Dec 2023 |
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| WealthNavi | 9.5M | $928M | 4% | Mar 2024 |
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| First Citizens Bank & Trust | 9.3M | $913M | 19% | Mar 2024 |
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| UBS Group | 9.2M | $916M | 32% | Dec 2023 |
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| Jpmorgan Chase & Co | 8.9M | $886M | 43% | Dec 2023 |
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| United Services Automobile Association | 8.2M | $810M | 15% | Dec 2023 |
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| Tiaa Trust, National Association | 7.6M | $754M | 9% | Dec 2023 |
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| P/E Global | 6.7M | $670M | 77% | Dec 2023 |
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| Branch Banking & Trust Company | 6.4M | $634M | 15% | Dec 2023 |
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| Commonwealth of Pennsylvania | 6.4M | $633M | 7% | Dec 2023 |
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| Factory Mutual Insurance Company | 6.1M | $600M | 50% | Mar 2024 |
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| Global Assets Advisory | 5.9M | $61M | 12067% | Mar 2024 |
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| MEMBERS Trust | 5.7M | $558M | 2% | Mar 2024 |
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| Pnc Financial Services | 5.6M | $554M | 6% | Dec 2023 |
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| Stifel Financial | 5.4M | $534M | 1% | Dec 2023 |
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| Bank of New York Mellon | 5.3M | $524M | 5% | Mar 2024 |
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| Raymond James Financial Services Advisors | 5.3M | $522M | 5% | Mar 2024 |
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| Mariner Wealth Advisors | 4.9M | $489M | 4% | Dec 2023 |
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| Advisor Group Holdings | 3.7M | $366M | -28% | Dec 2023 |
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| Royal Bank of Canada | 3.6M | $356M | 12% | Dec 2023 |
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| D.A. Davidson & Co. | 3.6M | $355M | 4% | Dec 2023 |
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| Captrust Financial Advisors | 3.5M | $349M | 81% | Dec 2023 |
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| H D Vest Advisory Services | 3.5M | $349M | 4% | Dec 2023 |
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| SageView Advisory Group | 3.0M | $292M | 26% | Dec 2023 |
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| Henderson Group | 3.0M | $293M | -1% | Dec 2023 |
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| Citigroup | 2.9M | $287M | 4% | Dec 2023 |
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| SigFig Wealth Management | 2.7M | $272M | 1% | Dec 2023 |
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| Balentine | 2.4M | $237M | 0% | Dec 2023 |
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| South Dakota Investment Council | 2.3M | $233M | 0% | Dec 2023 |
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| Alliancebernstein | 2.2M | $221M | 7% | Dec 2023 |
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| Commonwealth Equity Services | 2.1M | $209M | 2% | Dec 2023 |
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| Ronald Blue Trust | 2.1M | $198M | 3% | Dec 2023 |
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| Sequoia Financial Advisors | 2.1M | $207M | 8% | Dec 2023 |
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| Allspring Global Investments Holdings | 2.0M | $200M | 39% | Mar 2024 |
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| HighTower Advisors | 1.9M | $190M | 23% | Dec 2023 |
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| EP Wealth Advisors | 1.8M | $178M | 145% | Dec 2023 |
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| Quotient Wealth Partners | 1.8M | $175M | 100% | Dec 2023 |
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| Summit Trail Advisors | 1.7M | $170M | 88% | Mar 2024 |
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| Edgehill Endowment Partners | 1.7M | $172M | 29% | Dec 2023 |
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| Vantagepoint Investment Advisers | 1.7M | $169M | 22% | Dec 2023 |
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| Capital Asset Advisory Services | 1.5M | $149M | 6% | Mar 2024 |
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| Mackenzie Financial | 1.5M | $152M | -1% | Dec 2023 |
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| Stairway Partners | 1.5M | $149M | 28% | Mar 2024 |
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| Axxcess Wealth Management | 1.5M | $151M | -2% | Dec 2023 |
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| Empower Advisory Group | 1.5M | $147M | 2781% | Dec 2023 |
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| GenTrust | 1.4M | $141M | 1% | Mar 2024 |
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| Prime Capital Investment Advisors | 1.4M | $142M | 37% | Dec 2023 |
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| Mitsubishi UFJ Trust & Banking Corp | 1.4M | $140M | 0% | Dec 2023 |
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| Charter Oak Capital Management | 1.4M | $137M | 23% | Mar 2024 |
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| Disciplina Capital Management | 1.4M | $138M | 100% | Dec 2023 |
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| Cahaba Wealth Management | 1.4M | $134M | 4% | Mar 2024 |
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| Hsbc Holdings | 1.3M | $133M | -1% | Dec 2023 |
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| HPM Partners | 1.2M | $124M | 35% | Dec 2023 |
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| BKD Wealth Advisors | 1.2M | $121M | 17% | Mar 2024 |
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| Assetmark | 1.2M | $122M | 26% | Dec 2023 |
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| Bank Of Montreal | 1.2M | $122M | 25% | Dec 2023 |
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| Charles Schwab Trust | 1.2M | $119M | 0% | Mar 2024 |
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| Country Trust Bank | 1.2M | $118M | -12% | Mar 2024 |
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| Brookstone Capital Management | 1.2M | $114M | 110% | Mar 2024 |
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| Cambridge Investment Research Advisors | 1.1M | $111M | -13% | Mar 2024 |
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| CI Private Wealth | 1.1M | $107M | 12% | Dec 2023 |
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| Principal Securities | 1.0M | $103M | 100% | Dec 2023 |
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| Sumitomo Mitsui Trust Holdings | 993k | $97M | 0% | Mar 2024 |
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| Huntington Asset Advisors | 974k | $95M | -4% | Mar 2024 |
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| Evoke Wealth | 971k | $96M | 3490% | Dec 2023 |
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| CliftonLarsonAllen Wealth Advisors | 956k | $95M | 3% | Dec 2023 |
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| Baird Financial | 916k | $91M | 141% | Dec 2023 |
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| Granite Bay Wealth Management | 915k | $86M | -56% | Dec 2023 |
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| Babson Capital Management | 912k | $91M | 10% | Dec 2023 |
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| Lido Advisors | 905k | $90M | -14% | Dec 2023 |
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| McKinley Carter Wealth Services | 891k | $87M | 6% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 890k | $88M | -6% | Dec 2023 |
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| Graves-Light Private Wealth Management | 863k | $86M | -10% | Dec 2023 |
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| Trust | 853k | $84M | 1% | Mar 2024 |
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| Fisher Investments | 841k | $84M | 3% | Dec 2023 |
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| Kingsview Wealth Management | 836k | $83M | 23% | Dec 2023 |
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| Rebalance | 834k | $82M | 1% | Mar 2024 |
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| Baystate Wealth Management | 817k | $81M | 20% | Dec 2023 |
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| Beacon Pointe Advisors | 801k | $80M | -1% | Dec 2023 |
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| Cornerstone Wealth Group | 793k | $78M | 2% | Mar 2024 |
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| Orion Portfolio Solutions | 784k | $77M | 13% | Dec 2023 |
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| Steele Capital Management | 781k | $77M | 7% | Mar 2024 |
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| Comprehensive Portfolio Management | 777k | $76M | 134% | Mar 2024 |
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| Toews Corp | 775k | $76M | 100% | Mar 2024 |
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| Wesbanco Trust And Investments | 771k | $76M | 28% | Mar 2024 |
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| Alerus Financial | 769k | $76M | 4% | Dec 2023 |
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| M^T Bank Corporation | 728k | $72M | 20% | Dec 2023 |
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| Baker Avenue Asset Management | 727k | $72M | 7994% | Dec 2023 |
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| AE Wealth Management | 714k | $70M | 24% | Dec 2023 |
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| Fifth Third Bancorp | 701k | $69M | -61% | Mar 2024 |
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| O'shaughnessy Asset Management | 695k | $69M | 21% | Dec 2023 |
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| Campbell Wealth Management | 693k | $69M | 2% | Dec 2023 |
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| Efficient Advisors | 687k | $68M | 6% | Dec 2023 |
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| Franklin Resources | 681k | $68M | 11% | Dec 2023 |
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| Mirae Asset Global Investments | 669k | $67M | 4% | Dec 2023 |
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| United Capital Financial Advisers | 661k | $66M | -42% | Dec 2023 |
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| Professional Financial Advisors | 645k | $63M | 1% | Mar 2024 |
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| Lgl Partners | 643k | $64M | 758% | Dec 2023 |
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| Brave Asset Management | 641k | $64M | -6% | Dec 2023 |
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| Janney Montgomery Scott | 640k | $64M | 26% | Dec 2023 |
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| Summit Global Investments | 639k | $63M | 6% | Dec 2023 |
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| Sumitomo Mitsui Financial | 630k | $63M | -80% | Dec 2023 |
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| Fft Wealth Management | 619k | $61M | 1320% | Dec 2023 |
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| Bank Of Oklahoma National Association / | 611k | $61M | 141% | Dec 2023 |
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| Compton Financial Group | 607k | $60M | 23% | Mar 2024 |
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| Apollon Wealth Management | 601k | $60M | 200% | Dec 2023 |
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| First Merchants Bank, National Association | 584k | $57M | 13% | Mar 2024 |
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| Sand Hill Advisors | 573k | $57M | 1% | Dec 2023 |
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| Facet Wealth | 566k | $56M | -7% | Dec 2023 |
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| CWM | 558k | $55M | 105% | Mar 2024 |
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| Raymond James Trust | 554k | $54M | 13% | Mar 2024 |
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| ZB | 554k | $55M | -12% | Dec 2023 |
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| National Bank Of Canada /fi/ | 546k | $54M | 1843% | Dec 2023 |
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| SG Americas Securities | 529k | $53M | 2% | Dec 2023 |
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| Charter Trust | 523k | $51M | 6% | Mar 2024 |
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| Affiance Financial | 523k | $51M | 7% | Mar 2024 |
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| Metropolitan Life Insurance Company | 520k | $52M | 335% | Dec 2023 |
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| Rhumbline Advisers | 518k | $51M | 22% | Dec 2023 |
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| TruWealth Advisors | 510k | $50M | 5% | Mar 2024 |
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| JFS Wealth Advisors | 509k | $51M | 13% | Dec 2023 |
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| BLB^B Advisors | 509k | $50M | 9% | Mar 2024 |
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| Smith & Howard Wealth Management | 505k | $50M | 42% | Mar 2024 |
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| PDS Planning | 499k | $50M | 3% | Dec 2023 |
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| Cable Hill Partners | 489k | $48M | 1% | Dec 2023 |
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| Zacks Investment Management | 488k | $49M | -34% | Dec 2023 |
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| Steward Partners Investment Advisory | 488k | $48M | -6% | Dec 2023 |
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| Colony | 483k | $48M | 100% | Dec 2023 |
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| Cullen Frost Bankers | 479k | $48M | 57% | Dec 2023 |
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| FTB Advisors | 474k | $46M | 0% | Mar 2024 |
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| Adaptive Financial Consulting | 473k | $47M | -1% | Dec 2023 |
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| Park Avenue Securities | 473k | $46M | -1% | Mar 2024 |
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| Liquid Strategies | 472k | $47M | 1% | Dec 2023 |
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| SCS Capital Management | 470k | $47M | 7665% | Dec 2023 |
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| EisnerAmper Wealth Management Corporate Benefits | 469k | $47M | 339% | Dec 2023 |
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| MTC Wealth Management | 468k | $46M | -2% | Mar 2024 |
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| Kestra Private Wealth Services | 464k | $46M | 69% | Dec 2023 |
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| Focus Financial Network | 460k | $44M | 100% | Mar 2024 |
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| First Business Financial Services | 457k | $45M | 1% | Dec 2023 |
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| Atria Wealth Solutions | 440k | $44M | 14% | Dec 2023 |
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| Private Advisor | 416k | $41M | -22% | Dec 2023 |
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| Twele Capital Management | 377k | $37M | -31% | Mar 2024 |
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| Victory Capital Management | 330k | $33M | -41% | Dec 2023 |
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| iA Global Asset Management | 195k | $19M | -68% | Dec 2023 |
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| Syon Capital | 151k | $15M | -83% | Dec 2023 |
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| Natixis Asset Management Advisors | 80k | $7.9M | -87% | Mar 2024 |
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| DiMeo Schneider & Associates | 50k | $5.0M | -98% | Dec 2023 |
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Who sold out of iShares Lehman Aggregate Bond?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| State Treasurer State Of Michigan | Dec 2023 | 978k | $97M |