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
Download as csv

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 |
---|---|---|---|---|---|
Jones Financial Companies, L.L | 84M | $8.4B | 2% | Mar 2023 |
|
Wells Fargo & Company | 53M | $5.1B | -2% | Dec 2022 |
|
Raymond James & Associates | 51M | $5.1B | 9% | Mar 2023 |
|
Envestnet Asset Management | 41M | $4.1B | 19% | Mar 2023 |
|
Bank of America Corporation | 41M | $4.1B | 2% | Mar 2023 |
|
BlackRock | 40M | $4.0B | -7% | Mar 2023 |
|
Morgan Stanley | 22M | $2.1B | 100% | Dec 2022 |
|
Us Bancorp | 22M | $2.2B | 32% | Mar 2023 |
|
Goldman Sachs Group | 18M | $1.8B | -2% | Mar 2023 |
|
Amerivest Investment Management | 16M | $1.5B | -6% | Mar 2023 |
|
Creative Planning | 12M | $1.1B | 0% | Dec 2022 |
|
Setup an alertWant to be notified whenever an investor makes a significant change to their holdings of iShares Lehman Aggregate Bond? |
|||||
Northern Trust | 10M | $1.0B | 6% | Mar 2023 |
|
Ameriprise Financial | 9.4M | $936M | 11% | Mar 2023 |
|
FMR | 9.0M | $892M | 100% | Mar 2023 |
|
Charles Schwab Investment Management | 8.5M | $848M | -7% | Mar 2023 |
|
Acorns Advisers | 8.3M | $826M | 6% | Mar 2023 |
|
Betterment | 7.9M | $768M | 5% | Dec 2022 |
|
WealthNavi | 7.5M | $752M | 7% | Mar 2023 |
|
Wealth Enhancement Advisory Services | 6.4M | $633M | 118% | Mar 2023 |
|
First Citizens Bank & Trust | 6.2M | $614M | 1251% | Mar 2023 |
|
Tiaa | 5.9M | $585M | 10% | Mar 2023 |
|
LPL Financial | 5.9M | $583M | -13% | Mar 2023 |
|
UBS Group | 5.6M | $558M | 0% | Mar 2023 |
|
Northwestern Mutual Wealth Management Company | 5.5M | $536M | 46% | Dec 2022 |
|
Pnc Financial Services | 5.5M | $531M | -17% | Dec 2022 |
|
Mercer Global Advisors | 5.5M | $542M | 11% | Mar 2023 |
|
Branch Banking & Trust Company | 5.4M | $538M | -5% | Mar 2023 |
|
Commonwealth of Pennsylvania | 5.2M | $514M | 0% | Mar 2023 |
|
Jpmorgan Chase & Co | 5.0M | $495M | 16% | Mar 2023 |
|
Raymond James Financial Services Advisors | 4.8M | $479M | 11% | Mar 2023 |
|
Prudential Financial | 4.6M | $448M | 17% | Dec 2022 |
|
MEMBERS Trust | 4.4M | $441M | 35% | Mar 2023 |
|
Bank of New York Mellon | 4.2M | $416M | 8% | Mar 2023 |
|
Mariner Wealth Advisors | 3.8M | $368M | 25% | Dec 2022 |
|
Advisor Group Holdings | 3.8M | $375M | 7% | Mar 2023 |
|
P/E Global | 3.7M | $370M | 1% | Mar 2023 |
|
D.A. Davidson & Co. | 2.8M | $277M | 3% | Mar 2023 |
|
Henderson Group | 2.8M | $275M | 5% | Mar 2023 |
|
Citigroup | 2.6M | $263M | 12% | Mar 2023 |
|
Stifel Financial | 2.6M | $250M | -59% | Dec 2022 |
|
SigFig Wealth Management | 2.6M | $256M | 9% | Mar 2023 |
|
South Dakota Investment Council | 2.3M | $234M | 0% | Mar 2023 |
|
Balentine | 2.3M | $232M | 2% | Mar 2023 |
|
Royal Bank of Canada | 2.3M | $223M | -16% | Dec 2022 |
|
H D Vest Advisory Services | 2.3M | $229M | -1% | Mar 2023 |
|
Ronald Blue Trust | 2.0M | $194M | 3% | Mar 2023 |
|
Geisinger Health | 2.0M | $196M | 0% | Mar 2023 |
|
Allspring Global Investments Holdings | 1.9M | $194M | -12% | Mar 2023 |
|
Captrust Financial Advisors | 1.9M | $190M | 4% | Mar 2023 |
|
Sequoia Financial Advisors | 1.8M | $182M | 4% | Mar 2023 |
|
Hsbc Holdings | 1.8M | $176M | 109% | Dec 2022 |
|
SageView Advisory Group | 1.8M | $180M | 36% | Mar 2023 |
|
United Capital Financial Advisers | 1.8M | $174M | -14% | Dec 2022 |
|
Stairway Partners | 1.7M | $168M | 100% | Mar 2023 |
|
Commonwealth Equity Services | 1.7M | $168M | 0% | Mar 2023 |
|
Alliancebernstein | 1.7M | $162M | 2% | Dec 2022 |
|
Toronto-Dominion Bank | 1.6M | $155M | 49% | Mar 2023 |
|
Vantagepoint Investment Advisers | 1.5M | $153M | 33% | Mar 2023 |
|
Mackenzie Financial | 1.5M | $149M | -3% | Mar 2023 |
|
Jane Street | 1.5M | $147M | 882% | Mar 2023 |
|
Mitsubishi UFJ Trust & Banking Corp | 1.4M | $141M | -6% | Mar 2023 |
|
Cetera Investment Advisers | 1.4M | $140M | -11% | Mar 2023 |
|
Manufacturers Life Insurance Company | 1.4M | $135M | 959% | Dec 2022 |
|
Juniper Hill Capital Management | 1.4M | $134M | 100% | Dec 2022 |
|
Capital Asset Advisory Services | 1.4M | $138M | 3% | Mar 2023 |
|
Orgel Wealth Management | 1.3M | $130M | -1% | Mar 2023 |
|
MKP Capital Management | 1.3M | $126M | 100% | Dec 2022 |
|
National Bank Of Canada /fi/ | 1.3M | $129M | 87% | Mar 2023 |
|
Cahaba Wealth Management | 1.3M | $126M | 3% | Mar 2023 |
|
Charles Schwab Trust | 1.3M | $125M | 11% | Mar 2023 |
|
Huntington Asset Advisors | 1.2M | $120M | -7% | Dec 2022 |
|
Wright Fund Managment | 1.2M | $123M | 100% | Mar 2023 |
|
Assetmark | 1.2M | $116M | 106% | Mar 2023 |
|
YCMNET Advisors | 1.2M | $115M | 17% | Mar 2023 |
|
Lido Advisors | 1.1M | $112M | 1787% | Mar 2023 |
|
Bank Of Montreal | 1.1M | $105M | 77% | Dec 2022 |
|
Cambridge Investment Research Advisors | 1.0M | $104M | 11% | Mar 2023 |
|
Sargent Bickham Lagudis | 1.0M | $99M | -2% | Dec 2022 |
|
Sumitomo Mitsui Trust Holdings | 993k | $99M | 0% | Mar 2023 |
|
Mml Investors Services | 985k | $98M | 53% | Mar 2023 |
|
Deere & Company | 972k | $97M | -17% | Mar 2023 |
|
Keybank National Association | 920k | $92M | -7% | Mar 2023 |
|
Oakworth Capital | 906k | $90M | 0% | Mar 2023 |
|
CliftonLarsonAllen Wealth Advisors | 904k | $90M | -6% | Mar 2023 |
|
Financial Network Investment Corporation | 860k | $83M | 17% | Dec 2022 |
|
McKinley Carter Wealth Services | 855k | $85M | 3% | Mar 2023 |
|
Schroder Investment Management Group | 800k | $80M | 12% | Mar 2023 |
|
Fisher Investments | 790k | $79M | 7% | Mar 2023 |
|
Victory Capital Management | 784k | $78M | 33% | Mar 2023 |
|
Industrial Alliance Investment Management | 782k | $78M | 0% | Mar 2023 |
|
HighTower Advisors | 764k | $76M | 0% | Mar 2023 |
|
Babson Capital Management | 762k | $76M | 122% | Mar 2023 |
|
Stamos Capital Partners | 741k | $74M | 93% | Mar 2023 |
|
Zacks Investment Management | 737k | $73M | 7% | Mar 2023 |
|
Goss Wealth Management | 722k | $72M | -5% | Mar 2023 |
|
Fifth Third Bancorp | 701k | $70M | -4% | Mar 2023 |
|
Country Trust Bank | 701k | $70M | -35% | Mar 2023 |
|
Brave Asset Management | 700k | $70M | 17% | Mar 2023 |
|
Bnp Paribas Arbitrage, Snc | 699k | $70M | 11% | Mar 2023 |
|
ZB | 689k | $69M | 8% | Mar 2023 |
|
Efficient Advisors | 682k | $68M | 90% | Mar 2023 |
|
Alerus Financial | 677k | $66M | 2% | Dec 2022 |
|
Koss-Olinger Consulting | 654k | $65M | 6% | Mar 2023 |
|
Rhumbline Advisers | 651k | $65M | 27% | Mar 2023 |
|
Summit Global Investments | 640k | $64M | 57% | Mar 2023 |
|
CWM | 624k | $62M | 2% | Mar 2023 |
|
Campbell Wealth Management | 615k | $61M | 100% | Mar 2023 |
|
Aj Wealth Strategies | 608k | $61M | -46% | Mar 2023 |
|
Beacon Pointe Advisors | 606k | $60M | 3% | Mar 2023 |
|
Trustees of the Smith College | 592k | $59M | 23% | Mar 2023 |
|
Charter Oak Capital Management | 579k | $58M | 9% | Mar 2023 |
|
Mirae Asset Global Investments | 575k | $57M | -9% | Mar 2023 |
|
Franklin Resources | 572k | $57M | 2% | Mar 2023 |
|
Twele Capital Management | 560k | $56M | -4% | Mar 2023 |
|
CLS Investments | 552k | $54M | -7% | Dec 2022 |
|
First Merchants Bank, National Association | 548k | $55M | 56% | Mar 2023 |
|
Janney Montgomery Scott | 541k | $54M | 27% | Mar 2023 |
|
Rebalance | 537k | $54M | 1% | Mar 2023 |
|
Mason Street Advisors | 535k | $52M | 2299% | Dec 2022 |
|
Cambridge Associates | 526k | $52M | -1% | Mar 2023 |
|
Compton Financial Group | 526k | $52M | 2% | Mar 2023 |
|
Brookstone Capital Management | 524k | $52M | 5% | Mar 2023 |
|
O'shaughnessy Asset Management | 519k | $50M | 2% | Dec 2022 |
|
JFS Wealth Advisors | 511k | $51M | 2% | Mar 2023 |
|
M^T Bank Corporation | 508k | $51M | -47% | Mar 2023 |
|
Trust | 504k | $50M | 119% | Mar 2023 |
|
Sumitomo Mitsui Financial | 499k | $50M | 1% | Mar 2023 |
|
Goodman & Company, Investment Counsel | 497k | $48M | -53% | Dec 2022 |
|
Rock Creek Group | 492k | $49M | 112% | Mar 2023 |
|
BKD Wealth Advisors | 491k | $49M | 200% | Mar 2023 |
|
Prime Capital Investment Advisors | 484k | $48M | 3% | Mar 2023 |
|
Sand Hill Advisors | 483k | $48M | 6% | Mar 2023 |
|
Colony Group | 482k | $48M | -30% | Mar 2023 |
|
Phillips Financial Management | 480k | $48M | 1% | Mar 2023 |
|
Cyndeo Wealth Partners | 476k | $47M | 175% | Mar 2023 |
|
Liquid Strategies | 476k | $46M | -20% | Dec 2022 |
|
First Business Financial Services | 475k | $47M | 3% | Mar 2023 |
|
State Treasurer State Of Michigan | 468k | $47M | 0% | Mar 2023 |
|
FTB Advisors | 468k | $45M | 27% | Dec 2022 |
|
Trustmark National Bank - Trust Department | 464k | $46M | 23% | Mar 2023 |
|
Freestone Capital Holdings | 461k | $46M | -2% | Mar 2023 |
|
Adaptive Financial Consulting | 460k | $45M | 1% | Dec 2022 |
|
Phoenix Wealth Advisors | 458k | $46M | 24% | Mar 2023 |
|
Sunflower Bank | 446k | $44M | 3861% | Mar 2023 |
|
Cable Hill Partners | 445k | $44M | 8% | Mar 2023 |
|
Stadion Money Management | 445k | $43M | -4% | Dec 2022 |
|
Baystate Wealth Management | 437k | $44M | 16% | Mar 2023 |
|
Partners HealthCare System | 431k | $43M | -22% | Mar 2023 |
|
AE Wealth Management | 429k | $43M | 67% | Mar 2023 |
|
Summit Investment Advisors | 428k | $43M | -3% | Mar 2023 |
|
Banco Bilbao Vizcaya Argentaria | 378k | $38M | -20% | Mar 2023 |
|
PFG Financial Advisors | 360k | $36M | -19% | Mar 2023 |
|
HPM Partners | 324k | $32M | -27% | Mar 2023 |
|
Bank Of Oklahoma National Association / | 291k | $29M | -78% | Mar 2023 |
|
Kingsview Wealth Management | 234k | $23M | -67% | Dec 2022 |
|
Financial Engines Advisors L.L.C | 227k | $23M | -59% | Mar 2023 |
|
CI Private Wealth | 224k | $22M | -61% | Mar 2023 |
|
Meeder Asset Management | 207k | $21M | -60% | Mar 2023 |
|
Credit Suisse | 169k | $17M | -89% | Mar 2023 |
|
Susquehanna International | 131k | $13M | -88% | Mar 2023 |
|
Citadel Advisors | 84k | $8.4M | -91% | Mar 2023 |
|
Signature Estate and Investment Advisors | 29k | $2.9M | -96% | Mar 2023 |
|
SG Americas Securities | 3.2k | $321k | -100% | Mar 2023 |
|
Who sold out of iShares Lehman Aggregate Bond?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
United Services Automobile Association | Dec 2022 | 2.3M | $227M |
Thrivent Financial for Lutherans | Dec 2022 | 1.4M | $138M |