Who owns iShares Lehman Aggregate Bond?
- Ticker: AGG
- CUSIP Number: 464287226
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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 |
|---|---|---|---|---|---|
| Jones Financial Companies, L.L | 95M | $9.3B | 8% | Mar 2024 |
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| Raymond James & Associates | 69M | $6.7B | 4% | Jun 2024 |
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| Wells Fargo & Company | 58M | $5.7B | 7% | Mar 2024 |
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| BlackRock | 44M | $4.3B | 100% | Mar 2024 |
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| Bank of America Corporation | 41M | $4.0B | -2% | Mar 2024 |
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| Envestnet Asset Management | 39M | $3.9B | 100% | Mar 2024 |
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| Us Bancorp | 32M | $3.1B | 9% | Mar 2024 |
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| Morgan Stanley | 27M | $4.4B | 100% | Mar 2024 |
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| Goldman Sachs Group | 25M | $2.5B | 31% | Mar 2024 |
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| Mercer Global Advisors | 18M | $1.7B | 17% | Mar 2024 |
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| Betterment | 18M | $1.7B | 83% | Mar 2024 |
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| Envestnet Portfolio Solutions | 16M | $1.5B | -9% | Jun 2024 |
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| Northern Trust | 15M | $1.4B | 100% | Mar 2024 |
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| Charles Schwab Investment Management | 13M | $1.3B | -10% | Mar 2024 |
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| Creative Planning | 13M | $1.2B | 1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 12M | $1.1B | 12% | Jun 2024 |
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| Acorns Advisers | 10M | $1.0B | 8% | Mar 2024 |
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| Ameriprise Financial | 10M | $985M | 100% | Mar 2024 |
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| First Citizens Bank & Trust | 9.5M | $922M | 2% | Jun 2024 |
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| WealthNavi | 9.5M | $928M | 4% | Mar 2024 |
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| UBS Group | 9.4M | $922M | 2% | Mar 2024 |
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| Tiaa Trust, National Association | 8.5M | $829M | 11% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 8.5M | $828M | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 7.8M | $769M | -12% | Mar 2024 |
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| FMR | 7.7M | $755M | 100% | Mar 2024 |
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| Prudential Financial | 7.3M | $714M | -2% | Mar 2024 |
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| Branch Banking & Trust Company | 6.8M | $671M | 7% | Mar 2024 |
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| LPL Financial | 6.6M | $647M | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 6.5M | $640M | 33% | Mar 2024 |
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| Commonwealth of Pennsylvania | 6.4M | $629M | 1% | Mar 2024 |
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| Factory Mutual Insurance Company | 6.0M | $585M | -2% | Jun 2024 |
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| Global Assets Advisory | 5.9M | $61M | 12067% | Mar 2024 |
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| Pnc Financial Services | 5.8M | $568M | 4% | Mar 2024 |
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| MEMBERS Trust | 5.7M | $558M | 2% | Mar 2024 |
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| Bank of New York Mellon | 5.7M | $553M | 6% | Jun 2024 |
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| Stifel Financial | 5.6M | $551M | 4% | Mar 2024 |
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| United Services Automobile Association | 5.4M | $532M | -33% | Mar 2024 |
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| Raymond James Financial Services Advisors | 5.0M | $489M | -5% | Jun 2024 |
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| Royal Bank of Canada | 3.9M | $386M | 10% | Mar 2024 |
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| D.A. Davidson & Co. | 3.9M | $383M | 9% | Mar 2024 |
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| Cetera Investment Advisers | 3.8M | $375M | 100% | Mar 2024 |
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| H D Vest Advisory Services | 3.6M | $352M | 2% | Mar 2024 |
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| Citigroup | 3.2M | $309M | 9% | Mar 2024 |
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| Henderson Group | 2.9M | $288M | 0% | Mar 2024 |
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| SigFig Wealth Management | 2.8M | $272M | 1% | Mar 2024 |
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| Balentine | 2.5M | $244M | 4% | Mar 2024 |
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| Alliancebernstein | 2.4M | $234M | 7% | Mar 2024 |
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| South Dakota Investment Council | 2.3M | $230M | 0% | Mar 2024 |
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| Quotient Wealth Partners | 2.3M | $225M | 12% | Jun 2024 |
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| Commonwealth Equity Services | 2.3M | $220M | 7% | Mar 2024 |
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| Ronald Blue Trust | 2.1M | $210M | 0% | Jun 2024 |
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| Dynasty Wealth Management | 2.1M | $209M | 100% | Mar 2024 |
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| Allspring Global Investments Holdings | 2.0M | $200M | 39% | Mar 2024 |
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| HighTower Advisors | 2.0M | $200M | 6% | Mar 2024 |
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| Mackenzie Financial | 2.0M | $191M | 28% | Mar 2024 |
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| Edgehill Endowment Partners | 1.9M | $190M | 12% | Mar 2024 |
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| HPM Partners | 1.9M | $185M | 51% | Mar 2024 |
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| Disciplina Capital Management | 1.7M | $171M | 26% | Mar 2024 |
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| Summit Trail Advisors | 1.7M | $170M | 88% | Mar 2024 |
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| Vantagepoint Investment Advisers | 1.7M | $166M | 0% | Mar 2024 |
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| Prime Capital Investment Advisors | 1.7M | $163M | 17% | Mar 2024 |
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| Stairway Partners | 1.6M | $160M | 8% | Jun 2024 |
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| Axxcess Wealth Management | 1.6M | $158M | 6% | Mar 2024 |
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| Capital Asset Advisory Services | 1.6M | $153M | 2% | Jun 2024 |
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| EP Wealth Advisors | 1.6M | $152M | -14% | Mar 2024 |
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| Geisinger Health | 1.5M | $149M | 100% | Mar 2024 |
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| Thrivent Financial for Lutherans | 1.5M | $148M | 100% | Mar 2024 |
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| Bank Of Montreal | 1.4M | $141M | 17% | Mar 2024 |
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| GenTrust | 1.4M | $141M | 1% | Mar 2024 |
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| Charter Oak Capital Management | 1.4M | $138M | 2% | Jun 2024 |
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| Mitsubishi UFJ Trust & Banking Corp | 1.4M | $138M | 0% | Mar 2024 |
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| Mason Street Advisors | 1.4M | $138M | 100% | Mar 2024 |
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| Cahaba Wealth Management | 1.4M | $134M | 4% | Mar 2024 |
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| Hsbc Holdings | 1.3M | $128M | -2% | Mar 2024 |
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| YCMNET Advisors | 1.3M | $126M | 5% | Jun 2024 |
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| Ge Investment Management Corp. | 1.3M | $126M | 100% | Mar 2024 |
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| Rock Creek Group | 1.3M | $105M | 100% | Mar 2024 |
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| Goodman & Company, Investment Counsel | 1.3M | $124M | 1% | Mar 2024 |
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| Advisor Group Holdings | 1.3M | $123M | -66% | Mar 2024 |
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| Charles Schwab Trust | 1.3M | $122M | 3% | Jun 2024 |
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| Brookstone Capital Management | 1.2M | $123M | 8% | Jun 2024 |
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| BKD Wealth Advisors | 1.2M | $121M | 17% | Mar 2024 |
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| Campbell Wealth Management | 1.2M | $120M | 76% | Mar 2024 |
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| Country Trust Bank | 1.2M | $116M | -1% | Jun 2024 |
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| Rebalance | 1.2M | $114M | 41% | Jun 2024 |
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| O'shaughnessy Asset Management | 1.2M | $114M | 68% | Mar 2024 |
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| Stamos Capital Partners | 1.2M | $113M | 65% | Mar 2024 |
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| Cambridge Investment Research Advisors | 1.1M | $111M | -13% | Mar 2024 |
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| Mml Investors Services | 1.1M | $107M | 2% | Mar 2024 |
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| Assetmark | 1.1M | $104M | -13% | Mar 2024 |
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| Graves-Light Private Wealth Management | 1.0M | $100M | 19% | Mar 2024 |
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| Mill Creek Capital Advisors | 1.0M | $100M | -29% | Mar 2024 |
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| Sumitomo Mitsui Trust Holdings | 993k | $96M | 0% | Jun 2024 |
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| CliftonLarsonAllen Wealth Advisors | 966k | $94M | -3% | Jun 2024 |
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| Evoke Wealth | 944k | $93M | 18862% | Mar 2024 |
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| Principal Securities | 937k | $92M | -9% | Mar 2024 |
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| Huntington Asset Advisors | 925k | $90M | -5% | Jun 2024 |
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| Kingsview Wealth Management | 913k | $90M | 9% | Mar 2024 |
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| CI Private Wealth | 898k | $88M | -17% | Mar 2024 |
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| Bnp Paribas Investment Partners | 897k | $88M | 100% | Mar 2024 |
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| McKinley Carter Wealth Services | 891k | $87M | 6% | Mar 2024 |
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| Wesbanco Trust And Investments | 880k | $85M | 14% | Jun 2024 |
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| Keybank National Association | 871k | $85M | 100% | Mar 2024 |
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| Trust | 866k | $84M | 2% | Jun 2024 |
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| Steward Partners Investment Advisory | 856k | $84M | 75% | Mar 2024 |
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| Lido Advisors | 850k | $83M | -6% | Mar 2024 |
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| Beacon Pointe Advisors | 839k | $82M | 5% | Mar 2024 |
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| Fisher Investments | 839k | $82M | 0% | Mar 2024 |
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| Babson Capital Management | 795k | $78M | -13% | Mar 2024 |
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| Trustmark National Bank - Trust Department | 791k | $78M | 100% | Mar 2024 |
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| Alerus Financial | 786k | $77M | 2% | Mar 2024 |
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| Comprehensive Portfolio Management | 777k | $76M | 134% | Mar 2024 |
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| Steele Capital Management | 767k | $75M | -2% | Jun 2024 |
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| Mirae Asset Global Investments | 761k | $75M | 14% | Mar 2024 |
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| Baker Avenue Asset Management | 758k | $74M | 4% | Mar 2024 |
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| Zacks Investment Management | 750k | $74M | 54% | Mar 2024 |
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| Sumitomo Mitsui Financial | 746k | $73M | 18% | Mar 2024 |
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| Juniper Hill Capital Management | 737k | $72M | 100% | Mar 2024 |
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| Goss Wealth Management | 718k | $70M | 100% | Mar 2024 |
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| Efficient Advisors | 706k | $69M | 3% | Mar 2024 |
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| M^T Bank Corporation | 699k | $68M | -4% | Mar 2024 |
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| Cambridge Associates | 696k | $68M | 35% | Mar 2024 |
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| First Citizens Asset Management | 692k | $68M | 84% | Mar 2024 |
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| Orion Portfolio Solutions | 682k | $67M | -13% | Mar 2024 |
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| Brave Asset Management | 679k | $66M | 2% | Jun 2024 |
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| United Capital Financial Advisers | 668k | $65M | 1% | Mar 2024 |
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| Franklin Resources | 666k | $65M | -2% | Mar 2024 |
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| Fifth Third Bancorp | 655k | $64M | -7% | Jun 2024 |
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| Professional Financial Advisors | 651k | $63M | 1% | Jun 2024 |
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| Bp Wealth Management | 646k | $63M | 68% | Mar 2024 |
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| Sand Hill Advisors | 630k | $62M | 10% | Mar 2024 |
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| Janney Montgomery Scott | 622k | $60M | -9% | Jun 2024 |
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| Parallel Advisors | 608k | $60M | 57% | Mar 2024 |
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| Colony | 607k | $59M | 26% | Mar 2024 |
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| Meridian Wealth Partners | 607k | $59M | 100% | Mar 2024 |
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| Brian McDonald | 605k | $59M | 100% | Mar 2024 |
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| ZB | 600k | $59M | 8% | Mar 2024 |
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| Simplify Asset Management | 591k | $58M | 635% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 590k | $58M | -34% | Mar 2024 |
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| Victory Capital Management | 589k | $58M | 78% | Mar 2024 |
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| First Merchants Bank, National Association | 585k | $57M | 0% | Jun 2024 |
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| Raymond James Trust | 584k | $57M | 5% | Jun 2024 |
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| Prosperity Consulting Group | 578k | $57M | 100% | Mar 2024 |
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| JFS Wealth Advisors | 565k | $55M | 2% | Jun 2024 |
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| Freestone Capital Holdings | 561k | $55M | 1% | Mar 2024 |
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| National Bank Of Canada /fi/ | 559k | $54M | 2% | Mar 2024 |
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| Metropolitan Life Insurance Company | 555k | $54M | 7% | Mar 2024 |
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| Charter Trust | 538k | $52M | 3% | Jun 2024 |
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| Macquarie Group | 529k | $52M | 349% | Mar 2024 |
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| Cornerstone Wealth Group | 528k | $51M | -33% | Jun 2024 |
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| CWM | 526k | $51M | -6% | Jun 2024 |
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| Compton Financial Group | 520k | $51M | -14% | Jun 2024 |
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| P/E Global | 518k | $51M | -92% | Mar 2024 |
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| Facet Wealth | 499k | $48M | -12% | Mar 2024 |
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| Baird Financial | 490k | $48M | -47% | Mar 2024 |
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| Schroder Investment Management Group | 488k | $48M | -42% | Mar 2024 |
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| Bank Of Oklahoma National Association / | 285k | $28M | -53% | Mar 2024 |
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| Sequoia Financial Advisors | 225k | $22M | -90% | Jun 2024 |
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| AE Wealth Management | 102k | $10M | -86% | Mar 2024 |
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| Lgl Partners | 94k | $9.2M | -85% | Mar 2024 |
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| Fft Wealth Management | 81k | $7.9M | -87% | Mar 2024 |
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| Natixis Asset Management Advisors | 80k | $7.9M | -87% | Mar 2024 |
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| Toews Corp | 51k | $5.0M | -93% | Jun 2024 |
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| SageView Advisory Group | 5.4k | $528k | -100% | Mar 2024 |
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Who sold out of iShares Lehman Aggregate Bond?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Captrust Financial Advisors | Dec 2023 | 3.5M | $349M |
| State Treasurer State Of Michigan | Dec 2023 | 978k | $97M |