Who owns iShares Lehman Aggregate Bond?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
 View chart
Raymond James & Associates 66M $6.5B 5% Mar 2024
 View chart
Wells Fargo & Company 58M $5.7B 7% Mar 2024
 View chart
BlackRock 44M $4.3B -2% Mar 2024
 View chart
Bank of America Corporation 41M $4.0B -2% Mar 2024
 View chart
Envestnet Asset Management 39M $3.9B 2% Mar 2024
 View chart
Us Bancorp 32M $3.1B 9% Mar 2024
 View chart
Morgan Stanley 27M $4.4B 8% Mar 2024
 View chart
Goldman Sachs Group 25M $2.5B 31% Mar 2024
 View chart
Mercer Global Advisors 18M $1.7B 17% Mar 2024
 View chart
Betterment 18M $1.7B 83% Mar 2024
 View chart
Envestnet Portfolio Solutions 17M $1.7B 17% Mar 2024
 View chart
Northern Trust 15M $1.4B 6% Mar 2024
 View chart
Charles Schwab Investment Management 13M $1.3B -10% Mar 2024
 View chart
Creative Planning 13M $1.2B 1% Mar 2024
 View chart
Acorns Advisers 10M $1.0B 8% Mar 2024
 View chart
Wealth Enhancement Advisory Services 10M $1.0B 18% Mar 2024
 View chart
Ameriprise Financial 10M $985M 2% Mar 2024
 View chart
WealthNavi 9.5M $928M 4% Mar 2024
 View chart
UBS Group 9.4M $922M 2% Mar 2024
 View chart
First Citizens Bank & Trust 9.3M $913M 19% Mar 2024
 View chart
Tiaa Trust, National Association 8.5M $829M 11% Mar 2024
 View chart
Northwestern Mutual Wealth Management Company 8.5M $828M -8% Mar 2024
 View chart
Jpmorgan Chase & Co 7.8M $769M -12% Mar 2024
 View chart
FMR 7.7M $755M 28% Mar 2024
 View chart
Prudential Financial 7.3M $714M -2% Mar 2024
 View chart
Branch Banking & Trust Company 6.8M $671M 7% Mar 2024
 View chart
LPL Financial 6.6M $647M -2% Mar 2024
 View chart
Mariner Wealth Advisors 6.5M $640M 33% Mar 2024
 View chart
Commonwealth of Pennsylvania 6.4M $629M 1% Mar 2024
 View chart
Factory Mutual Insurance Company 6.1M $600M 50% Mar 2024
 View chart
Global Assets Advisory 5.9M $61M 12067% Mar 2024
 View chart
Pnc Financial Services 5.8M $568M 4% Mar 2024
 View chart
MEMBERS Trust 5.7M $558M 2% Mar 2024
 View chart
Stifel Financial 5.6M $551M 4% Mar 2024
 View chart
United Services Automobile Association 5.4M $532M -33% Mar 2024
 View chart
Bank of New York Mellon 5.3M $524M 5% Mar 2024
 View chart
Raymond James Financial Services Advisors 5.3M $522M 5% Mar 2024
 View chart
Royal Bank of Canada 3.9M $386M 10% Mar 2024
 View chart
D.A. Davidson & Co. 3.9M $383M 9% Mar 2024
 View chart
Cetera Investment Advisers 3.8M $375M 159% Mar 2024
 View chart
H D Vest Advisory Services 3.6M $352M 2% Mar 2024
 View chart
Citigroup 3.2M $309M 9% Mar 2024
 View chart
Henderson Group 2.9M $288M 0% Mar 2024
 View chart
SigFig Wealth Management 2.8M $272M 1% Mar 2024
 View chart
Balentine 2.5M $244M 4% Mar 2024
 View chart
Alliancebernstein 2.4M $234M 7% Mar 2024
 View chart
South Dakota Investment Council 2.3M $230M 0% Mar 2024
 View chart
Commonwealth Equity Services 2.3M $220M 7% Mar 2024
 View chart
Sequoia Financial Advisors 2.2M $218M 7% Mar 2024
 View chart
Ronald Blue Trust 2.1M $210M 2% Mar 2024
 View chart
Dynasty Wealth Management 2.1M $209M 100% Mar 2024
 View chart
Quotient Wealth Partners 2.1M $203M 17% Mar 2024
 View chart
Allspring Global Investments Holdings 2.0M $200M 39% Mar 2024
 View chart
HighTower Advisors 2.0M $200M 6% Mar 2024
 View chart
Mackenzie Financial 2.0M $191M 28% Mar 2024
 View chart
Edgehill Endowment Partners 1.9M $190M 12% Mar 2024
 View chart
HPM Partners 1.9M $185M 51% Mar 2024
 View chart
Disciplina Capital Management 1.7M $171M 26% Mar 2024
 View chart
Summit Trail Advisors 1.7M $170M 88% Mar 2024
 View chart
Vantagepoint Investment Advisers 1.7M $166M 0% Mar 2024
 View chart
Prime Capital Investment Advisors 1.7M $163M 17% Mar 2024
 View chart
Axxcess Wealth Management 1.6M $158M 6% Mar 2024
 View chart
EP Wealth Advisors 1.6M $152M -14% Mar 2024
 View chart
Capital Asset Advisory Services 1.5M $149M 6% Mar 2024
 View chart
Stairway Partners 1.5M $149M 28% Mar 2024
 View chart
Geisinger Health 1.5M $149M -13% Mar 2024
 View chart
Thrivent Financial for Lutherans 1.5M $148M 53% Mar 2024
 View chart
Bank Of Montreal 1.4M $141M 17% Mar 2024
 View chart
GenTrust 1.4M $141M 1% Mar 2024
 View chart
Mitsubishi UFJ Trust & Banking Corp 1.4M $138M 0% Mar 2024
 View chart
Mason Street Advisors 1.4M $138M 19% Mar 2024
 View chart
Charter Oak Capital Management 1.4M $137M 23% Mar 2024
 View chart
Cahaba Wealth Management 1.4M $134M 4% Mar 2024
 View chart
Hsbc Holdings 1.3M $128M -2% Mar 2024
 View chart
Ge Investment Management Corp. 1.3M $126M 100% Mar 2024
 View chart
Rock Creek Group 1.3M $105M 44% Mar 2024
 View chart
Goodman & Company, Investment Counsel 1.3M $124M 1% Mar 2024
 View chart
Advisor Group Holdings 1.3M $123M -66% Mar 2024
 View chart
BKD Wealth Advisors 1.2M $121M 17% Mar 2024
 View chart
YCMNET Advisors 1.2M $121M 21% Mar 2024
 View chart
Campbell Wealth Management 1.2M $120M 76% Mar 2024
 View chart
Charles Schwab Trust 1.2M $119M 0% Mar 2024
 View chart
Country Trust Bank 1.2M $118M -12% Mar 2024
 View chart
O'shaughnessy Asset Management 1.2M $114M 68% Mar 2024
 View chart
Brookstone Capital Management 1.2M $114M 110% Mar 2024
 View chart
Stamos Capital Partners 1.2M $113M 65% Mar 2024
 View chart
Cambridge Investment Research Advisors 1.1M $111M -13% Mar 2024
 View chart
Mml Investors Services 1.1M $107M 2% Mar 2024
 View chart
Assetmark 1.1M $104M -13% Mar 2024
 View chart
Graves-Light Private Wealth Management 1.0M $100M 19% Mar 2024
 View chart
Mill Creek Capital Advisors 1.0M $100M -29% Mar 2024
 View chart
CliftonLarsonAllen Wealth Advisors 993k $97M 4% Mar 2024
 View chart
Sumitomo Mitsui Trust Holdings 993k $97M 0% Mar 2024
 View chart
Huntington Asset Advisors 974k $95M -4% Mar 2024
 View chart
Evoke Wealth 944k $93M 18862% Mar 2024
 View chart
Principal Securities 937k $92M -9% Mar 2024
 View chart
Kingsview Wealth Management 913k $90M 9% Mar 2024
 View chart
CI Private Wealth 898k $88M -17% Mar 2024
 View chart
Bnp Paribas Investment Partners 897k $88M 100% Mar 2024
 View chart
McKinley Carter Wealth Services 891k $87M 6% Mar 2024
 View chart
Keybank National Association 871k $85M 4% Mar 2024
 View chart
Steward Partners Investment Advisory 856k $84M 75% Mar 2024
 View chart
Trust 853k $84M 1% Mar 2024
 View chart
Lido Advisors 850k $83M -6% Mar 2024
 View chart
Beacon Pointe Advisors 839k $82M 5% Mar 2024
 View chart
Fisher Investments 839k $82M 0% Mar 2024
 View chart
Rebalance 834k $82M 1% Mar 2024
 View chart
Baystate Wealth Management 817k $81M 20% Dec 2023
 View chart
Babson Capital Management 795k $78M -13% Mar 2024
 View chart
Cornerstone Wealth Group 793k $78M 2% Mar 2024
 View chart
Trustmark National Bank - Trust Department 791k $78M 58% Mar 2024
 View chart
Alerus Financial 786k $77M 2% Mar 2024
 View chart
Steele Capital Management 781k $77M 7% Mar 2024
 View chart
Comprehensive Portfolio Management 777k $76M 134% Mar 2024
 View chart
Toews Corp 775k $76M 100% Mar 2024
 View chart
Wesbanco Trust And Investments 771k $76M 28% Mar 2024
 View chart
Mirae Asset Global Investments 761k $75M 14% Mar 2024
 View chart
Baker Avenue Asset Management 758k $74M 4% Mar 2024
 View chart
Zacks Investment Management 750k $74M 54% Mar 2024
 View chart
Sumitomo Mitsui Financial 746k $73M 18% Mar 2024
 View chart
Juniper Hill Capital Management 737k $72M -47% Mar 2024
 View chart
Goss Wealth Management 718k $70M -7% Mar 2024
 View chart
Efficient Advisors 706k $69M 3% Mar 2024
 View chart
Fifth Third Bancorp 701k $69M -61% Mar 2024
 View chart
M^T Bank Corporation 699k $68M -4% Mar 2024
 View chart
Cambridge Associates 696k $68M 35% Mar 2024
 View chart
First Citizens Asset Management 692k $68M 84% Mar 2024
 View chart
Janney Montgomery Scott 684k $67M 7% Mar 2024
 View chart
Orion Portfolio Solutions 682k $67M -13% Mar 2024
 View chart
United Capital Financial Advisers 668k $65M 1% Mar 2024
 View chart
Franklin Resources 666k $65M -2% Mar 2024
 View chart
Brave Asset Management 666k $65M 4% Mar 2024
 View chart
Bp Wealth Management 646k $63M 68% Mar 2024
 View chart
Professional Financial Advisors 645k $63M 1% Mar 2024
 View chart
Sand Hill Advisors 630k $62M 10% Mar 2024
 View chart
Parallel Advisors 608k $60M 57% Mar 2024
 View chart
Compton Financial Group 607k $60M 23% Mar 2024
 View chart
Colony 607k $59M 26% Mar 2024
 View chart
Meridian Wealth Partners 607k $59M 23% Mar 2024
 View chart
Brian McDonald 605k $59M 13% Mar 2024
 View chart
ZB 600k $59M 8% Mar 2024
 View chart
Simplify Asset Management 591k $58M 635% Mar 2024
 View chart
Bnp Paribas Arbitrage, Snc 590k $58M -34% Mar 2024
 View chart
Victory Capital Management 589k $58M 78% Mar 2024
 View chart
First Merchants Bank, National Association 584k $57M 13% Mar 2024
 View chart
Prosperity Consulting Group 578k $57M 2280% Mar 2024
 View chart
Freestone Capital Holdings 561k $55M 1% Mar 2024
 View chart
National Bank Of Canada /fi/ 559k $54M 2% Mar 2024
 View chart
CWM 558k $55M 105% Mar 2024
 View chart
P/E Global 518k $51M -92% Mar 2024
 View chart
Facet Wealth 499k $48M -12% Mar 2024
 View chart
Baird Financial 490k $48M -47% Mar 2024
 View chart
Schroder Investment Management Group 488k $48M -42% Mar 2024
 View chart
Summit Global Investments 476k $47M -26% Mar 2024
 View chart
Ing Investment Management 463k $45M -19% Mar 2024
 View chart
Apollon Wealth Management 344k $34M -43% Mar 2024
 View chart
Bank Of Oklahoma National Association / 285k $28M -53% Mar 2024
 View chart
Empower Advisory Group 149k $15M -90% Mar 2024
 View chart
AE Wealth Management 102k $10M -86% Mar 2024
 View chart
Susquehanna International 94k $9.2M -84% Mar 2024
 View chart
Lgl Partners 94k $9.2M -85% Mar 2024
 View chart
Fft Wealth Management 81k $7.9M -87% Mar 2024
 View chart
Natixis Asset Management Advisors 80k $7.9M -87% Mar 2024
 View chart
Granite Bay Wealth Management 26k $2.6M -97% Mar 2024
 View chart
SageView Advisory Group 5.4k $528k -100% Mar 2024
 View chart

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
Financial Network Investment Corporation Sep 2023 1.8M $169M
State Treasurer State Of Michigan Dec 2023 978k $97M