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 |
|---|---|---|---|---|---|
| Jones Financial Companies, L.L | 87M | $8.5B | 3% | Jun 2023 |
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| Raymond James & Associates | 59M | $5.8B | 15% | Jun 2023 |
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| Wells Fargo & Company | 54M | $5.3B | 2% | Jun 2023 |
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| Envestnet Asset Management | 49M | $4.8B | 18% | Jun 2023 |
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| BlackRock | 43M | $4.3B | 8% | Jun 2023 |
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| Bank of America Corporation | 41M | $4.0B | -1% | Jun 2023 |
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| Morgan Stanley | 25M | $2.4B | 12% | Jun 2023 |
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| Us Bancorp | 24M | $2.3B | 8% | Jun 2023 |
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| Goldman Sachs Group | 20M | $2.0B | 9% | Jun 2023 |
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| Amerivest Investment Management | 15M | $1.5B | -2% | Jun 2023 |
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| Northern Trust | 12M | $1.2B | 14% | Jun 2023 |
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| Creative Planning | 11M | $1.1B | 1% | Jun 2023 |
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| Mercer Global Advisors | 11M | $1.0B | 95% | Jun 2023 |
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| FMR | 11M | $1.0B | 17% | Jun 2023 |
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| Ameriprise Financial | 9.2M | $899M | -2% | Jun 2023 |
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| Acorns Advisers | 8.8M | $864M | 6% | Jun 2023 |
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| Betterment | 8.7M | $855M | 5% | Jun 2023 |
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| Charles Schwab Investment Management | 8.2M | $805M | -3% | Jun 2023 |
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| WealthNavi | 7.9M | $773M | 5% | Jun 2023 |
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| Northwestern Mutual Wealth Management Company | 7.7M | $751M | 8% | Jun 2023 |
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| First Citizens Bank & Trust | 7.5M | $735M | 22% | Jun 2023 |
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| Wealth Enhancement Advisory Services | 7.0M | $689M | 11% | Jun 2023 |
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| Tiaa | 7.0M | $689M | 20% | Jun 2023 |
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| UBS Group | 6.1M | $595M | 8% | Jun 2023 |
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| LPL Financial | 5.7M | $558M | -3% | Jun 2023 |
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| Branch Banking & Trust Company | 5.7M | $555M | 5% | Jun 2023 |
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| Prudential Financial | 5.4M | $533M | 6% | Jun 2023 |
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| Pnc Financial Services | 5.4M | $525M | 9% | Jun 2023 |
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| Jpmorgan Chase & Co | 5.3M | $516M | 6% | Jun 2023 |
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| Stifel Financial | 5.3M | $514M | 0% | Jun 2023 |
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| Commonwealth of Pennsylvania | 5.2M | $509M | 1% | Jun 2023 |
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| MEMBERS Trust | 3.3M | $319M | -26% | Jun 2023 |
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| Raymond James Financial Services Advisors | 5.1M | $497M | 5% | Jun 2023 |
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| Mariner Wealth Advisors | 4.3M | $425M | -6% | Jun 2023 |
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| Bank of New York Mellon | 4.3M | $418M | 2% | Jun 2023 |
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| Advisor Group Holdings | 3.8M | $372M | 1% | Jun 2023 |
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| P/E Global | 3.8M | $368M | 1% | Jun 2023 |
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| D.A. Davidson & Co. | 3.3M | $326M | 20% | Jun 2023 |
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| United Services Automobile Association | 3.1M | $305M | 100% | Jun 2023 |
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| Sumitomo Mitsui Financial | 3.1M | $299M | 513% | Jun 2023 |
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| Royal Bank of Canada | 2.9M | $281M | 25% | Jun 2023 |
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| Henderson Group | 2.8M | $278M | 3% | Jun 2023 |
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| SigFig Wealth Management | 2.6M | $259M | 3% | Jun 2023 |
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| Citigroup | 2.6M | $263M | 12% | Mar 2023 |
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| Wright Fund Managment | 2.4M | $237M | 96% | Jun 2023 |
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| H D Vest Advisory Services | 2.4M | $237M | 5% | Jun 2023 |
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| South Dakota Investment Council | 2.3M | $230M | 0% | Jun 2023 |
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| Balentine | 2.3M | $228M | 0% | Jun 2023 |
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| SageView Advisory Group | 2.1M | $209M | 18% | Jun 2023 |
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| Alliancebernstein | 2.0M | $198M | 13% | Jun 2023 |
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| Ronald Blue Trust | 2.0M | $201M | 1% | Jun 2023 |
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| Allspring Global Investments Holdings | 1.9M | $190M | 0% | Jun 2023 |
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| Commonwealth Equity Services | 1.9M | $188M | 14% | Jun 2023 |
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| Captrust Financial Advisors | 1.9M | $186M | -1% | Jun 2023 |
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| Sequoia Financial Advisors | 1.9M | $183M | 3% | Jun 2023 |
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| Geisinger Health | 1.7M | $169M | -12% | Jun 2023 |
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| Stairway Partners | 1.7M | $168M | 2% | Jun 2023 |
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| United Capital Financial Advisers | 1.7M | $164M | -5% | Jun 2023 |
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| Manufacturers Life Insurance Company | 1.6M | $159M | 54% | Jun 2023 |
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| Mackenzie Financial | 1.5M | $148M | 1% | Jun 2023 |
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| Capital Asset Advisory Services | 1.4M | $140M | 3% | Jun 2023 |
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| Mitsubishi UFJ Trust & Banking Corp | 1.4M | $138M | 0% | Jun 2023 |
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| Cetera Investment Advisers | 1.4M | $137M | 0% | Jun 2023 |
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| Vantagepoint Investment Advisers | 1.4M | $137M | -9% | Jun 2023 |
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| Juniper Hill Capital Management | 1.4M | $136M | 0% | Jun 2023 |
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| Edgehill Endowment Partners | 1.4M | $134M | 251% | Jun 2023 |
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| Mill Creek Capital Advisors | 1.3M | $131M | 21% | Jun 2023 |
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| Hsbc Holdings | 1.3M | $130M | 3% | Jun 2023 |
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| Cahaba Wealth Management | 1.3M | $126M | 2% | Jun 2023 |
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| Orgel Wealth Management | 1.2M | $121M | -5% | Jun 2023 |
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| Charles Schwab Trust | 1.2M | $120M | -3% | Jun 2023 |
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| Cambridge Investment Research Advisors | 1.2M | $119M | 16% | Jun 2023 |
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| Assetmark | 1.2M | $118M | 4% | Jun 2023 |
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| Thrivent Financial for Lutherans | 1.2M | $118M | -3% | Jun 2023 |
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| YCMNET Advisors | 1.2M | $116M | 2% | Jun 2023 |
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| Huntington Asset Advisors | 1.1M | $111M | -2% | Jun 2023 |
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| Lido Advisors | 1.1M | $111M | 1% | Jun 2023 |
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| Mml Investors Services | 1.0M | $99M | 2% | Jun 2023 |
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| Sumitomo Mitsui Trust Holdings | 993k | $97M | 0% | Jun 2023 |
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| Mason Street Advisors | 969k | $95M | 55% | Jun 2023 |
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| Bank Of Montreal | 938k | $92M | -11% | Jun 2023 |
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| CliftonLarsonAllen Wealth Advisors | 916k | $90M | 1% | Jun 2023 |
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| Oakworth Capital | 900k | $88M | -1% | Jun 2023 |
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| Financial Network Investment Corporation | 898k | $88M | 0% | Jun 2023 |
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| Keybank National Association | 887k | $87M | -4% | Jun 2023 |
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| Factory Mutual Insurance Company | 881k | $86M | 137% | Jun 2023 |
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| Deere & Company | 871k | $85M | -10% | Jun 2023 |
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| HighTower Advisors | 864k | $85M | 13% | Jun 2023 |
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| McKinley Carter Wealth Services | 862k | $84M | 1% | Jun 2023 |
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| Fisher Investments | 841k | $82M | 6% | Jun 2023 |
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| Summit Trail Advisors | 829k | $81M | 171% | Jun 2023 |
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| iA Global Asset Management | 823k | $81M | 100% | Jun 2023 |
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| Babson Capital Management | 797k | $78M | 5% | Jun 2023 |
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| Old Mission Capital | 774k | $76M | 100% | Jun 2023 |
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| Rebalance | 747k | $73M | 39% | Jun 2023 |
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| Prime Capital Investment Advisors | 745k | $73M | 54% | Jun 2023 |
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| Fifth Third Bancorp | 743k | $73M | 6% | Jun 2023 |
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| Stamos Capital Partners | 740k | $73M | 0% | Jun 2023 |
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| Zacks Investment Management | 734k | $72M | 0% | Jun 2023 |
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| Goss Wealth Management | 724k | $71M | 0% | Jun 2023 |
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| Charter Oak Capital Management | 713k | $70M | 23% | Jun 2023 |
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| BKD Wealth Advisors | 703k | $69M | 43% | Jun 2023 |
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| Country Trust Bank | 700k | $69M | 0% | Jun 2023 |
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| Brave Asset Management | 696k | $68M | -1% | Jun 2023 |
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| Alerus Financial | 696k | $68M | 1% | Jun 2023 |
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| Franklin Resources | 691k | $68M | 21% | Jun 2023 |
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| CWM | 683k | $67M | 9% | Jun 2023 |
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| Campbell Wealth Management | 677k | $66M | 10% | Jun 2023 |
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| Koss-Olinger Consulting | 677k | $66M | 4% | Jun 2023 |
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| Efficient Advisors | 677k | $66M | -1% | Jun 2023 |
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| Aj Wealth Strategies | 673k | $66M | 11% | Jun 2023 |
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| Summit Global Investments | 666k | $65M | 4% | Jun 2023 |
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| Beacon Pointe Advisors | 658k | $64M | 9% | Jun 2023 |
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| Schroder Investment Management Group | 656k | $64M | -18% | Jun 2023 |
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| ZB | 645k | $63M | -6% | Jun 2023 |
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| Orion Portfolio Solutions | 627k | $61M | -8% | Jun 2023 |
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| TruWealth Advisors | 615k | $60M | 100% | Jun 2023 |
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| Bnp Paribas Arbitrage, Snc | 613k | $60M | -12% | Jun 2023 |
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| Janney Montgomery Scott | 601k | $59M | 11% | Jun 2023 |
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| Trustees of the Smith College | 597k | $59M | 1% | Jun 2023 |
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| HPM Partners | 595k | $58M | 84% | Jun 2023 |
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| M^T Bank Corporation | 595k | $58M | 17% | Jun 2023 |
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| Brookstone Capital Management | 572k | $55M | 9% | Jun 2023 |
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| Stadion Money Management | 552k | $54M | 2% | Jun 2023 |
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| First Merchants Bank, National Association | 549k | $54M | 0% | Jun 2023 |
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| Twele Capital Management | 545k | $53M | -3% | Jun 2023 |
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| Compton Financial Group | 539k | $53M | 2% | Jun 2023 |
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| JFS Wealth Advisors | 538k | $53M | 5% | Jun 2023 |
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| Rhumbline Advisers | 532k | $52M | -18% | Jun 2023 |
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| AE Wealth Management | 520k | $51M | 21% | Jun 2023 |
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| Goodman & Company, Investment Counsel | 519k | $51M | 3% | Jun 2023 |
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| Sand Hill Advisors | 519k | $51M | 7% | Jun 2023 |
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| Kingsview Wealth Management | 515k | $50M | -25% | Jun 2023 |
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| Victory Capital Management | 510k | $50M | -35% | Jun 2023 |
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| Liquid Strategies | 508k | $50M | 6% | Jun 2023 |
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| Meeder Asset Management | 507k | $50M | 145% | Jun 2023 |
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| CI Private Wealth | 504k | $49M | 126% | Jun 2023 |
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| Trust | 503k | $49M | 0% | Jun 2023 |
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| Baystate Wealth Management | 487k | $48M | 11% | Jun 2023 |
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| Freestone Capital Holdings | 486k | $48M | 5% | Jun 2023 |
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| Mirae Asset Global Investments | 485k | $48M | -16% | Jun 2023 |
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| Steward Partners Investment Advisory | 484k | $47M | 11% | Jun 2023 |
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| Rock Creek Group | 483k | $47M | -2% | Jun 2023 |
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| Wesbanco Trust And Investments | 479k | $47M | 18% | Jun 2023 |
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| Ing Investment Management | 477k | $47M | 86% | Jun 2023 |
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| Trustmark National Bank - Trust Department | 477k | $47M | 3% | Jun 2023 |
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| Graves-Light Private Wealth Management | 469k | $46M | 7% | Jun 2023 |
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| State Treasurer State Of Michigan | 468k | $46M | 0% | Jun 2023 |
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| Phillips Financial Management | 465k | $46M | -3% | Jun 2023 |
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| Cambridge Associates | 465k | $46M | -12% | Jun 2023 |
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| First Business Financial Services | 458k | $45M | -4% | Jun 2023 |
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| National Bank Of Canada /fi/ | 451k | $44M | -65% | Jun 2023 |
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| Adaptive Financial Consulting | 415k | $41M | -12% | Jun 2023 |
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| Colony Group | 391k | $38M | -19% | Jun 2023 |
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| Cyndeo Wealth Partners | 340k | $33M | -28% | Jun 2023 |
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| Jane Street | 2.2k | $213k | -100% | Jun 2023 |
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Who sold out of iShares Lehman Aggregate Bond?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Toronto-Dominion Bank | Mar 2023 | 1.6M | $155M |
| Industrial Alliance Investment Management | Mar 2023 | 782k | $78M |