Who owns iShares Lehman Aggregate Bond?

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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
Jones Financial Companies, L.L 83M $8.0B 1% Sep 2022
Raymond James & Associates 47M $4.5B 15% Sep 2022
Envestnet Asset Management 33M $3.2B -18% Sep 2022
Us Bancorp 16M $1.5B 5% Sep 2022
Milliman Financial Risk Management 12M $1.2B 1% Sep 2022
Creative Planning 12M $1.1B -1% Sep 2022
WealthNavi 7.1M $687M 5% Dec 2022
Pnc Financial Services 6.6M $635M 7% Sep 2022
UBS Group 6.2M $599M 15% Sep 2022
Tiaa 5.4M $521M 2% Dec 2022
Branch Banking & Trust Company 4.8M $465M -1% Sep 2022

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Mercer Global Advisors 4.6M $439M 11% Sep 2022
FMR 4.3M $417M -24% Sep 2022
MEMBERS Trust 4.1M $391M -1% Sep 2022
Prudential Financial 3.9M $380M 100% Sep 2022
P/E Global 3.7M $356M 0% Dec 2022
Raymond James Financial Services Advisors 3.6M $343M 11% Sep 2022
Mariner Wealth Advisors 3.0M $292M 100% Sep 2022
Royal Bank of Canada 2.7M $262M 100% Sep 2022
Wealth Enhancement Advisory Services 2.7M $258M 3% Sep 2022
Jane Street 2.6M $253M -21% Sep 2022
Henderson Group 2.4M $233M 100% Sep 2022
South Dakota Investment Council 2.3M $226M 0% Sep 2022
SigFig Wealth Management 2.3M $225M 5% Sep 2022
Allspring Global Investments Holdings 2.2M $214M 13% Dec 2022
D.A. Davidson & Co. 2.2M $212M 1% Sep 2022
Balentine 2.1M $207M -1% Sep 2022
Citigroup 2.1M $200M 100% Sep 2022
Toronto-Dominion Bank 2.1M $202M 320% Sep 2022
United Capital Financial Advisers 2.1M $200M -81% Sep 2022
H D Vest Advisory Services 2.0M $192M 2% Sep 2022
Ronald Blue Trust 1.9M $187M -3% Dec 2022
Captrust Financial Advisors 1.9M $179M 24% Sep 2022
Mackenzie Financial 1.8M $171M -6% Sep 2022
Sequoia Financial Advisors 1.8M $171M 7% Dec 2022
Granger Management 1.7M $168M 0% Sep 2022
Alliancebernstein 1.6M $158M 38% Sep 2022
Credit Suisse 1.6M $156M 0% Sep 2022
Mitsubishi UFJ Trust & Banking Corp 1.5M $148M 55% Sep 2022
Huntington Asset Advisors 1.3M $129M -5% Sep 2022
Orgel Wealth Management 1.3M $127M 5% Dec 2022
Cahaba Wealth Management 1.2M $116M 2% Sep 2022
Vantagepoint Investment Advisers 1.2M $112M 10% Dec 2022
Aj Wealth Strategies 1.1M $110M 87% Dec 2022
Assetmark 1.1M $109M -41% Sep 2022
Charles Schwab Trust 1.1M $109M 12% Dec 2022
Country Trust Bank 1.1M $105M 57% Dec 2022
Sumitomo Mitsui Trust Holdings 1.1M $104M 100% Sep 2022
Sargent Bickham Lagudis 1.0M $99M -2% Dec 2022
Cambridge Investment Research Advisors 954k $92M -3% Sep 2022
Keybank National Association 911k $88M -1% Sep 2022
Signature Estate and Investment Advisors 804k $78M 2932% Dec 2022
Partners HealthCare System 793k $76M -7% Sep 2022
Industrial Alliance Investment Management 791k $76M 0% Sep 2022
Evergreen Advisors 788k $76M 0% Sep 2022
McKinley Carter Wealth Services 784k $76M 21% Sep 2022
Colony Group 736k $71M -2% Sep 2022
Fifth Third Bancorp 729k $71M -11% Dec 2022
HighTower Advisors 726k $70M -8% Sep 2022
Zacks Investment Management 723k $70M 100% Sep 2022
Kingsview Wealth Management 719k $69M -1% Sep 2022
National Bank Of Canada /fi/ 696k $68M 28% Dec 2022
Victory Capital Management 675k $65M -37% Sep 2022
CWM 672k $65M -6% Sep 2022
Efficient Advisors 672k $65M -1% Sep 2022
ZB 671k $65M 1% Sep 2022
Charter Trust 663k $64M 3% Sep 2022
Beacon Pointe Advisors 621k $60M 7% Sep 2022
Mirae Asset Global Investments 619k $60M -15% Sep 2022
Bank Of Montreal 596k $61M 7% Sep 2022
CLS Investments 596k $57M -1% Sep 2022
Twele Capital Management 594k $57M 0% Sep 2022
Freestone Capital Holdings 592k $57M -3% Sep 2022
MCF Advisors 591k $57M -48% Sep 2022
Charter Oak Capital Management 532k $52M 7% Dec 2022
First Business Financial Services 520k $50M -2% Sep 2022
Brookstone Capital Management 497k $49M -5% Dec 2022
Tanglewood Wealth Management 474k $46M -35% Sep 2022
Phillips Financial Management 474k $46M 6% Dec 2022
JFS Wealth Advisors 474k $46M 0% Sep 2022
State Treasurer State Of Michigan 468k $45M 0% Sep 2022
EP Wealth Advisors 466k $45M -23% Sep 2022
Rhumbline Advisers 465k $45M 88% Sep 2022
Sumitomo Mitsui Financial 456k $44M 2% Sep 2022
First Citizens Bank & Trust 456k $44M 762% Dec 2022
PFG Financial Advisors 446k $43M 52% Sep 2022
M^T Bank Corporation 445k $43M 10% Sep 2022
Prime Capital Investment Advisors 436k $42M -1% Sep 2022
Fisher Investments 430k $41M -5% Sep 2022
Amarillo National Bank 428k $41M -14% Sep 2022
Bessemer 407k $39M 49% Sep 2022
TD Capital Management 407k $39M -6% Sep 2022
Meridian Wealth Partners 404k $39M 100% Sep 2022
Hantz Financial Services 399k $39M -4% Sep 2022
Fulton Breakefield Broenniman d/b/a FBB Capital Partners 396k $38M -3% Sep 2022
Legacy Financial Advisors 386k $37M 29% Sep 2022
Lazard Asset Management 382k $37M -10% Sep 2022
Baystate Wealth Management 378k $37M 14% Dec 2022
PDS Planning 378k $36M 15% Sep 2022
Howard Capital Management 377k $36M -2% Sep 2022
Raymond James Trust 374k $36M 14% Sep 2022
FTB Advisors 369k $36M -1% Sep 2022
Janney Montgomery Scott 367k $35M 23% Sep 2022
Trustcore Financial Services 367k $35M -13% Sep 2022
MTC Wealth Management 360k $35M -2% Sep 2022
Calamos Wealth Management 356k $35M 6% Dec 2022
First Merchants Bank, National Association 352k $34M -30% Dec 2022
Kestra Advisory Services 351k $34M 2% Sep 2022
TRUE Private Wealth Advisors 347k $33M 100% Sep 2022
Baird Financial 346k $33M -77% Sep 2022
Cornerstone Wealth Group 326k $32M 290% Dec 2022
Robeco Investment Management 324k $31M 5% Sep 2022
Bartlett & Co. 318k $31M -51% Dec 2022
Divergent Wealth Advisors 316k $30M 32% Sep 2022
Park Avenue Securities 308k $30M 29% Dec 2022
Legacy Private Trust 306k $30M -6% Dec 2022
Mutual Advisors 305k $30M 16% Dec 2022
First Hawaiian Bank 303k $29M 2% Dec 2022
Spire Wealth Management 302k $29M -14% Sep 2022
Comprehensive Portfolio Management 299k $29M 0% Sep 2022
ETF Portfolio Partners 298k $29M -2% Dec 2022
Bnp Paribas Arbitrage, Snc 296k $29M 89% Sep 2022
Tri-Star Advisors 295k $28M 2% Sep 2022
AE Wealth Management 293k $28M -35% Sep 2022
Bell State Bank and Trust 287k $28M 3% Sep 2022
LVZ Advisors 286k $28M -2% Dec 2022
Wesbanco Trust And Investments 286k $28M -3% Sep 2022
Ellenbecker Investment Group 285k $28M -8% Dec 2022
Greenspring Advisors 285k $28M 2% Sep 2022
Astoria Strategic Wealth 277k $27M 146% Sep 2022
Bouchey Financial 272k $26M 10% Dec 2022
Bank Of Hawaii 271k $26M 13% Sep 2022
Private Advisor 270k $26M 6% Sep 2022
Steward Partners Investment Advisory 269k $26M 28% Sep 2022
Alpha Cubed Investments 267k $26M 100% Dec 2022
Bank of Nova Scotia 264k $25M -92% Sep 2022
Elwood & Goetz Wealth Advisory Group 261k $25M 11% Sep 2022
BLB^B Advisors 260k $25M -10% Dec 2022
Smith & Howard Wealth Management 259k $25M 9% Sep 2022
Madison Asset Management 258k $25M -18% Sep 2022
Quattro Financial Advisors 256k $25M -20% Dec 2022
Synovus Financial Corp. 255k $25M -3% Sep 2022
Sigma Planning 254k $25M -6% Dec 2022
International City Management Association Retirement 254k $25M 100% Dec 2022
GoalFusion Wealth Management 252k $24M 5% Sep 2022
Jordan Park Group 252k $24M 70% Sep 2022
Single Point Partners 250k $24M -1% Dec 2022
Sym Financial Corporation 249k $24M 1% Sep 2022
Capstone Financial Advisors 247k $24M -32% Sep 2022
Financial Engines Advisors L.L.C 242k $23M 2% Sep 2022
DB Fitzpatrick & Co 238k $23M -20% Dec 2022
Hanson McClain Advisors 236k $23M -8% Dec 2022
BerganKDV Wealth Management 228k $22M -13% Sep 2022
Horizon Investments 226k $22M -49% Sep 2022
Lutz Financial Services 212k $20M -28% Sep 2022
GenTrust 191k $18M -62% Sep 2022
ARGI Investment Services 182k $18M -41% Sep 2022
Trustees of the Smith College 132k $13M -69% Sep 2022
Connable Office 83k $8.0M -69% Dec 2022
Personal Capital Advisors 54k $5.2M -84% Sep 2022
Windham Capital Management 22k $2.1M -98% Sep 2022
Laird Norton Tyee Trust 16k $1.5M -95% Sep 2022
Barclays 14k $1.3M -97% Sep 2022
Brave Asset Management 4.9k $470k -98% Sep 2022
Golub Group 4.2k $404k -99% Sep 2022

Who sold out of iShares Lehman Aggregate Bond?

Fund or Company Name Date Sold Shares Held Valued At
CliftonLarsonAllen Wealth Advisors Jun 2022 957k $97M