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 | 122M | $12B | 100% | Sep 2024 |
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| Raymond James & Associates | 71M | $7.2B | 3% | Sep 2024 |
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| BlackRock | 51M | $5.2B | 100% | Sep 2024 |
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| Wells Fargo & Company | 51M | $5.1B | -12% | Sep 2024 |
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| Envestnet Asset Management | 49M | $4.9B | 11% | Sep 2024 |
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| Bank of America Corporation | 40M | $4.0B | -4% | Sep 2024 |
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| Us Bancorp | 37M | $3.6B | 11% | Sep 2024 |
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| Envestnet Portfolio Solutions | 19M | $1.9B | 20% | Sep 2024 |
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| Northern Trust | 15M | $1.5B | 100% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 13M | $1.3B | 12% | Dec 2024 |
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| Creative Planning | 13M | $1.3B | -3% | Sep 2024 |
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| Jpmorgan Chase & Co | 12M | $1.2B | -10% | Sep 2024 |
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| Charles Schwab Investment Management | 12M | $1.2B | -5% | Sep 2024 |
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| First Citizens Bank & Trust | 10M | $43M | 9% | Sep 2024 |
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| WealthNavi | 9.9M | $999M | 100% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 9.5M | $963M | 7% | Sep 2024 |
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| United Services Automobile Association | 9.1M | $925M | 106% | Sep 2024 |
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| Pnc Financial Services | 8.2M | $828M | 4% | Sep 2024 |
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| Arizona PSPRS Trust | 8.1M | $823M | 100% | Sep 2024 |
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| LPL Financial | 7.9M | $804M | 14% | Sep 2024 |
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| Mariner Wealth Advisors | 7.3M | $735M | 5% | Sep 2024 |
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| Factory Mutual Insurance Company | 6.8M | $684M | 12% | Sep 2024 |
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| MEMBERS Trust | 5.5M | $553B | -3% | Sep 2024 |
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| Captrust Financial Advisors | 5.2M | $527M | 15% | Sep 2024 |
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| Bank of New York Mellon | 5.1M | $514M | -11% | Sep 2024 |
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| Royal Bank of Canada | 5.1M | $516M | 21% | Sep 2024 |
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| Raymond James Financial Services Advisors | 5.0M | $505M | -1% | Sep 2024 |
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| HPM Partners | 4.9M | $493M | 38% | Sep 2024 |
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| Balentine | 4.6M | $464M | 86% | Sep 2024 |
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| Mackenzie Financial | 4.3M | $437M | 15% | Sep 2024 |
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| Citigroup | 4.3M | $435M | 33% | Sep 2024 |
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| State Treasurer State Of Michigan | 4.1M | $419M | -19% | Sep 2024 |
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| Vantagepoint Investment Advisers | 3.2M | $315M | 33% | Dec 2024 |
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| Dynasty Wealth Management | 3.0M | $301M | 24% | Sep 2024 |
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| South Dakota Investment Council | 2.9M | $294M | 24% | Sep 2024 |
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| SageView Advisory Group | 2.8M | $281M | -6% | Sep 2024 |
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| Howard Capital Management | 2.6M | $261M | 572% | Sep 2024 |
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| Mason Street Advisors | 2.5M | $255M | 3% | Sep 2024 |
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| Quotient Wealth Partners | 2.4M | $240M | 2% | Sep 2024 |
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| Allspring Global Investments Holdings | 2.3M | $236M | -28% | Sep 2024 |
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| Ronald Blue Trust | 2.2M | $210M | 1% | Sep 2024 |
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| Stairway Partners | 2.0M | $196M | 10% | Dec 2024 |
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| Commonwealth Equity Services | 2.0M | $200M | -1% | Sep 2024 |
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| Disciplina Capital Management | 1.9M | $191M | 12592167% | Sep 2024 |
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| Axxcess Wealth Management | 1.7M | $173M | 4% | Sep 2024 |
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| EP Wealth Advisors | 1.7M | $171M | 4% | Sep 2024 |
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| Summit Trail Advisors | 1.7M | $170M | -4% | Sep 2024 |
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| Capital Asset Advisory Services | 1.6M | $161M | 3% | Sep 2024 |
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| O'shaughnessy Asset Management | 1.6M | $157M | 7% | Sep 2024 |
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| Prime Capital Investment Advisors | 1.5M | $156M | -3% | Sep 2024 |
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| Charter Oak Capital Management | 1.5M | $152M | 6% | Sep 2024 |
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| Cahaba Wealth Management | 1.5M | $149M | 3% | Sep 2024 |
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| Mitsubishi UFJ Trust & Banking Corp | 1.4M | $143M | 0% | Sep 2024 |
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| Simplify Asset Management | 1.4M | $143M | -17% | Sep 2024 |
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| Commonwealth of Pennsylvania | 1.4M | $141M | -79% | Sep 2024 |
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| GenTrust | 1.3M | $137M | -5% | Sep 2024 |
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| YCMNET Advisors | 1.3M | $136M | 4% | Sep 2024 |
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| Campbell Wealth Management | 1.3M | $132M | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 1.3M | $131M | 1% | Sep 2024 |
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| Wesbanco Trust And Investments | 1.3M | $122M | 21% | Dec 2024 |
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| Advisor Group Holdings | 1.2M | $126M | 100% | Sep 2024 |
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| Bnp Paribas Investment Partners | 1.2M | $124M | 10% | Sep 2024 |
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| Rebalance | 1.2M | $123M | 3% | Sep 2024 |
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| Mill Creek Capital Advisors | 1.2M | $121M | 11% | Sep 2024 |
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| Country Trust Bank | 1.2M | $121M | 0% | Sep 2024 |
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| Bnp Paribas Arbitrage, Snc | 1.2M | $120M | 215% | Sep 2024 |
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| Assetmark | 1.1M | $112M | 1% | Sep 2024 |
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| Trustmark National Bank - Trust Department | 1.1M | $112M | 100% | Sep 2024 |
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| Thrivent Financial for Lutherans | 1.1M | $109M | 100% | Sep 2024 |
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| Mml Investors Services | 1.1M | $108M | 6% | Sep 2024 |
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| Crestwood Advisors | 1.0M | $105M | 282% | Sep 2024 |
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| Toroso Investments | 1.0M | $104M | 149% | Sep 2024 |
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| Orion Portfolio Solutions | 1.0M | $103M | 100% | Sep 2024 |
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| Principal Securities | 996k | $101M | 0% | Sep 2024 |
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| Graves-Light Private Wealth Management | 996k | $97M | -4% | Dec 2024 |
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| Sumitomo Mitsui Trust Holdings | 993k | $101M | 0% | Sep 2024 |
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| Trajan Wealth | 990k | $100M | 3% | Sep 2024 |
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| Trust | 976k | $95M | 3% | Dec 2024 |
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| Rock Creek Group | 961k | $97M | 100% | Sep 2024 |
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| CliftonLarsonAllen Wealth Advisors | 959k | $93M | -5% | Dec 2024 |
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| Sumitomo Mitsui Financial | 956k | $97M | 100% | Sep 2024 |
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| National Bank Of Canada /fi/ | 956k | $97M | 484% | Sep 2024 |
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| Kingsview Wealth Management | 947k | $96M | -3% | Sep 2024 |
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| Partners Capital Investment Group | 937k | $95M | 100% | Sep 2024 |
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| Comprehensive Portfolio Management | 918k | $89M | 3% | Dec 2024 |
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| Keybank National Association | 902k | $91M | 7% | Sep 2024 |
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| Fisher Investments | 901k | $91M | 5% | Sep 2024 |
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| Huntington Asset Advisors | 894k | $91M | -3% | Sep 2024 |
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| Goodman & Company, Investment Counsel | 882k | $89M | -2% | Sep 2024 |
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| Mirae Asset Global Investments | 875k | $89M | 7% | Sep 2024 |
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| Deutsche Bank Aktiengesellschaft | 870k | $88M | 356% | Sep 2024 |
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| Evoke Wealth | 856k | $87M | 20808% | Sep 2024 |
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| Beacon Pointe Advisors | 828k | $84M | 2% | Sep 2024 |
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| CI Private Wealth | 801k | $81M | -15% | Sep 2024 |
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| Baker Avenue Asset Management | 799k | $81M | 100% | Sep 2024 |
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| Steele Capital Management | 795k | $81M | 4% | Sep 2024 |
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| Cambridge Associates | 785k | $80M | 1% | Sep 2024 |
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| Alerus Financial | 776k | $79M | -4% | Sep 2024 |
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| Zacks Investment Management | 773k | $78M | 3% | Sep 2024 |
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| United Capital Financial Advisers | 761k | $77M | 4% | Sep 2024 |
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| Toews Corp | 753k | $76M | 1367% | Sep 2024 |
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| Juniper Hill Capital Management | 737k | $75M | 0% | Sep 2024 |
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| Brookstone Capital Management | 736k | $71M | -48% | Dec 2024 |
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| Meridian Wealth Partners | 735k | $74M | 12% | Sep 2024 |
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| Colony | 728k | $74M | -50% | Sep 2024 |
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| Victory Capital Management | 717k | $73M | 48% | Sep 2024 |
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| Charles Schwab Trust | 703k | $68M | 3% | Dec 2024 |
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| Citadel Advisors | 696k | $70M | 103% | Sep 2024 |
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| Janney Montgomery Scott | 695k | $67M | 30% | Dec 2024 |
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| Franklin Resources | 694k | $69M | 0% | Sep 2024 |
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| Stamos Capital Partners | 684k | $69M | -39% | Sep 2024 |
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| Fifth Third Bancorp | 669k | $68M | 2% | Sep 2024 |
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| Professional Financial Advisors | 665k | $64M | 1% | Dec 2024 |
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| First Citizens Asset Management | 660k | $67M | 10% | Sep 2024 |
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| Brian McDonald | 660k | $67M | 8% | Sep 2024 |
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| Cornerstone Wealth Group | 646k | $65M | 22% | Sep 2024 |
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| PDS Planning | 644k | $65M | 100% | Sep 2024 |
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| McKinley Carter Wealth Services | 640k | $65M | -31% | Sep 2024 |
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| CWM | 631k | $64M | 20% | Sep 2024 |
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| Efficient Advisors | 620k | $63M | -6% | Sep 2024 |
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| Sand Hill Advisors | 604k | $61M | 1% | Sep 2024 |
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| Kestra Private Wealth Services | 595k | $60M | 22% | Sep 2024 |
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| Smith & Howard Wealth Management | 594k | $60M | 13% | Sep 2024 |
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| Cable Hill Partners | 593k | $60M | 15% | Sep 2024 |
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| First Merchants Bank, National Association | 586k | $59M | 0% | Sep 2024 |
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| Raymond James Trust | 586k | $59M | 0% | Sep 2024 |
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| Park Avenue Securities | 575k | $56M | 22% | Dec 2024 |
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| Charter Trust | 574k | $56M | 2% | Dec 2024 |
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| Metropolitan Life Insurance Company | 571k | $58M | 6% | Sep 2024 |
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| JFS Wealth Advisors | 565k | $57M | 0% | Sep 2024 |
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| BLB^B Advisors | 559k | $57M | 4% | Sep 2024 |
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| Affiance Financial | 553k | $56M | 2% | Sep 2024 |
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| Center for Financial Planning | 534k | $54M | 8% | Sep 2024 |
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| M^T Bank Corporation | 531k | $54M | 0% | Sep 2024 |
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| Adaptive Financial Consulting | 530k | $54M | 4% | Sep 2024 |
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| Sanctuary Advisors | 528k | $52M | 28% | Sep 2024 |
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| Compton Financial Group | 525k | $53M | 1% | Sep 2024 |
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| Atria Wealth Solutions | 516k | $52M | 9% | Sep 2024 |
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| Sunflower Bank | 514k | $50M | 7% | Dec 2024 |
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| Summit Global Investments | 509k | $52M | 2% | Sep 2024 |
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| FTB Advisors | 499k | $51M | 5% | Sep 2024 |
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| Liquid Strategies | 497k | $50M | 3% | Sep 2024 |
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| Ing Investment Management | 493k | $50M | 4% | Sep 2024 |
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| Focus Financial Network | 491k | $50M | 3% | Sep 2024 |
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| ZB | 487k | $49M | -15% | Sep 2024 |
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| Elm Partners Management | 477k | $48M | -9% | Sep 2024 |
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| Prosperity Consulting Group | 477k | $48M | 3% | Sep 2024 |
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| New York Life Investment Management | 458k | $46M | 2% | Sep 2024 |
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| Bryn Mawr Trust | 454k | $46M | 1956% | Sep 2024 |
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| Bell State Bank and Trust | 446k | $45M | -7% | Sep 2024 |
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| Jane Street | 443k | $45M | -83% | Sep 2024 |
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| Private Advisor | 434k | $44M | -10% | Sep 2024 |
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| P/E Global | 428k | $43M | -8% | Sep 2024 |
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| First Business Financial Services | 411k | $42M | -11% | Sep 2024 |
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| Parallel Advisors | 290k | $29M | -53% | Sep 2024 |
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| Babson Capital Management | 263k | $27M | -61% | Sep 2024 |
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| Bp Wealth Management | 205k | $21M | -72% | Sep 2024 |
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| International Assets Investment Management | 23k | $2.2M | -99% | Dec 2024 |
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| Strategic Financial Concepts | 16k | $1.6M | -99% | Sep 2024 |
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Who sold out of iShares Lehman Aggregate Bond?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Edgehill Endowment Partners | Sep 2024 | 1.3M | $134M |
| Brave Asset Management | Sep 2024 | 710k | $72M |