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 Actions
Jones Financial Companies, L.L 89M $8.4B 3% Sep 2023
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Raymond James & Associates 63M $6.3B 2% Dec 2023
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Wells Fargo & Company 54M $5.4B -1% Dec 2023
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BlackRock 45M $4.2B 3% Sep 2023
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Bank of America Corporation 42M $4.2B 7% Dec 2023
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Envestnet Asset Management 39M $3.6B -21% Sep 2023
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Us Bancorp 29M $2.9B 12% Dec 2023
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Morgan Stanley 25M $2.4B 2% Sep 2023
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Goldman Sachs Group 18M $1.7B -8% Sep 2023
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Mercer Global Advisors 15M $1.5B 12% Dec 2023
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Envestnet Portfolio Solutions 15M $1.5B 100% Dec 2023
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Charles Schwab Investment Management 14M $1.4B -22% Dec 2023
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Northern Trust 14M $1.3B 17% Sep 2023
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Creative Planning 13M $1.2B 6% Dec 2023
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Ameriprise Financial 9.9M $926M 7% Sep 2023
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Betterment 9.6M $954M 4% Dec 2023
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Acorns Advisers 9.2M $869M 5% Sep 2023
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UBS Group 9.2M $916M 32% Dec 2023
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Northwestern Mutual Wealth Management Company 9.2M $867M 20% Sep 2023
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WealthNavi 9.1M $900M 5% Dec 2023
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Jpmorgan Chase & Co 8.9M $886M 43% Dec 2023
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Wealth Enhancement Advisory Services 8.8M $877M 4% Dec 2023
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United Services Automobile Association 8.2M $810M 15% Dec 2023
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First Citizens Bank & Trust 7.8M $777M -5% Dec 2023
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Tiaa Trust, National Association 7.6M $754M 9% Dec 2023
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LPL Financial 6.8M $636M 19% Sep 2023
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P/E Global 6.7M $670M 77% Dec 2023
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Branch Banking & Trust Company 6.4M $634M 15% Dec 2023
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Commonwealth of Pennsylvania 6.4M $633M 7% Dec 2023
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FMR 6.0M $564M -43% Sep 2023
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MEMBERS Trust 5.6M $557M -4% Dec 2023
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Pnc Financial Services 5.6M $554M 6% Dec 2023
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Stifel Financial 5.4M $534M 1% Dec 2023
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Raymond James Financial Services Advisors 5.1M $505M 7% Dec 2023
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Bank of New York Mellon 5.1M $504M 11% Dec 2023
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Mariner Wealth Advisors 4.9M $489M 4% Dec 2023
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Prudential Financial 4.5M $421M -18% Sep 2023
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Factory Mutual Insurance Company 4.1M $405M 88% Dec 2023
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Advisor Group Holdings 3.7M $366M -28% Dec 2023
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Royal Bank of Canada 3.6M $356M 12% Dec 2023
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D.A. Davidson & Co. 3.6M $355M 4% Dec 2023
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Captrust Financial Advisors 3.5M $349M 81% Dec 2023
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H D Vest Advisory Services 3.5M $349M 4% Dec 2023
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SageView Advisory Group 3.0M $292M 26% Dec 2023
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Henderson Group 3.0M $293M -1% Dec 2023
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Citigroup 2.9M $287M 4% Dec 2023
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SigFig Wealth Management 2.7M $272M 1% Dec 2023
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Balentine 2.4M $237M 0% Dec 2023
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South Dakota Investment Council 2.3M $233M 0% Dec 2023
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Alliancebernstein 2.2M $221M 7% Dec 2023
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Commonwealth Equity Services 2.1M $209M 2% Dec 2023
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Ronald Blue Trust 2.1M $198M 3% Dec 2023
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Sequoia Financial Advisors 2.1M $207M 8% Dec 2023
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HighTower Advisors 1.9M $190M 23% Dec 2023
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Financial Network Investment Corporation 1.8M $169M 100% Sep 2023
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Fifth Third Bancorp 1.8M $177M 138% Dec 2023
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Quotient Wealth Partners 1.8M $175M 100% Dec 2023
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Geisinger Health 1.7M $164M 1% Sep 2023
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Edgehill Endowment Partners 1.7M $172M 29% Dec 2023
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Vantagepoint Investment Advisers 1.7M $169M 22% Dec 2023
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Mackenzie Financial 1.5M $152M -1% Dec 2023
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Axxcess Wealth Management 1.5M $151M -2% Dec 2023
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Empower Advisory Group 1.5M $147M 2781% Dec 2023
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Cetera Investment Advisers 1.5M $139M 5% Sep 2023
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Allspring Global Investments Holdings 1.5M $146M -15% Dec 2023
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Capital Asset Advisory Services 1.5M $144M -1% Dec 2023
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Prime Capital Investment Advisors 1.4M $142M 37% Dec 2023
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GenTrust 1.4M $141M 928% Dec 2023
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Mitsubishi UFJ Trust & Banking Corp 1.4M $140M 0% Dec 2023
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Goodman & Company, Investment Counsel 1.4M $133M 171% Sep 2023
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Mill Creek Capital Advisors 1.4M $131M 5% Sep 2023
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Disciplina Capital Management 1.4M $138M -6% Dec 2023
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Juniper Hill Capital Management 1.4M $130M 0% Sep 2023
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Country Trust Bank 1.4M $136M 93% Dec 2023
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Hsbc Holdings 1.3M $133M -1% Dec 2023
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Cahaba Wealth Management 1.3M $131M 1% Dec 2023
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Cambridge Investment Research Advisors 1.3M $128M 4% Dec 2023
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HPM Partners 1.2M $124M 35% Dec 2023
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YCMNET Advisors 1.2M $117M 5% Sep 2023
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Assetmark 1.2M $122M 26% Dec 2023
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Bank Of Montreal 1.2M $122M 25% Dec 2023
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Charles Schwab Trust 1.2M $120M 5% Dec 2023
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Stairway Partners 1.2M $119M 0% Dec 2023
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Mason Street Advisors 1.2M $111M 22% Sep 2023
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Charter Oak Capital Management 1.1M $113M 20% Dec 2023
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CI Private Wealth 1.1M $107M 12% Dec 2023
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BKD Wealth Advisors 1.1M $104M 11% Dec 2023
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Manufacturers Life Insurance Company 1.0M $99M -35% Sep 2023
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Principal Securities 1.0M $103M 100% Dec 2023
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Huntington Asset Advisors 1.0M $101M -7% Dec 2023
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Sumitomo Mitsui Trust Holdings 993k $99M 0% Dec 2023
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Thrivent Financial for Lutherans 985k $93M -18% Sep 2023
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State Treasurer State Of Michigan 978k $97M 109% Dec 2023
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Evoke Wealth 971k $96M 3490% Dec 2023
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CliftonLarsonAllen Wealth Advisors 956k $95M 3% Dec 2023
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Schroder Investment Management Group 933k $88M 42% Sep 2023
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Summit Trail Advisors 926k $92M -15% Dec 2023
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Baird Financial 916k $91M 141% Dec 2023
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Granite Bay Wealth Management 915k $86M -56% Dec 2023
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Babson Capital Management 912k $91M 10% Dec 2023
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Lido Advisors 905k $90M -14% Dec 2023
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Mml Investors Services 898k $84M -11% Sep 2023
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Bnp Paribas Arbitrage, Snc 890k $88M -6% Dec 2023
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Rock Creek Group 885k $83M 83% Sep 2023
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Stamos Capital Partners 874k $82M 18% Sep 2023
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Graves-Light Private Wealth Management 863k $86M -10% Dec 2023
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Fisher Investments 846k $84M 4% Dec 2023
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McKinley Carter Wealth Services 842k $84M -2% Dec 2023
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Trust 840k $83M 33% Dec 2023
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Keybank National Association 836k $79M -6% Sep 2023
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Kingsview Wealth Management 836k $83M 23% Dec 2023
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Rebalance 822k $82M 7% Dec 2023
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Baystate Wealth Management 817k $81M 20% Dec 2023
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Beacon Pointe Advisors 801k $80M -1% Dec 2023
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Orion Portfolio Solutions 784k $77M 13% Dec 2023
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Cornerstone Wealth Group 775k $77M 113% Dec 2023
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Goss Wealth Management 770k $72M 6% Sep 2023
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Alerus Financial 769k $76M 4% Dec 2023
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EP Wealth Advisors 734k $69M 131% Sep 2023
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M^T Bank Corporation 728k $72M 20% Dec 2023
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Steele Capital Management 728k $72M 100% Dec 2023
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Baker Avenue Asset Management 727k $72M 7994% Dec 2023
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AE Wealth Management 714k $70M 24% Dec 2023
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O'shaughnessy Asset Management 695k $69M 21% Dec 2023
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Campbell Wealth Management 693k $69M 2% Dec 2023
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Efficient Advisors 687k $68M 6% Dec 2023
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Franklin Resources 681k $68M 11% Dec 2023
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Mirae Asset Global Investments 669k $67M 4% Dec 2023
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United Capital Financial Advisers 661k $66M -42% Dec 2023
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Lgl Partners 643k $64M 758% Dec 2023
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Professional Financial Advisors 641k $64M 514% Dec 2023
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Brave Asset Management 641k $64M -6% Dec 2023
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Cambridge Associates 640k $60M 38% Sep 2023
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Janney Montgomery Scott 640k $64M 26% Dec 2023
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Summit Global Investments 639k $63M 6% Dec 2023
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Natixis Asset Management Advisors 637k $63M 754% Dec 2023
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Sumitomo Mitsui Financial 630k $63M -80% Dec 2023
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Fft Wealth Management 619k $61M 1320% Dec 2023
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Bank Of Oklahoma National Association / 611k $61M 141% Dec 2023
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Wesbanco Trust And Investments 602k $60M 7% Dec 2023
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Apollon Wealth Management 601k $60M 200% Dec 2023
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Susquehanna International 598k $56M 612% Sep 2023
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Sand Hill Advisors 573k $57M 1% Dec 2023
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Ing Investment Management 570k $54M 19% Sep 2023
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Facet Wealth 566k $56M -7% Dec 2023
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ZB 554k $55M -12% Dec 2023
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Brookstone Capital Management 552k $55M 2% Dec 2023
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Twele Capital Management 547k $54M 1% Dec 2023
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National Bank Of Canada /fi/ 546k $54M 1843% Dec 2023
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Trustees of the Smith College 537k $51M -10% Sep 2023
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First Merchants Bank, National Association 516k $51M -6% Dec 2023
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Zacks Investment Management 488k $49M -34% Dec 2023
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TruWealth Advisors 486k $48M -16% Dec 2023
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Victory Capital Management 330k $33M -41% Dec 2023
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Old Mission Capital 311k $29M -60% Sep 2023
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Koss-Olinger Consulting 234k $22M -65% Sep 2023
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iA Global Asset Management 195k $19M -68% Dec 2023
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Syon Capital 151k $15M -83% Dec 2023
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DiMeo Schneider & Associates 50k $5.0M -98% Dec 2023
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Oakworth Capital 5.8k $571k -99% Dec 2023
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Amerivest Investment Management 0 $0 -100% Sep 2023
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Who sold out of iShares Lehman Aggregate Bond?

Fund or Company Name Date Sold Shares Held Valued At
Stadion Money Management Jun 2023 552k $54M