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 | 110M | $11B | -17% | Jun 2026 |
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| Raymond James Financial | 93M | $9.2B | 5% | Jun 2026 |
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| Bank of America Corporation | 67M | $6.6B | -4% | Jun 2026 |
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| Wells Fargo & Company | 65M | $6.4B | 2% | Jun 2026 |
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| BlackRock | 62M | $6.1B | 16% | Jun 2026 |
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| Mercer Global Advisors | 45M | $4.4B | 13% | Jun 2026 |
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| Envestnet Asset Management | 43M | $4.3B | -3% | Jun 2026 |
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| Us Bancorp | 40M | $3.9B | -8% | Jun 2026 |
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| Morgan Stanley | 33M | $3.2B | 0% | Mar 2026 |
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| Northern Trust | 23M | $2.3B | 11% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 17M | $1.6B | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 16M | $1.6B | 100% | Jun 2026 |
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| Betterment | 16M | $1.5B | -35% | Jun 2026 |
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| Cetera Investment Advisers | 16M | $1.5B | 2% | Jun 2026 |
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| LPL Financial | 15M | $1.5B | 10% | Jun 2026 |
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| Ameriprise Financial | 15M | $1.5B | 2% | Jun 2026 |
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| Mariner Wealth Advisors | 15M | $1.5B | 8% | Jun 2026 |
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| Acorns Advisers | 15M | $1.4B | 9% | Jun 2026 |
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| Creative Planning | 14M | $1.3B | -3% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 13M | $1.3B | -1% | Jun 2026 |
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| UBS Group | 13M | $1.3B | 7% | Jun 2026 |
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| Goldman Sachs Group | 13M | $1.2B | -11% | Jun 2026 |
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| WealthNavi | 12M | $1.2B | 2% | Jun 2026 |
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| Arizona PSPRS Trust | 12M | $1.1B | 1% | Jun 2026 |
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| Pnc Financial Services | 11M | $1.1B | 6% | Jun 2026 |
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| United Services Automobile Association | 10M | $1.0B | 53% | Jun 2026 |
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| HPM Partners | 9.9M | $982M | 11% | Jun 2026 |
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| FMR | 9.5M | $941M | 5% | Jun 2026 |
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| Adviser Investments | 9.2M | $913M | 7% | Jun 2026 |
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| Johns Hopkins University | 8.0M | $794M | 0% | Jun 2026 |
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| Branch Banking & Trust Company | 7.3M | $728M | -2% | Jun 2026 |
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| Stifel Financial | 7.3M | $726M | 0% | Jun 2026 |
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| Tiaa-cref Individual & Institutional Services | 7.2M | $711M | 14% | Jun 2026 |
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| Royal Bank of Canada | 6.8M | $684M | 1% | Jun 2026 |
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| Bank of New York Mellon | 6.8M | $674M | 2% | Jun 2026 |
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| Captrust Financial Advisors | 6.7M | $664M | 7% | Jun 2026 |
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| Charles Schwab Investment Management | 6.4M | $636M | -2% | Jun 2026 |
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| Sixth Street Partners Management Company | 6.4M | $636M | 100% | Jun 2026 |
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| Mackenzie Financial | 5.7M | $568M | 0% | Jun 2026 |
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| MEMBERS Trust | 5.7M | $560M | -1% | Jun 2026 |
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| Ohio National Investments | 5.6M | $557M | -5% | Jun 2026 |
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| D.A. Davidson & Co. | 5.3M | $524M | 2% | Jun 2026 |
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| Simplify Asset Management | 5.0M | $499M | 23% | Jun 2026 |
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| SigFig Wealth Management | 4.3M | $424M | 4% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 4.3M | $421M | 9% | Jun 2026 |
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| Mastercard Foundation Asset Management Corp | 4.1M | $408M | 0% | Jun 2026 |
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| EP Wealth Advisors | 3.9M | $391M | 24% | Jun 2026 |
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| Vantagepoint Investment Advisers | 3.9M | $384M | -1% | Jun 2026 |
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| Prime Capital Investment Advisors | 3.8M | $376M | 3% | Jun 2026 |
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| Russell Investments | 3.8M | $373M | 38% | Jun 2026 |
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| Citigroup | 3.7M | $367M | 100% | Mar 2026 |
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| SageView Advisory Group | 3.5M | $350M | -3% | Jun 2026 |
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| South Dakota Investment Council | 3.5M | $342M | 6% | Jun 2026 |
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| Henderson Group | 3.4M | $339M | 100% | Mar 2026 |
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| Jupiter Topco | 3.3M | $326M | 100% | Jun 2026 |
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| Fifth Third Bancorp | 3.2M | $321M | 2% | Jun 2026 |
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| Mason Street Advisors | 3.1M | $302M | 0% | Jun 2026 |
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| Alliancebernstein | 3.0M | $294M | 3% | Jun 2026 |
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| Factory Mutual Insurance Company | 2.9M | $291M | 61% | Jun 2026 |
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| Dynasty Wealth Management | 2.9M | $287M | 6% | Jun 2026 |
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| Stairway Partners | 2.8M | $278M | 15% | Jun 2026 |
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| Exchange Traded Concepts | 2.8M | $277M | 15% | Jun 2026 |
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| Susquehanna International | 2.7M | $272M | 98% | Jun 2026 |
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| Balentine | 2.7M | $271M | -8% | Jun 2026 |
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| O'shaughnessy Asset Management | 2.6M | $258M | 3% | Jun 2026 |
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| Steward Partners Investment Advisory | 2.5M | $250M | -33% | Jun 2026 |
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| Ronald Blue Trust | 2.4M | $240M | -1% | Jun 2026 |
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| Hantz Financial Services | 2.4M | $236M | 20% | Jun 2026 |
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| Disciplina Capital Management | 2.4M | $236M | 7% | Jun 2026 |
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| Advisor Group Holdings | 2.4M | $235M | 9% | Jun 2026 |
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| Envestnet Portfolio Solutions | 2.2M | $216M | -29% | Jun 2026 |
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| TIAA Wealth Investment Management | 1.9M | $193M | 6% | Jun 2026 |
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| Quotient Wealth Partners | 1.9M | $192M | 3% | Jun 2026 |
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| Charter Oak Capital Management | 1.9M | $188M | 3% | Mar 2026 |
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| Axxcess Wealth Management | 1.9M | $183M | 3% | Jun 2026 |
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| National Philanthropic Trust | 1.8M | $180M | 1% | Jun 2026 |
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| Commonwealth Equity Services | 1.8M | $178M | 1% | Jun 2026 |
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| YCMNET Advisors | 1.8M | $176M | 5% | Jun 2026 |
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| HighTower Advisors | 1.8M | $174M | -13% | Jun 2026 |
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| Ferguson Wellman Capital Management | 1.7M | $172M | 2% | Jun 2026 |
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| Wesbanco Trust And Investments | 1.7M | $166M | 9% | Jun 2026 |
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| Kingsview Wealth Management | 1.7M | $166M | 29% | Mar 2026 |
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| Capital Asset Advisory Services | 1.7M | $164M | 3% | Jun 2026 |
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| Rebalance | 1.6M | $161M | 12% | Jun 2026 |
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| Bank Of Montreal | 1.6M | $162M | 100% | Mar 2026 |
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| Single Point Partners | 1.6M | $50M | 2% | Jun 2026 |
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| Bnp Paribas Investment Partners | 1.6M | $157M | 0% | Jun 2026 |
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| Mml Investors Services | 1.6M | $155M | 15% | Jun 2026 |
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| BKD Wealth Advisors | 1.6M | $154M | 2% | Jun 2026 |
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| Cambridge Investment Research Advisors | 1.5M | $153M | 6% | Jun 2026 |
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| Beacon Pointe Advisors | 1.5M | $151M | 1% | Jun 2026 |
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| F/M Investments | 1.5M | $147M | 5374% | Jun 2026 |
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| Assetmark | 1.5M | $146M | 150% | Jun 2026 |
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| Pathstone Holdings | 1.4M | $142M | 3162% | Jun 2026 |
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| Mitsubishi UFJ Trust & Banking Corp | 1.4M | $141M | 0% | Jun 2026 |
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| Trajan Wealth | 1.3M | $134M | 3% | Jun 2026 |
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| First Citizens Bank & Trust | 1.3M | $133M | -28% | Jun 2026 |
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| Fisher Investments | 1.3M | $133M | 5% | Jun 2026 |
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| Colony | 1.3M | $133M | 0% | Jun 2026 |
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| Sumitomo Mitsui Financial | 1.3M | $132M | -1% | Jun 2026 |
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| Mill Creek Capital Advisors | 1.3M | $132M | 3% | Mar 2026 |
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| Cambridge Associates | 1.3M | $130M | 34% | Jun 2026 |
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| Comprehensive Portfolio Management | 1.3M | $127M | 3% | Jun 2026 |
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| V-Square Quantitative Management | 1.3M | $126M | 0% | Jun 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 1.2M | $124M | 16% | Mar 2026 |
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| Victory Capital Management | 1.2M | $122M | -9% | Jun 2026 |
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| Crestwood Advisors | 1.2M | $120M | 6% | Jun 2026 |
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| Hsbc Holdings | 1.2M | $119M | 5% | Jun 2026 |
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| Prudential Financial | 1.2M | $119M | -54% | Jun 2026 |
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| Nuveen | 1.2M | $118M | 100% | Jun 2026 |
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| Allspring Global Investments Holdings | 1.2M | $116M | 2% | Jun 2026 |
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| SCS Capital Management | 1.1M | $113M | 508% | Jun 2026 |
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| MAI Wealth Advisors | 1.1M | $110M | 120% | Jun 2026 |
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| Keybank National Association | 1.1M | $110M | 2% | Jun 2026 |
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| Graves-Light Private Wealth Management | 1.1M | $109M | 6% | Jun 2026 |
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| Zhang Financial | 1.1M | $108M | 22% | Jun 2026 |
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| CLS Investments | 1.1M | $108M | 4% | Jun 2026 |
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| Center for Financial Planning | 1.1M | $107M | 3% | Jun 2026 |
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| Freestone Capital Holdings | 1.1M | $107M | 13% | Jun 2026 |
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| GenTrust | 1.0M | $104M | 0% | Jun 2026 |
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| Meridian Wealth Partners | 995k | $98M | 5% | Jun 2026 |
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| Sumitomo Mitsui Trust Holdings | 993k | $98M | 0% | Jun 2026 |
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| Steele Capital Management | 992k | $98M | 4% | Jun 2026 |
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| Affiance Financial | 991k | $98M | 2% | Jun 2026 |
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| Skopos Labs | 990k | $98M | 49% | Mar 2026 |
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| Greenspring Advisors | 987k | $98M | 5% | Jun 2026 |
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| Sagespring Wealth Partners | 983k | $97M | 6% | Jun 2026 |
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| Brookstone Capital Management | 980k | $97M | 4% | Jun 2026 |
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| Trustmark National Bank - Trust Department | 976k | $97M | 0% | Jun 2026 |
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| Baker Avenue Asset Management | 972k | $96M | 5% | Jun 2026 |
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| CI Private Wealth | 949k | $94M | -33% | Jun 2026 |
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| NEOS Investment Management | 911k | $90M | 11% | Jun 2026 |
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| Goss Wealth Management | 902k | $89M | 5% | Jun 2026 |
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| State Treasurer State Of Michigan | 900k | $89M | 100% | Jun 2026 |
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| Koss-Olinger Consulting | 900k | $89M | 8% | Jun 2026 |
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| Cordoba Advisory Partners | 896k | $89M | 100% | Jun 2026 |
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| Goodman & Company, Investment Counsel | 896k | $89M | -5% | Jun 2026 |
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| Principal Securities | 893k | $88M | -34% | Jun 2026 |
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| PDS Planning | 881k | $87M | 4% | Jun 2026 |
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| Metropolitan Life Insurance Company | 874k | $87M | 3% | Jun 2026 |
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| Oarsman Capital | 872k | $86M | -5% | Jun 2026 |
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| Ellenbecker Investment Group | 859k | $85M | 4% | Jun 2026 |
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| Howard Capital Management | 851k | $84M | -51% | Jun 2026 |
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| Mirae Asset Global Investments | 835k | $83M | -3% | Mar 2026 |
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| FORM Wealth Advisors | 835k | $83M | 65% | Jun 2026 |
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| Johnson Investment Counsel | 830k | $82M | 4% | Jun 2026 |
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| New York Life Investment Management | 823k | $82M | 16% | Jun 2026 |
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| United Capital Financial Advisers | 811k | $80M | 3% | Jun 2026 |
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| Coldstream Capital Management | 786k | $78M | -40% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 784k | $78M | 13% | Jun 2026 |
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| Thrivent Financial for Lutherans | 654k | $65M | -17% | Jun 2026 |
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| Janney Montgomery Scott | 590k | $58M | -29% | Jun 2026 |
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| Lockheed Martin Investment Management Company | 523k | $52M | -60% | Jun 2026 |
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| iA Global Asset Management | 260k | $26M | -69% | Jun 2026 |
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| Stamos Capital Partners | 216k | $21M | -77% | Jun 2026 |
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| Jane Street | 54k | $5.3M | -98% | Jun 2026 |
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| Gallagher Fiduciary Advisors | 22k | $2.2M | -98% | Jun 2026 |
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Who sold out of iShares Lehman Aggregate Bond?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Strategic Financial Planning | Mar 2026 | 861k | $22M |