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 | 84M | $8.4B | 2% | Mar 2023 |
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| Wells Fargo & Company | 53M | $5.1B | -2% | Dec 2022 |
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| Raymond James & Associates | 51M | $5.1B | 9% | Mar 2023 |
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| Envestnet Asset Management | 41M | $4.1B | 19% | Mar 2023 |
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| Bank of America Corporation | 41M | $4.1B | 2% | Mar 2023 |
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| BlackRock | 40M | $4.0B | -7% | Mar 2023 |
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| Morgan Stanley | 22M | $2.1B | 100% | Dec 2022 |
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| Us Bancorp | 22M | $2.2B | 32% | Mar 2023 |
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| Goldman Sachs Group | 18M | $1.8B | -2% | Mar 2023 |
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| Amerivest Investment Management | 16M | $1.5B | -6% | Mar 2023 |
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| Creative Planning | 12M | $1.1B | 0% | Dec 2022 |
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| Northern Trust | 10M | $1.0B | 6% | Mar 2023 |
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| Ameriprise Financial | 9.4M | $936M | 11% | Mar 2023 |
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| FMR | 9.0M | $892M | 100% | Mar 2023 |
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| Charles Schwab Investment Management | 8.5M | $848M | -7% | Mar 2023 |
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| Acorns Advisers | 8.3M | $826M | 6% | Mar 2023 |
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| Betterment | 7.9M | $768M | 5% | Dec 2022 |
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| WealthNavi | 7.5M | $752M | 7% | Mar 2023 |
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| Wealth Enhancement Advisory Services | 6.4M | $633M | 118% | Mar 2023 |
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| First Citizens Bank & Trust | 6.2M | $614M | 1251% | Mar 2023 |
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| Tiaa | 5.9M | $585M | 10% | Mar 2023 |
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| LPL Financial | 5.9M | $583M | -13% | Mar 2023 |
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| UBS Group | 5.6M | $558M | 0% | Mar 2023 |
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| Northwestern Mutual Wealth Management Company | 5.5M | $536M | 46% | Dec 2022 |
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| Pnc Financial Services | 5.5M | $531M | -17% | Dec 2022 |
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| Mercer Global Advisors | 5.5M | $542M | 11% | Mar 2023 |
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| Branch Banking & Trust Company | 5.4M | $538M | -5% | Mar 2023 |
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| Commonwealth of Pennsylvania | 5.2M | $514M | 0% | Mar 2023 |
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| Jpmorgan Chase & Co | 5.0M | $495M | 16% | Mar 2023 |
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| Raymond James Financial Services Advisors | 4.8M | $479M | 11% | Mar 2023 |
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| Prudential Financial | 4.6M | $448M | 17% | Dec 2022 |
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| MEMBERS Trust | 4.4M | $441M | 35% | Mar 2023 |
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| Bank of New York Mellon | 4.2M | $416M | 8% | Mar 2023 |
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| Mariner Wealth Advisors | 3.8M | $368M | 25% | Dec 2022 |
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| Advisor Group Holdings | 3.8M | $375M | 7% | Mar 2023 |
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| P/E Global | 3.7M | $370M | 1% | Mar 2023 |
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| D.A. Davidson & Co. | 2.8M | $277M | 3% | Mar 2023 |
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| Henderson Group | 2.8M | $275M | 5% | Mar 2023 |
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| Citigroup | 2.6M | $263M | 12% | Mar 2023 |
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| Stifel Financial | 2.6M | $250M | -59% | Dec 2022 |
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| SigFig Wealth Management | 2.6M | $256M | 9% | Mar 2023 |
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| South Dakota Investment Council | 2.3M | $234M | 0% | Mar 2023 |
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| Balentine | 2.3M | $232M | 2% | Mar 2023 |
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| Royal Bank of Canada | 2.3M | $223M | -16% | Dec 2022 |
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| H D Vest Advisory Services | 2.3M | $229M | -1% | Mar 2023 |
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| Ronald Blue Trust | 2.0M | $194M | 3% | Mar 2023 |
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| Geisinger Health | 2.0M | $196M | 0% | Mar 2023 |
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| Allspring Global Investments Holdings | 1.9M | $194M | -12% | Mar 2023 |
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| Captrust Financial Advisors | 1.9M | $190M | 4% | Mar 2023 |
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| Sequoia Financial Advisors | 1.8M | $182M | 4% | Mar 2023 |
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| Hsbc Holdings | 1.8M | $176M | 109% | Dec 2022 |
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| SageView Advisory Group | 1.8M | $180M | 36% | Mar 2023 |
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| United Capital Financial Advisers | 1.8M | $174M | -14% | Dec 2022 |
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| Stairway Partners | 1.7M | $168M | 100% | Mar 2023 |
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| Commonwealth Equity Services | 1.7M | $168M | 0% | Mar 2023 |
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| Alliancebernstein | 1.7M | $162M | 2% | Dec 2022 |
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| Toronto-Dominion Bank | 1.6M | $155M | 49% | Mar 2023 |
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| Vantagepoint Investment Advisers | 1.5M | $153M | 33% | Mar 2023 |
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| Mackenzie Financial | 1.5M | $149M | -3% | Mar 2023 |
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| Jane Street | 1.5M | $147M | 882% | Mar 2023 |
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| Mitsubishi UFJ Trust & Banking Corp | 1.4M | $141M | -6% | Mar 2023 |
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| Cetera Investment Advisers | 1.4M | $140M | -11% | Mar 2023 |
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| Manufacturers Life Insurance Company | 1.4M | $135M | 959% | Dec 2022 |
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| Juniper Hill Capital Management | 1.4M | $134M | 100% | Dec 2022 |
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| Capital Asset Advisory Services | 1.4M | $138M | 3% | Mar 2023 |
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| Orgel Wealth Management | 1.3M | $130M | -1% | Mar 2023 |
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| MKP Capital Management | 1.3M | $126M | 100% | Dec 2022 |
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| National Bank Of Canada /fi/ | 1.3M | $129M | 87% | Mar 2023 |
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| Cahaba Wealth Management | 1.3M | $126M | 3% | Mar 2023 |
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| Charles Schwab Trust | 1.3M | $125M | 11% | Mar 2023 |
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| Huntington Asset Advisors | 1.2M | $120M | -7% | Dec 2022 |
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| Wright Fund Managment | 1.2M | $123M | 100% | Mar 2023 |
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| Assetmark | 1.2M | $116M | 106% | Mar 2023 |
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| YCMNET Advisors | 1.2M | $115M | 17% | Mar 2023 |
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| Lido Advisors | 1.1M | $112M | 1787% | Mar 2023 |
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| Bank Of Montreal | 1.1M | $105M | 77% | Dec 2022 |
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| Cambridge Investment Research Advisors | 1.0M | $104M | 11% | Mar 2023 |
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| Sargent Bickham Lagudis | 1.0M | $99M | -2% | Dec 2022 |
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| Sumitomo Mitsui Trust Holdings | 993k | $99M | 0% | Mar 2023 |
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| Mml Investors Services | 985k | $98M | 53% | Mar 2023 |
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| Deere & Company | 972k | $97M | -17% | Mar 2023 |
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| Keybank National Association | 920k | $92M | -7% | Mar 2023 |
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| Oakworth Capital | 906k | $90M | 0% | Mar 2023 |
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| CliftonLarsonAllen Wealth Advisors | 904k | $90M | -6% | Mar 2023 |
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| Financial Network Investment Corporation | 860k | $83M | 17% | Dec 2022 |
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| McKinley Carter Wealth Services | 855k | $85M | 3% | Mar 2023 |
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| Schroder Investment Management Group | 800k | $80M | 12% | Mar 2023 |
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| Fisher Investments | 790k | $79M | 7% | Mar 2023 |
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| Victory Capital Management | 784k | $78M | 33% | Mar 2023 |
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| Industrial Alliance Investment Management | 782k | $78M | 0% | Mar 2023 |
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| HighTower Advisors | 764k | $76M | 0% | Mar 2023 |
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| Babson Capital Management | 762k | $76M | 122% | Mar 2023 |
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| Stamos Capital Partners | 741k | $74M | 93% | Mar 2023 |
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| Zacks Investment Management | 737k | $73M | 7% | Mar 2023 |
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| Goss Wealth Management | 722k | $72M | -5% | Mar 2023 |
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| Fifth Third Bancorp | 701k | $70M | -4% | Mar 2023 |
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| Country Trust Bank | 701k | $70M | -35% | Mar 2023 |
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| Brave Asset Management | 700k | $70M | 17% | Mar 2023 |
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| Bnp Paribas Arbitrage, Snc | 699k | $70M | 11% | Mar 2023 |
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| ZB | 689k | $69M | 8% | Mar 2023 |
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| Efficient Advisors | 682k | $68M | 90% | Mar 2023 |
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| Alerus Financial | 677k | $66M | 2% | Dec 2022 |
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| Koss-Olinger Consulting | 654k | $65M | 6% | Mar 2023 |
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| Rhumbline Advisers | 651k | $65M | 27% | Mar 2023 |
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| Summit Global Investments | 640k | $64M | 57% | Mar 2023 |
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| CWM | 624k | $62M | 2% | Mar 2023 |
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| Campbell Wealth Management | 615k | $61M | 100% | Mar 2023 |
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| Aj Wealth Strategies | 608k | $61M | -46% | Mar 2023 |
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| Beacon Pointe Advisors | 606k | $60M | 3% | Mar 2023 |
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| Trustees of the Smith College | 592k | $59M | 23% | Mar 2023 |
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| Charter Oak Capital Management | 579k | $58M | 9% | Mar 2023 |
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| Mirae Asset Global Investments | 575k | $57M | -9% | Mar 2023 |
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| Franklin Resources | 572k | $57M | 2% | Mar 2023 |
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| Twele Capital Management | 560k | $56M | -4% | Mar 2023 |
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| CLS Investments | 552k | $54M | -7% | Dec 2022 |
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| First Merchants Bank, National Association | 548k | $55M | 56% | Mar 2023 |
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| Janney Montgomery Scott | 541k | $54M | 27% | Mar 2023 |
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| Rebalance | 537k | $54M | 1% | Mar 2023 |
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| Mason Street Advisors | 535k | $52M | 2299% | Dec 2022 |
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| Cambridge Associates | 526k | $52M | -1% | Mar 2023 |
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| Compton Financial Group | 526k | $52M | 2% | Mar 2023 |
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| Brookstone Capital Management | 524k | $52M | 5% | Mar 2023 |
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| O'shaughnessy Asset Management | 519k | $50M | 2% | Dec 2022 |
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| JFS Wealth Advisors | 511k | $51M | 2% | Mar 2023 |
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| M^T Bank Corporation | 508k | $51M | -47% | Mar 2023 |
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| Trust | 504k | $50M | 119% | Mar 2023 |
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| Sumitomo Mitsui Financial | 499k | $50M | 1% | Mar 2023 |
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| Goodman & Company, Investment Counsel | 497k | $48M | -53% | Dec 2022 |
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| Rock Creek Group | 492k | $49M | 112% | Mar 2023 |
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| BKD Wealth Advisors | 491k | $49M | 200% | Mar 2023 |
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| Prime Capital Investment Advisors | 484k | $48M | 3% | Mar 2023 |
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| Sand Hill Advisors | 483k | $48M | 6% | Mar 2023 |
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| Colony Group | 482k | $48M | -30% | Mar 2023 |
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| Phillips Financial Management | 480k | $48M | 1% | Mar 2023 |
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| Cyndeo Wealth Partners | 476k | $47M | 175% | Mar 2023 |
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| Liquid Strategies | 476k | $46M | -20% | Dec 2022 |
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| First Business Financial Services | 475k | $47M | 3% | Mar 2023 |
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| State Treasurer State Of Michigan | 468k | $47M | 0% | Mar 2023 |
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| FTB Advisors | 468k | $45M | 27% | Dec 2022 |
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| Trustmark National Bank - Trust Department | 464k | $46M | 23% | Mar 2023 |
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| Freestone Capital Holdings | 461k | $46M | -2% | Mar 2023 |
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| Adaptive Financial Consulting | 460k | $45M | 1% | Dec 2022 |
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| Phoenix Wealth Advisors | 458k | $46M | 24% | Mar 2023 |
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| Sunflower Bank | 446k | $44M | 3861% | Mar 2023 |
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| Cable Hill Partners | 445k | $44M | 8% | Mar 2023 |
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| Stadion Money Management | 445k | $43M | -4% | Dec 2022 |
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| Baystate Wealth Management | 437k | $44M | 16% | Mar 2023 |
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| Partners HealthCare System | 431k | $43M | -22% | Mar 2023 |
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| AE Wealth Management | 429k | $43M | 67% | Mar 2023 |
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| Summit Investment Advisors | 428k | $43M | -3% | Mar 2023 |
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| Banco Bilbao Vizcaya Argentaria | 378k | $38M | -20% | Mar 2023 |
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| PFG Financial Advisors | 360k | $36M | -19% | Mar 2023 |
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| HPM Partners | 324k | $32M | -27% | Mar 2023 |
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| Bank Of Oklahoma National Association / | 291k | $29M | -78% | Mar 2023 |
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| Kingsview Wealth Management | 234k | $23M | -67% | Dec 2022 |
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| Financial Engines Advisors L.L.C | 227k | $23M | -59% | Mar 2023 |
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| CI Private Wealth | 224k | $22M | -61% | Mar 2023 |
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| Meeder Asset Management | 207k | $21M | -60% | Mar 2023 |
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| Credit Suisse | 169k | $17M | -89% | Mar 2023 |
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| Susquehanna International | 131k | $13M | -88% | Mar 2023 |
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| Citadel Advisors | 84k | $8.4M | -91% | Mar 2023 |
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| Signature Estate and Investment Advisors | 29k | $2.9M | -96% | Mar 2023 |
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| SG Americas Securities | 3.2k | $321k | -100% | Mar 2023 |
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Who sold out of iShares Lehman Aggregate Bond?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| United Services Automobile Association | Dec 2022 | 2.3M | $227M |
| Thrivent Financial for Lutherans | Dec 2022 | 1.4M | $138M |