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 | ||
---|---|---|---|---|---|---|
Jones Financial Companies, L.L | 80M | $8.5B | 5% | Mar 2022 | ||
Wells Fargo & Company | 48M | $5.5B | -1% | Dec 2021 | ||
Envestnet Asset Management | 39M | $4.2B | 11% | Mar 2022 | ||
Raymond James & Associates | 36M | $3.9B | 1% | Mar 2022 | ||
Bank of America Corporation | 26M | $3.0B | 100% | Dec 2021 | ||
Amerivest Investment Management | 19M | $2.0B | -8% | Mar 2022 | ||
Creative Planning | 16M | $1.8B | 0% | Dec 2021 | ||
Morgan Stanley | 15M | $1.7B | 100% | Mar 2022 | ||
Milliman Financial Risk Management | 15M | $1.6B | -2% | Mar 2022 | ||
Us Bancorp | 14M | $1.5B | 9% | Mar 2022 | ||
Northern Trust | 12M | $12M | -9% | Mar 2022 | ||
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Charles Schwab Investment Management | 8.9M | $956M | 24% | Mar 2022 | ||
Goldman Sachs Group | 8.7M | $931M | 13% | Mar 2022 | ||
NextCapital Advisers | 8.1M | $869M | 8% | Mar 2022 | ||
Jpmorgan Chase & Co | 7.5M | $799M | -35% | Mar 2022 | ||
Betterment | 7.2M | $821M | 5% | Dec 2021 | ||
Acorns Advisers | 6.9M | $738M | 16% | Mar 2022 | ||
WealthNavi | 6.3M | $678M | 5% | Mar 2022 | ||
Pnc Financial Services | 5.7M | $655M | 20% | Dec 2021 | ||
Stifel Financial | 5.3M | $572M | 18% | Mar 2022 | ||
Tiaa | 5.0M | $538M | 2% | Mar 2022 | ||
Mercer Global Advisors | 4.7M | $507M | 13% | Mar 2022 | ||
Bank of Nova Scotia | 4.6M | $491M | 70% | Mar 2022 | ||
Advisor Group Holdings | 4.3M | $456M | 12% | Mar 2022 | ||
Prudential Financial | 3.8M | $412M | 49% | Mar 2022 | ||
Raymond James Financial Services Advisors | 3.7M | $401M | -14% | Mar 2022 | ||
Thrivent Financial for Lutherans | 3.7M | $392M | 50% | Mar 2022 | ||
Northwestern Mutual Wealth Management Company | 3.5M | $372M | -8% | Mar 2022 | ||
Bank of New York Mellon | 3.5M | $372M | 6% | Mar 2022 | ||
State Treasurer State Of Michigan | 3.4M | $362M | 8% | Mar 2022 | ||
FMR | 3.3M | $352M | 75% | Mar 2022 | ||
Healthcare Of Ontario Pension Plan Trust Fund | 2.6M | $297M | 44% | Dec 2021 | ||
Branch Banking & Trust Company | 2.6M | $278M | 18% | Mar 2022 | ||
Mariner Wealth Advisors | 2.5M | $269M | 5% | Mar 2022 | ||
Wealth Enhancement Advisory Services | 2.5M | $277M | 10% | Dec 2021 | ||
South Dakota Investment Council | 2.3M | $251M | 100% | Mar 2022 | ||
Guggenheim Capital, LLC Managers | 2.2M | $250M | 1% | Dec 2021 | ||
D.A. Davidson & Co. | 2.2M | $249M | 12% | Dec 2021 | ||
SigFig Wealth Management | 2.2M | $232M | 7% | Mar 2022 | ||
Mackenzie Financial | 1.9M | $202M | -6% | Mar 2022 | ||
Credit Suisse | 1.9M | $201M | -30% | Mar 2022 | ||
H D Vest Advisory Services | 1.8M | $192M | -42% | Mar 2022 | ||
Sequoia Financial Advisors | 1.8M | $189M | 27% | Mar 2022 | ||
MEMBERS Trust | 1.7M | $189M | 0% | Dec 2021 | ||
YCMNET Advisors | 1.6M | $184M | 2% | Dec 2021 | ||
Allspring Global Investments Holdings | 1.6M | $171M | 1% | Mar 2022 | ||
Huntington Asset Advisors | 1.5M | $163M | 41% | Mar 2022 | ||
Liquid Strategies | 1.5M | $155M | 13% | Mar 2022 | ||
Baird Financial | 1.4M | $152M | 6% | Mar 2022 | ||
Victory Capital Management | 1.4M | $145M | 23% | Mar 2022 | ||
Citigroup | 1.4M | $163M | 100% | Dec 2021 | ||
Captrust Financial Advisors | 1.4M | $146M | 60% | Mar 2022 | ||
MCF Advisors | 1.2M | $131M | 7% | Mar 2022 | ||
Windham Capital Management | 1.2M | $138M | 55% | Dec 2021 | ||
Allianz Asset Management | 1.2M | $128M | -4% | Mar 2022 | ||
Verity Asset Management | 1.2M | $11k | 100% | Mar 2022 | ||
Aaron Wealth Advisors | 1.2M | $11M | 2948% | Mar 2022 | ||
Commonwealth Equity Services | 1.2M | $127M | -15% | Mar 2022 | ||
Jane Street | 1.2M | $125M | 501% | Mar 2022 | ||
Cahaba Wealth Management | 1.2M | $119M | 5% | Mar 2022 | ||
Bnp Paribas Arbitrage, Snc | 1.2M | $124M | 25% | Mar 2022 | ||
Goodman & Company, Investment Counsel | 1.1M | $115M | 100% | Mar 2022 | ||
Vantagepoint Investment Advisers | 1.1M | $114M | -58% | Mar 2022 | ||
CliftonLarsonAllen Wealth Advisors | 982k | $105M | -9% | Mar 2022 | ||
Keybank National Association | 977k | $105M | -8% | Mar 2022 | ||
Alberta Investment Management Corporation | 976k | $111M | 0% | Dec 2021 | ||
Mitsubishi UFJ Trust & Banking Corp | 925k | $106M | -6% | Dec 2021 | ||
Cambridge Investment Research Advisors | 920k | $105M | -5% | Dec 2021 | ||
HighTower Advisors | 916k | $104M | -5% | Dec 2021 | ||
Charles Schwab Trust | 898k | $96M | -2% | Mar 2022 | ||
Country Trust Bank | 880k | $94M | -5% | Mar 2022 | ||
Hsbc Holdings | 849k | $97M | -4% | Dec 2021 | ||
Alliancebernstein | 840k | $90M | 56% | Mar 2022 | ||
Baker Avenue Asset Management | 836k | $95M | 4% | Dec 2021 | ||
Goss Wealth Management | 829k | $89M | -1% | Mar 2022 | ||
AE Wealth Management | 809k | $92M | 3% | Dec 2021 | ||
Evergreen Advisors | 794k | $85M | 2% | Mar 2022 | ||
Coulter & Justus Financial Services | 794k | $85M | 100% | Mar 2022 | ||
Industrial Alliance Investment Management | 791k | $85M | 776% | Mar 2022 | ||
Mirae Asset Global Investments | 791k | $85M | -15% | Mar 2022 | ||
Zacks Investment Management | 788k | $84M | 9% | Mar 2022 | ||
CWM | 783k | $84M | -3% | Mar 2022 | ||
Hanson McClain Advisors | 773k | $83M | -81% | Mar 2022 | ||
Castleview Partners | 767k | $6.7M | 100% | Dec 2021 | ||
Partners HealthCare System | 756k | $81M | -10% | Mar 2022 | ||
Money Concepts Capital Corp | 735k | $79M | 100% | Mar 2022 | ||
O'shaughnessy Asset Management | 716k | $77M | 24% | Mar 2022 | ||
McKinley Carter Wealth Services | 716k | $77M | 1% | Mar 2022 | ||
Fifth Third Bancorp | 713k | $76M | 2% | Mar 2022 | ||
Charter Trust | 707k | $76M | -1% | Mar 2022 | ||
Brookstone Capital Management | 707k | $74M | 130% | Mar 2022 | ||
Efficient Advisors | 706k | $76M | -12% | Mar 2022 | ||
Campbell Wealth Management | 692k | $74M | 1% | Mar 2022 | ||
Charter Oak Capital Management | 687k | $78M | 4% | Dec 2021 | ||
Bank Of Montreal | 678k | $78M | -10% | Dec 2021 | ||
Alerus Financial | 670k | $72M | 2% | Mar 2022 | ||
Meeder Asset Management | 647k | $69M | 768% | Mar 2022 | ||
Franklin Resources | 641k | $69M | -24% | Mar 2022 | ||
First Merchants Bank, National Association | 638k | $68M | -4% | Mar 2022 | ||
Twele Capital Management | 638k | $68M | -2% | Mar 2022 | ||
Comprehensive Portfolio Management | 625k | $67M | 13% | Mar 2022 | ||
Bartlett & Co. | 622k | $67M | 1% | Mar 2022 | ||
CLS Investments | 621k | $71M | -7% | Dec 2021 | ||
F3Logic | 617k | $70M | 2% | Dec 2021 | ||
MetLife Investment Advisors | 612k | $66M | 2% | Mar 2022 | ||
ZB | 610k | $65M | 25% | Mar 2022 | ||
Natixis | 600k | $64M | 100% | Mar 2022 | ||
Cambridge Associates | 600k | $64M | 14% | Mar 2022 | ||
Mml Investors Services | 585k | $63M | -1% | Mar 2022 | ||
Phillips Financial Management | 563k | $60M | -1% | Mar 2022 | ||
Beacon Pointe Advisors | 559k | $60M | 507% | Mar 2022 | ||
Capital Asset Advisory Services | 552k | $59M | 5% | Mar 2022 | ||
Summit Global Investments | 543k | $58M | -21% | Mar 2022 | ||
First Business Financial Services | 535k | $57M | 0% | Mar 2022 | ||
Capital Analysts | 517k | $59M | 2% | Dec 2021 | ||
Sumitomo Mitsui Financial | 513k | $59M | 10% | Dec 2021 | ||
Amarillo National Bank | 504k | $54M | 12% | Mar 2022 | ||
Prime Capital Investment Advisors | 502k | $57M | 0% | Mar 2022 | ||
Summit Investment Advisors | 484k | $52M | -8% | Mar 2022 | ||
Colony Group | 479k | $55M | 10% | Dec 2021 | ||
Golub Group | 479k | $51M | 0% | Mar 2022 | ||
Barclays | 478k | $55M | -46% | Dec 2021 | ||
Compton Financial Group | 469k | $50M | 7% | Mar 2022 | ||
JFS Wealth Advisors | 466k | $50M | -5% | Mar 2022 | ||
TD Capital Management | 445k | $48M | 6% | Mar 2022 | ||
Babson Capital Management | 444k | $48M | 310% | Mar 2022 | ||
Legacy Private Trust | 435k | $47M | 8% | Mar 2022 | ||
Trustees of the Smith College | 422k | $45M | 100% | Mar 2022 | ||
Fisher Investments | 422k | $45M | 8% | Mar 2022 | ||
Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 413k | $44M | 3% | Mar 2022 | ||
Spire Wealth Management | 409k | $47M | 1% | Dec 2021 | ||
Howard Capital Management | 409k | $44M | 20% | Mar 2022 | ||
Lazard Asset Management | 403k | $43M | 7% | Mar 2022 | ||
First Hawaiian Bank | 401k | $43M | -1% | Mar 2022 | ||
Rhumbline Advisers | 397k | $45M | -1% | Dec 2021 | ||
Madison Asset Management | 395k | $45M | -1% | Dec 2021 | ||
Hilltop Holdings | 380k | $41M | 306% | Mar 2022 | ||
Meridian Wealth Partners | 378k | $41M | 1% | Mar 2022 | ||
Divergent Wealth Advisors | 375k | $43M | 4% | Dec 2021 | ||
EP Wealth Advisors | 366k | $39M | 210% | Mar 2022 | ||
Adaptive Financial Consulting | 365k | $42M | 5% | Dec 2021 | ||
Sumitomo Mitsui Trust Holdings | 352k | $38M | -19% | Mar 2022 | ||
Baystate Wealth Management | 352k | $40M | 2% | Dec 2021 | ||
Pictet Asset Management Sa | 350k | $38M | 100% | Mar 2022 | ||
Accredited Investors | 347k | $37M | 979% | Mar 2022 | ||
Amtrust Financial Services | 336k | $38M | 0% | Dec 2021 | ||
BLB^B Advisors | 335k | $36M | 3% | Mar 2022 | ||
RegentAtlantic Capital | 333k | $36M | 195% | Mar 2022 | ||
ETF Portfolio Partners | 329k | $35M | 12% | Mar 2022 | ||
Kestra Advisory Services | 326k | $35M | -5% | Mar 2022 | ||
Aprio Wealth Management | 325k | $37M | 0% | Dec 2021 | ||
Sigma Planning | 291k | $31M | -13% | Mar 2022 | ||
Cetera Investment Advisers | 290k | $31M | -20% | Mar 2022 | ||
VCU Investment Management | 277k | $30M | -44% | Mar 2022 | ||
Pfs Investments | 273k | $31M | -34% | Dec 2021 | ||
GoalFusion Wealth Management | 235k | $25M | -35% | Mar 2022 | ||
Kingsview Wealth Management | 219k | $25M | -52% | Dec 2021 | ||
Diamond Capital Management | 149k | $1.7M | -73% | Mar 2022 | ||
FTB Advisors | 93k | $10M | -73% | Mar 2022 | ||
Aj Wealth Strategies | 52k | $5.6M | -95% | Mar 2022 | ||
SG Americas Securities | 1.9k | $200k | -100% | Mar 2022 |
Who sold out of iShares Lehman Aggregate Bond?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Parametric Portfolio Associates | Sep 2021 | 1.4M | $162M |
ING Groep | Dec 2021 | 1.3M | $146M |
Sargent Bickham Lagudis | Dec 2021 | 1.2M | $132M |
Cable Hill Partners | Dec 2021 | 497k | $57M |
Teacher Retirement System Of Texas | Dec 2021 | 450k | $51M |
Brave Asset Management | Dec 2021 | 440k | $50M |
NISA Investment Advisors | Dec 2021 | 400k | $45M |
Toews Corp | Dec 2021 | 356k | $41M |
Canada Pension Plan Investment Board | Dec 2021 | 338k | $39M |