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
Download as csv
Download as Excel
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 |
|
| Raymond James Financial | 93M | $9.2B | 5% | Jun 2026 |
|
| Bank of America Corporation | 67M | $6.6B | -4% | Jun 2026 |
|
| Wells Fargo & Company | 65M | $6.4B | 2% | Jun 2026 |
|
| BlackRock | 62M | $6.1B | 16% | Jun 2026 |
|
| Mercer Global Advisors | 45M | $4.5B | 14% | Jun 2026 |
|
| Envestnet Asset Management | 43M | $4.3B | -3% | Jun 2026 |
|
| Us Bancorp | 40M | $3.9B | 100% | Jun 2026 |
|
| Northern Trust | 23M | $2.3B | 11% | Jun 2026 |
|
| Jpmorgan Chase & Co | 16M | $1.6B | 100% | Jun 2026 |
|
| Betterment | 16M | $1.5B | -35% | Jun 2026 |
|
| Cetera Investment Advisers | 16M | $1.5B | 2% | Jun 2026 |
|
| LPL Financial | 15M | $1.5B | 10% | Jun 2026 |
|
| Ameriprise Financial | 15M | $1.5B | 2% | Jun 2026 |
|
| Mariner Wealth Advisors | 15M | $1.5B | 8% | Jun 2026 |
|
| Acorns Advisers | 15M | $1.4B | 9% | Jun 2026 |
|
| Creative Planning | 15M | $1.4B | 6% | Sep 2026 |
|
| Wealth Enhancement Advisory Services | 14M | $1.3B | -15% | Sep 2026 |
|
| Northwestern Mutual Wealth Management Company | 13M | $1.3B | -1% | Jun 2026 |
|
| UBS Group | 13M | $1.3B | 7% | Jun 2026 |
|
| Goldman Sachs Group | 13M | $1.2B | -11% | Jun 2026 |
|
| WealthNavi | 12M | $1.2B | 6% | Sep 2026 |
|
| Arizona PSPRS Trust | 12M | $1.1B | 1% | Jun 2026 |
|
| Pnc Financial Services | 11M | $1.1B | 6% | Jun 2026 |
|
| United Services Automobile Association | 10M | $1.0B | 53% | Jun 2026 |
|
| HPM Partners | 9.9M | $982M | 11% | Jun 2026 |
|
| FMR | 9.5M | $941M | 5% | Jun 2026 |
|
| Adviser Investments | 9.2M | $913M | 7% | Jun 2026 |
|
| Johns Hopkins University | 8.0M | $794M | 0% | Jun 2026 |
|
| Stifel Financial | 7.3M | $726M | 0% | Jun 2026 |
|
| Branch Banking & Trust Company | 7.2M | $685M | -1% | Sep 2026 |
|
| Tiaa-cref Individual & Institutional Services | 7.2M | $711M | 14% | Jun 2026 |
|
| Royal Bank of Canada | 6.8M | $684M | 1% | Jun 2026 |
|
| Bank of New York Mellon | 6.8M | $674M | 2% | Jun 2026 |
|
| Captrust Financial Advisors | 6.7M | $664M | 7% | Jun 2026 |
|
| Charles Schwab Investment Management | 6.4M | $636M | -2% | Jun 2026 |
|
| Sixth Street Partners Management Company | 6.4M | $636M | 100% | Jun 2026 |
|
| Ohio National Investments | 5.9M | $559M | 5% | Sep 2026 |
|
| D.A. Davidson & Co. | 5.8M | $549M | 10% | Sep 2026 |
|
| Mackenzie Financial | 5.7M | $540M | 0% | Sep 2026 |
|
| MEMBERS Trust | 5.7M | $560M | -1% | Jun 2026 |
|
| Simplify Asset Management | 4.7M | $445M | -7% | Sep 2026 |
|
| SigFig Wealth Management | 4.7M | $444M | 10% | Sep 2026 |
|
| Wiley Bros.-aintree Capital | 4.3M | $421M | 9% | Jun 2026 |
|
| Mastercard Foundation Asset Management Corp | 4.1M | $390M | 0% | Sep 2026 |
|
| Factory Mutual Insurance Company | 4.1M | $383M | 38% | Sep 2026 |
|
| Cordoba Advisory Partners | 4.0M | $381M | 350% | Sep 2026 |
|
| Prime Capital Investment Advisors | 4.0M | $380M | 6% | Sep 2026 |
|
| EP Wealth Advisors | 3.9M | $391M | 24% | Jun 2026 |
|
| Vantagepoint Investment Advisers | 3.9M | $366M | 0% | Sep 2026 |
|
| Russell Investments | 3.8M | $373M | 38% | Jun 2026 |
|
| SageView Advisory Group | 3.5M | $350M | 100% | Jun 2026 |
|
| South Dakota Investment Council | 3.5M | $342M | 6% | Jun 2026 |
|
| Jupiter Topco | 3.3M | $326M | 100% | Jun 2026 |
|
| Fifth Third Bancorp | 3.2M | $321M | 2% | Jun 2026 |
|
| Mason Street Advisors | 3.1M | $302M | 0% | Jun 2026 |
|
| Alliancebernstein | 3.0M | $294M | 3% | Jun 2026 |
|
| Stairway Partners | 2.9M | $275M | 3% | Sep 2026 |
|
| Dynasty Wealth Management | 2.9M | $287M | 6% | Jun 2026 |
|
| Balentine | 2.8M | $261M | 1% | Sep 2026 |
|
| Susquehanna International | 2.7M | $272M | 98% | Jun 2026 |
|
| O'shaughnessy Asset Management | 2.6M | $258M | 3% | Jun 2026 |
|
| Steward Partners Investment Advisory | 2.5M | $250M | -33% | Jun 2026 |
|
| Ronald Blue Trust | 2.5M | $238M | 4% | Sep 2026 |
|
| Hantz Financial Services | 2.4M | $236M | 20% | Jun 2026 |
|
| Disciplina Capital Management | 2.4M | $236M | 7% | Jun 2026 |
|
| Advisor Group Holdings | 2.4M | $235M | 9% | Jun 2026 |
|
| Exchange Traded Concepts | 2.4M | $223M | -16% | Sep 2026 |
|
| Envestnet Portfolio Solutions | 2.2M | $216M | -29% | Jun 2026 |
|
| TIAA Wealth Investment Management | 1.9M | $193M | 6% | Jun 2026 |
|
| Quotient Wealth Partners | 1.9M | $192M | 3% | Jun 2026 |
|
| National Philanthropic Trust | 1.8M | $180M | 1% | Jun 2026 |
|
| Ferguson Wellman Capital Management | 1.8M | $170M | 3% | Sep 2026 |
|
| Commonwealth Equity Services | 1.8M | $168M | -1% | Sep 2026 |
|
| YCMNET Advisors | 1.8M | $176M | 5% | Jun 2026 |
|
| Capital Asset Advisory Services | 1.8M | $169M | 6% | Sep 2026 |
|
| HighTower Advisors | 1.8M | $174M | -13% | Jun 2026 |
|
| Kingsview Wealth Management | 1.8M | $174M | 5% | Jun 2026 |
|
| Rebalance | 1.7M | $159M | 3% | Sep 2026 |
|
| Wesbanco Trust And Investments | 1.7M | $166M | 9% | Jun 2026 |
|
| Single Point Partners | 1.6M | $49M | 1% | Sep 2026 |
|
| Assetmark | 1.6M | $151M | 8% | Sep 2026 |
|
| Bnp Paribas Investment Partners | 1.6M | $157M | 0% | Jun 2026 |
|
| BKD Wealth Advisors | 1.6M | $148M | 1% | Sep 2026 |
|
| Mml Investors Services | 1.6M | $155M | 15% | Jun 2026 |
|
| Beacon Pointe Advisors | 1.5M | $151M | 1% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 1.5M | $143M | -3% | Sep 2026 |
|
| F/M Investments | 1.5M | $147M | 5374% | Jun 2026 |
|
| Gerber Kawasaki Wealth & Investment Management | 1.5M | $137M | 4% | Sep 2026 |
|
| Pathstone Holdings | 1.4M | $142M | 3162% | Jun 2026 |
|
| Mitsubishi UFJ Trust & Banking Corp | 1.4M | $141M | 0% | Jun 2026 |
|
| First Citizens Bank & Trust | 1.4M | $132M | 4% | Sep 2026 |
|
| Trajan Wealth | 1.3M | $134M | 3% | Jun 2026 |
|
| Fisher Investments | 1.3M | $133M | 5% | Jun 2026 |
|
| Colony | 1.3M | $133M | 0% | Jun 2026 |
|
| Sumitomo Mitsui Financial | 1.3M | $132M | -1% | Jun 2026 |
|
| Cambridge Associates | 1.3M | $130M | 34% | Jun 2026 |
|
| State Treasurer State Of Michigan | 1.3M | $123M | 44% | Sep 2026 |
|
| Comprehensive Portfolio Management | 1.3M | $127M | 3% | Jun 2026 |
|
| V-Square Quantitative Management | 1.3M | $120M | 0% | Sep 2026 |
|
| Crestwood Advisors | 1.3M | $118M | 4% | Sep 2026 |
|
| Victory Capital Management | 1.2M | $122M | -9% | Jun 2026 |
|
| Hsbc Holdings | 1.2M | $119M | 5% | Jun 2026 |
|
| Prudential Financial | 1.2M | $119M | -54% | Jun 2026 |
|
| Nuveen | 1.2M | $118M | 100% | Jun 2026 |
|
| Allspring Global Investments Holdings | 1.2M | $116M | 2% | Jun 2026 |
|
| SCS Capital Management | 1.1M | $113M | 508% | Jun 2026 |
|
| Center for Financial Planning | 1.1M | $106M | 4% | Sep 2026 |
|
| MAI Wealth Advisors | 1.1M | $110M | 120% | Jun 2026 |
|
| Keybank National Association | 1.1M | $110M | 2% | Jun 2026 |
|
| Zhang Financial | 1.1M | $108M | 22% | Jun 2026 |
|
| CLS Investments | 1.1M | $108M | 4% | Jun 2026 |
|
| Graves-Light Private Wealth Management | 1.1M | $102M | -2% | Sep 2026 |
|
| Freestone Capital Holdings | 1.1M | $107M | 13% | Jun 2026 |
|
| Brookstone Capital Management | 1.1M | $101M | 9% | Sep 2026 |
|
| GenTrust | 1.0M | $104M | 0% | Jun 2026 |
|
| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 1.0M | $97M | 47843% | Sep 2026 |
|
| Mirae Asset Global Investments | 1.0M | $96M | 22% | Sep 2026 |
|
| Affiance Financial | 1.0M | $96M | 2% | Sep 2026 |
|
| Howard Capital Management | 1.0M | $96M | 19% | Sep 2026 |
|
| Meridian Wealth Partners | 995k | $98M | 5% | Jun 2026 |
|
| Sumitomo Mitsui Trust Holdings | 993k | $94M | 0% | Sep 2026 |
|
| Steele Capital Management | 992k | $98M | 4% | Jun 2026 |
|
| Greenspring Advisors | 987k | $98M | 5% | Jun 2026 |
|
| Sagespring Wealth Partners | 981k | $93M | 0% | Sep 2026 |
|
| Trustmark National Bank - Trust Department | 976k | $97M | 0% | Jun 2026 |
|
| Baker Avenue Asset Management | 972k | $96M | 5% | Jun 2026 |
|
| Concurrent Investment Advisors | 971k | $92M | 36% | Sep 2026 |
|
| CI Private Wealth | 949k | $94M | -33% | Jun 2026 |
|
| NEOS Investment Management | 911k | $90M | 11% | Jun 2026 |
|
| Goss Wealth Management | 902k | $89M | 5% | Jun 2026 |
|
| Koss-Olinger Consulting | 900k | $89M | 8% | Jun 2026 |
|
| Goodman & Company, Investment Counsel | 896k | $89M | -5% | Jun 2026 |
|
| Principal Securities | 893k | $88M | -34% | Jun 2026 |
|
| Metropolitan Life Insurance Company | 874k | $87M | 3% | Jun 2026 |
|
| Oarsman Capital | 872k | $86M | -5% | Jun 2026 |
|
| PDS Planning | 864k | $82M | -2% | Sep 2026 |
|
| Ellenbecker Investment Group | 859k | $85M | 4% | Jun 2026 |
|
| FORM Wealth Advisors | 832k | $79M | 0% | Sep 2026 |
|
| Johnson Investment Counsel | 830k | $82M | 4% | Jun 2026 |
|
| New York Life Investment Management | 823k | $82M | 16% | Jun 2026 |
|
| Verger Capital Management | 813k | $77M | 37% | Sep 2026 |
|
| United Capital Financial Advisers | 811k | $80M | 3% | Jun 2026 |
|
| Park Avenue Securities | 798k | $75M | 15% | Sep 2026 |
|
| Coldstream Capital Management | 786k | $78M | -40% | Jun 2026 |
|
| Bnp Paribas Arbitrage, Snc | 784k | $78M | 13% | Jun 2026 |
|
| Zacks Investment Management | 780k | $77M | 4% | Jun 2026 |
|
| Integrity Alliance | 775k | $73M | 0% | Sep 2026 |
|
| Franklin Resources | 769k | $76M | 7% | Jun 2026 |
|
| Ing Investment Management | 762k | $75M | 10% | Jun 2026 |
|
| Thrivent Financial for Lutherans | 654k | $65M | -17% | Jun 2026 |
|
| Janney Montgomery Scott | 590k | $58M | -29% | Jun 2026 |
|
| Lockheed Martin Investment Management Company | 523k | $52M | -60% | Jun 2026 |
|
| Stamos Capital Partners | 216k | $21M | -77% | Jun 2026 |
|
| Bouchey Financial | 183k | $18M | -76% | Jun 2026 |
|
| Axxcess Wealth Management | 120k | $11M | -94% | Sep 2026 |
|
| Jane Street | 54k | $5.3M | -98% | Jun 2026 |
|
| Gallagher Fiduciary Advisors | 22k | $2.2M | -98% | Jun 2026 |
|
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 |