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Get Institutions for : 
iShares Barclays Agency Bond (AGG)  
$95.39 0.25 (0.26%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1655    24
Total shares held : 
 886,987,208  
% of shares held : 
 12.83%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   198  
Amount of shares held : 
 44,549,646  
% of shares held change : 
   0.64%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $93.13  
Last Quarter's Ending Price : 
 $99.25  
Last Quarter's Average Price : 
 $95.17  
Change from last quarter's     
avg. price to the last closing  : 
0.22 (0.23%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
119
 2,869,828
 0.32%
 
Increased Positions :
748
 77,453,544
 8.73%
 
Unchanged Positions :
214
 13,195,501
 1.49%
 
Decreased Positions :
574
-30,271,747
-3.41%
 
Closed Positions :
95
-5,501,979
-0.62%
 
Guru Positions :
2
855,089
 0.1%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Geisinger Health 1 - 2023-12-31 1,759,432 $174,623,626,000 19,875
   JONES FINANCIAL COMPANIES LLLP 1 - 2023-12-31 88,551,553 $8,788,742,000 -720,523
   RAYMOND JAMES & ASSOCIATES 2 - 2023-12-31 63,061,225 $6,258,826,000 1,072,797
   WELLS FARGO & CO/MN 6 - 2023-12-31 54,225,886 $5,381,919,000 -725,306
   BLACKROCK INC. 153 - 2023-12-31 44,781,966 $4,444,610,000 -4,318
   BANK OF AMERICA CORP /DE/ 38 - 2023-12-31 42,145,839 $4,182,975,000 2,698,704
   ENVESTNET ASSET MANAGEMENT INC 5 - 2023-12-31 40,781,811 $4,047,595,000 2,209,020
   US BANCORP 3 - 2023-12-31 29,007,988 $2,879,058,000 3,071,624
   MORGAN STANLEY 71 - 2023-12-31 27,892,765 $2,768,357,000 2,821,776
   GOLDMAN SACHS GROUP INC/ 35 - 2023-12-31 19,255,862 $1,911,144,000 869,740
   FMR LLC 149 - 2023-12-31 15,404,607 $1,528,907,000 9,403,479
   MERCER GLOBAL ADVISORS INC /ADV 2 - 2023-12-31 15,072,789 $1,495,974,000 1,662,115
   AMERIVEST INVESTMENT MANAGEMENT LLC 1 - 2023-06-30 15,193,021 $1,488,156,000 -344,032
   Envestnet Portfolio Solutions Inc. 2 - 2023-12-31 14,770,769 $1,465,999,000 -289,099
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 48 - 2023-12-31 14,216,812 $1,411,019,000 -3,928,554
   NORTHERN TRUST CORP 68 - 2023-12-31 13,975,446 $1,387,063,000 167,309
   CREATIVE PLANNING 12 - 2023-12-31 12,555,162 $1,246,100,000 753,052
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2 - 2024-03-31 10,420,989 $1,020,632,000 1,582,075
   Acorns Advisers LLC 3 - 2023-12-31 9,662,609 $959,014,000 427,294
   Betterment LLC 10 - 2023-12-31 9,616,008 $954,389,000 386,693
   WealthNavi Inc. 3 - 2024-03-31 9,472,127 $927,700,000 404,738
   UBS Group AG 51 - 2023-12-31 9,233,009 $916,376,000 2,231,771
   FIRST CITIZENS BANK & TRUST CO 1 - 2024-03-31 9,324,792 $913,270,000 1,500,742
   J P MORGAN CHASE & CO 212 - 2023-12-31 8,929,202 $886,224,000 2,686,188
   AMERIPRISE FINANCIAL INC 84 - 2023-12-31 8,722,750 $867,335,000 -1,127,892
   UNITED SERVICES AUTOMOBILE ASSOCIATION 1 - 2023-12-31 8,158,182 $809,700,000 1,084,888
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17 - 2023-12-31 8,015,551 $795,543,000 -1,200,543
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 7,595,175 $754,202,000 600,008
   PRUDENTIAL FINANCIAL INC 11 - 2023-12-31 7,431,992 $737,625,000 2,960,378
   LPL FINANCIAL CORP 41 - 2023-12-31 7,072,849 $701,980,000 312,479
   TIAA FSB 9 - 2023-06-30 7,032,424 $688,826,000 1,157,171
   P/E Global LLC 1 - 2023-12-31 6,745,576 $669,498,000 2,937,853
   BB&T CORP 11 - 2023-12-31 6,382,581 $633,471,000 840,304
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 1 - 2023-12-31 6,379,116 $633,127,000 438,925
   FACTORY MUTUAL INSURANCE CO 1 - 2024-03-31 6,125,091 $599,891,000 2,045,215
   MEMBERS Trust Co 1 - 2023-12-31 5,596,991 $556,565,000 -213,891
   PNC FINANCIAL SERVICES GROUP INC 45 - 2023-12-31 5,582,929 $554,106,000 294,956
   STIFEL FINANCIAL CORP 24 - 2023-12-31 5,384,209 $534,387,000 64,547
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 13 - 2023-12-31 5,086,061 $504,792,000 341,110
   BANK OF NEW YORK MELLON CORP 180 - 2023-12-31 5,080,444 $504,234,000 512,541
   MARINER WEALTH ADVISORS, LLC 12 - 2023-12-31 4,924,155 $488,723,000 187,758
   Advisor Group Holdings Inc. 20 - 2023-12-31 3,686,650 $365,994,000 -1,433,712
   ROYAL BANK OF CANADA 207 - 2023-12-31 3,590,000 $356,307,000 395,476
   DAVIDSON D A & CO 4 - 2023-12-31 3,576,770 $354,994,000 140,168
   CAPTRUST FINANCIAL ADVISORS 12 - 2023-12-31 3,518,843 $349,245,000 1,575,140
   H D Vest Advisory Services 5 - 2023-12-31 3,514,713 $348,835,000 134,337
   JANUS HENDERSON GROUP PLC 135 - 2023-12-31 2,951,669 $292,953,000 -21,471
   CITIGROUP INC 45 - 2023-12-31 2,886,602 $286,495,000 106,134
   SigFig Wealth Management LLC 2 - 2023-12-31 2,744,117 $272,020,000 23,218
   Balentine LLC 4 - 2023-12-31 2,388,367 $237,045,000 -11,885
   South Dakota Investment Council 2 - 2023-12-31 2,344,500 $232,692,000 0
   ALLIANCEBERNSTEIN L.P. 189 - 2023-12-31 2,228,208 $221,150,000 137,057
   COMMONWEALTH EQUITY SERVICES LLC. 41 - 2023-12-31 2,102,352 $208,659,000 37,277
   Sequoia Financial Advisors LLC - 2023-12-31 2,080,764 $206,516,000 159,110
   Allspring Global Investments Holdings LLC 65 - 2024-03-31 2,042,285 $200,021,000 573,621
   Ronald Blue Trust Inc. 11 - 2023-12-31 2,099,658 $197,452,000 70,934
   FINANCIAL NETWORK 11 - 2023-12-31 1,927,596 $191,314,000 132,625
   HIGHTOWER ADVISORS, LLC 65 - 2023-12-31 1,912,437 $189,712,000 363,181
   EP WEALTH ADVISORS, INC. 5 - 2023-12-31 1,796,961 $178,348,000 1,063,074
   FIFTH THIRD BANCORP 31 - 2023-12-31 1,787,007 $177,360,000 1,037,471
   Quotient Wealth Partners LLC 4 - 2023-12-31 1,764,387 $175,115,000 0
   Edgehill Endowment Partners LLC 3 - 2023-12-31 1,730,374 $171,740,000 384,057
   VANTAGEPOINT INVESTMENT ADVISERS LLC 3 - 2023-12-31 1,698,198 $168,546,000 302,326
   MACKENZIE FINANCIAL CORP 107 - 2023-12-31 1,531,200 $151,972,000 -12,000
   AXXCESS WEALTH MANAGEMENT LLC 3 - 2023-12-31 1,517,919 $150,653,000 -35,128
   STAIRWAY PARTNERS, LLC 3 - 2024-03-31 1,525,427 $149,400,000 331,923
   Capital Asset Advisory Services LLC 2 - 2024-03-31 1,540,974 $148,981,000 88,960
   Empower Advisory Group LLC 34 - 2023-12-31 1,479,392 $146,830,000 1,428,035
   Cetera Investment Advisers 11 - 2023-12-31 1,455,526 $144,461,000 -21,332
   Mill Creek Capital Advisors LLC 5 - 2023-12-31 1,440,620 $142,981,000 42,830
   Prime Capital Investment Advisors LLC - 2023-12-31 1,426,943 $141,624,000 385,379
   GenTrust LLC 2 - 2024-03-31 1,438,348 $140,872,000 16,441
   MITSUBISHI UFJ TRUST & BANKING CORP 69 - 2023-12-31 1,413,455 $140,285,000 0
   Disciplina Capital Management LLC 1 - 2023-12-31 1,388,929 $137,851,000 58,838
   HSBC HOLDINGS PLC 148 - 2023-12-31 1,339,182 $132,914,000 -11,812
   CAHABA WEALTH MANAGEMENT INC. - 2023-12-31 1,319,877 $130,998,000 17,583
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 21 - 2023-12-31 1,292,841 $128,314,000 51,278
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 104 - 2023-12-31 1,251,816 $124,243,000 -157,453
   HPM Partners LLC - 2023-12-31 1,249,782 $124,041,000 326,114
   BANK OF MONTREAL /CAN/ 239 - 2023-12-31 1,228,912 $122,209,000 249,251
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 49 - 2023-12-31 1,229,120 $121,990,000 255,776
   BKD WEALTH ADVISORS LLC 3 - 2024-03-31 1,232,022 $120,664,000 180,967
   Charles Schwab Trust Co 1 - 2024-03-31 1,217,636 $119,255,000 5,967
   COUNTRY TRUST BANK 6 - 2024-03-31 1,207,043 $118,218,000 -166,674
   MASON STREET ADVISORS LLC 2 - 2023-12-31 1,184,500 $117,562,000 4,000
   Brookstone Capital Management 6 - 2024-03-31 1,158,576 $113,471,000 606,444
   Charter Oak Capital Management LLC - 2023-12-31 1,137,353 $112,882,000 190,177
   CI Private Wealth LLC 118 - 2023-12-31 1,079,870 $107,177,000 118,153
   MML INVESTORS SERVICES LLC 31 - 2023-12-31 1,068,147 $106,014,000 170,666
   PRINCIPAL SECURITIES INC. 1 - 2023-12-31 1,033,622 $102,587,000 0
   HUNTINGTON ASSET ADVISORS INC. 1 - 2023-12-31 1,013,829 $100,623,000 -74,691
   YCMNET ADVISORS INC 3 - 2023-12-31 1,012,806 $100,521,000 -227,348
   Sargent Bickham Lagudis LLC 1 - 2022-12-31 1,018,029 $98,739,000 -15,967
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 306 - 2024-03-31 992,594 $97,215,000 0
   EVOKE WEALTH LLC 10 - 2023-12-31 970,876 $96,359,000 943,830
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 16 - 2023-12-31 955,774 $94,861,000 29,559
   Summit Trail Advisors LLC 4 - 2023-12-31 925,981 $91,904,000 -166,010
   Baird Financial Group Inc. 112 - 2023-12-31 916,140 $90,927,000 536,151
   BABSON CAPITAL MANAGEMENT LLC 6 - 2023-12-31 911,537 $90,470,000 86,523
   Lido Advisors LLC 16 - 2023-12-31 904,481 $89,770,000 -149,317
  100 Records found
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