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Get Institutions for : 
iShares Barclays Agency Bond (AGG)  
$96.19 0.49 (0.51%) as of 4:30 Fri 5/3


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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  : 
1.02 (1.07%)  




 
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
   TOEWS CORP /ADV 4 *New 2024-03-31 774,639 $75,868,000 774,639
   COLONY GROUP, LLC 29 *New 2023-12-31 482,604 $47,898,000 482,604
   First Citizens Asset Management Inc. 5 *New 2023-12-31 376,614 $38,104,000 376,614
   MARQUETTE ASSET MANAGEMENT INC. 6 *New 2023-12-31 376,599 $37,377,000 376,599
   Walker Financial Services Inc. 3 *New 2024-03-31 217,685 $21,320,000 217,685
   BSC PRIVATE WEALTH MANAGEMENT LLC 15 *New 2023-12-31 154,099 $15,294,000 154,099
   Conservest Capital Advisors Inc. 15 *New 2023-12-31 118,066 $11,718,000 118,066
   WMS PARTNERS, LLC 25 *New 2023-12-31 95,843 $9,512,000 95,843
   ING GROEP NV 225 *New 2023-12-31 90,000 $8,933,000 90,000
   CATALYST CAPITAL ADVISORS LLC 56 *New 2024-03-31 72,828 $7,133,000 72,828
   Lineweaver Wealth Advisors LLC 14 *New 2023-12-31 67,995 $6,751,000 67,995
   Pinnacle Wealth Management Group Inc. 4 *New 2024-03-31 60,457 $5,921,000 60,457
   OAK HILL INVESTMENT MANAGEMENT, L.P. 39 *New 2023-12-31 55,134 $5,472,000 55,134
   CFO4Life L.P. 22 *New 2022-12-31 53,862 $5,224,000 53,862
   OARSMAN CAPITAL, INC. 18 *New 2023-12-31 48,857 $4,849,000 48,857
   PARALLAX VOLATILITY ADVISERS, LLC 117 *New 2023-12-31 43,651 $4,332,000 43,651
   Eldridge Investment Advisors Inc. 26 *New 2023-12-31 42,126 $4,181,000 42,126
   Lake Hills Wealth Management LLC 9 *New 2024-03-31 41,756 $4,090,000 41,756
   WAYCROSS PARTNERS LLC 34 *New 2023-12-31 37,110 $3,683,000 37,110
   ADVISOR PARTNERS II LLC 150 *New 2023-09-30 37,377 $3,515,000 37,377
   Custos Family Office LLC 18 *New 2023-12-31 22,460 $2,229,000 22,460
   Benchmark Investment Advisors LLC 92 *New 2023-12-31 21,590 $2,143,000 21,590
   Kensington Asset Management LLC *New 2023-12-31 19,100 $1,896,000 19,100
   BRASADA CAPITAL MANAGEMENT LP 76 *New 2023-12-31 16,651 $1,653,000 16,651
   ESTATE COUNSELORS, LLC *New 2023-12-31 15,815 $1,570,000 15,815
   P-Solve LLC 22 *New 2023-12-31 15,373 $1,526,000 15,373
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 241 *New 2024-03-31 11,283 $1,105,000 11,283
   WCG Wealth Advisors LLC 204 *New 2023-12-31 10,325 $1,025,000 10,325
   Pinnacle Financial Group LLC / IL 32 *New 2023-12-31 9,570 $950,000 9,570
   Wealth Advisors of Iowa LLC 21 *New 2023-12-31 9,535 $946,000 9,535
   Pointe Capital Management LLC 41 *New 2023-12-31 8,909 $884,000 8,909
   Vivaldi Asset Management LLC 115 *New 2023-12-31 8,785 $872,000 8,785
   Transparent Wealth Partners LLC 18 *New 2023-03-31 8,665 $863,000 8,665
   EVERCORE WEALTH MANAGEMENT, LLC 231 *New 2023-12-31 8,432 $837,000 8,432
   TFB Advisors LLC 61 *New 2023-12-31 7,714 $766,000 7,714
   ISLAY CAPITAL MANAGEMENT LLC 58 *New 2023-12-31 7,447 $739,000 7,447
   BOOTHBAY FUND MANAGEMENT LLC 624 *New 2023-12-31 7,406 $735,000 7,406
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 119 *New 2023-12-31 7,226 $717,000 7,226
   Heartland Bank & Trust Co *New 2023-12-31 6,563 $651,000 6,563
   MORNINGSTAR INVESTMENT SERVICES, INC. 278 *New 2023-12-31 5,735 $570,000 5,735
   Ameraudi Asset Management Inc. 36 *New 2023-12-31 5,520 $548,000 5,520
   ADVISORS CAPITAL MANAGEMENT LLC 349 *New 2023-12-31 5,140 $510,000 5,140
   Catalyst Wealth Management LLC 77 *New 2023-03-31 4,899 $488,000 4,899
   Intrua Financial LLC 185 *New 2023-03-31 4,886 $486,000 4,886
   MOSAIC FAMILY WEALTH PARTNERS LLC 117 *New 2023-12-31 4,778 $474,000 4,778
   KANAWHA CAPITAL MANAGEMENT LLC 155 *New 2023-12-31 4,669 $463,000 4,669
   MERIDIAN MANAGEMENT CO 67 *New 2023-12-31 4,676 $457,000 4,676
   Cornerstone Advisory LLP 147 *New 2023-12-31 4,457 $442,000 4,457
   MELFA WEALTH MANAGEMENT LLC 83 *New 2024-03-31 4,436 $434,000 4,436
   Schneider Downs Wealth Management Advisors LP 75 *New 2023-12-31 4,287 $425,000 4,287
   Avestar Capital LLC 215 *New 2023-12-31 4,000 $397,000 4,000
   Summa Corp. 44 *New 2024-03-31 4,000 $392,000 4,000
   SPROTT INC. 104 *New 2023-12-31 3,805 $378,000 3,805
   BANK OF THE OZARKS 110 *New 2023-12-31 3,788 $376,000 3,788
   NAPLES GLOBAL ADVISORS LLC 326 *New 2023-12-31 3,465 $344,000 3,465
   Premier Path Wealth Partners LLC 262 *New 2024-03-31 2,967 $322,000 2,967
   Strategic Wealth Designers 99 *New 2023-12-31 3,130 $311,000 3,130
   Balboa Wealth Partners 156 *New 2023-12-31 3,064 $304,000 3,064
   DEFINED WEALTH MANAGEMENT LLC 94 *New 2024-03-31 3,040 $298,000 3,040
   Sonora Investment Management Group LLC 184 *New 2023-12-31 2,925 $290,000 2,925
   Autumn Glory Partners LLC *New 2023-12-31 2,903 $287,000 2,903
   Kure Advisory LLC 83 *New 2023-12-31 2,808 $279,000 2,808
   Gordian Advisors LLC 20 *New 2024-03-31 2,839 $278,000 2,839
   Allen Capital Group LLC 173 *New 2024-03-31 2,759 $270,000 2,759
   Waterfront Wealth Inc. 215 *New 2023-12-31 2,689 $267,000 2,689
   Wealth Alliance Advisory Group LLC 154 *New 2024-03-31 2,698 $264,000 2,698
   YALE CAPITAL CORP 386 *New 2023-12-31 2,640 $262,000 2,640
   Kaydan Wealth Management Inc. 91 *New 2024-03-31 2,559 $251,000 2,559
   Confluence Wealth Services Inc. 304 *New 2024-03-31 2,463 $241,000 2,463
   Fort Sheridan Advisors LLC 172 *New 2023-12-31 2,370 $235,000 2,370
   Navis Wealth Advisors LLC 76 *New 2023-12-31 2,360 $234,000 2,360
   BEACON FINANCIAL GROUP 290 *New 2023-12-31 2,360 $234,000 2,360
   FINANCIAL ARCHITECTS INC 298 *New 2023-06-30 2,316 $227,000 2,316
   Wealth Advisors of Tampa Bay LLC *New 2023-12-31 2,285 $227,000 2,285
   Consolidated Planning Corp 155 *New 2023-12-31 2,265 $225,000 2,265
   SCHOLTZ & COMPANY LLC 63 *New 2023-12-31 2,237 $222,000 2,237
   Kaizen Financial Strategies 104 *New 2023-12-31 2,220 $220,000 2,220
   Cottage Street Advisors LLC 86 *New 2024-03-31 2,239 $219,000 2,239
   Cassaday & Co Wealth Management LLC 251 *New 2023-12-31 2,200 $218,000 2,200
   Brio Consultants LLC 96 *New 2023-12-31 2,197 $218,000 2,197
   Rench Wealth Management Inc. 47 *New 2023-12-31 2,177 $216,000 2,177
   L.M. KOHN & COMPANY 241 *New 2024-03-31 2,203 $216,000 2,203
   Retirement Solution Inc. 39 *New 2023-12-31 2,160 $214,000 2,160
   Hixon Zuercher LLC 64 *New 2023-12-31 2,110 $209,000 2,110
   OBrien Wealth Partners LLC 40 *New 2024-03-31 2,133 $209,000 2,133
   Moors & Cabot Inc. 752 *New 2023-12-31 2,016 $200,000 2,016
   Brandywine Oak Private Wealth LLC 226 *New 2023-12-31 2,019 $200,000 2,019
   WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC 226 *New 2023-12-31 2,000 $199,000 2,000
   WELLINGTON SHIELDS & CO., LLC 242 *New 2023-12-31 978 $97,000 978
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV *New 2023-12-31 550 $55,000 550
   YHB INVESTMENT ADVISORS, INC. 491 *New 2024-03-31 389 $38,000 389
   Kozak & Associates Inc. 153 *New 2023-12-31 352 $35,000 352
   ATLAS CAPITAL ADVISORS LLC 592 *New 2024-03-31 300 $29,000 300
   ELEQUIN CAPITAL LP 227 *New 2023-12-31 252 $25,000 252
   FIRST COMMUNITY TRUST NA 190 *New 2024-03-31 260 $25,000 260
   Planning Capital Management Corp 258 *New 2024-03-31 243 $24,000 243
   Scarborough Advisors LLC 304 *New 2023-12-31 172 $17,000 172
   Aspire Private Capital LLC 344 *New 2024-03-31 160 $16,000 160
   FSA Wealth Management LLC 284 *New 2023-12-31 136 $13,000 136
   Ahrens Investment Partners LLC 684 *New 2023-03-31 78 $8,000 78
  100 Records found
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