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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   South Dakota Investment Council 2 - 2023-12-31 2,344,500 $232,692,000 0
   MITSUBISHI UFJ TRUST & BANKING CORP 69 - 2023-12-31 1,413,455 $140,285,000 0
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 306 - 2024-03-31 992,594 $97,215,000 0
   NEW YORK STATE COMMON RETIREMENT FUND 328 - 2023-12-31 352,463 $34,982,000 0
   DEERE & CO - 2023-12-31 344,959 $34,237,000 0
   GP Brinson Investments LLC 3 - 2024-03-31 280,650 $27,487,000 0
   Canton Hathaway LLC 3 - 2023-12-31 131,216 $13,023,000 0
   Levin Easterly Partners LLC 26 - 2023-12-31 126,351 $12,540,000 0
   MACQUARIE GROUP LTD 789 - 2023-12-31 117,794 $11,691,000 0
   Amtrust Financial Services Inc. - 2023-12-31 98,560 $9,782,000 0
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 19 - 2023-12-31 90,949 $9,027,000 0
   Systematic Alpha Investments LLC 53 - 2023-12-31 72,000 $7,146,000 0
   Spotlight Asset Group Inc. 4 - 2023-12-31 65,209 $6,132,000 0
   SHELTER MUTUAL INSURANCE CO 31 - 2023-12-31 57,660 $5,723,000 0
   CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC 7 - 2023-12-31 56,184 $5,576,000 0
   RED CEDAR INVESTMENT MANAGEMENT LLC 34 - 2024-03-31 40,848 $4,001,000 0
   LEGACY WEALTH MANAGEMENT, INC 16 - 2024-03-31 37,738 $3,696,000 0
   MOODY NATIONAL BANK TRUST DIVISION 53 - 2024-03-31 30,340 $2,972,000 0
   Riverview Trust Co 11 - 2024-03-31 25,819 $2,529,000 0
   ALASKA PERMANENT CAPITAL MANAGEMENT 24 - 2024-03-31 23,632 $2,313,000 0
   Chandler Asset Management Inc. 13 - 2023-12-31 20,904 $2,075,000 0
   Bowie Capital Management LLC 28 - 2023-12-31 16,500 $1,638,000 0
   DOW CHEMICAL CO /DE/ 6 - 2023-12-31 15,912 $1,579,000 0
   ZIEGLER CAPITAL MANAGEMENT LLC 249 - 2023-12-31 14,165 $1,406,000 0
   ANCHOR CAPITAL ADVISORS INC 153 - 2023-12-31 13,430 $1,333,000 0
   Financial Gravity Wealth Inc. 193 - 2023-12-31 22,248 $1,306,000 0
   RDL FINANCIAL INC 60 - 2024-03-31 13,238 $1,297,000 0
   Private Wealth Group LLC 25 - 2024-03-31 12,959 $1,269,000 0
   TRUST CO OF VIRGINIA /VA 91 - 2024-03-31 12,563 $1,230,000 0
   INGALLS & SNYDER LLC 192 - 2023-12-31 12,056 $1,197,000 0
   AFFINITY INVESTMENT ADVISORS, LLC 39 - 2023-12-31 11,890 $1,180,000 0
   ASB Consultores LLC 29 - 2023-12-31 11,180 $1,110,000 0
   Horizons Wealth Management 23 - 2024-03-31 10,811 $1,073,000 0
   Transcendent Capital Group LLC 39 - 2024-03-31 9,925 $985,000 0
   BUSEY TRUST CO 178 - 2024-03-31 9,491 $930,000 0
   FinTrust Capital Advisors LLC 115 - 2023-12-31 9,318 $925,000 0
   AUTUS ASSET MANAGEMENT, LLC 83 - 2022-12-31 9,498 $921,000 0
   Qube Research & Technologies Ltd 1697 - 2023-12-31 8,977 $891,000 0
   GFS ADVISORS, LLC 97 - 2024-03-31 8,202 $803,000 0
   BOLTWOOD CAPITAL MANAGEMENT 94 - 2024-03-31 7,550 $739,000 0
   STILLWATER CAPITAL ADVISORS, LLC 53 - 2024-03-31 7,530 $737,000 0
   ANGELES INVESTMENT ADVISORS, LLC 54 - 2023-12-31 7,394 $734,000 0
   DEUTSCHE BANK AG 2115 - 2023-12-31 7,280 $723,000 0
   ARMSTRONG ADVISORY GROUP INC 75 - 2024-03-31 6,619 $657,000 0
   NOTTINGHAM ADVISORS INC 73 - 2023-12-31 6,582 $653,000 0
   Cambridge Advisors Inc. 100 - 2024-03-31 6,350 $622,000 0
   ROCKLAND TRUST CO 184 - 2024-03-31 6,093 $597,000 0
   Topel & Distasi Wealth Management LLC 54 - 2023-12-31 5,726 $568,000 0
   SONATA CAPITAL GROUP INC 64 - 2023-12-31 5,321 $528,000 0
   FIERA SCEPTRE INC. 437 - 2023-12-31 5,284 $524,000 0
   Gradient Capital Advisors LLC 88 - 2024-03-31 5,140 $503,000 0
   VAUGHAN AND COMPANY SECURITIES INC. - 2023-12-31 4,923 $489,000 0
   Bond & Devick Financial Network Inc. 76 - 2024-03-31 4,968 $487,000 0
   ALLIANZ ASSET MANAGEMENT AG 1409 - 2023-12-31 4,900 $486,000 0
   GFG Capital LLC 84 - 2023-12-31 4,697 $466,000 0
   MIDDLETON & CO INC/MA 107 - 2023-12-31 4,685 $465,000 0
   GERMAN AMERICAN BANCORP INC. 81 - 2023-12-31 4,601 $457,000 0
   McCollum Christoferson Group LLC 48 - 2024-03-31 4,300 $421,000 0
   HARBOR ADVISORY CORP /MA/ 66 - 2023-12-31 4,150 $412,000 0
   Frank Rimerman Advisors LLC 70 - 2023-12-31 3,996 $397,000 0
   MEADOW CREEK WEALTH ADVISORS LLC 94 - 2024-03-31 3,615 $354,000 0
   REGIS MANAGEMENT CO LLC 31 - 2024-03-31 3,460 $339,000 0
   Willow Creek Wealth Management Inc. 106 - 2023-12-31 3,378 $335,000 0
   Pacific Wealth Management 20 - 2024-03-31 3,326 $330,000 0
   First Capital Advisors Group LLC. 100 - 2023-06-30 3,292 $322,000 0
   COURAGE MILLER PARTNERS, LLC 73 - 2024-03-31 3,271 $320,000 0
   New England Professional Planning Group Inc. 30 - 2024-03-31 3,143 $308,000 0
   GABLES CAPITAL MANAGEMENT INC. 96 - 2023-12-31 3,076 $305,000 0
   Independent Family Office LLC 56 - 2023-12-31 3,032 $301,000 0
   Cardinal Point Capital Management ULC 61 - 2024-03-31 3,065 $300,000 0
   KB FINANCIAL PARTNERS LLC 146 - 2023-09-30 3,093 $291,000 0
   Gould Capital LLC 50 - 2023-12-31 2,829 $281,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 355 - 2024-03-31 2,744 $272,000 0
   MONTAG A & ASSOCIATES INC 371 - 2023-12-31 2,600 $258,000 0
   Apeiron RIA LLC 183 - 2024-03-31 2,550 $250,000 0
   Gray Wealth Management Inc. 112 - 2023-12-31 2,360 $234,000 0
   WEDGEWOOD INVESTORS INC /PA/ 87 - 2023-12-31 2,342 $232,000 0
   Red Wave Investments LLC 89 - 2023-12-31 2,313 $230,000 0
   Silver Oak Advisory Group Inc. 57 - 2023-12-31 2,319 $230,000 0
   ACT Advisors LLC. 37 - 2024-03-31 2,278 $223,000 0
   CATALYST PRIVATE WEALTH LLC 68 - 2024-03-31 2,235 $219,000 0
   Colorado Capital Management Inc. 86 - 2024-03-31 2,152 $211,000 0
   RWM Asset Management LLC 153 - 2024-03-31 2,103 $206,000 0
   OXFORD FINANCIAL GROUP LTD 229 - 2023-12-31 2,032 $202,000 0
   DUNCKER STREETT & CO INC 231 - 2024-03-31 1,660 $163,000 0
   Cassady Schiller Wealth Management LLC 126 - 2023-12-31 1,585 $157,000 0
   Friedenthal Financial 110 - 2024-03-31 1,596 $156,000 0
   WFA of San Diego LLC 91 - 2023-09-30 1,596 $150,000 0
   Mendota Financial Group LLC 85 - 2024-03-31 1,392 $136,000 0
   Glass Jacobson Investment Advisors llc 250 - 2024-03-31 1,300 $127,000 0
   Independence Bank of Kentucky 271 - 2024-03-31 1,226 $120,000 0
   Ariel Capital Advisors LLC 151 - 2023-12-31 1,200 $119,000 0
   Wunderlich Capital Managemnt 89 - 2023-12-31 1,130 $112,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 325 - 2024-03-31 1,172 $112,000 0
   Banque Cantonale Vaudoise 652 - 2024-03-31 1,100 $108,000 0
   Centerpoint Advisors LLC 109 - 2023-12-31 1,085 $108,000 0
   Harel Insurance Investments & Financial Services L 342 - 2023-12-31 1,014 $100,000 0
   Mechanics Financial Corp 133 - 2023-12-31 1,000 $99,000 0
   New Republic Capital LLC 177 - 2023-12-31 961 $95,000 0
   Nordwand Advisors LLC 58 - 2023-12-31 893 $89,000 0
  100 Records found
  1    
  Page 1 of 1
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