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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
   JONES FINANCIAL COMPANIES LLLP 1 - 2023-12-31 88,551,553 $8,788,742,000 -720,523
   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
   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
   AMERIPRISE FINANCIAL INC 84 - 2023-12-31 8,722,750 $867,335,000 -1,127,892
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17 - 2023-12-31 8,015,551 $795,543,000 -1,200,543
   Advisor Group Holdings Inc. 20 - 2023-12-31 3,686,650 $365,994,000 -1,433,712
   JANUS HENDERSON GROUP PLC 135 - 2023-12-31 2,951,669 $292,953,000 -21,471
   Balentine LLC 4 - 2023-12-31 2,388,367 $237,045,000 -11,885
   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
   Cetera Investment Advisers 11 - 2023-12-31 1,455,526 $144,461,000 -21,332
   HSBC HOLDINGS PLC 148 - 2023-12-31 1,339,182 $132,914,000 -11,812
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 104 - 2023-12-31 1,251,816 $124,243,000 -157,453
   COUNTRY TRUST BANK 6 - 2024-03-31 1,207,043 $118,218,000 -166,674
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 30 - 2024-03-31 1,128,732 $110,548,000 -164,109
   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
   HUNTINGTON ASSET ADVISORS INC. 2 - 2024-03-31 973,864 $95,380,000 -39,965
   Lido Advisors LLC 16 - 2023-12-31 904,481 $89,770,000 -149,317
   BNP PARIBAS ARBITRAGE SA 144 - 2023-12-31 889,743 $88,307,000 -54,688
   Granite Bay Wealth Management LLC 24 - 2023-12-31 914,678 $86,244,000 -1,158,535
   Graves-Light Private Wealth Management Inc. 1 - 2023-12-31 863,350 $85,688,000 -96,595
   SCHRODER INVESTMENT MANAGEMENT GROUP 177 - 2023-12-31 848,213 $84,185,000 -84,514
   THRIVENT FINANCIAL FOR LUTHERANS 157 - 2023-12-31 821,644 $81,549,000 -162,820
   Beacon Pointe Advisors LLC 15 - 2023-12-31 800,924 $79,492,000 -9,812
   Juniper Hill Capital Management LP 3 - 2023-12-31 736,489 $73,097,000 -648,706
   Goss Wealth Management LLC 18 - 2023-12-31 711,003 $69,889,000 -58,825
   Stamos Capital Partners L.P. 1 - 2023-12-31 703,050 $69,778,000 -170,710
   FIFTH THIRD BANCORP 93 - 2024-03-31 700,523 $68,609,000 -1,086,484
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 38 - 2023-12-31 661,399 $65,644,000 -475,191
   Brave Asset Management Inc 1 - 2023-12-31 640,526 $63,572,000 -43,082
   SUMITOMO MITSUI FINANCIAL GROUP INC. 8 - 2023-12-31 630,301 $62,557,000 -2,472,818
   Facet Wealth Inc. 10 - 2023-12-31 565,780 $55,537,000 -41,052
   ZBN.A. 5 - 2023-12-31 554,304 $55,015,000 -78,940
   ING INVESTMENT MANAGEMENT LLC 237 - 2023-12-31 543,920 $53,984,000 -25,680
   CLS INVESTMENT FIRM LLC 9 - 2022-12-31 552,027 $53,541,000 -43,916
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 10 - 2023-12-31 514,570 $51,071,000 -125,803
   ZACKS INVESTMENT MANAGEMENT 48 - 2023-12-31 488,261 $48,460,000 -248,635
   Steward Partners Investment Advisory LLC 21 - 2023-12-31 487,669 $48,401,000 -31,968
   Adaptive Financial Consulting LLC 1 - 2023-12-31 473,379 $46,983,000 -3,496
   PARK AVENUE SECURITIES LLC 27 - 2024-03-31 472,582 $46,285,000 -2,946
   MTC Wealth Management LLC 1 - 2024-03-31 468,363 $45,871,000 -9,139
   Sunflower Bank N.A. 3 - 2024-03-31 422,646 $41,394,000 -4,825
   PHILLIPS FINANCIAL MANAGEMENT LLC 5 - 2024-03-31 419,816 $41,117,000 -11,663
   SUMMIT INVESTMENT ADVISORS INC 7 - 2023-12-31 411,118 $40,803,000 -27,028
   AMARILLO NATIONAL BANK 4 - 2024-03-31 383,266 $37,537,000 -37,280
   Hantz Financial Services Inc. 2 - 2023-12-31 378,011 $37,518,000 -45,497
   TWELE CAPITAL MANAGEMENT, INC. 5 - 2024-03-31 376,873 $36,911,000 -170,154
   ETF Portfolio Partners Inc. 3 - 2023-12-31 369,545 $36,677,000 -4,862
   TD CAPITAL MANAGEMENT LLC 6 - 2023-12-31 366,839 $36,409,000 -9,123
   FULTON BREAKEFIELD BROENNIMAN LLC 6 - 2023-12-31 360,453 $35,775,000 -22,457
   COLONY GROUP LLC 42 - 2023-09-30 380,391 $35,772,000 -10,404
   HANSON MCCLAIN, INC. 45 - 2024-03-31 351,271 $34,403,000 -19,973
   ACCREDITED INVESTORS INC. 16 - 2023-12-31 340,660 $33,810,000 -93,692
   Cornerstone Management Inc. 4 - 2023-12-31 334,867 $33,236,000 -3,155
   VICTORY CAPITAL MANAGEMENT INC 573 - 2023-12-31 330,198 $32,772,000 -231,212
   LEGACY PRIVATE TRUST CO. 6 - 2024-03-31 331,027 $32,421,000 -6,556
   TRUSTCORE FINANCIAL SERVICES LLC 9 - 2022-12-31 331,232 $32,126,000 -35,620
   Gallagher Fiduciary Advisors LLC 10 - 2023-12-31 305,783 $30,349,000 -4,082
   FIRST HAWAIIAN BANK 12 - 2024-03-31 304,552 $29,828,000 -10,187
   BARTLETT & CO. LLC 57 - 2023-12-31 285,425 $28,384,000 -133,026
   BARTLETT & CO. WEALTH MANAGEMENT LLC 57 - 2023-12-31 285,425 $28,383,000 -133,026
   Fort Point Capital Partners LLC 2 - 2023-12-31 264,030 $26,205,000 -136,097
   Divergent Wealth Advisors LLC 4 - 2023-12-31 263,036 $26,106,000 -1,845
   REGIONS FINANCIAL CORP 118 - 2024-03-31 251,970 $24,678,000 -10,995
   MV Capital Management Inc. 7 - 2024-03-31 250,367 $24,521,000 -75,707
   Passaic Partners LLC 4 - 2023-12-31 245,931 $24,409,000 -2,809
   PROEQUITIES INC. 5 - 2023-12-31 241,114 $23,931,000 -13,870
   Financial Designs Corp 2 - 2024-03-31 237,686 $23,279,000 -13,569
   GREAT VALLEY ADVISOR GROUP INC. 28 - 2023-12-31 229,867 $22,814,000 -1,562
   Miracle Mile Advisors LLC 43 - 2024-03-31 228,444 $22,374,000 -173,467
   MADISON ASSET MANAGEMENT LLC 89 - 2023-12-31 221,718 $22,006,000 -11,947
   Matrix Trust Co 6 - 2023-12-31 211,756 $21,017,000 -3,688
   Rockefeller Capital Management L.P. 286 - 2023-12-31 206,294 $20,475,000 -78,811
   Snider Financial Group - 2023-12-31 197,196 $19,572,000 -19,115
   iA Global Asset Management Inc. 77 - 2023-12-31 195,400 $19,393,000 -418,327
   TBH Global Asset Management LLC 7 - 2023-12-31 193,853 $19,240,000 -104,451
   Stratos Wealth Advisors LLC 14 - 2024-03-31 195,203 $19,118,000 -10,589
   Sontag Advisory LLC 47 - 2023-12-31 191,761 $19,032,000 -30,199
   Vestmark Advisory Solutions Inc. 15 - 2023-12-31 190,420 $18,899,000 -61,116
   Elwood & Goetz Wealth Advisory Group LLC 8 - 2024-03-31 192,670 $18,870,000 -203,993
   Stratos Wealth Partners LTD. 60 - 2024-03-31 192,369 $18,841,000 -9,308
   Visionary Wealth Advisors 12 - 2023-12-31 182,747 $18,138,000 -14,836
   CONNABLE OFFICE INC 10 - 2023-12-31 172,904 $17,161,000 -4,509
   Trustees of the Smith College 1 - 2023-12-31 171,157 $16,987,000 -366,124
   CHEMUNG CANAL TRUST CO 5 - 2024-03-31 167,962 $16,450,000 -15,330
   LPWM LLC 4 - 2024-03-31 164,957 $15,796,000 -5,130
   QUATTRO FINANCIAL ADVISORS LLC 6 - 2024-03-31 158,156 $15,490,000 -60,744
   Mutual Advisors LLC 23 - 2023-12-31 153,896 $15,274,000 -13,973
   BURNS WEALTH MANAGEMENT, INC. 49 - 2023-12-31 153,032 $15,188,000 -27,589
   SYON CAPITAL LLC 12 - 2023-12-31 150,625 $14,950,000 -737,751
   TCP Asset Management LLC 9 - 2024-03-31 150,489 $14,739,000 -5,954
   CALAMOS WEALTH MANAGEMENT LLC 21 - 2023-12-31 147,791 $14,668,000 -58,686
   International City Management Association Retireme 3 - 2023-12-31 146,850 $14,575,000 -106,950
   Sowell Financial Services LLC - 2023-12-31 145,912 $14,482,000 -9,295
   WRAPMANAGER INC 2 - 2023-12-31 144,276 $14,319,000 -13,006
   PROSPERA FINANCIAL SERVICES 39 - 2023-12-31 141,333 $14,027,000 -47,083
  100 Records found
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