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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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5713 *Closed 2023-12-31 0 $0 -378,407
   Genus Capital Management Inc. 3 *Closed 2023-12-31 0 $0 -130,560
   BAILARD BIEHL & KAISER INC 704 *Closed 2023-12-31 0 $0 -3,845
   Invera Wealth Advisors LLC 63 *Closed 2024-03-31 0 $0 -12,382
   KPP Advisory Services LLC 144 *Closed 2023-12-31 0 $0 -7,269
   BROWN BROTHERS HARRIMAN & CO 1108 *Closed 2023-12-31 0 $0 -2,205
   CITADEL ADVISORS LLC 5559 *Closed 2023-12-31 0 $0 -148,759
   FLOW TRADERS U.S. LLC 814 *Closed 2023-12-31 0 $0 -24,539
   STATE TREASURER STATE OF MICHIGAN 959 *Closed 2024-03-31 0 $0 -977,500
   Lehman & Derafelo Financial Resources LLC 111 *Closed 2022-12-31 0 $0 -82
   Phoenix Wealth Advisors 117 *Closed 2024-03-31 0 $0 -2,497
   Vestcor Investment Management Corp 1230 *Closed 2023-12-31 0 $0 -64,200
   WEXFORD CAPITAL LLC 241 *Closed 2023-12-31 0 $0 -18,582
   TWO SIGMA SECURITIES LLC 1494 *Closed 2023-12-31 0 $0 -121,432
   LWM Advisory Services LLC 86 *Closed 2023-12-31 0 $0 -5
   PAX Financial Group LLC 222 *Closed 2023-12-31 0 $0 -3,989
   INVESTMENT HOUSE LLC 192 *Closed 2023-12-31 0 $0 -29,773
   Whalen Wealth Management Inc. 119 *Closed 2024-03-31 0 $0 -53,494
   BOS Asset Management LLC 153 *Closed 2023-12-31 0 $0 -17,396
   Elk River Wealth Management LLC 98 *Closed 2024-03-31 0 $0 -6,263
   TL Private Wealth 49 *Closed 2024-03-31 0 $0 -4,168
   Koss-Olinger Consulting LLC 93 *Closed 2024-03-31 0 $0 -118,736
   Core Wealth Management Inc. 24 *Closed 2024-03-31 0 $0 -95,694
   Strid Group LLC 55 *Closed 2024-03-31 0 $0 -2,525
   OROURKE & COMPANY Inc 144 *Closed 2024-03-31 0 $0 -2,426
   HRT FINANCIAL LLC 2257 *Closed 2023-12-31 0 $0 -37,655
   Financial Alternatives Inc 82 *Closed 2023-12-31 0 $0 -3,111
   Elevated Capital Advisors LLC 176 *Closed 2024-03-31 0 $0 -16,816
   Syntal Capital Partners LLC 46 *Closed 2023-12-31 0 $0 -12,680
   Arlington Trust Co LLC 671 *Closed 2024-03-31 0 $0 -329
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 976 *Closed 2023-12-31 0 $0 -350,000
   GRAND WEALTH MANAGEMENT LLC 76 *Closed 2023-12-31 0 $0 -1,106
   Armor Investment Advisors LLC 170 *Closed 2024-03-31 0 $0 -3
   Aurora Private Wealth Inc. 164 *Closed 2024-03-31 0 $0 -4,393
   FORT PITT CAPITAL GROUP LLC 126 *Closed 2024-03-31 0 $0 -2,458
   Kovack Advisors Inc. 509 *Closed 2024-03-31 0 $0 -26,744
   PANORAMIC INVESTMENT ADVISORS LLC 115 *Closed 2024-03-31 0 $0 -14,952
   True Wealth Design LLC 546 *Closed 2023-12-31 0 $0 -142
   SUMMIT WEALTH & RETIREMENT PLANNING INC. 56 *Closed 2023-12-31 0 $0 -43,747
   XR Securities LLC 66 *Closed 2023-12-31 0 $0 -9,944
   WHITE PINE CAPITAL LLC 206 *Closed 2023-12-31 0 $0 -2,828
   WHITENER CAPITAL MANAGEMENT INC. 158 *Closed 2024-03-31 0 $0 -2,092
   LAIRD NORTON TYEE TRUST CO 124 *Closed 2023-12-31 0 $0 -16,510
   FSC Wealth Advisors LLC 284 *Closed 2024-03-31 0 $0 -4,986
   Almanack Investment Partners LLC. 174 *Closed 2023-12-31 0 $0 -3,405
   RT CAPITAL MANAGEMENT, LLC 40 *Closed 2023-12-31 0 $0 -197,646
   Evolution Wealth Advisors LLC 141 *Closed 2024-03-31 0 $0 -4,533
   SIMPLEX TRADING LLC 2756 *Closed 2024-03-31 0 $0 -5,116
   Outlook Wealth Advisors LLC 273 *Closed 2024-03-31 0 $0 -2,304
   FinDec Wealth Services Inc. 46 *Closed 2023-12-31 0 $0 -3,090
   Sarasin & Partners LLP 83 *Closed 2024-03-31 0 $0 -44,804
   Bruce G. Allen Investments LLC 922 *Closed 2024-03-31 0 $0 -3
   Ten Capital Wealth Advisors LLC 306 *Closed 2023-06-30 0 $0 -473
   CAPITAL ADVISORS INC/OK 288 *Closed 2023-12-31 0 $0 -2,800
   First County Bank /CT/ 167 *Closed 2023-12-31 0 $0 -2,601
   Core Wealth Advisors Inc. 261 *Closed 2023-12-31 0 $0 -161
   Guidance Point Advisors LLC 65 *Closed 2023-12-31 0 $0 -2,677
   TCWP LLC 95 *Closed 2023-12-31 0 $0 -13,783
   Cerro Pacific Wealth Advisors LLC 157 *Closed 2023-03-31 0 $0 -17,972
   MEANS INVESTMENT CO. INC. 202 *Closed 2024-03-31 0 $0 -15,627
   SageView Advisory Group LLC 653 *Closed 2023-12-31 0 $0 -2,343,698
   Strategic Wealth Partners Group LLC 69 *Closed 2023-12-31 0 $0 -1,547
   OLYMPUS WEALTH MANAGEMENT LLC 17 *Closed 2024-03-31 0 $0 -3,685
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 174 *Closed 2024-03-31 0 $0 -30,069
   Independent Wealth Network Inc. 160 *Closed 2024-03-31 0 $0 -6,177
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 266 *Closed 2023-12-31 0 $0 -2,799
   Commonwealth Retirement Investments LLC *Closed 2023-12-31 0 $0 -50,127
   OHE FINANCIAL INC 247 *Closed 2023-12-31 0 $0 -3,013
   FIDUCIARY TRUST CO 641 *Closed 2023-12-31 0 $0 -6,329
   VERITABLE LP 615 *Closed 2023-09-30 0 $0 -3,361
   Clear Perspectives Financial Planning LLC 210 *Closed 2023-03-31 0 $0 -292
   AFS Financial Group LLC *Closed 2023-12-31 0 $0 -2,436
   First Personal Financial Services 385 *Closed 2024-03-31 0 $0 -1,014
   Wagner Wealth Management LLC 266 *Closed 2024-03-31 0 $0 -105
   Atlas Financial Advisors Inc. 46 *Closed 2023-12-31 0 $0 -9,779
   WPWealth LLP 61 *Closed 2023-12-31 0 $0 -10,723
   Symphony Financial Ltd. Co. 209 *Closed 2024-03-31 0 $0 -23,381
   KARLINSKI ANDREW C 91 *Closed 2022-12-31 0 $0 -2,605
   Strengthening Families & Communities LLC 418 *Closed 2023-12-31 0 $0 -5,728
   Carolina Wealth Advisors LLC 250 *Closed 2024-03-31 0 $0 -9
   KWMG LLC 131 *Closed 2024-03-31 0 $0 -2,687
   CYPRESS CAPITAL MANAGEMENT LLC 188 *Closed 2022-12-31 0 $0 -7,963
   Andina Capital Management LLC 141 *Closed 2024-03-31 0 $0 -21,624
   Stokes Family Office LLC 312 *Closed 2023-12-31 0 $0 -2,210
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 808 *Closed 2023-12-31 0 $0 -9,405
   Advisor Resource Council 439 *Closed 2024-03-31 0 $0 -3,308
   CONTRAVISORY RESEARCH & MANAGEMENT CORP. 399 *Closed 2024-03-31 0 $0 -30,390
   OLD MISSION CAPITAL LLC 1244 *Closed 2023-12-31 0 $0 -311,009
   GUIDANCE CAPITAL INC 192 *Closed 2024-03-31 0 $0 -11,698
   VeraBank N.A. 145 *Closed 2023-12-31 0 $0 -2,345
   CAMBIAR INVESTORS LLC *Closed 2023-12-31 0 $0 -6,198
   STATE STREET CORP 4370 *Closed 2023-12-31 0 $0 -5,656
   PEAK FINANCIAL ADVISORS LLC 84 *Closed 2024-03-31 0 $0 -4,653
   Community Bank N.A. 429 *Closed 2023-12-31 0 $0 -490
   LFA - Lugano Financial Advisors SA *Closed 2023-12-31 0 $0 -620
   Ascension Capital Advisors Inc. *Closed 2023-12-31 0 $0 -14,026
   Intelligence Driven Advisers LLC 101 *Closed 2023-12-31 0 $0 -3,215
   OPINICUS CAPITAL INC. 105 *Closed 2024-03-31 0 $0 -2,504
   MetLife Investment Advisors LLC 2883 *Closed 2023-12-31 0 $0 -433,900
   Three Bridge Wealth Advisors LLC 99 *Closed 2023-12-31 0 $0 -2,387
  100 Records found
  1    
  Page 1 of 1
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