Institutional Ownership Ishares Agency Bond ETF (AGZ)
This table provides information about the institutional ownership of Ishares Agency Bond ETF (AGZ). We have compiled data on the 152 institutions that hold shares in the stock, with a total of 4.58 Million shares, which have been reported (via 13F filing form) to have a value of $502 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
404,949
shares
|
$44.4 Million
5.63% of portfolio
|
Q1 2025
Reduced 45.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
389,506
shares
|
$42.7 Million
0.06% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
373,353
shares
|
$40.9 Million
0.04% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
287,960
shares
|
$31.6 Million
0.01% of portfolio
|
Q1 2025
Added 25.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
187,540
shares
|
$20.6 Million
0.01% of portfolio
|
Q3 2024
Added 15.53%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
183,819
shares
|
$20.2 Million
3.76% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
158,101
shares
|
$17.3 Million
0.42% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
140,072
shares
|
$15.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
124,926
shares
|
$13.7 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
123,551
shares
|
$13.5 Million
3.27% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
119,834
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Asset Management One Co., Ltd.
|
Jul 31, 2025 Q2 2025 |
103,184
shares
|
$11.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
102,995
shares
|
$11.3 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
94,451
shares
|
$10.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
87,450
shares
|
$9.59 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
86,899
shares
|
$9.53 Million
0.81% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
82,161
shares
|
$9.01 Million
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
80,172
shares
|
$8.79 Million
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
78,396
shares
|
$8.6 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
77,980
shares
|
$8.55 Million
2.39% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
71,423
shares
|
$7.83 Million
0.0% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
58,252
shares
|
$6.39 Million
0.0% of portfolio
|
Q2 2024
Reduced 62.52%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
58,085
shares
|
$6.37 Million
0.84% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
52,408
shares
|
$5.75 Million
4.06% of portfolio
|
Q2 2025
Reduced 19.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
41,859
shares
|
$4.59 Million
0.0% of portfolio
|
Q1 2025
Added 54.18%
|