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 155 institutions that hold shares in the stock, with a total of 4.41 Million shares, which have been reported (via 13F filing form) to have a value of $483 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
401,789
shares
|
$44 Million
0.06% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
369,770
shares
|
$40.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
288,709
shares
|
$31.6 Million
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
194,717
shares
|
$21.3 Million
3.56% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
187,866
shares
|
$20.6 Million
1.36% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
187,540
shares
|
$20.5 Million
0.01% of portfolio
|
Q3 2024
Added 15.53%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
127,218
shares
|
$13.9 Million
0.33% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
123,551
shares
|
$13.5 Million
3.27% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
122,417
shares
|
$13.4 Million
0.3% of portfolio
|
Q2 2025
Reduced 22.57%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
119,834
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
116,486
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.84%
|
|
|
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
|
$10.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
87,450
shares
|
$9.58 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
86,899
shares
|
$9.52 Million
0.81% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
78,396
shares
|
$8.59 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
78,255
shares
|
$8.57 Million
1.88% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
77,154
shares
|
$8.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
75,517
shares
|
$8.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
72,478
shares
|
$7.94 Million
0.0% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
60,004
shares
|
$6.57 Million
0.0% of portfolio
|
Q2 2025
Added 69.15%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
58,563
shares
|
$6.41 Million
0.0% of portfolio
|
Q2 2025
Added 71.73%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
58,252
shares
|
$6.38 Million
0.0% of portfolio
|
Q2 2024
Reduced 62.52%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
58,085
shares
|
$6.36 Million
0.84% of portfolio
|
Q2 2025
Reduced 6.76%
|