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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
53,779
shares
|
$5.89 Million
0.0% of portfolio
|
Q2 2025
Added 146.03%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
52,408
shares
|
$5.74 Million
4.06% of portfolio
|
Q2 2025
Reduced 19.02%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
39,082
shares
|
$4.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
36,552
shares
|
$4 Million
0.17% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
34,140
shares
|
$3.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.44%
|
|
|
Fluent Financial, LLC
|
Jul 23, 2025 Q2 2025 |
33,900
shares
|
$3.71 Million
1.74% of portfolio
|
Q2 2025
Added 32.41%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
33,319
shares
|
$3.65 Million
0.02% of portfolio
|
Q2 2025
Added 15.45%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
32,649
shares
|
$3.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
32,636
shares
|
$3.57 Million
0.99% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
29,051
shares
|
$3.18 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
29,015
shares
|
$3.18 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,121
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
26,730
shares
|
$2.93 Million
0.05% of portfolio
|
Q1 2025
Added 15.99%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
24,569
shares
|
$2.69 Million
0.35% of portfolio
|
Q2 2025
Reduced 93.93%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
23,035
shares
|
$2.52 Million
0.64% of portfolio
|
Q3 2022
Added 97.56%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
21,002
shares
|
$2.3 Million
0.15% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
20,485
shares
|
$2.24 Million
0.02% of portfolio
|
Q2 2025
Added 113.7%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
19,689
shares
|
$2.16 Million
0.13% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
19,175
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2025
Added 31.04%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
19,163
shares
|
$2.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Aug 11, 2025 Q2 2025 |
17,339
shares
|
$1.9 Million
1.78% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
16,390
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 46.24%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
15,573
shares
|
$1.71 Million
0.03% of portfolio
|
Q2 2023
Reduced 1.36%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
15,113
shares
|
$1.66 Million
1.22% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,000
shares
|
$1.64 Million
0.06% of portfolio
|
Q4 2023
New holding
|