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 166 institutions that hold shares in the stock, with a total of 5.28 Million shares, which have been reported (via 13F filing form) to have a value of $577 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
58,252
shares
|
$6.37 Million
0.0% of portfolio
|
Q2 2024
Reduced 62.52%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
47,825
shares
|
$5.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.51%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
41,369
shares
|
$4.52 Million
1.46% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
35,485
shares
|
$3.88 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
33,750
shares
|
$3.69 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.35%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
32,131
shares
|
$3.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 79.38%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
28,370
shares
|
$3.1 Million
1.66% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
28,347
shares
|
$3.1 Million
0.49% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
28,259
shares
|
$3.09 Million
0.81% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,121
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
27,970
shares
|
$3.06 Million
0.01% of portfolio
|
Q3 2024
Added 22.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
27,150
shares
|
$2.97 Million
0.0% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Fluent Financial, LLC
|
Apr 10, 2025 Q1 2025 |
25,602
shares
|
$2.8 Million
1.35% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
24,801
shares
|
$2.71 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,314
shares
|
$2.66 Million
0.0% of portfolio
|
Q4 2024
Added 148.0%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
23,967
shares
|
$2.62 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
23,046
shares
|
$2.52 Million
0.04% of portfolio
|
Q1 2021
Reduced 1.07%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
23,035
shares
|
$2.52 Million
0.69% of portfolio
|
Q3 2022
Added 97.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
20,042
shares
|
$2.19 Million
0.09% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
19,473
shares
|
$2.13 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
18,543
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Added 373.88%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
17,111
shares
|
$1.87 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
16,916
shares
|
$1.85 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
16,499
shares
|
$1.8 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
15,912
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
Added 12.75%
|