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 156 institutions that hold shares in the stock, with a total of 4.68 Million shares, which have been reported (via 13F filing form) to have a value of $510 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
14,633
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Added 251.16%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
14,253
shares
|
$1.56 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
13,746
shares
|
$1.5 Million
0.45% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
12,988
shares
|
$1.42 Million
0.4% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
12,832
shares
|
$1.4 Million
0.18% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
12,639
shares
|
$1.38 Million
0.11% of portfolio
|
Q1 2025
Added 32.48%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
12,549
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
12,406
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Added 14.8%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
11,832
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2022
Reduced 3.68%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
11,485
shares
|
$1.25 Million
1.51% of portfolio
|
Q3 2022
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
10,967
shares
|
$1.2 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,945
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
10,320
shares
|
$1.13 Million
0.07% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
10,019
shares
|
$1.09 Million
0.36% of portfolio
|
Q1 2025
Reduced 75.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
9,707
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
9,586
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 74.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
9,188
shares
|
$1 Million
0.33% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
8,447
shares
|
$921,652
0.3% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
8,386
shares
|
$914,996
0.01% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Cambiar Investors LLC
|
May 13, 2025 Q1 2025 |
8,321
shares
|
$907,904
0.04% of portfolio
|
Q1 2025
Added 32.88%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
8,277
shares
|
$903,103
0.19% of portfolio
|
Q1 2025
Reduced 37.56%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
8,083
shares
|
$881,936
0.03% of portfolio
|
Q1 2025
Added 94.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
7,708
shares
|
$841,019
0.0% of portfolio
|
Q1 2025
Reduced 30.26%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
7,596
shares
|
$828,799
0.04% of portfolio
|
Q1 2025
Added 0.84%
|