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 162 institutions that hold shares in the stock, with a total of 4.11 Million shares, which have been reported (via 13F filing form) to have a value of $454 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
13,266
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
12,549
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
12,462
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
12,323
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
11,832
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2022
Reduced 3.68%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
11,485
shares
|
$1.27 Million
1.51% of portfolio
|
Q3 2022
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
11,239
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.74%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,945
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
10,284
shares
|
$1.13 Million
0.16% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
9,927
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 48.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
9,830
shares
|
$1.08 Million
0.39% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
9,819
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
9,689
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,297
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2025
Added 14.37%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
8,805
shares
|
$971,455
0.17% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
8,617
shares
|
$950,713
0.01% of portfolio
|
Q3 2025
Added 28.65%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
8,478
shares
|
$935,377
0.07% of portfolio
|
Q3 2025
Reduced 22.19%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
8,158
shares
|
$900,072
0.02% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Cambiar Investors LLC
|
Nov 03, 2025 Q3 2025 |
7,928
shares
|
$874,696
0.04% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
7,841
shares
|
$865,097
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
7,745
shares
|
$854,505
0.31% of portfolio
|
Q3 2025
Reduced 28.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
7,009
shares
|
$773,302
0.0% of portfolio
|
Q3 2025
Reduced 9.07%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
6,817
shares
|
$752,119
0.12% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
6,707
shares
|
$739,983
0.17% of portfolio
|
Q3 2025
Reduced 28.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,766
shares
|
$636,162
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|