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 |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
14,180
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
14,016
shares
|
$1.53 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
12,977
shares
|
$1.42 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
12,813
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
12,801
shares
|
$1.4 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
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
|
Aug 11, 2025 Q2 2025 |
12,448
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
11,832
shares
|
$1.3 Million
0.11% of portfolio
|
Q3 2022
Reduced 3.68%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
11,485
shares
|
$1.26 Million
1.51% of portfolio
|
Q3 2022
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,945
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
10,896
shares
|
$1.19 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
10,838
shares
|
$1.19 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
10,245
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
9,943
shares
|
$1.09 Million
0.17% of portfolio
|
Q2 2025
Reduced 56.81%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
9,761
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.13%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
9,396
shares
|
$1.03 Million
0.4% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
9,368
shares
|
$1.03 Million
0.29% of portfolio
|
Q2 2025
Reduced 31.85%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
8,899
shares
|
$974,529
0.19% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
8,245
shares
|
$902,909
0.02% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,129
shares
|
$890,206
0.04% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Cambiar Investors LLC
|
Aug 05, 2025 Q2 2025 |
7,941
shares
|
$869,618
0.04% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
7,708
shares
|
$844,103
0.0% of portfolio
|
Q1 2025
Reduced 30.26%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
6,698
shares
|
$733,497
0.01% of portfolio
|
Q2 2025
Added 29.16%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
6,581
shares
|
$720,685
0.22% of portfolio
|
Q2 2025
Reduced 34.31%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
6,353
shares
|
$695,717
0.18% of portfolio
|
Q2 2025
Reduced 24.79%
|