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 4.36 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 |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
5,672
shares
|
$627,493
0.02% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,552
shares
|
$614,217
0.05% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
5,173
shares
|
$572,288
0.2% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
4,821
shares
|
$533,347
0.0% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
4,626
shares
|
$511,774
0.0% of portfolio
|
Q2 2025
Added 205.35%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
4,414
shares
|
$488,320
0.0% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
4,164
shares
|
$460,663
0.03% of portfolio
|
Q2 2025
Reduced 26.99%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
4,117
shares
|
$455,463
0.14% of portfolio
|
Q2 2025
Reduced 16.51%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
3,988
shares
|
$441,192
0.06% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,744
shares
|
$414,198
0.0% of portfolio
|
Q2 2025
Reduced 79.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,692
shares
|
$408,445
0.0% of portfolio
|
Q2 2025
Reduced 61.97%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
3,341
shares
|
$369,614
0.03% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,039
shares
|
$336,204
0.0% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Shayne & Co., LLC
|
Jul 24, 2025 Q2 2025 |
3,035
shares
|
$335,762
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
3,018
shares
|
$333,881
0.25% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
3,018
shares
|
$333,881
5.41% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,010
shares
|
$332,996
0.03% of portfolio
|
Q3 2025
Reduced 24.62%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
2,890
shares
|
$319,720
0.08% of portfolio
|
Q3 2025
Reduced 16.5%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,885
shares
|
$319,167
0.01% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
2,881
shares
|
$318,725
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,829
shares
|
$312,972
0.01% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,786
shares
|
$308,215
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,563
shares
|
$283,544
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
2,456
shares
|
$271,707
0.0% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
2,450
shares
|
$271,043
0.02% of portfolio
|
Q3 2025
Added 4.26%
|