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 |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
6,563
shares
|
$717,467
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
6,327
shares
|
$691,667
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
6,262
shares
|
$684,561
0.03% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
6,105
shares
|
$667,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
5,684
shares
|
$621,374
0.0% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
5,635
shares
|
$616,018
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
5,502
shares
|
$601,478
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
5,281
shares
|
$577,318
0.19% of portfolio
|
Q4 2024
Added 32.99%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
5,230
shares
|
$571,743
0.02% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
4,847
shares
|
$529,874
0.0% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
4,642
shares
|
$507,463
0.03% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
4,548
shares
|
$497,187
0.01% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
4,530
shares
|
$495,219
0.15% of portfolio
|
Q4 2024
Reduced 49.24%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
4,349
shares
|
$475,432
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
4,167
shares
|
$455,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,160
shares
|
$454,771
0.02% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,979
shares
|
$434,984
0.04% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,904
shares
|
$426,785
0.04% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
3,866
shares
|
$422,631
0.29% of portfolio
|
Q4 2024
Reduced 53.01%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
3,798
shares
|
$415,197
0.02% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
3,344
shares
|
$365,566
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
3,221
shares
|
$352,119
0.01% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
3,076
shares
|
$336,268
0.25% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
3,035
shares
|
$331,786
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
3,018
shares
|
$329,927
5.41% of portfolio
|
Q1 2023
New holding
|