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 |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
6,156
shares
|
$671,681
0.03% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
5,746
shares
|
$626,946
0.0% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
5,703
shares
|
$622,254
0.03% of portfolio
|
Q1 2025
Added 22.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,405
shares
|
$589,739
0.06% of portfolio
|
Q1 2025
Added 35.84%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
5,186
shares
|
$565,844
0.01% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
5,173
shares
|
$564,426
0.22% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
4,931
shares
|
$538,021
0.18% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,886
shares
|
$533,111
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
4,424
shares
|
$482,702
0.05% of portfolio
|
Q1 2025
Reduced 35.52%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,380
shares
|
$477,901
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
3,890
shares
|
$424,437
0.13% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,856
shares
|
$420,728
0.04% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
3,641
shares
|
$397,269
0.06% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
3,447
shares
|
$376,102
0.28% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
3,320
shares
|
$362,245
2.04% of portfolio
|
Q1 2025
Added 428.16%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
3,221
shares
|
$351,443
0.01% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
3,035
shares
|
$331,148
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
3,018
shares
|
$329,293
5.41% of portfolio
|
Q1 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
2,937
shares
|
$320,456
0.01% of portfolio
|
Q1 2025
Reduced 22.67%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,885
shares
|
$314,782
0.01% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,786
shares
|
$303,980
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,702
shares
|
$294,815
0.0% of portfolio
|
Q1 2025
Added 41.69%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
2,650
shares
|
$289,141
0.01% of portfolio
|
Q2 2024
Reduced 19.08%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,589
shares
|
$282,485
0.0% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
2,481
shares
|
$270,701
0.22% of portfolio
|
Q1 2025
Reduced 19.34%
|