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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
5,746
shares
|
$629,244
0.0% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
5,672
shares
|
$621,140
0.02% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,552
shares
|
$607,999
0.05% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
5,173
shares
|
$566,495
0.2% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
4,821
shares
|
$527,947
0.0% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
4,414
shares
|
$483,377
0.0% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
4,164
shares
|
$455,999
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
|
$450,852
0.14% of portfolio
|
Q2 2025
Reduced 16.51%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,993
shares
|
$437,273
0.04% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
3,988
shares
|
$436,725
0.06% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,744
shares
|
$410,005
0.0% of portfolio
|
Q2 2025
Reduced 79.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,692
shares
|
$404,310
0.0% of portfolio
|
Q2 2025
Reduced 61.97%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
3,461
shares
|
$379,014
0.1% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
3,331
shares
|
$364,777
0.03% of portfolio
|
Q2 2025
Reduced 24.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,039
shares
|
$332,800
0.0% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Shayne & Co., LLC
|
Jul 24, 2025 Q2 2025 |
3,035
shares
|
$332,362
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
3,018
shares
|
$330,501
0.25% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
3,018
shares
|
$330,501
5.41% of portfolio
|
Q1 2023
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,885
shares
|
$315,936
0.01% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
2,881
shares
|
$315,498
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
|
$309,803
0.01% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,786
shares
|
$305,094
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,600
shares
|
$284,726
0.01% of portfolio
|
Q2 2025
Added 316.67%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
2,456
shares
|
$268,956
0.0% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
2,425
shares
|
$265,561
0.05% of portfolio
|
Q1 2025
Reduced 16.67%
|