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 162 institutions that hold shares in the stock, with a total of 4.11 Million shares, which have been reported (via 13F filing form) to have a value of $454 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
5,658
shares
|
$624,247
0.02% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
5,481
shares
|
$604,718
0.04% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
5,402
shares
|
$596,002
0.16% of portfolio
|
Q3 2025
Reduced 17.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
4,619
shares
|
$509,614
0.0% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
4,380
shares
|
$483,245
0.0% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
4,364
shares
|
$481,480
0.06% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
4,326
shares
|
$477,287
0.03% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,798
shares
|
$419,033
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,596
shares
|
$396,746
0.0% of portfolio
|
Q2 2025
Reduced 61.97%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
3,341
shares
|
$368,612
0.03% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,271
shares
|
$360,889
0.0% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
3,064
shares
|
$338,051
0.1% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
3,035
shares
|
$334,851
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
3,018
shares
|
$332,975
5.41% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,010
shares
|
$332,093
0.03% of portfolio
|
Q3 2025
Reduced 24.62%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
2,890
shares
|
$318,853
0.08% of portfolio
|
Q3 2025
Reduced 16.5%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,786
shares
|
$307,379
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
2,783
shares
|
$307,048
0.05% of portfolio
|
Q3 2025
Reduced 98.57%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,765
shares
|
$305,062
0.0% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
2,729
shares
|
$301,090
0.22% of portfolio
|
Q3 2025
Reduced 9.58%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
2,711
shares
|
$299,104
0.13% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
2,651
shares
|
$292,484
0.01% of portfolio
|
Q4 2025
Reduced 3.98%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,563
shares
|
$282,775
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
2,481
shares
|
$273,728
0.01% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
2,450
shares
|
$270,308
0.02% of portfolio
|
Q3 2025
Added 4.26%
|
|