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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
2,417
shares
|
$264,685
0.01% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
2,405
shares
|
$263,371
0.21% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
2,382
shares
|
$260,852
0.05% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
2,350
shares
|
$257,348
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
2,328
shares
|
$254,939
0.13% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
2,324
shares
|
$254,501
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
2,254
shares
|
$246,835
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
2,103
shares
|
$230,299
0.0% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
2,078
shares
|
$227,561
0.04% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,075
shares
|
$227,233
0.0% of portfolio
|
Q4 2024
Reduced 50.57%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,997
shares
|
$218,691
0.0% of portfolio
|
Q2 2025
Reduced 22.87%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,975
shares
|
$216,282
0.07% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
1,825
shares
|
$199,855
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,515
shares
|
$165,907
0.0% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,497
shares
|
$163,936
0.01% of portfolio
|
Q2 2020
Added 18.97%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,121
shares
|
$122,760
0.01% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 04, 2025 Q2 2025 |
1,008
shares
|
$110,386
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
986
shares
|
$107,976
0.0% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
865
shares
|
$94,726
0.0% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
746
shares
|
$81,694
0.03% of portfolio
|
Q2 2025
Added 14.42%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
555
shares
|
$60,778
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
475
shares
|
$52,017
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
441
shares
|
$48,293
0.0% of portfolio
|
Q1 2023
Reduced 8.88%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
380
shares
|
$41,613
0.0% of portfolio
|
Q2 2025
New holding
|