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 4.36 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 |
Oct 09, 2025 Q3 2025 |
2,435
shares
|
$269,384
0.04% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,423
shares
|
$268,056
0.01% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
2,417
shares
|
$267,392
0.01% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
2,405
shares
|
$266,065
0.21% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
2,382
shares
|
$263,520
0.05% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
2,328
shares
|
$257,546
0.13% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
2,324
shares
|
$257,104
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
2,254
shares
|
$249,360
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
2,103
shares
|
$232,654
0.0% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,075
shares
|
$229,557
0.0% of portfolio
|
Q4 2024
Reduced 50.57%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,997
shares
|
$220,928
0.0% of portfolio
|
Q2 2025
Reduced 22.87%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
1,978
shares
|
$218,826
0.03% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,975
shares
|
$218,494
0.07% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
1,825
shares
|
$201,899
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,497
shares
|
$165,613
0.01% of portfolio
|
Q2 2020
Added 18.97%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,121
shares
|
$124,016
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
|
$111,515
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
986
shares
|
$109,081
0.0% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
865
shares
|
$95,694
0.0% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
773
shares
|
$85,516
0.03% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
555
shares
|
$61,399
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
475
shares
|
$52,549
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
441
shares
|
$48,787
0.0% of portfolio
|
Q1 2023
Reduced 8.88%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
380
shares
|
$42,039
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
375
shares
|
$41,486
0.01% of portfolio
|
Q2 2021
Added 50.0%
|