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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
350
shares
|
$38,328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
300
shares
|
$32,853
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
239
shares
|
$26,172
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
226
shares
|
$24,749
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
200
shares
|
$21,902
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
192
shares
|
$21,025
0.01% of portfolio
|
Q1 2025
Added 16.36%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
184
shares
|
$20,149
0.0% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
150
shares
|
$16,426
0.0% of portfolio
|
Q1 2023
Reduced 81.66%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
134
shares
|
$14,674
0.0% of portfolio
|
Q2 2025
Added 21.82%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
126
shares
|
$13,798
0.02% of portfolio
|
Q3 2021
Reduced 44.25%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
98
shares
|
$10,731
0.0% of portfolio
|
Q3 2022
Reduced 4.85%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
98
shares
|
$10,731
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
91
shares
|
$9,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
85
shares
|
$9,308
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
74
shares
|
$8,103
0.0% of portfolio
|
Q1 2025
Added 111.43%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
66
shares
|
$7,227
0.0% of portfolio
|
Q2 2025
Reduced 50.38%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
65
shares
|
$7,118
0.0% of portfolio
|
Q1 2025
Reduced 35.0%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
54
shares
|
$5,913
0.0% of portfolio
|
Q3 2022
Reduced 96.88%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
51
shares
|
$5,585
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
47
shares
|
$5,146
0.0% of portfolio
|
Q2 2025
Reduced 81.92%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
44
shares
|
$4,818
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
41
shares
|
$4,489
0.0% of portfolio
|
Q3 2024
Reduced 54.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
11
shares
|
$1,204
0.0% of portfolio
|
Q2 2025
Reduced 97.77%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
10
shares
|
$1,095
0.0% of portfolio
|
Q2 2025
Reduced 78.72%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
5
shares
|
$547
0.0% of portfolio
|
Q4 2023
Reduced 94.05%
|