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 166 institutions that hold shares in the stock, with a total of 5.28 Million shares, which have been reported (via 13F filing form) to have a value of $577 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
707
shares
|
$77,289
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
650
shares
|
$71,058
0.02% of portfolio
|
Q4 2024
Added 18.61%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
624
shares
|
$68,215
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
555
shares
|
$60,672
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
493
shares
|
$53,894
0.0% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
475
shares
|
$51,927
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
453
shares
|
$49,521
0.0% of portfolio
|
Q4 2023
Reduced 13.22%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
441
shares
|
$48,210
0.0% of portfolio
|
Q1 2023
Reduced 8.88%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
434
shares
|
$47,444
0.0% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
375
shares
|
$40,995
0.01% of portfolio
|
Q2 2021
Added 50.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
350
shares
|
$38,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
300
shares
|
$32,796
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
300
shares
|
$32,796
0.0% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
227
shares
|
$24,815
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
215
shares
|
$23,503
0.0% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
165
shares
|
$18,037
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
150
shares
|
$16,398
0.0% of portfolio
|
Q1 2023
Reduced 81.66%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
126
shares
|
$13,774
0.02% of portfolio
|
Q3 2021
Reduced 44.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
100
shares
|
$10,932
0.0% of portfolio
|
Q1 2024
Reduced 89.9%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
98
shares
|
$10,713
0.0% of portfolio
|
Q3 2022
Reduced 4.85%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
98
shares
|
$10,713
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
91
shares
|
$9,948
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
90
shares
|
$9,838
0.01% of portfolio
|
Q1 2024
Reduced 18.18%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
85
shares
|
$9,292
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
66
shares
|
$7,215
0.0% of portfolio
|
Q3 2023
Reduced 34.65%
|