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 |
|---|---|---|---|---|---|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
57
shares
|
$6,231
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
54
shares
|
$5,903
0.0% of portfolio
|
Q3 2022
Reduced 96.88%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
50
shares
|
$5,466
0.0% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
47
shares
|
$5,138
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
44
shares
|
$4,810
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
41
shares
|
$4,482
0.0% of portfolio
|
Q3 2024
Reduced 54.44%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
35
shares
|
$3,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
14
shares
|
$1,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
11
shares
|
$1,202
0.0% of portfolio
|
Q4 2024
Reduced 85.33%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
10
shares
|
$1,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
10
shares
|
$1,093
0.0% of portfolio
|
Q4 2024
Added 900.0%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
5
shares
|
$546
0.0% of portfolio
|
Q4 2023
Reduced 94.05%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4
shares
|
$437
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
2
shares
|
$218
0.0% of portfolio
|
Q3 2024
Reduced 99.75%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2
shares
|
$218
0.0% of portfolio
|
Q4 2024
Reduced 71.43%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1
shares
|
$109
0.0% of portfolio
|
Q2 2024
Reduced 99.56%
|