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 162 institutions that hold shares in the stock, with a total of 4.11 Million shares, which have been reported (via 13F filing form) to have a value of $454 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
446,650
shares
|
$49.3 Million
0.06% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
397,501
shares
|
$43.9 Million
0.04% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
293,497
shares
|
$32.4 Million
0.01% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
190,087
shares
|
$21 Million
1.13% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
187,540
shares
|
$20.7 Million
0.01% of portfolio
|
Q3 2024
Added 15.53%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
134,573
shares
|
$14.8 Million
3.15% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
127,796
shares
|
$14.1 Million
0.29% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
110,611
shares
|
$12.2 Million
0.04% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
110,249
shares
|
$12.2 Million
0.27% of portfolio
|
Q3 2025
Reduced 13.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
96,407
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2025
Added 64.62%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
92,522
shares
|
$10.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
89,412
shares
|
$9.86 Million
0.0% of portfolio
|
Q3 2025
Added 15.89%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
89,266
shares
|
$9.85 Million
1.41% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
87,450
shares
|
$9.65 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
86,899
shares
|
$9.59 Million
0.81% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
79,491
shares
|
$8.77 Million
0.75% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
77,220
shares
|
$8.52 Million
0.0% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
63,591
shares
|
$7.02 Million
1.43% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
60,857
shares
|
$6.71 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
59,539
shares
|
$6.57 Million
0.0% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
58,252
shares
|
$6.43 Million
0.0% of portfolio
|
Q2 2024
Reduced 62.52%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
56,326
shares
|
$6.21 Million
0.76% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
47,101
shares
|
$5.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 59.57%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
39,030
shares
|
$4.31 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
39,001
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2025
Added 941.69%
|
|