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 149 institutions that hold shares in the stock, with a total of 4.79 Million shares, which have been reported (via 13F filing form) to have a value of $520 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
751,689
shares
|
$81.5 Million
10.39% of portfolio
|
Q3 2024
Added 113.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
351,686
shares
|
$38.1 Million
0.04% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
313,619
shares
|
$34 Million
0.05% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
210,759
shares
|
$22.8 Million
0.01% of portfolio
|
Q3 2024
Added 10940.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
187,540
shares
|
$20.3 Million
0.01% of portfolio
|
Q3 2024
Added 15.53%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
171,956
shares
|
$18.6 Million
3.35% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
155,857
shares
|
$16.9 Million
0.12% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
154,523
shares
|
$16.8 Million
0.42% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
153,135
shares
|
$16.6 Million
1.3% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
125,030
shares
|
$13.6 Million
3.47% of portfolio
|
Q3 2024
Added 46.23%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
113,705
shares
|
$12.3 Million
0.05% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
108,874
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
105,567
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
103,175
shares
|
$11.2 Million
1.72% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
99,537
shares
|
$10.8 Million
0.04% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
87,450
shares
|
$9.48 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
84,944
shares
|
$9.21 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
84,814
shares
|
$9.19 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
79,793
shares
|
$8.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
75,442
shares
|
$8.18 Million
2.15% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
75,405
shares
|
$8.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
74,307
shares
|
$8.05 Million
1.05% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
69,422
shares
|
$7.53 Million
0.0% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
58,252
shares
|
$6.31 Million
0.0% of portfolio
|
Q2 2024
Reduced 62.52%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
57,974
shares
|
$6.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.1%
|