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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
53,476
shares
|
$5.79 Million
0.0% of portfolio
|
Q3 2024
Added 241.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
46,453
shares
|
$5.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
44,570
shares
|
$4.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.19%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
39,744
shares
|
$4.31 Million
1.48% of portfolio
|
Q3 2024
Added 40.44%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
32,829
shares
|
$3.56 Million
0.18% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
29,109
shares
|
$3.15 Million
0.8% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,121
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
28,075
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
28,064
shares
|
$3.04 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
27,970
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2024
Added 22.68%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
27,311
shares
|
$2.96 Million
1.6% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
26,820
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
23,470
shares
|
$2.54 Million
1.26% of portfolio
|
Q3 2024
Added 17.46%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
23,046
shares
|
$2.5 Million
0.04% of portfolio
|
Q1 2021
Reduced 1.07%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
23,035
shares
|
$2.5 Million
0.7% of portfolio
|
Q3 2022
Added 97.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
19,726
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
16,714
shares
|
$1.81 Million
1.19% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
15,573
shares
|
$1.69 Million
0.03% of portfolio
|
Q2 2023
Reduced 1.36%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,000
shares
|
$1.63 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
14,820
shares
|
$1.61 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
14,113
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
13,997
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
12,673
shares
|
$1.37 Million
0.28% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
12,549
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
12,245
shares
|
$1.33 Million
0.32% of portfolio
|
Q3 2024
Added 52.19%
|