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 151 institutions that hold shares in the stock, with a total of 4.8 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 |
|---|---|---|---|---|---|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
11,832
shares
|
$1.28 Million
0.11% of portfolio
|
Q3 2022
Reduced 3.68%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
11,580
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
11,485
shares
|
$1.24 Million
1.51% of portfolio
|
Q3 2022
New holding
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
11,473
shares
|
$1.24 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
11,427
shares
|
$1.24 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
11,087
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.37%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,945
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
10,870
shares
|
$1.18 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
9,804
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
9,498
shares
|
$1.03 Million
0.28% of portfolio
|
Q3 2024
Added 80.6%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
8,924
shares
|
$966,826
0.31% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
8,733
shares
|
$946,133
0.05% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
8,422
shares
|
$912,439
0.31% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
8,227
shares
|
$891,313
0.66% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,541
shares
|
$816,991
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,149
shares
|
$774,522
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
6,961
shares
|
$754,154
0.04% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Cambiar Investors LLC
|
Oct 28, 2024 Q3 2024 |
6,222
shares
|
$674,091
0.03% of portfolio
|
Q3 2024
Reduced 66.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,879
shares
|
$636,930
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,070
shares
|
$549,283
0.0% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,030
shares
|
$544,950
0.03% of portfolio
|
Q2 2024
Reduced 11.99%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5,021
shares
|
$543,975
0.05% of portfolio
|
Q3 2024
Reduced 9.97%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
4,374
shares
|
$473,879
0.03% of portfolio
|
Q3 2024
Added 22.14%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,320
shares
|
$468,028
0.05% of portfolio
|
Q2 2024
Added 53.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
4,198
shares
|
$454,811
0.0% of portfolio
|
Q3 2024
New holding
|