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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
4,171
shares
|
$451,886
0.02% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,158
shares
|
$450,477
0.02% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
4,013
shares
|
$434,768
0.01% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
3,971
shares
|
$430,218
0.16% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
3,913
shares
|
$423,934
0.0% of portfolio
|
Q3 2024
Reduced 54.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,391
shares
|
$367,380
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
3,221
shares
|
$348,963
0.01% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
3,071
shares
|
$332,712
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Shayne & Co., LLC
|
Oct 23, 2024 Q3 2024 |
3,035
shares
|
$328,811
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
3,018
shares
|
$326,970
5.41% of portfolio
|
Q1 2023
New holding
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
2,998
shares
|
$324,803
0.24% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
2,906
shares
|
$314,836
0.07% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,885
shares
|
$312,560
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
2,883
shares
|
$312,344
0.01% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,786
shares
|
$301,835
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
2,680
shares
|
$290,351
0.01% of portfolio
|
Q2 2024
Reduced 27.96%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
2,650
shares
|
$287,101
0.01% of portfolio
|
Q2 2024
Reduced 19.08%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
2,640
shares
|
$286,017
0.01% of portfolio
|
Q4 2023
Added 5.39%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
2,527
shares
|
$273,775
0.05% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
2,500
shares
|
$270,850
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
2,416
shares
|
$261,749
0.11% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
2,408
shares
|
$260,882
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,379
shares
|
$257,740
0.0% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
2,312
shares
|
$250,482
0.14% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
2,254
shares
|
$244,198
0.01% of portfolio
|
Q1 2024
New holding
|