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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,247
shares
|
$243,439
0.0% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,103
shares
|
$227,839
0.0% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
2,078
shares
|
$225,130
0.04% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
2,070
shares
|
$224,263
0.08% of portfolio
|
Q2 2023
Reduced 54.7%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
2,020
shares
|
$218,846
0.0% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,926
shares
|
$208,662
0.0% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,904
shares
|
$206,279
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,825
shares
|
$197,720
0.0% of portfolio
|
Q3 2024
Reduced 33.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,497
shares
|
$162,184
0.01% of portfolio
|
Q2 2020
Added 18.97%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,121
shares
|
$121,449
0.01% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,059
shares
|
$114,732
0.0% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,026
shares
|
$111,156
0.0% of portfolio
|
Q3 2024
Reduced 54.82%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
1,008
shares
|
$109,206
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
624
shares
|
$67,604
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
580
shares
|
$62,837
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
548
shares
|
$59,370
0.02% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
494
shares
|
$53,519
0.0% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
493
shares
|
$53,411
0.0% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
475
shares
|
$51,461
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
453
shares
|
$49,078
0.0% of portfolio
|
Q4 2023
Reduced 13.22%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
441
shares
|
$47,777
0.0% of portfolio
|
Q1 2023
Reduced 8.88%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
375
shares
|
$40,627
0.01% of portfolio
|
Q2 2021
Added 50.0%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
300
shares
|
$32,502
0.0% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
300
shares
|
$32,502
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
300
shares
|
$32,502
0.01% of portfolio
|
Q3 2022
New holding
|