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 |
|---|---|---|---|---|---|
|
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
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
227
shares
|
$24,593
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
211
shares
|
$22,859
0.0% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
165
shares
|
$17,876
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
150
shares
|
$16,251
0.0% of portfolio
|
Q1 2023
Reduced 81.66%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
126
shares
|
$13,650
0.02% of portfolio
|
Q3 2021
Reduced 44.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
100
shares
|
$10,834
0.0% of portfolio
|
Q1 2024
Reduced 89.9%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
98
shares
|
$10,617
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
98
shares
|
$10,617
0.0% of portfolio
|
Q3 2022
Reduced 4.85%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
90
shares
|
$9,750
0.01% of portfolio
|
Q1 2024
Reduced 18.18%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
85
shares
|
$9,208
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
75
shares
|
$8,125
0.0% of portfolio
|
Q3 2024
Added 19.05%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
66
shares
|
$7,150
0.0% of portfolio
|
Q3 2023
Reduced 34.65%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
54
shares
|
$5,850
0.0% of portfolio
|
Q3 2022
Reduced 96.88%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
49
shares
|
$5,308
0.0% of portfolio
|
Q2 2024
Reduced 16.95%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
46
shares
|
$4,983
0.0% of portfolio
|
Q2 2024
Added 2.22%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
41
shares
|
$4,441
0.0% of portfolio
|
Q3 2024
Reduced 54.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
31
shares
|
$3,358
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
15
shares
|
$1,625
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
7
shares
|
$758
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
5
shares
|
$541
0.0% of portfolio
|
Q4 2023
Reduced 94.05%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
5
shares
|
$541
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
2
shares
|
$216
0.0% of portfolio
|
Q3 2024
Reduced 99.75%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1
shares
|
$108
0.0% of portfolio
|
Q2 2024
Reduced 99.56%
|