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 161 institutions that hold shares in the stock, with a total of 4.09 Million shares, which have been reported (via 13F filing form) to have a value of $451 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fluent Financial, LLC
|
Jan 14, 2026 Q4 2025 |
38,361
shares
|
$4.23 Million
1.62% of portfolio
|
Q4 2025
Added 4.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
37,501
shares
|
$4.14 Million
0.01% of portfolio
|
Q3 2025
Added 710.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
35,597
shares
|
$3.93 Million
0.0% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
33,319
shares
|
$3.68 Million
0.02% of portfolio
|
Q2 2025
Added 15.45%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
32,505
shares
|
$3.59 Million
0.22% of portfolio
|
Q4 2025
Added 22.93%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
32,326
shares
|
$3.57 Million
0.13% of portfolio
|
Q4 2025
Added 1.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
31,902
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
29,015
shares
|
$3.2 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,121
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
25,913
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 78.38%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
23,757
shares
|
$2.62 Million
0.32% of portfolio
|
Q4 2025
Reduced 18.52%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
23,150
shares
|
$2.55 Million
0.01% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
23,035
shares
|
$2.54 Million
0.75% of portfolio
|
Q3 2022
Added 97.56%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
21,892
shares
|
$2.42 Million
0.66% of portfolio
|
Q3 2025
Reduced 32.92%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
21,624
shares
|
$2.39 Million
0.29% of portfolio
|
Q3 2025
Reduced 11.99%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
20,970
shares
|
$2.31 Million
0.13% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jan 20, 2026 Q4 2025 |
19,486
shares
|
$2.15 Million
1.49% of portfolio
|
Q4 2025
Reduced 46.39%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
19,211
shares
|
$2.12 Million
0.07% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
18,197
shares
|
$2.01 Million
1.67% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
16,390
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 46.24%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
15,573
shares
|
$1.72 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
|
$1.65 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
14,826
shares
|
$1.64 Million
1.11% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
13,513
shares
|
$1.49 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
13,405
shares
|
$1.48 Million
0.36% of portfolio
|
Q3 2025
Added 3.3%
|
|