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 166 institutions that hold shares in the stock, with a total of 5.28 Million shares, which have been reported (via 13F filing form) to have a value of $576 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
15,641
shares
|
$1.71 Million
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
15,573
shares
|
$1.7 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
|
$1.64 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
14,779
shares
|
$1.61 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
13,997
shares
|
$1.53 Million
0.05% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
13,442
shares
|
$1.47 Million
0.27% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
13,255
shares
|
$1.45 Million
0.33% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
12,549
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
12,540
shares
|
$1.37 Million
0.17% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
12,151
shares
|
$1.33 Million
0.35% of portfolio
|
Q4 2024
Added 27.93%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
11,832
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2022
Reduced 3.68%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
11,485
shares
|
$1.25 Million
1.51% of portfolio
|
Q3 2022
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
11,127
shares
|
$1.21 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
11,053
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 79.33%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,945
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
10,807
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
10,226
shares
|
$1.12 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
10,132
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2024
Added 16.02%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
9,540
shares
|
$1.04 Million
0.09% of portfolio
|
Q4 2024
Added 90.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
9,481
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 179.59%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
9,188
shares
|
$1 Million
0.33% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,062
shares
|
$988,664
0.0% of portfolio
|
Q4 2024
Reduced 79.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
8,386
shares
|
$914,912
0.01% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
7,533
shares
|
$821,850
0.04% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
6,861
shares
|
$748,535
0.07% of portfolio
|
Q4 2024
Reduced 36.88%
|