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 153 institutions that hold shares in the stock, with a total of 4.68 Million shares, which have been reported (via 13F filing form) to have a value of $509 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
4,530
shares
|
$491,822
0.15% of portfolio
|
Q4 2024
Reduced 49.24%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
4,374
shares
|
$474,885
0.03% of portfolio
|
Q3 2024
Added 22.14%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,320
shares
|
$469,022
0.05% of portfolio
|
Q2 2024
Added 53.52%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,187
shares
|
$454,582
0.06% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,160
shares
|
$451,651
0.02% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
4,013
shares
|
$435,691
0.01% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
3,913
shares
|
$424,834
0.0% of portfolio
|
Q3 2024
Reduced 54.47%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
3,798
shares
|
$412,348
0.02% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,391
shares
|
$368,160
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
3,221
shares
|
$349,703
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
|
$333,418
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Shayne & Co., LLC
|
Oct 23, 2024 Q3 2024 |
3,035
shares
|
$329,509
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
3,018
shares
|
$327,664
5.41% of portfolio
|
Q1 2023
New holding
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
2,998
shares
|
$325,492
0.24% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
2,910
shares
|
$315,938
0.07% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,885
shares
|
$313,224
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
2,803
shares
|
$304,321
0.01% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,786
shares
|
$302,476
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
2,650
shares
|
$287,710
0.01% of portfolio
|
Q2 2024
Reduced 19.08%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
2,640
shares
|
$286,624
0.01% of portfolio
|
Q4 2023
Added 5.39%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
2,527
shares
|
$274,356
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
|
$271,425
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
2,416
shares
|
$262,305
0.11% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
2,408
shares
|
$261,436
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,379
shares
|
$258,288
0.0% of portfolio
|
Q3 2024
Reduced 15.19%
|