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 |
|---|---|---|---|---|---|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
2,312
shares
|
$251,013
0.14% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
2,254
shares
|
$244,716
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,247
shares
|
$243,956
0.0% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,103
shares
|
$228,322
0.0% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
2,078
shares
|
$225,608
0.04% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,075
shares
|
$225,282
0.0% of portfolio
|
Q4 2024
Reduced 50.57%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
2,020
shares
|
$219,311
0.0% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,926
shares
|
$209,105
0.0% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,904
shares
|
$206,717
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,825
shares
|
$198,140
0.0% of portfolio
|
Q3 2024
Reduced 33.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,497
shares
|
$162,529
0.01% of portfolio
|
Q2 2020
Added 18.97%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,121
shares
|
$121,706
0.01% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,059
shares
|
$114,975
0.0% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,026
shares
|
$111,392
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
|
$109,438
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
707
shares
|
$76,758
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
650
shares
|
$70,570
0.02% of portfolio
|
Q4 2024
Added 18.61%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
624
shares
|
$67,747
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
580
shares
|
$62,970
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
494
shares
|
$53,633
0.0% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
493
shares
|
$53,525
0.0% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
475
shares
|
$51,570
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
453
shares
|
$49,182
0.0% of portfolio
|
Q4 2023
Reduced 13.22%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
441
shares
|
$47,879
0.0% of portfolio
|
Q1 2023
Reduced 8.88%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
375
shares
|
$40,713
0.01% of portfolio
|
Q2 2021
Added 50.0%
|