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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
17
shares
|
$1,875
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
11
shares
|
$1,213
0.0% of portfolio
|
Q2 2025
Reduced 97.77%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
10
shares
|
$1,103
0.0% of portfolio
|
Q2 2025
Reduced 78.72%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
8
shares
|
$882
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
5
shares
|
$551
0.0% of portfolio
|
Q4 2023
Reduced 94.05%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
2
shares
|
$220
0.0% of portfolio
|
Q3 2024
Reduced 99.75%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$110
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
1
shares
|
$110
0.0% of portfolio
|
Q1 2025
Reduced 90.0%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1
shares
|
$110
0.0% of portfolio
|
Q3 2025
Reduced 97.87%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1
shares
|
$110
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|