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 164 institutions that hold shares in the stock, with a total of 5.22 Million shares, which have been reported (via 13F filing form) to have a value of $569 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
744,353
shares
|
$81.1 Million
10.31% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
362,856
shares
|
$39.5 Million
0.05% of portfolio
|
Q4 2024
Added 15.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
358,986
shares
|
$39.1 Million
0.04% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
230,029
shares
|
$25.1 Million
0.01% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
187,540
shares
|
$20.4 Million
0.01% of portfolio
|
Q3 2024
Added 15.53%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
181,415
shares
|
$19.8 Million
3.56% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Straightline Group LLC
Troy, MI |
Feb 13, 2025 Q4 2024 |
163,332
shares
|
$17.8 Million
11.55% of portfolio
|
Q4 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
159,288
shares
|
$17.4 Million
1.27% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
156,026
shares
|
$17 Million
0.41% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
150,367
shares
|
$16.4 Million
0.0% of portfolio
|
Q4 2024
Added 38.11%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
136,586
shares
|
$14.9 Million
11.44% of portfolio
|
Q4 2024
New holding
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
125,932
shares
|
$13.7 Million
3.58% of portfolio
|
Q1 2025
Reduced 22.73%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
124,286
shares
|
$13.5 Million
0.0% of portfolio
|
Q4 2024
Added 17.73%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
109,078
shares
|
$11.9 Million
0.04% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
103,659
shares
|
$11.3 Million
1.79% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
97,348
shares
|
$10.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
87,450
shares
|
$9.53 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
86,899
shares
|
$9.47 Million
0.81% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
82,872
shares
|
$9.03 Million
0.8% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
81,829
shares
|
$8.92 Million
0.0% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
78,601
shares
|
$8.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
76,220
shares
|
$8.3 Million
2.18% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
69,910
shares
|
$7.62 Million
0.0% of portfolio
|
Q4 2024
Added 2803.24%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
69,008
shares
|
$7.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
62,294
shares
|
$6.79 Million
0.95% of portfolio
|
Q1 2025
Reduced 14.26%
|