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 159 institutions that hold shares in the stock, with a total of 5.16 Million shares, which have been reported (via 13F filing form) to have a value of $568 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 |
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
58,252
shares
|
$6.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 62.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
41,859
shares
|
$4.6 Million
0.0% of portfolio
|
Q1 2025
Added 54.18%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
41,537
shares
|
$4.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
35,485
shares
|
$3.9 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
33,224
shares
|
$3.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
30,490
shares
|
$3.35 Million
0.01% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
29,071
shares
|
$3.2 Million
0.5% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Apr 17, 2025 Q1 2025 |
29,030
shares
|
$3.19 Million
1.69% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
28,861
shares
|
$3.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
28,259
shares
|
$3.11 Million
0.81% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,121
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
26,730
shares
|
$2.94 Million
0.05% of portfolio
|
Q1 2025
Added 15.99%
|
|
|
Fluent Financial, LLC
|
Apr 10, 2025 Q1 2025 |
25,602
shares
|
$2.81 Million
1.35% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
24,801
shares
|
$2.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
23,885
shares
|
$2.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 11, 2025 Q1 2025 |
23,035
shares
|
$2.53 Million
0.71% of portfolio
|
Q3 2022
Added 97.56%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
23,021
shares
|
$2.53 Million
0.5% of portfolio
|
Q1 2025
Added 71.26%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
20,417
shares
|
$2.24 Million
0.09% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
19,585
shares
|
$2.15 Million
0.15% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
18,824
shares
|
$2.07 Million
0.15% of portfolio
|
Q1 2025
Reduced 88.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
18,153
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
16,538
shares
|
$1.82 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
16,499
shares
|
$1.81 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
15,912
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
15,641
shares
|
$1.72 Million
1.76% of portfolio
|
Q4 2024
New holding
|