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 |
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
6,861
shares
|
$754,092
0.07% of portfolio
|
Q4 2024
Reduced 36.88%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
6,563
shares
|
$721,339
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
6,105
shares
|
$671,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
5,703
shares
|
$626,816
0.03% of portfolio
|
Q1 2025
Added 22.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
5,684
shares
|
$624,728
0.0% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
5,502
shares
|
$604,724
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
5,186
shares
|
$569,993
0.01% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
5,173
shares
|
$568,564
0.22% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
4,931
shares
|
$541,966
0.18% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,886
shares
|
$537,020
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
4,167
shares
|
$457,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,979
shares
|
$437,331
0.04% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
3,890
shares
|
$427,549
0.13% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,856
shares
|
$423,812
0.04% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
3,641
shares
|
$400,182
0.06% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
3,447
shares
|
$378,859
0.28% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
3,221
shares
|
$354,020
0.01% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
3,035
shares
|
$333,576
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
3,018
shares
|
$331,708
5.41% of portfolio
|
Q1 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
2,937
shares
|
$322,805
0.01% of portfolio
|
Q1 2025
Reduced 22.67%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,885
shares
|
$317,090
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,786
shares
|
$306,209
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,702
shares
|
$296,976
0.0% of portfolio
|
Q1 2025
Added 41.69%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
2,650
shares
|
$291,261
0.02% of portfolio
|
Q2 2024
Reduced 19.08%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
2,500
shares
|
$274,775
0.02% of portfolio
|
Q4 2021
New holding
|