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 162 institutions that hold shares in the stock, with a total of 4.11 Million shares, which have been reported (via 13F filing form) to have a value of $454 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
2,435
shares
|
$268,653
0.04% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,423
shares
|
$267,329
0.01% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
2,405
shares
|
$265,343
0.2% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
2,292
shares
|
$252,876
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
2,266
shares
|
$250,007
0.05% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
2,254
shares
|
$248,683
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,113
shares
|
$233,127
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,075
shares
|
$228,934
0.0% of portfolio
|
Q4 2024
Reduced 50.57%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
2,015
shares
|
$222,314
0.24% of portfolio
|
Q3 2025
Reduced 51.06%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
1,978
shares
|
$218,232
0.03% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,927
shares
|
$212,605
0.06% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,920
shares
|
$211,833
0.0% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,851
shares
|
$204,220
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
1,838
shares
|
$202,786
0.06% of portfolio
|
Q3 2025
Reduced 64.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,825
shares
|
$201,352
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,725
shares
|
$190,319
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,497
shares
|
$165,164
0.01% of portfolio
|
Q2 2020
Added 18.97%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
1,121
shares
|
$123,679
0.01% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 06, 2025 Q3 2025 |
1,008
shares
|
$111,212
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
986
shares
|
$108,785
0.0% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
773
shares
|
$85,285
0.03% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
688
shares
|
$75,907
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
555
shares
|
$61,233
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
505
shares
|
$55,716
0.0% of portfolio
|
Q3 2025
Added 582.43%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
482
shares
|
$53,179
0.0% of portfolio
|
Q3 2025
Added 113.27%
|
|