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 166 institutions that hold shares in the stock, with a total of 5.28 Million shares, which have been reported (via 13F filing form) to have a value of $576 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
2,910
shares
|
$317,859
0.07% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,885
shares
|
$315,128
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
2,803
shares
|
$306,171
0.01% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,786
shares
|
$304,314
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
2,650
shares
|
$289,459
0.01% of portfolio
|
Q2 2024
Reduced 19.08%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
2,500
shares
|
$273,075
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
2,489
shares
|
$271,873
0.05% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
2,468
shares
|
$269,579
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
2,426
shares
|
$264,991
0.11% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
2,318
shares
|
$253,195
0.13% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
2,254
shares
|
$246,204
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,239
shares
|
$244,565
0.0% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
2,162
shares
|
$236,155
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,148
shares
|
$234,626
0.0% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
2,114
shares
|
$230,912
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
2,103
shares
|
$229,710
0.0% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
2,078
shares
|
$226,979
0.04% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,075
shares
|
$226,652
0.0% of portfolio
|
Q4 2024
Reduced 50.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,907
shares
|
$208,301
0.0% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,497
shares
|
$163,517
0.01% of portfolio
|
Q2 2020
Added 18.97%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
1,146
shares
|
$125,177
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,121
shares
|
$122,446
0.01% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Feb 11, 2025 Q4 2024 |
1,008
shares
|
$110,103
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
986
shares
|
$107,700
0.0% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
709
shares
|
$77,444
0.0% of portfolio
|
Q4 2024
Reduced 33.05%
|