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 |
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
2,481
shares
|
$272,686
0.22% of portfolio
|
Q1 2025
Reduced 19.34%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
2,468
shares
|
$271,257
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
2,461
shares
|
$270,488
0.0% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
2,425
shares
|
$266,531
0.06% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
2,401
shares
|
$263,893
0.06% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
2,365
shares
|
$259,937
0.12% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
2,286
shares
|
$251,254
0.14% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
2,254
shares
|
$247,737
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,239
shares
|
$246,088
0.0% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,211
shares
|
$243,011
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
2,114
shares
|
$232,349
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
2,103
shares
|
$231,140
0.0% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
2,078
shares
|
$228,392
0.04% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,075
shares
|
$228,063
0.0% of portfolio
|
Q4 2024
Reduced 50.57%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,038
shares
|
$223,996
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,792
shares
|
$196,958
0.0% of portfolio
|
Q1 2025
Reduced 16.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,497
shares
|
$164,535
0.01% of portfolio
|
Q2 2020
Added 18.97%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,121
shares
|
$123,209
0.01% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
1,008
shares
|
$110,789
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
986
shares
|
$108,371
0.0% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
865
shares
|
$95,072
0.0% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
652
shares
|
$71,661
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
624
shares
|
$68,583
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
555
shares
|
$61,000
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
493
shares
|
$54,185
0.0% of portfolio
|
Q3 2024
Added 1.44%
|