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 |
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
475
shares
|
$52,207
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
453
shares
|
$49,789
0.0% of portfolio
|
Q4 2023
Reduced 13.22%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
441
shares
|
$48,470
0.0% of portfolio
|
Q1 2023
Reduced 8.88%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
434
shares
|
$47,700
0.0% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
375
shares
|
$41,216
0.01% of portfolio
|
Q2 2021
Added 50.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
350
shares
|
$38,468
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
300
shares
|
$32,973
0.0% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
300
shares
|
$32,973
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
260
shares
|
$28,576
0.0% of portfolio
|
Q1 2025
Added 20.93%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
204
shares
|
$22,421
0.0% of portfolio
|
Q1 2025
Reduced 95.31%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
192
shares
|
$21,102
0.02% of portfolio
|
Q1 2025
Added 16.36%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
150
shares
|
$16,486
0.0% of portfolio
|
Q1 2023
Reduced 81.66%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
133
shares
|
$14,618
0.0% of portfolio
|
Q1 2025
Added 101.52%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
126
shares
|
$13,848
0.02% of portfolio
|
Q3 2021
Reduced 44.25%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
110
shares
|
$12,090
0.0% of portfolio
|
Q1 2025
Reduced 84.49%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
98
shares
|
$10,771
0.0% of portfolio
|
Q3 2022
Reduced 4.85%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
98
shares
|
$10,771
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
85
shares
|
$9,342
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
65
shares
|
$7,144
0.0% of portfolio
|
Q1 2025
Reduced 35.0%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
54
shares
|
$5,935
0.0% of portfolio
|
Q3 2022
Reduced 96.88%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
50
shares
|
$5,495
0.0% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
47
shares
|
$5,165
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
44
shares
|
$4,836
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
41
shares
|
$4,506
0.0% of portfolio
|
Q3 2024
Reduced 54.44%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
35
shares
|
$3,846
0.0% of portfolio
|
Q4 2024
New holding
|