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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
475
shares
|
$52,406
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
441
shares
|
$48,655
0.0% of portfolio
|
Q1 2023
Reduced 8.88%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
377
shares
|
$41,594
0.0% of portfolio
|
Q3 2025
Reduced 56.42%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
375
shares
|
$41,373
0.01% of portfolio
|
Q2 2021
Added 50.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
350
shares
|
$38,615
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
300
shares
|
$33,099
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
218
shares
|
$24,051
0.0% of portfolio
|
Q3 2025
Reduced 42.63%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
200
shares
|
$22,066
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
192
shares
|
$21,183
0.01% of portfolio
|
Q1 2025
Added 16.36%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
184
shares
|
$20,300
0.0% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
150
shares
|
$16,549
0.0% of portfolio
|
Q1 2023
Reduced 81.66%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
127
shares
|
$14,011
0.0% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
126
shares
|
$13,901
0.02% of portfolio
|
Q3 2021
Reduced 44.25%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
100
shares
|
$11,033
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
100
shares
|
$11,033
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
98
shares
|
$10,812
0.0% of portfolio
|
Q3 2022
Reduced 4.85%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
98
shares
|
$10,812
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
85
shares
|
$9,378
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
66
shares
|
$7,281
0.0% of portfolio
|
Q2 2025
Reduced 50.38%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
65
shares
|
$7,171
0.0% of portfolio
|
Q1 2025
Reduced 35.0%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
64
shares
|
$7,061
0.0% of portfolio
|
Q2 2025
Added 41745.31%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
63
shares
|
$6,950
0.0% of portfolio
|
Q3 2025
Reduced 73.64%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
54
shares
|
$5,957
0.0% of portfolio
|
Q3 2022
Reduced 96.88%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
51
shares
|
$5,626
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
21
shares
|
$2,316
0.0% of portfolio
|
Q3 2025
New holding
|
|