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 |
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
24
shares
|
$2,637
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
11
shares
|
$1,209
0.0% of portfolio
|
Q4 2024
Reduced 85.33%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
5
shares
|
$549
0.0% of portfolio
|
Q4 2023
Reduced 94.05%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4
shares
|
$439
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
2
shares
|
$219
0.0% of portfolio
|
Q3 2024
Reduced 99.75%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
2
shares
|
$219
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1
shares
|
$109
0.0% of portfolio
|
Q2 2024
Reduced 99.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1
shares
|
$109
0.0% of portfolio
|
Q1 2025
Reduced 90.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1
shares
|
$109
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|