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Ishares Agency Bond ETF (AGZ)

CUSIP: 464288166 | NYSE | 612 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Assetmark, Inc279,344
0.1% of portfolio›$29.8M
Asset Management One Co., Ltd.127,579
0.0% of portfolio›$13.6M
Bailard, Inc.124,154
0.3% of portfolio›$13.2M
Keybank National Association98,232
0.0% of portfolio›$10.5M
Arvest Investments, Inc.88,212
1.1% of portfolio›$9.4M
Great Diamond Partners, LLC77,613
1.4% of portfolio›$8.3M
RKL Wealth Management LLC72,353
0.6% of portfolio›$7.7M
Total Investment Management Inc49,808
0.5% of portfolio›$5.3M
Lido Advisors, LLC44,027
0.0% of portfolio›$4.7M
Fluent Financial, LLC41,175
1.5% of portfolio›$4.4M
Focus Financial Network, Inc.24,636
0.1% of portfolio›$2.6M
Legacy Wealth Partners, LLC23,167
0.5% of portfolio›$2.5M
Hennion & Walsh Asset Management, Inc.18,768
0.1% of portfolio›$2.0M
True Private Wealth Advisors17,050
0.2% of portfolio›$1.8M
Mirae Asset Global Investments Co., Ltd.16,090
0.0% of portfolio›$1.7M
Insight Advisors, LLC/ PA14,854
0.3% of portfolio›$1.6M
Glass Jacobson Investment Advisors llc12,675
0.4% of portfolio›$1.4M
Atria Investments, Inc12,485
0.0% of portfolio›$1.3M
James Investment Research, Inc.12,051
0.1% of portfolio›$1.3M
Citizens Financial Group Inc11,353
0.0% of portfolio›$1.2M
Goelzer Investment Management, Inc.10,764
0.1% of portfolio›$1.1M
Creative Financial Designs Inc10,733
0.1% of portfolio›$1.1M
MassMutual Private Wealth & Trust, FSB10,001
0.0% of portfolio›$1.1M
Cambiar Investors LLC9,818
0.0% of portfolio›$1.0M
Sharper & Granite LLC9,345
0.4% of portfolio›$1.0M
Balefire, LLC7,983
0.1% of portfolio›$850.5K
Narus Financial Partners, LLC6,603
0.2% of portfolio›$703.5K
Commonwealth Equity Services, LLC5,965
0.0% of portfolio›$635.5K
Algorithmic Investment Models, LLC5,863
0.7% of portfolio›$624.6K
Novem Group5,726
0.1% of portfolio›$610.1K
Cambridge Investment Research Advisors, Inc.5,407
0.0% of portfolio›$576
Impact Investors, Inc4,799
0.8% of portfolio›$511.3K
Ashton Thomas Private Wealth, LLC3,960
0.0% of portfolio›$421.9K
Ignite Planners, LLC3,506
0.0% of portfolio›$373.4K
United Asset Strategies, Inc.3,255
0.0% of portfolio›$346.7K
Shayne & Jacobs, LLC2,945
0.1% of portfolio›$313.8K
Gibraltar Capital Management, Inc.2,855
0.0% of portfolio›$304.2K
Avior Wealth Management, LLC2,707
0.0% of portfolio›$288.4K
Fiduciary Financial Group, LLC2,509
0.0% of portfolio›$267.3K
Stablepoint Partners, LLC2,477
0.0% of portfolio›$263.9K
Kestra Advisory Services, LLC2,374
0.0% of portfolio›$252.9K
Legacy Private Trust Co.2,300
0.0% of portfolio›$245.0K
Acorn Financial Advisory Services Inc2,285
0.0% of portfolio›$243.5K
Private Trust Co NA2,172
0.0% of portfolio›$231.4K
Apollon Wealth Management, LLC2,060
0.0% of portfolio›$219.5K
StoneX Group Inc.2,027
0.0% of portfolio›$216.0K
Wilmington Savings Fund Society, FSB350
0.0% of portfolio›$37.3K
Farther Finance Advisors, LLC147
0.0% of portfolio›$15.7K
Latitude Advisors, LLC121
0.0% of portfolio›$12.9K
Parallel Advisors, LLC100
0.0% of portfolio›$10.7K
Physician Wealth Advisors, Inc.98
0.0% of portfolio›$10.5K
Capital Investment Advisory Services, LLC92
0.0% of portfolio›$9.8K
Clean Yield Group61
0.0% of portfolio›$6.5K
Ascentis Independent Advisors58
0.0% of portfolio›$6.2K
Richardson Financial Services Inc.38
0.0% of portfolio›$4.0K
Reicon Wealth Advisors, LLC36
0.0% of portfolio›$3.8K
IFP Advisors, Inc27
0.0% of portfolio›$2.9K
AlphaCore Capital LLC19
0.0% of portfolio›$2.0K
Heritage Family Offices, LLP16
0.0% of portfolio›$1.7K
CoreCap Advisors, LLC1
0.0% of portfolio›$107
StyleTurnoverLocationFiled
Assetmark, Inc
279,344$29.8M0.1%ETFLowConcord, CA2026-10-21
Asset Management One Co., Ltd.
127,579$13.6M0.0%IndexVery LowTokyo, Mexico2026-10-27
Bailard, Inc.
124,154$13.2M0.3%GrowthMediumFoster City, CA2026-10-13
Keybank National Association
98,232$10.5M0.0%CoreLowBrooklyn, OH2026-11-04
Arvest Investments, Inc.
88,212$9.4M1.1%ETFLowLowell, AR2026-10-21
Great Diamond Partners, LLC
77,613$8.3M1.4%CoreMediumPortland, ME2026-10-13
RKL Wealth Management LLC
72,353$7.7M0.6%ETFVery LowLancaster, PA2026-10-16
Total Investment Management Inc
49,808$5.3M0.5%ETFLowScottsdale, AZ2026-10-22
Lido Advisors, LLC
44,027$4.7M0.0%GrowthLowLos Angeles, CA2026-11-04
Fluent Financial, LLC
41,175$4.4M1.5%ETFVery HighDallas, TX2026-10-13
Focus Financial Network, Inc.
24,636$2.6M0.1%ETFLowMinneapolis, MN2026-10-14
Legacy Wealth Partners, LLC
23,167$2.5M0.5%ETFHighLakewood, CO2026-10-15
Hennion & Walsh Asset Management, Inc.
18,768$2.0M0.1%ValueMediumParsippany, NJ2026-10-13
True Private Wealth Advisors
17,050$1.8M0.2%ETFMediumSalem, OR2026-10-19
Mirae Asset Global Investments Co., Ltd.
16,090$1.7M0.0%GrowthLowSeoul, Malaysia2026-11-03
Insight Advisors, LLC/ PA
14,854$1.6M0.3%ETFMediumNewtown, PA2026-10-22
Glass Jacobson Investment Advisors llc
12,675$1.4M0.4%ETFLowOwings Mills, MD2026-10-26
Atria Investments, Inc
12,485$1.3M0.0%CoreMediumCharlotte, NC2026-10-15
James Investment Research, Inc.
12,051$1.3M0.1%CoreLowAlpha, OH2026-10-22
Citizens Financial Group Inc
11,353$1.2M0.0%GrowthLowProvidence, RI2026-10-23
Goelzer Investment Management, Inc.
10,764$1.1M0.1%GrowthLowCarmel, IN2026-10-16
Creative Financial Designs Inc
10,733$1.1M0.1%ETFMediumKokomo, IN2026-11-04
MassMutual Private Wealth & Trust, FSB
10,001$1.1M0.0%CoreLowSpringfield, MA2026-10-05
Cambiar Investors LLC
9,818$1.0M0.0%ValueMediumDenver, CO2026-11-04
Sharper & Granite LLC
9,345$1.0M0.4%ETFLowEl Segundo, CA2026-11-02
Balefire, LLC
7,983$850.5K0.1%ETFMediumDallas, TX2026-10-09
Narus Financial Partners, LLC
6,603$703.5K0.2%ValueLowSalt Lake City, UT2026-10-19
Commonwealth Equity Services, LLC
5,965$635.5K0.0%ETFLowWaltham, MA2026-11-02
Algorithmic Investment Models, LLC
5,863$624.6K0.7%ETFHighBoston, MA2026-11-04
Novem Group
5,726$610.1K0.1%ETFMediumRochester, NY2026-10-19
Cambridge Investment Research Advisors, Inc.
5,407$5760.0%ETFLowFairfield, IA2026-11-02
Impact Investors, Inc
4,799$511.3K0.8%ETFLowSan Francisco, CA2026-11-02
Ashton Thomas Private Wealth, LLC
3,960$421.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Ignite Planners, LLC
3,506$373.4K0.0%CoreLowSan Clemente, CA2026-10-14
United Asset Strategies, Inc.
3,255$346.7K0.0%GrowthLowGarden City, NY2026-10-28
Shayne & Jacobs, LLC
2,945$313.8K0.1%ValueVery LowNashville, TN2026-10-21
Gibraltar Capital Management, Inc.
2,855$304.2K0.0%CoreLowTulsa, OK2026-10-27
Avior Wealth Management, LLC
2,707$288.4K0.0%ETFMediumOmaha, NE2026-10-13
Fiduciary Financial Group, LLC
2,509$267.3K0.0%ETFLowSan Rafael, CA2026-10-13
Stablepoint Partners, LLC
2,477$263.9K0.0%CoreLowBraintree, MA2026-11-03
Kestra Advisory Services, LLC
2,374$252.9K0.0%CoreLowAustin, TX2026-11-02
Legacy Private Trust Co.
2,300$245.0K0.0%ETFLowNeenah, WI2026-10-06
Acorn Financial Advisory Services Inc
2,285$243.5K0.0%ETFMediumReston, VA2026-11-02
Private Trust Co NA
2,172$231.4K0.0%CoreLowCleveland, OH2026-10-20
Apollon Wealth Management, LLC
2,060$219.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
StoneX Group Inc.
2,027$216.0K0.0%ETFMediumNew York, NY2026-11-03
Wilmington Savings Fund Society, FSB
350$37.3K0.0%CoreLowWilmington, DE2026-10-23
Farther Finance Advisors, LLC
147$15.7K0.0%IndexLowSan Francisco, CA2026-10-08
Latitude Advisors, LLC
121$12.9K0.0%ETFLowYorkville, IL2026-10-27
Parallel Advisors, LLC
100$10.7K0.0%IndexLowSan Francisco, CA2026-11-03
Physician Wealth Advisors, Inc.
98$10.5K0.0%ETFMediumMidvale, UT2026-10-20
Capital Investment Advisory Services, LLC
92$9.8K0.0%CoreMediumRaleigh, NC2026-10-30
Clean Yield Group
61$6.5K0.0%CoreLowNorwich, VT2026-10-28
Ascentis Independent Advisors
58$6.2K0.0%ETFLowDallas, TX2026-11-03
Richardson Financial Services Inc.
38$4.0K0.0%GrowthMediumMedway, MA2026-10-30
Reicon Wealth Advisors, LLC
36$3.8K0.0%ETFLowAtlanta, GA2026-11-04
IFP Advisors, Inc
27$2.9K0.0%GrowthLowTampa, FL2026-10-16
AlphaCore Capital LLC
19$2.0K0.0%ETFLowLa Jolla, CA2026-11-04
Heritage Family Offices, LLP
16$1.7K0.0%GrowthHighScottsdale, AZ2026-11-02
CoreCap Advisors, LLC
1$1070.0%ETFMediumSouthfield, MI2026-10-08