iShares Agency Bond ETFAGZETF
13F holders, Q2 2024 (June 30)137holders −6
11new positions
20sold out
$106.95avg. 13F price*
At the end of Q2 2024, 137 institutions reported holding iShares Agency Bond ETF (AGZ) in their 13F filings, down 6 from Q1 2024. 11 opened new positions and 20 sold out. The largest holders were TRUE Private Wealth Advisors ($37.9M), Stifel Financial Corp. ($36.8M) and HighTower Advisors, LLC ($31.9M).
- Company
- iShares Agency Bond ETF
- CUSIP
- 464288166
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $22.6M |
| Exits | 20 | $18.8M |
All 13F filers, Q1 2024 → Q2 2024: 450,557 shares bought and 748,909 shares sold, net −298,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 137 holders
| TRUE Private Wealth Advisors | 4.29% | Add +6.9% | 352,426 | $37.9M |
| Stifel Financial Corp. | 0.04% | Add +3.1% | 341,534 | $36.8M |
| HighTower Advisors, LLC | 0.05% | Add +8.9% | 295,973 | $31.9M |
| Faithward Advisors, LLC | 3.25% | New | 167,060 | $18.0M |
| Raymond James & Associates | 0.01% | Add +9.7% | 162,336 | $17.5M |
| Mill Creek Capital Advisors, LLC | 0.42% | Reduce -2.3% | 153,976 | $16.6M |
| Avantax Advisory Services, Inc. | 0.11% | Add +7.8% | 147,344 | $15.9M |
| Jaffetilchin Investment Partners, LLC | 1.34% | Add +4.3% | 145,282 | $15.6M |
| Bank of New York Mellon Corp | 0.00% | Add +19.8% | 118,577 | $12.8M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 116,425 | $12.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.6% | 112,232 | $12.1M |
| Asset Management One Co., Ltd. | 0.05% | Reduce -8.8% | 111,344 | $12.0M |
| Arvest Investments, Inc. | 1.78% | Add +3.1% | 102,937 | $11.1M |
| Keybank National Association | 0.04% | Reduce -3.6% | 98,866 | $10.6M |
| RKL Wealth Management LLC | 0.89% | Reduce -0.4% | 86,046 | $9.3M |
| Mason & Associates Inc | 2.45% | Add +8.9% | 85,501 | $9.2M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 84,302 | $9.1M |
| UBS Group AG | 0.00% | Add +51.3% | 77,397 | $8.3M |
| Signet Financial Management, LLC | 1.10% | Reduce -5.3% | 76,031 | $8.2M |
| Great Diamond Partners, LLC | 1.90% | Reduce -2.8% | 75,284 | $8.1M |
| Jane Street Group, LLC | 0.01% | Add +63.3% | 70,959 | $7.6M |
| Morgan Stanley | 0.00% | Reduce -3.2% | 63,025 | $6.8M |
| US Bancorp \de | 0.01% | Reduce -0.6% | 60,451 | $6.5M |
| BlackRock Inc. | 0.00% | Reduce -62.5% | 58,252 | $6.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.5% | 47,116 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Add +18.3% | 31,941 | $3.4M |
| Wbi Investments, LLC | 0.82% | Reduce -29.2% | 31,382 | $3.4M |
| Hennion & Walsh Asset Management, Inc. | 0.17% | Add +8.0% | 30,440 | $3.3M |
| CVA Family Office, LLC | 0.56% | Add +1.0% | 29,010 | $3.1M |
| LPL Financial LLC | 0.00% | Add +5.0% | 28,427 | $3.1M |
| Measured Wealth Private Client Group, LLC | 1.07% | Add +8.5% | 28,299 | $3.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +18.8% | 28,015 | $3.0M |
| HM Payson & Co. | 0.05% | No change | 23,046 | $2.5M |
| Sunflower Bank, N.A. | 0.59% | No change | 23,035 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +10.4% | 22,800 | $2.5M |
| Fluent Financial, LLC | 1.08% | New | 19,982 | $2.2M |
| Cambiar Investors LLC | 0.08% | No change | 18,638 | $2.0M |
| Focus Financial Network, Inc. | 0.08% | Add +11.5% | 18,042 | $2.0M |
| Triton Financial Group Inc | 1.27% | Reduce -14.0% | 16,804 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -17.4% | 16,155 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +34.6% | 15,664 | $1.7M |
| James Investment Research, Inc. | 0.20% | Reduce -2.9% | 15,477 | $1.7M |
| NorthCrest Asset Manangement, LLC | 0.05% | Reduce -0.9% | 12,836 | $1.4M |
| Fortis Capital Management LLC | 0.29% | Add +321.4% | 12,618 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Add +10.5% | 12,348 | $1.3M |
| Sharper & Granite LLC | 0.60% | Reduce -2.4% | 11,647 | $1.3M |
| Fiducient Advisors LLC | 0.17% | New | 11,473 | $1.2M |
| Cerity Partners LLC | 0.00% | Reduce -0.5% | 11,327 | $1.2M |
| United Asset Strategies, Inc. | 0.12% | Add +0.7% | 10,940 | $1.2M |
| Goelzer Investment Management, Inc. | 0.06% | Add +9.9% | 9,626 | $1.0M |
| Park Place Capital Corp | 0.31% | Reduce -4.3% | 8,940 | $962K |
| Cetera Investment Advisers | 0.00% | Reduce -16.9% | 8,594 | $925K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.3% | 8,317 | $895K |
| Renasant Bank | 0.61% | Reduce -4.6% | 8,243 | $887K |
| Ignite Planners, LLC | 0.21% | Add +17.6% | 8,046 | $868K |
| Glass Jacobson Investment Advisors llc | 0.31% | Reduce -4.9% | 7,996 | $861K |
| Moors & Cabot, Inc. | 0.04% | Add +64.4% | 6,896 | $742K |
| Sanctuary Advisors, LLC | 0.01% | — | 6,854 | $731K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.0% | 6,117 | $658K |
| Creative Financial Designs Inc. | 0.05% | Add +10.6% | 5,577 | $600K |
| Avior Wealth Management, LLC | 0.02% | Reduce -20.9% | 5,288 | $569K |
| Insight Advisors, LLC/ PA | 0.10% | New | 5,259 | $566K |
| Eagle Global Advisors LLC | 0.03% | Reduce -12.0% | 5,030 | $541K |
| Columbus Macro, LLC | 0.20% | Reduce -0.2% | 4,819 | $519K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -0.6% | 4,593 | $494K |
| Private Trust Co. NA | 0.05% | Add +53.5% | 4,320 | $465K |
| Smartleaf Asset Management LLC | 0.07% | Reduce -20.7% | 4,164 | $450K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -6.8% | 4,170 | $449K |
| Citizens Financial Group Inc. | 0.01% | Add +3.6% | 4,013 | $432K |
| Narus Financial Partners, LLC | 0.17% | Reduce -8.9% | 3,975 | $428K |
| Royal Bank of Canada | 0.00% | Reduce -29.3% | 3,601 | $388K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -2.2% | 3,581 | $385K |
| Pacific Financial Group Inc. | 0.25% | Reduce -13.9% | 3,309 | $356K |
| Advisory Services Network, LLC | 0.01% | No change | 3,221 | $347K |
| Fiduciary Financial Group, LLC | 0.08% | — | 3,195 | $346K |
| Shayne & Jacobs, LLC | 0.09% | No change | 3,035 | $327K |
| Evercore Wealth Management, LLC | 0.01% | No change | 2,985 | $321K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -6.8% | 2,895 | $312K |
| Osaic Holdings, Inc. | 0.00% | Reduce -88.0% | 2,805 | $302K |
| MML Investors Services, LLC | 0.00% | Add +21.6% | 2,800 | $301K |
| Corient Private Wealth LP | 0.00% | Reduce -8.4% | 2,740 | $295K |
| Merit Financial Group, LLC | 0.01% | Reduce -28.0% | 2,680 | $288K |
| Advisory Alpha, LLC | 0.01% | Reduce -19.1% | 2,650 | $285K |
| Donaldson Capital Management, LLC | 0.01% | No change | 2,640 | $284K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 2,500 | $269K |
| Acorn Financial Advisory Services Inc. | 0.05% | Add +2.3% | 2,463 | $265K |
| Prosperity Wealth Management, Inc. | 0.13% | New | 2,402 | $259K |
| Tiaa Trust, National Association | 0.00% | No change | 2,387 | $257K |
| Montecito Bank & Trust | 0.05% | No change | 2,378 | $256K |
| Shared Vision Wealth Group LLC | 0.14% | New | 2,315 | $249K |
| Argent Trust Co | 0.01% | No change | 2,254 | $243K |
| Hilltop Holdings Inc. | 0.03% | Reduce -46.2% | 2,142 | $231K |
| Comerica Bank | 0.00% | Add +0.3% | 2,133 | $230K |
| Beirne Wealth Consulting Services, LLC | 0.09% | No change | 2,070 | $223K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.4% | 2,069 | $223K |
| International Assets Investment Management, LLC | 0.02% | No change | 1,909 | $205K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +87.0% | 1,803 | $194K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,121 | $121K |
| Assetmark, Inc. | 0.00% | Reduce -99.7% | 1,060 | $114K |
| Templeton & Phillips Capital Management, LLC | 0.10% | No change | 1,008 | $108K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,000 | $108K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 801 | $86K |
| Global Retirement Partners, LLC | 0.00% | Reduce -16.5% | 629 | $68K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 580 | $63K |
| Clean Yield Group | 0.02% | Add +4.2% | 546 | $59K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.4% | 518 | $56K |
| Principal Securities, Inc. | 0.00% | Reduce -15.6% | 486 | $52K |
| St Germain D J Co. Inc. | 0.00% | No change | 475 | $51K |
| Harbour Investments, Inc. | 0.00% | No change | 453 | $49K |
| Whittier Trust Co. | 0.00% | No change | 441 | $47K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 300 | $32K |
| National Bank of Canada | 0.00% | No change | 300 | $32K |
| Cwm, LLC | 0.00% | Reduce -13.0% | 248 | $27K |
| Bank of Montreal | 0.00% | No change | 200 | $22K |
| Kelly Financial Services LLC | 0.01% | Add +1.1% | 191 | $21K |
| Fort Vancouver Investment Management, LLC | 0.02% | — | 165 | $18K |
| Toth Financial Advisory Corp. | 0.00% | No change | 150 | $16K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 100 | $11K |
| Founders Financial Alliance, LLC | 0.00% | No change | 98 | $11K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 98 | $11K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 90 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 90 | $10K |
| LRI Investments, LLC | 0.00% | No change | 85 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 66 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 63 | $7K |
| Archer Investment Corp | 0.00% | Reduce -16.9% | 49 | $5K |
| Red Tortoise LLC | 0.00% | Add +2.2% | 46 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 31 | $3K |
| FMR LLC | 0.00% | Reduce -96.0% | 18 | $2K |
| NorthRock Partners, LLC | 0.00% | No change | 16 | $2K |
| Camelot Portfolios, LLC | 0.00% | New | 15 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 15 | $2K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 10 | $1K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 5 | $539 |
| Tucker Asset Management LLC | 0.00% | No change | 5 | $538 |
| Strategic Financial Concepts, LLC | 0.00% | New | 24,813 | $228 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1 | $72 |
"% of holder's portfolio" is AGZ's weight in each manager's 13F, not the share of iShares Agency Bond ETF the manager owns.