iShares Agency Bond ETFAGZETF
13F holders, Q3 2024 (September 30)138holders +1
10new positions
10sold out
1famous investor
$110.40avg. 13F price*
At the end of Q3 2024, 138 institutions reported holding iShares Agency Bond ETF (AGZ) in their 13F filings, up 1 from Q2 2024. 10 opened new positions and 10 sold out. The largest holders were TRUE Private Wealth Advisors ($83.0M), Stifel Financial Corp. ($38.8M) and HighTower Advisors, LLC ($34.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Agency Bond ETF
- CUSIP
- 464288166
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $12.3M |
| Exits | 10 | $975K |
All 13F filers, Q2 2024 → Q3 2024: 732,015 shares bought and 129,334 shares sold, net +602,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 138 holders
| TRUE Private Wealth Advisors | 9.90% | Add +113.3% | 751,689 | $83.0M |
| Stifel Financial Corp. | 0.04% | Add +3.0% | 351,686 | $38.8M |
| HighTower Advisors, LLC | 0.05% | Add +6.0% | 313,619 | $34.6M |
| Raymond James & Associates | 0.01% | Add +15.5% | 187,540 | $20.7M |
| Faithward Advisors, LLC | 3.30% | Add +2.9% | 171,956 | $19.0M |
| Avantax Advisory Services, Inc. | 0.11% | Add +5.8% | 155,857 | $17.2M |
| Mill Creek Capital Advisors, LLC | 0.41% | Add +0.4% | 154,523 | $17.1M |
| Jaffetilchin Investment Partners, LLC | 1.28% | Add +5.4% | 153,135 | $16.9M |
| Bank of New York Mellon Corp | 0.00% | Add +16.9% | 138,638 | $15.3M |
| Mason & Associates Inc | 3.44% | Add +46.2% | 125,030 | $13.8M |
| Asset Management One Co., Ltd. | 0.04% | Add +2.1% | 113,705 | $12.6M |
| Wells Fargo & Company | 0.00% | Reduce -6.5% | 108,874 | $12.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.9% | 105,567 | $11.7M |
| Arvest Investments, Inc. | 1.72% | Add +0.2% | 103,175 | $11.4M |
| Keybank National Association | 0.04% | Add +0.7% | 99,537 | $11.0M |
| Executive Wealth Management, LLC | 0.74% | New | 84,944 | $9.4M |
| RKL Wealth Management LLC | 0.85% | Reduce -1.4% | 84,814 | $9.4M |
| Bank of America Corp. | 0.00% | Reduce -5.3% | 79,793 | $8.8M |
| Great Diamond Partners, LLC | 2.12% | Add +0.2% | 75,442 | $8.3M |
| UBS Group AG | 0.00% | Reduce -2.6% | 75,405 | $8.3M |
| Signet Financial Management, LLC | 1.05% | Reduce -2.3% | 74,307 | $8.2M |
| Morgan Stanley | 0.00% | Add +10.2% | 69,422 | $7.7M |
| US Bancorp \de | 0.01% | Reduce -4.1% | 57,974 | $6.4M |
| BlackRock, Inc. | 0.00% | — | 53,946 | $6.0M |
| JPMorgan Chase & Co. | 0.00% | Add +241.4% | 53,476 | $5.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.4% | 46,453 | $5.1M |
| Jane Street Group, LLC | 0.01% | Reduce -37.2% | 44,570 | $4.9M |
| Measured Wealth Private Client Group, LLC | 1.47% | Add +40.4% | 39,744 | $4.4M |
| Hennion & Walsh Asset Management, Inc. | 0.17% | Add +7.8% | 32,829 | $3.6M |
| Wbi Investments, LLC | 0.77% | Reduce -7.2% | 29,109 | $3.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.4% | 28,121 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.1% | 28,075 | $3.1M |
| CVA Family Office, LLC | 0.50% | Reduce -3.3% | 28,064 | $3.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +22.7% | 27,970 | $3.1M |
| CHB Investment Group, LLC | 1.60% | — | 27,311 | $3.0M |
| LPL Financial LLC | 0.00% | Reduce -5.7% | 26,820 | $3.0M |
| Fluent Financial, LLC | 1.25% | Add +17.5% | 23,470 | $2.6M |
| HM Payson & Co. | 0.04% | No change | 23,046 | $2.5M |
| Sunflower Bank, N.A. | 0.70% | No change | 23,035 | $2.5M |
| Focus Financial Network, Inc. | 0.09% | Add +9.3% | 19,726 | $2.2M |
| Triton Financial Group Inc | 1.18% | Reduce -0.5% | 16,714 | $1.8M |
| James Investment Research, Inc. | 0.19% | Reduce -4.3% | 14,820 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Add +14.3% | 14,113 | $1.6M |
| NorthCrest Asset Manangement, LLC | 0.05% | Add +9.0% | 13,997 | $1.5M |
| Fortis Capital Management LLC | 0.28% | Add +0.4% | 12,673 | $1.4M |
| Ignite Planners, LLC | 0.31% | Add +52.2% | 12,245 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +2.2% | 11,580 | $1.3M |
| Fiducient Advisors LLC | 0.15% | No change | 11,473 | $1.3M |
| Sharper & Granite LLC | 0.56% | Reduce -1.9% | 11,427 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -31.4% | 11,087 | $1.2M |
| United Asset Strategies, Inc. | 0.11% | Reduce -0.6% | 10,870 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.9% | 9,804 | $1.1M |
| Insight Advisors, LLC/ PA | 0.18% | Add +80.6% | 9,498 | $1.0M |
| Park Place Capital Corp | 0.28% | Reduce -0.2% | 8,924 | $985K |
| Goelzer Investment Management, Inc. | 0.05% | Reduce -9.3% | 8,733 | $964K |
| Glass Jacobson Investment Advisors llc | 0.31% | Add +5.3% | 8,422 | $930K |
| Renasant Bank | 0.60% | Reduce -0.2% | 8,227 | $908K |
| &partners | 0.02% | New | 7,541 | $833K |
| Flow Traders U.S. LLC | 0.04% | New | 7,149 | $789K |
| Moors & Cabot, Inc. | 0.04% | Add +0.9% | 6,961 | $768K |
| Cambiar Investors LLC | 0.03% | Reduce -66.6% | 6,222 | $687K |
| NewEdge Advisors, LLC | 0.00% | New | 5,879 | $649K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.1% | 5,070 | $560K |
| Eagle Global Advisors LLC | 0.03% | No change | 5,030 | $555K |
| Creative Financial Designs Inc. | 0.05% | Reduce -10.0% | 5,021 | $554K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.5% | 4,618 | $510K |
| Checchi Capital Advisers, LLC | 0.04% | Add +22.1% | 4,374 | $483K |
| Private Trust Co. NA | 0.05% | No change | 4,320 | $477K |
| Smartleaf Asset Management LLC | 0.06% | Add +0.6% | 4,187 | $463K |
| Avior Wealth Management, LLC | 0.02% | Reduce -21.1% | 4,171 | $461K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.3% | 4,158 | $459K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -38.8% | 4,198 | $455K |
| Citizens Financial Group Inc. | 0.01% | No change | 4,013 | $443K |
| Narus Financial Partners, LLC | 0.16% | Reduce -0.1% | 3,971 | $438K |
| Cetera Investment Advisers | 0.00% | Reduce -54.5% | 3,913 | $432K |
| Royal Bank of Canada | 0.00% | Reduce -5.8% | 3,391 | $374K |
| Advisory Services Network, LLC | 0.01% | No change | 3,221 | $347K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 3,071 | $339K |
| Shayne & Jacobs, LLC | 0.08% | No change | 3,035 | $335K |
| Pacific Financial Group Inc. | 0.24% | Reduce -9.4% | 2,998 | $331K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -3.4% | 2,885 | $319K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.4% | 2,883 | $318K |
| Fiduciary Financial Group, LLC | 0.07% | Reduce -9.1% | 2,906 | $318K |
| Merit Financial Group, LLC | 0.01% | No change | 2,680 | $296K |
| Advisory Alpha, LLC | 0.01% | No change | 2,650 | $293K |
| Donaldson Capital Management, LLC | 0.01% | No change | 2,640 | $291K |
| Acorn Financial Advisory Services Inc. | 0.05% | Add +2.6% | 2,527 | $279K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 2,500 | $276K |
| Prosperity Wealth Management, Inc. | 0.11% | Add +0.6% | 2,416 | $267K |
| Citadel Advisors | 0.00% | New | 2,408 | $266K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.2% | 2,379 | $263K |
| Shared Vision Wealth Group LLC | 0.14% | Reduce -0.1% | 2,312 | $255K |
| Argent Trust Co | 0.01% | No change | 2,254 | $249K |
| Comerica Bank | 0.00% | Add +5.3% | 2,247 | $248K |
| Tiaa Trust, National Association | 0.00% | Reduce -11.9% | 2,103 | $232K |
| Montecito Bank & Trust | 0.04% | Reduce -12.6% | 2,078 | $229K |
| Beirne Wealth Consulting Services, LLC | 0.08% | No change | 2,070 | $229K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.4% | 2,020 | $223K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.8% | 1,926 | $213K |
| International Assets Investment Management, LLC | 0.02% | No change | 1,909 | $211K |
| Hilltop Holdings Inc. | 0.01% | Reduce -11.1% | 1,904 | $210K |
| Corient Private Wealth LP | 0.00% | Reduce -33.4% | 1,825 | $201K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,121 | $124K |
| Assetmark, Inc. | 0.00% | Reduce -0.1% | 1,059 | $117K |
| Templeton & Phillips Capital Management, LLC | 0.09% | No change | 1,008 | $111K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.8% | 624 | $69K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 580 | $64K |
| Clean Yield Group | 0.02% | Add +0.4% | 548 | $60K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -4.6% | 494 | $55K |
| Principal Securities, Inc. | 0.00% | Add +1.4% | 493 | $54K |
| St Germain D J Co. Inc. | 0.00% | No change | 475 | $52K |
| Harbour Investments, Inc. | 0.00% | No change | 453 | $50K |
| Whittier Trust Co. | 0.00% | No change | 441 | $49K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 350 | $39K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 300 | $33K |
| National Bank of Canada | 0.00% | No change | 300 | $33K |
| Bokf, NA | 0.00% | New | 227 | $25K |
| Cwm, LLC | 0.00% | Reduce -14.9% | 211 | $23K |
| Fort Vancouver Investment Management, LLC | 0.02% | No change | 165 | $18K |
| Toth Financial Advisory Corp. | 0.00% | No change | 150 | $17K |
| 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 |
| LRI Investments, LLC | 0.00% | No change | 85 | $9K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 90 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.1% | 75 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 66 | $7K |
| Archer Investment Corp | 0.00% | No change | 49 | $5K |
| Red Tortoise LLC | 0.00% | No change | 46 | $5K |
| FMR LLC | 0.00% | Add +155.6% | 46 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -54.4% | 41 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 31 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 15 | $2K |
| Allworth Financial LP | 0.00% | New | 7 | $773 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 5 | $552 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -99.8% | 2 | $221 |
| CoreCap Advisors, LLC | 0.00% | New | 1 | $110 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1 | $74 |
"% of holder's portfolio" is AGZ's weight in each manager's 13F, not the share of iShares Agency Bond ETF the manager owns.