iShares Agency Bond ETFAGZETF
13F holders, Q4 2024 (December 31)152holders +14
18new positions
14sold out
1famous investor
$107.96avg. 13F price*
At the end of Q4 2024, 152 institutions reported holding iShares Agency Bond ETF (AGZ) in their 13F filings, up 14 from Q3 2024. 18 opened new positions and 14 sold out. The largest holders were TRUE Private Wealth Advisors ($80.4M), HighTower Advisors, LLC ($39.2M) and Stifel Financial Corp. ($38.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $10.0M |
| Exits | 14 | $10.1M |
All 13F filers, Q3 2024 → Q4 2024: 421,421 shares bought and 360,510 shares sold, net +60,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| TRUE Private Wealth Advisors | 9.75% | Reduce -1.0% | 744,353 | $80.4M |
| HighTower Advisors, LLC | 0.05% | Add +15.7% | 362,856 | $39.2M |
| Stifel Financial Corp. | 0.04% | Add +2.1% | 358,986 | $38.8M |
| Raymond James Financial Inc. | 0.01% | — | 230,030 | $24.8M |
| Faithward Advisors, LLC | 3.33% | Add +5.5% | 181,415 | $19.6M |
| Straightline Group LLC | 11.55% | — | 163,332 | $17.6M |
| Mason & Associates Inc | 4.14% | Add +30.4% | 162,975 | $17.6M |
| Jaffetilchin Investment Partners, LLC | 1.25% | Add +4.0% | 159,288 | $17.2M |
| Bank of New York Mellon Corp | 0.00% | Add +14.2% | 158,306 | $17.1M |
| Mill Creek Capital Advisors, LLC | 0.40% | Add +1.0% | 156,026 | $16.8M |
| Wells Fargo & Company | 0.00% | Add +38.1% | 150,367 | $16.2M |
| Impact Investors, Inc | 11.44% | — | 136,586 | $14.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.7% | 124,286 | $13.4M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -5.5% | 107,408 | $11.6M |
| Arvest Investments, Inc. | 1.76% | Reduce -1.1% | 102,039 | $11.0M |
| Keybank National Association | 0.04% | Reduce -2.2% | 97,348 | $10.5M |
| Executive Wealth Management, LLC | 0.73% | Add +2.3% | 86,899 | $9.4M |
| RKL Wealth Management LLC | 0.80% | Reduce -2.3% | 82,872 | $8.9M |
| UBS Group AG | 0.00% | Add +8.5% | 81,829 | $8.8M |
| Bank of America Corp. | 0.00% | Reduce -1.5% | 78,601 | $8.5M |
| Great Diamond Partners, LLC | 2.13% | Add +1.0% | 76,220 | $8.2M |
| Signet Financial Management, LLC | 1.00% | Reduce -2.2% | 72,654 | $7.8M |
| Citadel Advisors | 0.01% | Add +2803.2% | 69,910 | $7.5M |
| Morgan Stanley | 0.00% | Reduce -0.6% | 69,008 | $7.5M |
| US Bancorp \de | 0.01% | Reduce -17.5% | 47,825 | $5.2M |
| Measured Wealth Private Client Group, LLC | 1.44% | Add +4.1% | 41,369 | $4.5M |
| Hennion & Walsh Asset Management, Inc. | 0.18% | Add +10.7% | 36,326 | $3.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.4% | 33,750 | $3.6M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -79.4% | 32,131 | $3.5M |
| CHB Investment Group, LLC | 1.66% | Add +3.9% | 28,370 | $3.1M |
| CVA Family Office, LLC | 0.48% | Add +1.0% | 28,347 | $3.1M |
| Wbi Investments, LLC | 0.76% | Reduce -2.9% | 28,259 | $3.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | No change | 27,970 | $3.0M |
| LPL Financial LLC | 0.00% | Add +1.2% | 27,150 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.7% | 24,801 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +148.0% | 24,314 | $2.6M |
| HM Payson & Co. | 0.04% | No change | 23,046 | $2.5M |
| Sunflower Bank, N.A. | 0.69% | No change | 23,035 | $2.5M |
| Fluent Financial, LLC | 1.10% | Reduce -1.9% | 23,033 | $2.5M |
| Focus Financial Network, Inc. | 0.09% | Add +1.6% | 20,042 | $2.2M |
| Smith Salley Wealth Management | 0.14% | New | 19,473 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +373.9% | 18,543 | $2.0M |
| Montis Financial, LLC | 0.57% | New | 17,111 | $1.8M |
| Columbus Macro, LLC | 0.25% | New | 16,916 | $1.8M |
| Triton Financial Group Inc | 1.11% | Reduce -1.3% | 16,499 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Add +12.8% | 15,912 | $1.7M |
| Vista Cima Wealth Management LLC | 1.76% | — | 15,641 | $1.7M |
| James Investment Research, Inc. | 0.19% | Reduce -0.3% | 14,779 | $1.6M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -2.4% | 13,659 | $1.5M |
| Fortis Capital Management LLC | 0.27% | Add +6.1% | 13,442 | $1.5M |
| Ignite Planners, LLC | 0.31% | Add +8.3% | 13,255 | $1.4M |
| Fiducient Advisors LLC | 0.17% | Add +9.3% | 12,540 | $1.4M |
| Insight Advisors, LLC/ PA | 0.22% | Add +27.9% | 12,151 | $1.3M |
| Sharper & Granite LLC | 0.53% | Reduce -2.6% | 11,127 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -79.3% | 11,053 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.5% | 10,807 | $1.2M |
| Maridea Wealth Management LLC | 0.36% | — | 10,226 | $1.1M |
| Goelzer Investment Management, Inc. | 0.06% | Add +16.0% | 10,132 | $1.1M |
| Creative Financial Designs Inc. | 0.08% | Add +90.0% | 9,540 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +179.6% | 9,481 | $1.0M |
| Glass Jacobson Investment Advisors llc | 0.33% | Add +9.1% | 9,188 | $992K |
| Jane Street Group, LLC | 0.00% | Reduce -79.7% | 9,062 | $978K |
| &partners | 0.01% | Add +11.2% | 8,386 | $905K |
| Moors & Cabot, Inc. | 0.04% | Add +8.2% | 7,533 | $813K |
| United Asset Strategies, Inc. | 0.07% | Reduce -36.9% | 6,861 | $741K |
| Ashton Thomas Private Wealth, LLC | 0.03% | New | 6,563 | $709K |
| Commons Capital, LLC | 0.62% | New | 6,327 | $683K |
| Cambiar Investors LLC | 0.03% | Add +0.6% | 6,262 | $676K |
| Pathstone Holdings, LLC | 0.00% | New | 6,105 | $659K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.3% | 5,684 | $614K |
| Liberty Square Wealth Partners LLC | 0.22% | — | 5,635 | $610K |
| Tidal Investments LLC | 0.00% | New | 5,502 | $594K |
| Narus Financial Partners, LLC | 0.19% | Add +33.0% | 5,281 | $570K |
| Eagle Global Advisors LLC | 0.02% | Add +4.0% | 5,230 | $565K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.4% | 4,847 | $523K |
| Rehmann Capital Advisory Group | 0.03% | Add +1.2% | 4,674 | $505K |
| Checchi Capital Advisers, LLC | 0.04% | Add +6.1% | 4,642 | $501K |
| Citizens Financial Group Inc. | 0.01% | Add +13.3% | 4,548 | $491K |
| Park Place Capital Corp | 0.14% | Reduce -49.2% | 4,530 | $489K |
| AE Wealth Management LLC | 0.00% | New | 4,349 | $470K |
| Susquehanna International Group, LLP | 0.00% | New | 4,167 | $450K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.1% | 4,160 | $449K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -5.0% | 3,979 | $430K |
| Private Trust Co. NA | 0.04% | Reduce -9.6% | 3,904 | $421K |
| Renasant Bank | 0.27% | Reduce -53.0% | 3,866 | $417K |
| Avior Wealth Management, LLC | 0.01% | Reduce -8.9% | 3,798 | $410K |
| Novem Group | 0.05% | — | 3,344 | $361K |
| Advisory Services Network, LLC | 0.01% | No change | 3,221 | $348K |
| Pacific Financial Group Inc. | 0.25% | Add +2.6% | 3,076 | $332K |
| Shayne & Jacobs, LLC | 0.09% | No change | 3,035 | $328K |
| Fiduciary Financial Group, LLC | 0.07% | Add +0.1% | 2,910 | $313K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,885 | $311K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.8% | 2,803 | $303K |
| Advisory Alpha, LLC | 0.01% | No change | 2,650 | $286K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 2,500 | $270K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -1.5% | 2,489 | $269K |
| PKS Advisory Services, LLC | 0.07% | — | 2,468 | $266K |
| Prosperity Wealth Management, Inc. | 0.11% | Add +0.4% | 2,426 | $262K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.7% | 2,363 | $256K |
| Shared Vision Wealth Group LLC | 0.13% | Add +0.3% | 2,318 | $250K |
| Argent Trust Co | 0.01% | No change | 2,254 | $243K |
| Comerica Bank | 0.00% | Reduce -0.4% | 2,239 | $242K |
| Thrivent Financial for Lutherans | 0.00% | New | 2,162 | $233K |
| Creative Planning | 0.00% | New | 2,114 | $228K |
| Tiaa Trust, National Association | 0.00% | No change | 2,103 | $227K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -50.6% | 2,075 | $225K |
| Montecito Bank & Trust | 0.04% | No change | 2,078 | $224K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.0% | 1,907 | $206K |
| Providence First Trust Co | 0.05% | New | 1,146 | $124K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,121 | $121K |
| Templeton & Phillips Capital Management, LLC | 0.09% | No change | 1,008 | $109K |
| Assetmark, Inc. | 0.00% | Reduce -33.0% | 709 | $77K |
| IFP Advisors, Inc | 0.00% | New | 707 | $76K |
| Clean Yield Group | 0.02% | Add +18.6% | 650 | $70K |
| Global Retirement Partners, LLC | 0.00% | No change | 624 | $67K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.3% | 555 | $60K |
| Principal Securities, Inc. | 0.00% | No change | 493 | $53K |
| 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 | $48K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -12.2% | 434 | $47K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 350 | $38K |
| National Bank of Canada | 0.00% | No change | 300 | $32K |
| Bokf, NA | 0.00% | No change | 227 | $24K |
| Cwm, LLC | 0.00% | Add +1.9% | 215 | $23K |
| FMR LLC | 0.00% | Add +343.5% | 204 | $22K |
| Fort Vancouver Investment Management, LLC | 0.02% | No change | 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 |
| Transce3nd, LLC | 0.00% | — | 91 | $10K |
| LRI Investments, LLC | 0.00% | No change | 85 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 66 | $7K |
| POM Investment Strategies, LLC | 0.00% | New | 57 | $6K |
| Archer Investment Corp | 0.00% | Add +2.0% | 50 | $5K |
| Red Tortoise LLC | 0.00% | Add +2.2% | 47 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 40 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 41 | $4K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 44 | $4K |
| FLP Wealth Management, LLC | 0.01% | — | 35 | $4K |
| MAI Capital Management | 0.00% | New | 35 | $4K |
| Mainstream Capital Management LLC | 0.00% | New | 14 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -85.3% | 11 | $1K |
| New Wave Wealth Advisors LLC | 0.00% | New | 10 | $1K |
| CoreCap Advisors, LLC | 0.00% | Add +900.0% | 10 | $1K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 5 | $540 |
| Jones Financial Companies LLLP | 0.00% | New | 4 | $432 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 2 | $216 |
| Allworth Financial LP | 0.00% | Reduce -71.4% | 2 | $216 |
| 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.