iShares Agency Bond ETFAGZETF
13F holders, Q3 2025 (September 30)145holders +6
14new positions
7sold out
$110.36avg. 13F price*
At the end of Q3 2025, 145 institutions reported holding iShares Agency Bond ETF (AGZ) in their 13F filings, up 6 from Q2 2025. 14 opened new positions and 7 sold out. The largest holders were HighTower Advisors, LLC ($49.3M), Stifel Financial Corp. ($43.9M) and Raymond James Financial Inc. ($32.4M).
- Company
- iShares Agency Bond ETF
- CUSIP
- 464288166
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.3M |
| Exits | 7 | $7.1M |
All 13F filers, Q2 2025 → Q3 2025: 307,129 shares bought and 576,839 shares sold, net −269,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| HighTower Advisors, LLC | 0.06% | Add +11.2% | 446,650 | $49.3M |
| Stifel Financial Corp. | 0.04% | Add +7.5% | 397,501 | $43.9M |
| Raymond James Financial Inc. | 0.01% | Add +1.7% | 293,497 | $32.4M |
| Bank of New York Mellon Corp | 0.00% | Add +13.9% | 221,841 | $24.5M |
| Syon Capital LLC | 1.13% | Add +1.2% | 190,087 | $21.0M |
| Mason & Associates Inc | 2.99% | Add +8.9% | 134,573 | $14.9M |
| Mill Creek Capital Advisors, LLC | 0.29% | Add +4.4% | 127,796 | $14.1M |
| Asset Management One Co., Ltd. | 0.04% | Add +7.2% | 110,611 | $12.2M |
| Bailard, Inc. | 0.26% | Reduce -13.3% | 110,249 | $12.2M |
| Jane Street Group, LLC | 0.01% | Add +64.6% | 96,407 | $10.6M |
| Keybank National Association | 0.04% | Reduce -2.0% | 92,522 | $10.2M |
| UBS Group AG | 0.00% | Add +15.9% | 89,412 | $9.9M |
| Arvest Investments, Inc. | 1.41% | Reduce -13.3% | 89,266 | $9.9M |
| RKL Wealth Management LLC | 0.75% | Add +1.4% | 79,491 | $8.8M |
| Morgan Stanley | 0.00% | Add +6.5% | 77,220 | $8.5M |
| Great Diamond Partners, LLC | 1.36% | Reduce -18.7% | 63,591 | $7.0M |
| Bank of America Corp. | 0.00% | Reduce -19.4% | 60,857 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Add +10.7% | 59,539 | $6.6M |
| Signet Financial Management, LLC | 0.72% | Reduce -3.0% | 56,326 | $6.2M |
| Wells Fargo & Company | 0.00% | Reduce -59.6% | 47,101 | $5.2M |
| US Bancorp \de | 0.01% | Reduce -0.1% | 39,030 | $4.3M |
| Cetera Investment Advisers | 0.01% | Add +941.7% | 39,001 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +710.7% | 37,501 | $4.1M |
| Fluent Financial, LLC | 1.59% | Add +8.4% | 36,747 | $4.1M |
| Impact Investors, Inc | 2.64% | Reduce -30.6% | 36,345 | $4.0M |
| LPL Financial LLC | 0.00% | Add +4.3% | 35,597 | $3.9M |
| Hennion & Walsh Asset Management, Inc. | 0.13% | Reduce -12.7% | 31,912 | $3.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.3% | 31,902 | $3.5M |
| CVA Family Office, LLC | 0.41% | Add +0.4% | 29,158 | $3.2M |
| Jaffetilchin Investment Partners, LLC | 0.17% | Add +25.9% | 26,441 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -78.4% | 25,913 | $2.9M |
| Tidal Investments LLC | 0.01% | Add +13.0% | 23,150 | $2.5M |
| Sunflower Bank, N.A. | 0.62% | No change | 23,035 | $2.5M |
| Wbi Investments, LLC | 0.62% | Reduce -32.9% | 21,892 | $2.4M |
| TRUE Private Wealth Advisors | 0.24% | Reduce -12.0% | 21,624 | $2.4M |
| Smith Salley Wealth Management | 0.12% | Add +6.5% | 20,970 | $2.3M |
| Focus Financial Network, Inc. | 0.08% | Add +0.5% | 19,251 | $2.1M |
| Vista Cima Wealth Management LLC | 1.67% | Add +5.0% | 18,197 | $2.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | No change | 16,390 | $1.8M |
| Triton Financial Group Inc | 1.10% | Reduce -1.9% | 14,826 | $1.6M |
| James Investment Research, Inc. | 0.16% | Reduce -3.6% | 13,513 | $1.5M |
| Insight Advisors, LLC/ PA | 0.23% | Add +3.3% | 13,405 | $1.5M |
| Fiducient Advisors LLC | 0.17% | Add +3.6% | 13,266 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -2.7% | 12,462 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.0% | 12,323 | $1.4M |
| Rehmann Capital Advisory Group | 0.07% | Add +23.1% | 11,533 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Reduce -20.7% | 11,239 | $1.2M |
| Fortis Capital Management LLC | 0.16% | Add +3.4% | 10,284 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.2% | 9,927 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.39% | Add +4.6% | 9,830 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 9,819 | $1.1M |
| Goelzer Investment Management, Inc. | 0.06% | Reduce -5.4% | 9,689 | $1.1M |
| Moors & Cabot, Inc. | 0.04% | Add +14.4% | 9,297 | $1.0M |
| Ignite Planners, LLC | 0.16% | Reduce -1.1% | 8,805 | $972K |
| Citizens Financial Group Inc. | 0.01% | Add +28.6% | 8,617 | $951K |
| Creative Financial Designs Inc. | 0.06% | Reduce -22.2% | 8,478 | $936K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -1.1% | 8,158 | $900K |
| Cambiar Investors LLC | 0.04% | Reduce -0.2% | 7,928 | $875K |
| Heck Capital Advisors, LLC | 0.07% | New | 7,841 | $865K |
| Sharper & Granite LLC | 0.31% | Reduce -28.5% | 7,745 | $855K |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.2% | 7,009 | $774K |
| Maridea Wealth Management LLC | 0.12% | Add +7.3% | 6,817 | $755K |
| Montis Financial, LLC | 0.17% | Reduce -28.4% | 6,707 | $740K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 5,766 | $636K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -0.3% | 5,658 | $624K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -1.3% | 5,481 | $604K |
| Measured Wealth Private Client Group, LLC | 0.16% | Reduce -17.9% | 5,402 | $596K |
| Narus Financial Partners, LLC | 0.16% | Add +29.8% | 5,344 | $590K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.2% | 4,619 | $510K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.8% | 4,380 | $483K |
| Novem Group | 0.06% | Add +9.4% | 4,364 | $482K |
| Checchi Capital Advisers, LLC | 0.03% | Add +3.9% | 4,326 | $477K |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 3,798 | $419K |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 3,596 | $396K |
| United Asset Strategies, Inc. | 0.03% | Add +0.3% | 3,341 | $369K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.6% | 3,271 | $361K |
| Focus Partners Wealth | 0.00% | No change | 3,068 | $339K |
| Sequent Planning LLC | 0.10% | Add +6.3% | 3,064 | $338K |
| Shayne & Jacobs, LLC | 0.10% | No change | 3,035 | $335K |
| Private Trust Co. NA | 0.03% | Reduce -24.6% | 3,010 | $332K |
| Park Place Capital Corp | 0.07% | Reduce -16.5% | 2,890 | $319K |
| Faithward Advisors, LLC | 0.05% | Reduce -98.6% | 2,783 | $307K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -4.2% | 2,765 | $305K |
| Avior Wealth Management, LLC | 0.01% | Reduce -2.4% | 2,761 | $305K |
| Renasant Bank | 0.19% | Reduce -9.6% | 2,729 | $301K |
| Shared Vision Wealth Group LLC | 0.13% | Add +16.4% | 2,711 | $301K |
| Apollon Wealth Management, LLC | 0.01% | New | 2,563 | $283K |
| Arkadios Wealth Advisors | 0.01% | Add +2.6% | 2,481 | $274K |
| Legacy Private Trust Co. | 0.02% | Add +4.3% | 2,450 | $270K |
| Fiduciary Financial Group, LLC | 0.04% | Add +0.4% | 2,435 | $269K |
| Global Retirement Partners, LLC | 0.01% | Reduce -6.8% | 2,423 | $267K |
| Pacific Financial Group Inc. | 0.20% | No change | 2,405 | $265K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,292 | $253K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -4.9% | 2,266 | $250K |
| Argent Trust Co | 0.01% | No change | 2,254 | $249K |
| Tiaa Trust, National Association | 0.00% | Add +0.5% | 2,113 | $233K |
| Montecito Bank & Trust | 0.03% | — | 1,978 | $218K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.4% | 1,954 | $216K |
| Detalus Advisors, LLC | 0.06% | Reduce -2.4% | 1,927 | $213K |
| Comerica Bank | 0.00% | Reduce -3.9% | 1,920 | $212K |
| Quantinno Capital Management LP | 0.00% | New | 1,851 | $204K |
| Liberty Square Wealth Partners LLC | 0.06% | Reduce -64.5% | 1,838 | $203K |
| Corient Private Wealth LP | 0.00% | No change | 1,825 | $201K |
| Advisory Services Network, LLC | 0.00% | New | 1,725 | $190K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,121 | $124K |
| Templeton & Phillips Capital Management, LLC | 0.08% | No change | 1,008 | $111K |
| Clean Yield Group | 0.02% | Add +3.6% | 773 | $85K |
| Rockefeller Capital Management L.P. | 0.00% | New | 688 | $76K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 555 | $61K |
| MAI Capital Management | 0.00% | Add +1342.9% | 505 | $56K |
| Deutsche Bank AG | 0.00% | Add +113.3% | 482 | $53K |
| St Germain D J Co. Inc. | 0.00% | No change | 475 | $52K |
| Whittier Trust Co. | 0.00% | No change | 441 | $49K |
| IFP Advisors, Inc | 0.00% | Reduce -56.4% | 377 | $42K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 350 | $39K |
| FMR LLC | 0.00% | Add +6.7% | 256 | $28K |
| Clearstead Advisors, LLC | 0.00% | Reduce -42.6% | 218 | $24K |
| National Bank of Canada | 0.00% | No change | 200 | $22K |
| Fort Vancouver Investment Management, LLC | 0.01% | No change | 192 | $21K |
| AE Wealth Management LLC | 0.00% | No change | 184 | $20K |
| Toth Financial Advisory Corp. | 0.00% | No change | 150 | $17K |
| Assetmark, Inc. | 0.00% | Reduce -5.2% | 127 | $14K |
| Legacy Wealth Managment, LLC | 0.01% | New | 100 | $11K |
| Parallel Advisors, LLC | 0.00% | New | 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 |
| Bogart Wealth, LLC | 0.00% | No change | 66 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 65 | $7K |
| HM Payson & Co. | 0.00% | Reduce -99.8% | 64 | $7K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -73.6% | 63 | $7K |
| Archer Investment Corp | 0.00% | No change | 51 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 40 | $4K |
| Blue Trust, Inc. | 0.00% | New | 21 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 21 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 17 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 11 | $1K |
| Red Tortoise LLC | 0.00% | No change | 10 | $1K |
| Wolff Wiese Magana LLC | 0.00% | New | 8 | $883 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 5 | $552 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 2 | $220 |
| Allworth Financial LP | 0.00% | No change | 1 | $111 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1 | $110 |
| CoreCap Advisors, LLC | 0.00% | No change | 1 | $110 |
| Cwm, LLC | 0.00% | Reduce -97.9% | 1 | $0 |
"% of holder's portfolio" is AGZ's weight in each manager's 13F, not the share of iShares Agency Bond ETF the manager owns.