Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / AGENCY BOND ETF
-
Number of holders
-
136
-
Total 13F shares, excl. options
-
3,906,663
-
Shares change
-
-323,270
-
Total reported value, excl. options
-
$420,476,004
-
Value change
-
-$34,798,820
-
Number of buys
-
49
-
Number of sells
-
-68
-
Price
-
$107.62
Significant Holders of ISHARES TR - AGENCY BOND ETF (AGZ) as of Q2 2024
156 filings reported holding AGZ - ISHARES TR - AGENCY BOND ETF as of Q2 2024.
ISHARES TR - AGENCY BOND ETF (AGZ) has 136 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,906,663 shares
.
Largest 10 shareholders include TRUE Private Wealth Advisors (352,426 shares), STIFEL FINANCIAL CORP (341,534 shares), HighTower Advisors, LLC (295,973 shares), Faithward Advisors, LLC (167,060 shares), RAYMOND JAMES & ASSOCIATES (162,336 shares), Mill Creek Capital Advisors, LLC (153,976 shares), AVANTAX ADVISORY SERVICES, INC. (147,344 shares), Jaffetilchin Investment Partners, LLC (145,282 shares), Bank of New York Mellon Corp (118,577 shares), and WELLS FARGO & COMPANY/MN (116,425 shares).
This table shows the top 136 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.