Vault-13

ISHARES TR AGZ

AGENCY BOND ETF · ETP · CUSIP 464288166

140 institutional holders -8 vs Q1 2026
3,821,0283.8m shares reported held*
$417.6mreported value*
10 new 56 added 35 reduced 13 sold out net bought ≈ $37.0m (+338.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($494.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $109.28.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 143Q4 22: 143Q1 23: 146Q2 23: 149Q3 23: 150Q4 23: 155Q1 24: 144Q2 24: 138Q3 24: 139Q4 24: 153Q1 25: 141Q2 25: 141Q3 25: 146Q4 25: 152Q1 26: 148Q2 26: 140140Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022143
Q4 2022143
Q1 2023146
Q2 2023149
Q3 2023150
Q4 2023155
Q1 2024144
Q2 2024138
Q3 2024139
Q4 2024153
Q1 2025141
Q2 2025141
Q3 2025146
Q4 2025152
Q1 2026148
Q2 2026140

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 52 bought or addedQ3 24: 58 cut or sold outQ4 24: 67 bought or addedQ4 24: 55 cut or sold outQ4 24Q1 25: 63 bought or addedQ1 25: 64 cut or sold outQ2 25: 46 bought or addedQ2 25: 73 cut or sold outQ2 25Q3 25: 64 bought or addedQ3 25: 57 cut or sold outQ4 25: 58 bought or addedQ4 25: 71 cut or sold outQ4 25Q1 26: 59 bought or addedQ1 26: 69 cut or sold outQ2 26: 66 bought or addedQ2 26: 48 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245258
Q4 20246755
Q1 20256364
Q2 20254673
Q3 20256457
Q4 20255871
Q1 20265969
Q2 20266648

Biggest buyers

Pathstone Holdings, LLC New +132,626+132.6k
EP Wealth Advisors, LLC Added +65,809+65.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +38,933+38.9k
RAYMOND JAMES FINANCIAL INC Added +32,864+32.9k
STIFEL FINANCIAL CORP Added +31,828+31.8k
Bank of New York Mellon Corp Added +31,763+31.8k
BAILARD, INC. Added +12,482+12.5k
Asset Management One Co., Ltd. Added +9,116+9.1k
PNC Financial Services Group, Inc. Added +7,878+7.9k
J.W. COLE ADVISORS, INC. New +7,290+7.3k

Biggest sellers

JANE STREET GROUP, LLC Reduced -15,361-15.4k
Cerity Partners LLC Sold out -11,553-11.6k
Triton Financial Group Inc Reduced -9,780-9.8k
Private Advisor Group, LLC Reduced -7,153-7.2k
CITADEL ADVISORS LLC Reduced -6,996-7.0k
Tidal Investments LLC Reduced -3,827-3.8k
Cetera Investment Advisers Reduced -3,581-3.6k
Impact Investors, Inc Reduced -3,167-3.2k
Focus Partners Wealth Sold out -3,162-3.2k
GOLDMAN SACHS GROUP INC Sold out -2,811-2.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 503,184503.2k $55.0m $55.0m 0.05% Added +3.0k +3,015
2 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 478,573478.6k $52.3m $52.3m 0.04% Added +31.8k +31,828
3 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 344,348344.3k $37.6m $37.6m 0.01% Added +31.8k +31,763
4 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 328,763328.8k $35.9m $35.9m 0.01% Added +32.9k +32,864
5 TRB Wealth Management, LLC 2.02% of their portfolio HOUSTON, TX 138,548138.5k $15.1m $15.1m 2.02% Added +4.8k +4,826
6 Pathstone Holdings, LLC 0.04% of their portfolio ENGLEWOOD, NJ 132,626132.6k $14.5m $14.5m 0.04% New
7 Asset Management One Co., Ltd. 0.04% of their portfolio TOKYO, M0 128,946128.9k $14.1m $14.1m 0.04% Added +9.1k +9,116
8 BAILARD, INC. 0.28% of their portfolio Foster City, CA 125,583125.6k $13.7m $13.7m 0.28% Added +12.5k +12,482
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 104,837104.8k $11.5m $11.5m 0.00% Added +7.2k +7,207
10 KEYBANK NATIONAL ASSOCIATION/OH 0.04% of their portfolio BROOKLYN, OH 99,59899.6k $10.9m $10.9m 0.04% Added +4.5k +4,536
11 ARVEST INVESTMENTS, INC. 1.10% of their portfolio LOWELL, AR 83,41983.4k $9.1m $9.1m 1.10% Added +5.0k +4,972
12 Great Diamond Partners, LLC 1.40% of their portfolio Portland, ME 74,28674.3k $8.1m $8.1m 1.40% Added +2.8k +2,838
13 RKL Wealth Management LLC 0.65% of their portfolio LANCASTER, PA 74,09174.1k $8.1m $8.1m 0.65% Reduced -2.1k -2,089
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 69,65469.7k $7.6m $7.6m 0.00% Added +1.3k +1,280
15 EP Wealth Advisors, LLC 0.03% of their portfolio TORRANCE, CA 69,23969.2k $7.6m $7.6m 0.03% Added +65.8k +65,809
16 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 67,36767.4k $7.4m $7.4m 0.00% Added +2.7k +2,734
17 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 66,71666.7k $7.3m $7.3m 0.00% Added +1.0k +1,020
18 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 63,12063.1k $6.9m $6.9m 0.01% Added +1.2k +1,220
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 53,25753.3k $5.8m $5.8m 0.00% Reduced -1.5k -1,533
20 Summit Financial, LLC 0.06% of their portfolio PARSIPPANY, NJ 51,67951.7k $5.6m $5.6m 0.06% Reduced -553 -553
21 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 50,78050.8k $5.5m $5.5m 0.00% Added +1.2k +1,211
22 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 46,48646.5k $5.1m $5.1m 0.00% Added +7.9k +7,878
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 41,17341.2k $4.5m $4.5m 0.00% Added +38.9k +38,933
24 Fluent Financial, LLC 1.50% of their portfolio DALLAS, TX 38,52138.5k $4.2m $4.2m 1.50% Added +2.2k +2,236
25 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 36,97737.0k $4.0m $4.0m 0.00% Reduced -1.1k -1,124
26 Hennion & Walsh Asset Management, Inc. 0.08% of their portfolio Parsippany, NJ 26,09926.1k $2.9m $2.9m 0.08% Reduced -483 -483
27 Focus Financial Network, Inc. 0.08% of their portfolio MINNEAPOLIS, MN 24,39424.4k $2.7m $2.7m 0.08% Added +149 +149
28 Sunflower Bank, N.A. 0.60% of their portfolio DALLAS, TX 23,03523.0k $2.5m $2.5m 0.60% Unchanged
29 CVA Family Office, LLC 0.23% of their portfolio DENVER, CO 22,83522.8k $2.5m $2.5m 0.23% Reduced -14 -14
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 19,53219.5k $2.1m $2.1m 0.00% Reduced -474 -474
31 TRUE Private Wealth Advisors 0.17% of their portfolio Salem, OR 18,25818.3k $2.0m $2.0m 0.17% Reduced -391 -391
32 Vista Cima Wealth Management LLC 1.45% of their portfolio SURPRISE, AZ 17,87317.9k $2.0m $2.0m 1.45% Added +1.3k +1,292
33 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 17,15317.2k $1.9m $1.9m 0.00% Reduced -3.8k -3,827
34 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 16,09016.1k $1.8m $1.8m 0.00% Unchanged
35 FIDUCIENT ADVISORS LLC 0.23% of their portfolio Chicago, IL 14,57714.6k $1.6m $1.6m 0.23% Reduced -28 -28
36 Insight Advisors, LLC/ PA 0.27% of their portfolio Newtown, PA 14,22514.2k $1.6m $1.6m 0.27% Added +507 +507
37 Rehmann Capital Advisory Group 0.06% of their portfolio LANSING, MI 11,85311.9k $1.3m $1.3m 0.06% Reduced -251 -251
38 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 11,74611.7k $1.3m $1.3m 0.00% Added +599 +599
39 JAMES INVESTMENT RESEARCH, INC. 0.13% of their portfolio ALPHA, OH 11,72011.7k $1.3m $1.3m 0.13% Added +118 +118
40 Glass Jacobson Investment Advisors llc 0.40% of their portfolio OWINGS MILLS, MD 11,70111.7k $1.3m $1.3m 0.40% Added +599 +599
41 CITIZENS FINANCIAL GROUP INC/RI 0.01% of their portfolio PROVIDENCE, RI 11,03711.0k $1.2m $1.2m 0.01% Unchanged
42 Goelzer Investment Management, Inc. 0.05% of their portfolio CARMEL, IN 10,78310.8k $1.2m $1.2m 0.05% Added +591 +591
43 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,49010.5k $1.1m $1.1m 0.00% Added +5.4k +5,378
44 Moors & Cabot, Inc. 0.04% of their portfolio BOSTON, MA 10,48710.5k $1.1m $1.1m 0.04% Added +981 +981
45 CAMBIAR INVESTORS LLC 0.05% of their portfolio Denver, CO 9,8189.8k $1.1m $1.1m 0.05% Added +132 +132
46 Heck Capital Advisors, LLC 0.06% of their portfolio Rhinelander, WI 9,7979.8k $1.1m $1.1m 0.06% Added +4.3k +4,270
47 Sharper & Granite LLC 0.32% of their portfolio EL SEGUNDO, CA 9,3709.4k $1.0m $1.0m 0.32% Added +25 +25
48 Ignite Planners, LLC 0.14% of their portfolio SAN CLEMENTE, CA 9,3209.3k $1.0m $1.0m 0.14% Added +86 +86
49 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 9,0199.0k $985.5k $985.5k 0.00% Reduced -3.6k -3,581
50 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 8,2208.2k $898.3k $898.3k 0.01% Reduced -991 -991
51 WBI INVESTMENTS, LLC 0.21% of their portfolio RED BANK, NJ 7,8997.9k $863.2k $863.2k 0.21% Reduced -604 -604
52 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 7,2907.3k $796.6k $796.6k 0.01% New
53 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,0397.0k $769.1k $769.1k 0.00% Reduced -2.6k -2,593
54 Narus Financial Partners, LLC 0.19% of their portfolio SALT LAKE CITY, UT 6,6136.6k $722.6k $722.6k 0.19% Added +883 +883
55 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,4726.5k $708.8k $708.8k 0.00% Added +253 +253
56 BTS Asset Management, Inc. 1.39% of their portfolio Lincoln, MA 6,0286.0k $658.7k $658.7k 1.39% Added +1.9k +1,938
57 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,0126.0k $657.0k $657.0k 0.00% Added +446 +446
58 Smartleaf Asset Management LLC 0.02% of their portfolio BOSTON, MA 5,8365.8k $639.1k $639.1k 0.02% Unchanged
59 Maridea Wealth Management LLC 0.07% of their portfolio BROOKLYN, NY 5,6945.7k $622.2k $622.2k 0.07% Reduced -17 -17
60 NOVEM GROUP 0.06% of their portfolio Rochester, NY 5,4665.5k $597.3k $597.3k 0.06% Reduced -42 -42
61 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 5,4555.5k $596.1k $596.1k 0.03% Reduced -2.0k -2,009
62 Triton Financial Group Inc 0.34% of their portfolio Oklahoma City, OK 5,4325.4k $593.6k $593.6k 0.34% Reduced -9.8k -9,780
63 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 5,3905.4k $589.0k $589.0k 0.01% Reduced -201 -201
64 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,2275.2k $571.2k $571.2k 0.00% Reduced -7.2k -7,153
65 Impact Investors, Inc 0.40% of their portfolio SAN FRANCISCO, CA 5,0505.0k $551.8k $551.8k 0.40% Reduced -3.2k -3,167
66 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 4,7184.7k $515.6k $515.6k 0.00% Added +316 +316
67 Vestmark Advisory Solutions, Inc. 0.00% of their portfolio Wakefield, MA 4,5264.5k $494.6k $494.6k 0.00% Added +42 +42
68 ELEVATION POINT WEALTH PARTNERS, LLC 0.01% of their portfolio DENVER, CO 4,5264.5k $494.6k $494.6k 0.01% Added +41 +41
69 Checchi Capital Advisers, LLC 0.03% of their portfolio BEVERLY HILLS, CA 4,4384.4k $485.0k $485.0k 0.03% Reduced -2.2k -2,185
70 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 3,8313.8k $418.6k $418.6k 0.00% Reduced -15.4k -15,361
71 PACIFIC FINANCIAL GROUP INC 0.19% of their portfolio NASHVILLE, TN 3,5823.6k $391.3k $391.3k 0.19% Added +341 +341
72 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 3,3813.4k $369.5k $369.5k 0.01% Added +90 +90
73 United Asset Strategies, Inc. 0.03% of their portfolio GARDEN CITY, NY 3,2683.3k $357.1k $357.1k 0.03% Added +202 +202
74 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 3,0063.0k $328.5k $328.5k 0.00% Added +676 +676
75 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 2,9543.0k $322.8k $322.8k 0.00% Reduced -7.0k -6,996
76 SHAYNE & JACOBS, LLC 0.10% of their portfolio NASHVILLE, TN 2,9452.9k $321.8k $321.8k 0.10% Reduced -90 -90
77 Sequent Planning LLC 0.07% of their portfolio OMAHA, NE 2,9322.9k $320.4k $320.4k 0.07% Unchanged
78 PRIVATE TRUST CO NA 0.03% of their portfolio CLEVELAND, OH 2,8742.9k $314.1k $314.1k 0.03% Unchanged
79 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 2,7982.8k $305.8k $305.8k 0.00% Reduced -2.2k -2,183
80 Evercore Wealth Management, LLC 0.00% of their portfolio New York, NY 2,7652.8k $302.1k $302.1k 0.00% Unchanged
81 Portland Global Advisors LLC 0.03% of their portfolio PORTLAND, ME 2,7502.8k $300.5k $300.5k 0.03% Added +750 +750
82 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,7292.7k $298.2k $298.2k 0.00% Reduced -580 -580
83 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 2,6822.7k $293.1k $293.1k 0.01% Added +78 +78
84 FIDUCIARY FINANCIAL GROUP, LLC 0.03% of their portfolio SAN RAFAEL, CA 2,5092.5k $274.2k $274.2k 0.03% Added +74 +74
85 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,4702.5k $269.9k $269.9k 0.00% First filing
86 Stablepoint Partners, LLC 0.04% of their portfolio BRAINTREE, MA 2,4562.5k $268.4k $268.4k 0.04% Added +22 +22
87 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.00% of their portfolio CHARLOTTE, NC 2,3942.4k $261.6k $261.6k 0.00% Unchanged
88 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 2,3242.3k $253.9k $253.9k 0.00% New
89 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.03% of their portfolio Reston, VA 2,2832.3k $249.5k $249.5k 0.03% Added +353 +353
90 Argent Trust Co 0.01% of their portfolio NASHVILLE, TN 2,2542.3k $246.3k $246.3k 0.01% Unchanged
91 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 2,1992.2k $240.3k $240.3k 0.00% Added +3 +3
92 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,1972.2k $241.0k $241.0k 0.00% Reduced -48 -48
93 Daviman Financial, LLC 0.13% of their portfolio FISHERS, IN 2,1562.2k $235.6k $235.6k 0.13% Reduced -76 -76
94 Mariner, LLC 0.00% of their portfolio Overland Park, KS 2,0742.1k $226.6k $226.6k 0.00% New
95 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 1,9972.0k $218.2k $218.2k 0.01% Unchanged
96 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 1,9952.0k $218.0k $218.0k 0.00% Unchanged
97 Detalus Advisors, LLC 0.04% of their portfolio ST. LOUIS, MO 1,9331.9k $211.2k $211.2k 0.04% Added +36 +36
98 Godfrey Financial Associates, Inc. 0.16% of their portfolio GLENMONT, NY 1,8721.9k $204.5k $204.5k 0.16% Unchanged
99 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,4141.4k $154.8k $154.8k 0.00% Added +1.2k +1,189
100 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,2041.2k $131.6k $131.6k 0.00% Reduced -841 -841