# ISHARES TR (AGZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AGZ/

- Reporting holders: 5
- Reported value: $2.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $1.1M | 10,001 | 0.0% | 1 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $850.5K | 7,983 | 0.1% | 1 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $245.0K | 2,300 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $15.7K | 147 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $107 | 1 | 0.0% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $2.2M |
| Q2 2026 | 140 | $424.5M |
| Q1 2026 | 148 | $426.6M |
| Q4 2025 | 152 | $402.6M |
| Q3 2025 | 145 | $415.4M |
| Q2 2025 | 140 | $448.5M |
| Q1 2025 | 140 | $479.7M |
| Q4 2024 | 153 | $536.4M |
| Q3 2024 | 138 | $508.7M |
| Q2 2024 | 137 | $422.2M |
| Q1 2024 | 144 | $471.2M |
| Q4 2023 | 155 | $472.5M |