ISHARES TR (AGZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
138
Reporting holders
$420.9M
Reported value
0.0%
Held as options
-7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | $55.0M | 503,184 | 0.05% | 31q | +0.6%+$329.5K |
| STIFEL FINANCIAL CORP | $52.3M | 478,573 | 0.04% | 26q | +7.1%+$3.5M |
| Bank of New York Mellon Corp | $37.6M | 344,348 | 0.01% | 26q | +10.2%+$3.5M |
| RAYMOND JAMES FINANCIAL INC | $35.9M | 328,763 | 0.01% | 7q | +11.1%+$3.6M |
| TRB Wealth Management, LLC | $15.1M | 138,548 | 2.02% | 2q | +3.6%+$527.4K |
| Pathstone Holdings, LLC | $14.5M | 132,626 | 0.04% | new | NEW |
| Asset Management One Co., Ltd. | $14.1M | 128,946 | 0.04% | 31q | +7.6%+$996.2K |
| BAILARD, INC. | $13.7M | 125,583 | 0.28% | 6q | +11.0%+$1.4M |
| UBS Group AG | $11.5M | 104,837 | 0.00% | 31q | +7.4%+$787.6K |
| KEYBANK NATIONAL ASSOCIATION/OH | $10.9M | 99,598 | 0.04% | 31q | +4.8%+$495.7K |
| ARVEST INVESTMENTS, INC. | $9.1M | 83,419 | 1.10% | 11q | +6.3%+$543.3K |
| Great Diamond Partners, LLC | $8.1M | 74,286 | 1.40% | 13q | +4.0%+$310.1K |
| RKL Wealth Management LLC | $8.1M | 74,091 | 0.65% | 31q | -2.7%-$228.3K |
| MORGAN STANLEY | $7.6M | 69,654 | 0.00% | 35q | +1.9%+$139.9K |
| EP Wealth Advisors, LLC | $7.6M | 69,239 | 0.03% | 3q | +1918.6%+$7.2M |
| AMERIPRISE FINANCIAL INC | $7.4M | 67,367 | 0.00% | 31q | -47.9%-$6.8M |
| BANK OF AMERICA CORP /DE/ | $7.3M | 66,716 | 0.00% | 31q | +1.6%+$111.5K |
| OSAIC HOLDINGS, INC. | $6.9M | 63,120 | 0.01% | 26q | +2.0%+$133.3K |
| WELLS FARGO & COMPANY/MN | $5.8M | 53,257 | 0.00% | 31q | -51.4%-$6.2M |
| Summit Financial, LLC | $5.6M | 51,679 | 0.06% | 2q | -1.1%-$60.4K |
| LPL Financial LLC | $5.5M | 50,780 | 0.00% | 31q | +2.4%+$132.3K |
| PNC Financial Services Group, Inc. | $5.1M | 46,486 | 0.00% | 31q | +20.4%+$860.9K |
| Sunflower Bank, N.A. | $5.0M | 46,070 | 0.60% | 22q | +100.0%+$2.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.5M | 41,173 | 0.00% | 7q | +1738.1%+$4.3M |
| Fluent Financial, LLC | $4.2M | 38,521 | 1.50% | 9q | +6.2%+$244.3K |
| US BANCORP \DE\ | $4.0M | 36,977 | 0.00% | 31q | -3.0%-$122.8K |
| Hennion & Walsh Asset Management, Inc. | $2.9M | 26,099 | 0.08% | 22q | -1.8%-$52.8K |
| Focus Financial Network, Inc. | $2.7M | 24,394 | 0.08% | 13q | +0.6%+$16.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.6M | 23,492 | 0.00% | 2q | +110.7%+$1.3M |
| CVA Family Office, LLC | $2.5M | 22,835 | 0.23% | 14q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 19,532 | 0.00% | 31q | -2.4%-$51.8K |
| TRUE Private Wealth Advisors | $2.0M | 18,258 | 0.17% | 11q | -2.1%-$42.7K |
| Vista Cima Wealth Management LLC | $2.0M | 17,873 | 1.45% | 7q | +7.8%+$141.2K |
| Tidal Investments LLC | $1.9M | 17,153 | 0.00% | 7q | -18.2%-$416.9K |
| Mirae Asset Global Investments Co., Ltd. | $1.8M | 16,090 | 0.00% | 15q | -50.0%-$1.8M |
| FIDUCIENT ADVISORS LLC | $1.6M | 14,577 | 0.23% | 9q | HELD |
| Insight Advisors, LLC/ PA | $1.6M | 14,225 | 0.27% | 9q | +3.7%+$55.4K |
| Rehmann Capital Advisory Group | $1.3M | 11,853 | 0.06% | 26q | -2.1%-$27.7K |
| JAMES INVESTMENT RESEARCH, INC. | $1.3M | 11,720 | 0.13% | 31q | +1.0%+$12.9K |
| Glass Jacobson Investment Advisors llc | $1.3M | 11,701 | 0.40% | 14q | +5.4%+$65.5K |
| CITIZENS FINANCIAL GROUP INC/RI | $1.2M | 11,037 | 0.01% | 12q | HELD |
| Goelzer Investment Management, Inc. | $1.2M | 10,783 | 0.05% | 31q | +5.8%+$64.6K |
| Moors & Cabot, Inc. | $1.1M | 10,487 | 0.04% | 14q | +10.3%+$107.2K |
| CAMBIAR INVESTORS LLC | $1.1M | 9,818 | 0.05% | 31q | +1.4%+$14.4K |
| Heck Capital Advisors, LLC | $1.1M | 9,797 | 0.06% | 4q | +77.3%+$466.6K |
| Sharper & Granite LLC | $1.0M | 9,370 | 0.32% | 15q | HELD |
| Ignite Planners, LLC | $1.0M | 9,320 | 0.14% | 11q | +0.9%+$9.4K |
| Cetera Investment Advisers | $985.5K | 9,019 | 0.00% | 13q | -28.4%-$391.3K |
| GUGGENHEIM CAPITAL LLC | $898.3K | 8,220 | 0.01% | 13q | -10.8%-$108.3K |
| WBI INVESTMENTS, LLC | $863.2K | 7,899 | 0.21% | 10q | -7.1%-$66.0K |
| J.W. COLE ADVISORS, INC. | $796.6K | 7,290 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $769.1K | 7,039 | 0.00% | 31q | -26.9%-$283.3K |
| Narus Financial Partners, LLC | $722.6K | 6,613 | 0.19% | 18q | +15.4%+$96.5K |
| JPMORGAN CHASE & CO | $708.8K | 6,472 | 0.00% | 26q | +4.1%+$27.7K |
| BTS Asset Management, Inc. | $658.7K | 6,028 | 1.39% | 3q | +47.4%+$211.8K |
| NewEdge Advisors, LLC | $657.0K | 6,012 | 0.00% | 8q | +8.0%+$48.7K |
| Smartleaf Asset Management LLC | $639.1K | 5,836 | 0.02% | 11q | HELD |
| Maridea Wealth Management LLC | $622.2K | 5,694 | 0.07% | 7q | HELD |
| NOVEM GROUP | $597.3K | 5,466 | 0.06% | 7q | -0.8%-$4.6K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $596.1K | 5,455 | 0.03% | 20q | -26.9%-$219.5K |
| Triton Financial Group Inc | $593.6K | 5,432 | 0.34% | 17q | -64.3%-$1.1M |
| Ashton Thomas Private Wealth, LLC | $589.0K | 5,390 | 0.01% | 7q | -3.6%-$22.0K |
| Private Advisor Group, LLC | $571.2K | 5,227 | 0.00% | 25q | -57.8%-$781.7K |
| Impact Investors, Inc | $551.8K | 5,050 | 0.40% | 7q | -38.5%-$346.1K |
| Baird Financial Group, Inc. | $515.6K | 4,718 | 0.00% | 6q | +7.2%+$34.5K |
| Vestmark Advisory Solutions, Inc. | $494.6K | 4,526 | 0.00% | 3q | +0.9%+$4.6K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $494.6K | 4,526 | 0.01% | 4q | +0.9%+$4.5K |
| Checchi Capital Advisers, LLC | $485.0K | 4,438 | 0.02% | 31q | -33.0%-$238.8K |
| Corient Private Wealth LP | $436.0K | 3,990 | 0.00% | 5q | +100.0%+$218.0K |
| JANE STREET GROUP, LLC | $418.6K | 3,831 | 0.00% | 20q | -80.0%-$1.7M |
| PACIFIC FINANCIAL GROUP INC | $391.3K | 3,582 | 0.19% | 31q | +10.5%+$37.3K |
| Arkadios Wealth Advisors | $369.5K | 3,381 | 0.01% | 6q | +2.7%+$9.8K |
| United Asset Strategies, Inc. | $357.1K | 3,268 | 0.03% | 16q | +6.6%+$22.1K |
| Arax Advisory Partners | $328.5K | 3,006 | 0.00% | 3q | +29.0%+$73.9K |
| CITADEL ADVISORS LLC | $322.8K | 2,954 | 0.00% | 3q | -70.3%-$764.5K |
| SHAYNE & JACOBS, LLC | $321.8K | 2,945 | 0.10% | 12q | -3.0%-$9.8K |
| Sequent Planning LLC | $320.4K | 2,932 | 0.07% | 5q | HELD |
| PRIVATE TRUST CO NA | $314.1K | 2,874 | 0.03% | 17q | HELD |
| DEUTSCHE BANK AG\ | $305.8K | 2,798 | 0.00% | 5q | -43.8%-$238.6K |
| Evercore Wealth Management, LLC | $302.1K | 2,765 | 0.00% | 31q | HELD |
| Portland Global Advisors LLC | $300.5K | 2,750 | 0.03% | 3q | +37.5%+$82.0K |
| Steward Partners Investment Advisory, LLC | $298.2K | 2,729 | 0.00% | 29q | -17.5%-$63.4K |
| Avior Wealth Management, LLC | $293.1K | 2,682 | 0.01% | 16q | +3.0%+$8.5K |
| FIDUCIARY FINANCIAL GROUP, LLC | $274.2K | 2,509 | 0.03% | 9q | +3.0%+$8.1K |
| Global Retirement Partners, LLC | $269.9K | 2,470 | 0.00% | 16q | +2.1%+$5.6K |
| Stablepoint Partners, LLC | $268.4K | 2,456 | 0.04% | 2q | +0.9%+$2.4K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $261.6K | 2,394 | 0.00% | 2q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $253.9K | 2,324 | 0.00% | new | NEW |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $249.5K | 2,283 | 0.03% | 23q | +18.3%+$38.6K |
| Argent Trust Co | $246.3K | 2,254 | 0.01% | 10q | HELD |
| ROYAL BANK OF CANADA | $241.0K | 2,197 | 0.00% | 31q | -2.1%-$5.3K |
| Kestra Advisory Services, LLC | $240.3K | 2,199 | 0.00% | 4q | HELD |
| Daviman Financial, LLC | $235.6K | 2,156 | 0.13% | 3q | -3.4%-$8.3K |
| Mariner, LLC | $226.6K | 2,074 | 0.00% | new | NEW |
| StoneX Group Inc. | $218.2K | 1,997 | 0.01% | 3q | HELD |
| Detalus Advisors, LLC | $211.2K | 1,933 | 0.04% | 6q | +1.9%+$3.9K |
| Godfrey Financial Associates, Inc. | $204.5K | 1,872 | 0.16% | 3q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $154.8K | 1,414 | 0.00% | 4q | +528.4%+$130.2K |
| FIFTH THIRD BANCORP | $131.6K | 1,204 | 0.00% | 2q | -41.1%-$91.9K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $89.5K | 819 | 0.00% | new | NEW |
Showing the largest 100 of 140 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 138 | $420.9M | 3,851,796 | 9 | 55 | 35 | 0.0% |
| Q1 2026 | 145 | $420.5M | 3,832,846 | 13 | 44 | 45 | 0.0% |
| Q4 2025 | 148 | $401.6M | 3,642,724 | 12 | 41 | 52 | 0.0% |
| Q3 2025 | 143 | $413.8M | 3,749,592 | 14 | 43 | 46 | 0.0% |
| Q2 2025 | 133 | $443.4M | 4,042,563 | 10 | 33 | 55 | 0.0% |
| Q1 2025 | 134 | $473.0M | 4,322,520 | 10 | 47 | 43 | 0.0% |
| Q4 2024 | 145 | $529.9M | 4,908,518 | 17 | 42 | 38 | 0.0% |
| Q3 2024 | 131 | $503.2M | 4,557,810 | 9 | 35 | 38 | 0.0% |
| Q2 2024 | 131 | $420.3M | 3,904,667 | 10 | 35 | 43 | 0.0% |
| Q1 2024 | 137 | $469.3M | 4,344,369 | 7 | 47 | 42 | 0.0% |
| Q4 2023 | 146 | $469.4M | 4,329,528 | 14 | 32 | 61 | 0.0% |
| Q3 2023 | 141 | $419.9M | 3,966,050 | 17 | 38 | 47 | 0.1% |
| Q2 2023 | 140 | $402.2M | 3,760,150 | 19 | 37 | 47 | 0.0% |
| Q1 2023 | 134 | $416.1M | 3,843,269 | 21 | 39 | 41 | 0.0% |
| Q4 2022 | 121 | $333.9M | 3,148,733 | 20 | 28 | 44 | 0.0% |
| Q3 2022 | 139 | $333.9M | 3,132,996 | 17 | 35 | 56 | 0.0% |
| Q2 2022 | 141 | $360.3M | 3,274,987 | 12 | 31 | 56 | 0.0% |
| Q1 2022 | 152 | $407.7M | 3,807,750 | 14 | 47 | 48 | 0.0% |
| Q4 2021 | 156 | $424.2M | 3,620,377 | 17 | 46 | 50 | 0.0% |
| Q3 2021 | 151 | $422.5M | 3,566,533 | 19 | 53 | 38 | 0.0% |
| Q2 2021 | 144 | $374.5M | 3,160,972 | 14 | 52 | 50 | 0.0% |
| Q1 2021 | 155 | $530.0M | 4,503,340 | 20 | 56 | 42 | 0.0% |
| Q4 2020 | 146 | $512.0M | 4,283,309 | 19 | 48 | 36 | 0.0% |
| Q3 2020 | 130 | $523.4M | 4,331,492 | 15 | 54 | 37 | 0.0% |
| Q2 2020 | 132 | $449.4M | 3,711,740 | 17 | 51 | 38 | 0.0% |
| Q1 2020 | 140 | $452.7M | 3,782,664 | 32 | 46 | 37 | 0.0% |
| Q4 2019 | 124 | $299.3M | 2,615,531 | 16 | 42 | 32 | 0.0% |
| Q3 2019 | 111 | $321.4M | 2,758,714 | 12 | 49 | 25 | 0.0% |
| Q2 2019 | 109 | $284.4M | 2,468,748 | 19 | 35 | 25 | 0.0% |
| Q1 2019 | 102 | $269.4M | 2,371,946 | 21 | 32 | 29 | 0.0% |
| Q4 2018 | 91 | $292.5M | 2,608,831 | 1 | 3 | 1 | 0.0% |