AGZISHARES TR
CUSIP 464288166 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (AGZ) has 147 institutional holders in Filings Flow’s 13F database, together reporting 3.70M shares worth $406M as of Q1 2026. The largest reported holders are Hightower Advisors, LLC, Stifel Financial Corp, and Bank Of New York Mellon Corp.
Institutional Holders
147
Q1 2026
Reported Value
$406M
Ticker
AGZ
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| HighTower Advisors, LLC$94.2B AUM | 0.06% | $55M | 500.2K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.05% | $49M | 446.7K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $34M | 312.6K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $32M | 295.9K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 1.05% | $21M | 191.5K | Q4 2025OLDER |
| Mason & Associates Inc$516M AUM | 2.99% | $15M | 134.6K | Q3 2025OLDER |
| TRB Wealth Management, LLC$704M AUM | 2.09% | $15M | 133.7K | Q1 2026 |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.29% | $14M | 127.1K | Q1 2026 |
| Asset Management One Co., Ltd.$33.9B AUM | 0.04% | $13M | 119.8K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.29% | $12M | 113.1K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $11M | 97.6K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.04% | $10M | 95.1K | Q1 2026 |
| ARVEST INVESTMENTS, INC.$733M AUM | 1.17% | $9M | 78.4K | Q1 2026 |
| RKL Wealth Management LLC$1.1B AUM | 0.75% | $8M | 76.2K | Q1 2026 |
| Great Diamond Partners, LLC$582M AUM | 1.51% | $8M | 71.4K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $8M | 68.4K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $7M | 65.7K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 64.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 61.9K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6M | 54.8K | Q1 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.65% | $6M | 52.7K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.07% | $6M | 52.2K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 49.6K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4M | 38.6K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.01% | $4M | 38.1K | Q1 2026 |
| Fluent Financial, LLC$280M AUM | 1.46% | $4M | 36.3K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.23% | $4M | 35.7K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.02% | $4M | 33.3K | Q2 2025OLDER |
| CHB Investment Group, LLC$196M AUM | 1.62% | $3M | 29.0K | Q2 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.10% | $3M | 26.6K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.10% | $3M | 24.2K | Q1 2026 |
| Sunflower Bank, N.A.$392M AUM | 0.64% | $3M | 23.0K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.26% | $3M | 22.8K | Q1 2026 |
| Smith Salley Wealth Management$2.0B AUM | 0.12% | $2M | 21.4K | Q4 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $2M | 21.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 20.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 19.2K | Q1 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 0.20% | $2M | 18.6K | Q1 2026 |
| Vista Cima Wealth Management LLC$101M AUM | 1.80% | $2M | 16.6K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $2M | 16.1K | Q1 2026 |
| Triton Financial Group Inc$57M AUM | 2.92% | $2M | 15.2K | Q1 2026 |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.21% | $2M | 14.6K | Q1 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 0.29% | $2M | 13.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 12.6K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 12.4K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.07% | $1M | 12.1K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.14% | $1M | 11.6K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 11.6K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 11.1K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.42% | $1M | 11.1K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.02% | $1M | 11.0K | Q1 2026 |
| Fortis Capital Management LLC$977M AUM | 0.16% | $1M | 11.0K | Q4 2025OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.05% | $1M | 10.2K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 9.9K | Q1 2026 |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.05% | $1M | 9.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 9.6K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.04% | $1M | 9.5K | Q1 2026 |
| Sharper & Granite LLC$293M AUM | 0.35% | $1M | 9.3K | Q1 2026 |
| Ignite Planners, LLC$648M AUM | 0.16% | $1M | 9.2K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 9.2K | Q1 2026 |
| WBI INVESTMENTS, LLC$362M AUM | 0.26% | $932,892 | 8.5K | Q1 2026 |
| Impact Investors, Inc$144M AUM | 0.63% | $901,487 | 8.2K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.05% | $818,832 | 7.5K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $814,586 | 7.5K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $727,209 | 6.6K | Q4 2025OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.04% | $726,609 | 6.6K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $683,142 | 6.2K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $640,968 | 5.8K | Q1 2026 |
| Narus Financial Partners, LLC$382M AUM | 0.16% | $628,638 | 5.7K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.09% | $626,554 | 5.7K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $613,389 | 5.6K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $610,646 | 5.6K | Q1 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 0.04% | $606,368 | 5.5K | Q1 2026 |
| NOVEM GROUP$873M AUM | 0.07% | $604,319 | 5.5K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $561,000 | 5.1K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $546,466 | 5.0K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $492,045 | 4.5K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $492,045 | 4.5K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $482,943 | 4.4K | Q1 2026 |
| BTS Asset Management, Inc.$26M AUM | 1.73% | $448,752 | 4.1K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $405,000 | 3.7K | Q4 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $376,355 | 3.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $363,030 | 3.3K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $361,038 | 3.3K | Q1 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.19% | $355,586 | 3.2K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $346,907 | 3.2K | Q1 2026 |
| United Asset Strategies, Inc.$1.3B AUM | 0.03% | $336,419 | 3.1K | Q1 2026 |
| SHAYNE & JACOBS, LLC$337M AUM | 0.10% | $332,970 | 3.0K | Q1 2026 |
| Sequent Planning LLC$414M AUM | 0.08% | $321,670 | 2.9K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $315,307 | 2.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $308,395 | 2.8K | Q1 2026 |
| Evercore Wealth Management, LLC$6.4B AUM | 0.00% | $303,348 | 2.8K | Q1 2026 |
| Renasant Bank$141M AUM | 0.19% | $301,200 | 2.7K | Q3 2025OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.13% | $300,720 | 2.7K | Q3 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $285,636 | 2.6K | Q1 2026 |
| Montis Financial, LLC$484M AUM | 0.06% | $284,871 | 2.6K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.02% | $270,112 | 2.5K | Q4 2025OLDER |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $269,000 | 2.5K | Q2 2025OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.04% | $267,144 | 2.4K | Q1 2026 |
| Stablepoint Partners, LLC$723M AUM | 0.04% | $266,985 | 2.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $266,695 | 2.4K | Q4 2025OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $262,646 | 2.4K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.01% | $255,624 | 2.3K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $254,943 | 2.3K | Q2 2025OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $247,286 | 2.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $247,000 | 2.2K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $245,750 | 2.2K | Q1 2026 |
| Daviman Financial, LLC$169M AUM | 0.14% | $244,873 | 2.2K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $242,277 | 2.2K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $240,935 | 2.2K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $231,856 | 2.1K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $225,461 | 2.0K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $224,357 | 2.0K | Q1 2026 |
| Portland Global Advisors LLC$938M AUM | 0.02% | $219,420 | 2.0K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.01% | $219,091 | 2.0K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $218,872 | 2.0K | Q1 2026 |
| Montecito Bank & Trust$607M AUM | 0.04% | $217,006 | 2.0K | Q1 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.03% | $211,722 | 1.9K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $210,025 | 1.9K | Q4 2025OLDER |
| Detalus Advisors, LLC$438M AUM | 0.05% | $208,120 | 1.9K | Q1 2026 |
| Faithward Advisors, LLC$701M AUM | 0.03% | $206,156 | 1.9K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.18% | $205,339 | 1.9K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $205,093 | 1.9K | Q1 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.06% | $201,206 | 1.8K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $183,462 | 1.7K | Q1 2026 |
| Templeton & Phillips Capital Management, LLC$123M AUM | 0.08% | $111,253 | 1.0K | Q3 2025OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.02% | $87,990 | 802 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $55,676 | 505 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $55,404 | 505 | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $52,112 | 475 | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $48,243 | 441 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $43,057 | 392 | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $38,399 | 350 | Q1 2026 |
| BLUELINE ADVISORS LLC$129M AUM | 0.02% | $31,158 | 284 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $26,221 | 239 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $24,626 | 225 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $24,035 | 218 | Q4 2025OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 0.01% | $23,040 | 210 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $22,054 | 200 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $20,485 | 187 | Q1 2026 |
| Clean Yield Group$355M AUM | 0.00% | $17,664 | 161 | Q1 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $16,538 | 150 | Q4 2025OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $16,347 | 149 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $16,237 | 148 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $13,673 | 125 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $11,958 | 109 | Q1 2026 |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.00% | $11,410 | 104 | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $11,037 | 100 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $10,971 | 100 | Q1 2026 |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.00% | $10,752 | 98 | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $10,752 | 98 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $10,596 | 97 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $9,983 | 91 | Q2 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $9,325 | 85 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $8,338 | 76 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $7,241 | 66 | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $7,131 | 65 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $7,002 | 63 | Q3 2025OLDER |
| Axiom Investment Management LLC$131M AUM | 0.01% | $6,583 | 60 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $6,563 | 60 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $6,363 | 58 | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $5,623 | 51 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $5,047 | 46 | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $5,000 | 42 | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $4,388 | 40 | Q1 2026 |
| Wood Tarver Financial Group, LLC$362M AUM | 0.00% | $4,000 | 44 | Q2 2025OLDER |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.00% | $4,000 | 41 | Q2 2025OLDER |
| REICON WEALTH ADVISORS, LLC$132M AUM | 0.00% | $3,950 | 36 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $2,318 | 21 | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $2,304 | 21 | Q1 2026 |
| Camelot Portfolios, LLC$143M AUM | 0.00% | $2,205 | 20 | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $2,054 | 19 | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $1,876 | 17 | Q3 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $1,654 | 15 | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $1,214 | 11 | Q3 2025OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $1,149 | 10 | Q1 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $878 | 8 | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $552 | 5 | Q4 2025OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $220 | 2 | Q3 2025OLDER |
| Capital Advisor Network LLC$85M AUM | 0.00% | $219 | 2 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $110 | 1 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $110 | 1 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $110 | 1 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $110 | 1 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $110 | 1 | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $76 | 1 | Q2 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.