Who Owns ISHARES TR (AGZ)? -- Institutional Holders (2026-03-31)
164 institutions reported holding $405.3M of ISHARES TR (AGZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: HighTower Advisors, LLC ($54.9M), STIFEL FINANCIAL CORP ($49.0M), Bank of New York Mellon Corp ($34.3M), RAYMOND JAMES FINANCIAL INC ($32.5M), TRB Wealth Management, LLC ($14.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | HighTower Advisors, LLC | $54.9M | 500,169 | Added |
| 2 | STIFEL FINANCIAL CORP | $49.0M | 446,745 | Added |
| 3 | Bank of New York Mellon Corp | $34.3M | 312,585 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $32.5M | 295,899 | Added |
| 5 | TRB Wealth Management, LLC | $14.7M | 133,722 | New |
| 6 | Mill Creek Capital Advisors, LLC | $13.9M | 127,093 | Added |
| 7 | Asset Management One Co., Ltd. | $13.1M | 119,830 | Added |
| 8 | BAILARD, INC. | $12.4M | 113,101 | Added |
| 9 | UBS Group AG | $10.7M | 97,630 | Added |
| 10 | KEYBANK NATIONAL ASSOCIATION/OH | $10.4M | 95,062 | Added |
| 11 | ARVEST INVESTMENTS, INC. | $8.6M | 78,447 | Trimmed |
| 12 | RKL Wealth Management LLC | $8.4M | 76,180 | Trimmed |
| 13 | Great Diamond Partners, LLC | $7.8M | 71,448 | Added |
| 14 | MORGAN STANLEY | $7.5M | 68,374 | Trimmed |
| 15 | BANK OF AMERICA CORP /DE/ | $7.2M | 65,696 | Added |
| 16 | AMERIPRISE FINANCIAL INC | $7.1M | 64,633 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $6.8M | 61,900 | Added |
| 18 | WELLS FARGO & COMPANY/MN | $6.0M | 54,790 | Added |
| 19 | SIGNET FINANCIAL MANAGEMENT, LLC | $5.8M | 52,676 | Trimmed |
| 20 | Summit Financial, LLC | $5.7M | 52,232 | New |
| 21 | LPL Financial LLC | $5.4M | 49,569 | Added |
| 22 | PNC Financial Services Group, Inc. | $4.2M | 38,608 | Added |
| 23 | US BANCORP \DE\ | $4.2M | 38,101 | Trimmed |
| 24 | Fluent Financial, LLC | $4.0M | 36,285 | Trimmed |
| 25 | Jaffetilchin Investment Partners, LLC | $3.9M | 35,690 | Added |
Source: SEC Form 13F filings · as of 2026-03-31