Institutional Ownership Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI). We have compiled data on the 298 institutions that hold shares in the stock, with a total of 28.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
2,619
shares
|
$278,347
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,585
shares
|
$274,733
0.02% of portfolio
|
Q4 2023
Added 1.02%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,506
shares
|
$266,337
0.02% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,473
shares
|
$262,830
0.04% of portfolio
|
Q1 2025
Reduced 52.55%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,450
shares
|
$260,386
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
2,344
shares
|
$249,120
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
2,311
shares
|
$245,613
0.14% of portfolio
|
Q1 2025
Reduced 20.86%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
2,197
shares
|
$233,497
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
2,168
shares
|
$230,415
0.15% of portfolio
|
Q2 2023
Reduced 45.32%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
2,163
shares
|
$229,883
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
2,149
shares
|
$228,395
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
2,147
shares
|
$228,183
0.01% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
2,092
shares
|
$222,337
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
2,042
shares
|
$217,023
0.0% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
2,024
shares
|
$215,110
0.01% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,963
shares
|
$208,627
0.0% of portfolio
|
Q2 2025
Added 24.24%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,902
shares
|
$202,144
0.0% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,861
shares
|
$197,787
0.0% of portfolio
|
Q3 2022
Added 12.86%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,604
shares
|
$170,473
0.02% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,490
shares
|
$158,357
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
1,347
shares
|
$143,159
0.07% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
1,331
shares
|
$141,458
0.14% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,315
shares
|
$139,758
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,186
shares
|
$126,048
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
900
shares
|
$95,652
0.05% of portfolio
|
Q4 2023
Reduced 10.0%
|