Institutional Ownership Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI). We have compiled data on the 296 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,675
shares
|
$283,282
0.0% of portfolio
|
Q4 2024
Reduced 30.34%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,652
shares
|
$280,846
0.0% of portfolio
|
Q3 2023
Reduced 35.96%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
2,603
shares
|
$275,657
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,585
shares
|
$273,751
0.02% of portfolio
|
Q4 2023
Added 1.02%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
2,414
shares
|
$255,642
0.01% of portfolio
|
Q3 2024
Reduced 43.12%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
2,322
shares
|
$245,899
0.01% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
2,322
shares
|
$245,899
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
2,201
shares
|
$233,085
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
2,168
shares
|
$229,591
0.15% of portfolio
|
Q2 2023
Reduced 45.32%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
2,146
shares
|
$227,261
0.0% of portfolio
|
Q4 2024
Reduced 15.48%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
2,118
shares
|
$224,296
0.01% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
2,030
shares
|
$214,977
0.01% of portfolio
|
Q4 2024
Reduced 69.96%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,965
shares
|
$208,093
0.01% of portfolio
|
Q4 2024
Reduced 16.49%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
1,948
shares
|
$206,293
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,889
shares
|
$200,045
0.01% of portfolio
|
Q4 2024
Added 14.21%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,861
shares
|
$197,079
0.0% of portfolio
|
Q3 2022
Added 12.86%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,848
shares
|
$195,703
0.0% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,745
shares
|
$184,795
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,649
shares
|
$174,629
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,604
shares
|
$169,863
0.02% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,531
shares
|
$162,132
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
1,347
shares
|
$142,647
0.07% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,314
shares
|
$139,152
0.01% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
1,284
shares
|
$135,975
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,080
shares
|
$114,372
0.0% of portfolio
|
Q4 2024
Reduced 15.63%
|