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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
900
shares
|
$95,652
0.01% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
895
shares
|
$95,120
0.0% of portfolio
|
Q1 2025
Reduced 98.0%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
800
shares
|
$85,024
0.02% of portfolio
|
Q3 2021
Added 769.57%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
730
shares
|
$77,584
0.0% of portfolio
|
Q2 2023
Reduced 54.17%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
716
shares
|
$76,096
0.0% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
691
shares
|
$73,439
0.05% of portfolio
|
Q2 2025
Added 122.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
690
shares
|
$73,333
0.0% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
660
shares
|
$70,144
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
540
shares
|
$57,391
0.0% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
525
shares
|
$55,797
0.0% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
405
shares
|
$43,043
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
359
shares
|
$38,154
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
277
shares
|
$29,439
0.0% of portfolio
|
Q4 2024
Added 39.2%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
257
shares
|
$27,313
0.0% of portfolio
|
Q1 2025
Reduced 86.09%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
240
shares
|
$25,507
0.03% of portfolio
|
Q2 2023
Reduced 2.04%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
234
shares
|
$24,869
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
229
shares
|
$24,338
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
205
shares
|
$21,787
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
188
shares
|
$19,980
0.01% of portfolio
|
Q2 2023
Reduced 9.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
181
shares
|
$19,236
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
175
shares
|
$18,599
0.0% of portfolio
|
Q2 2025
Reduced 83.57%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
170
shares
|
$18,067
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
130
shares
|
$13,816
0.0% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
110
shares
|
$11,690
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
106
shares
|
$11,265
0.0% of portfolio
|
Q1 2025
New holding
|