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 |
|---|---|---|---|---|---|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
33,576
shares
|
$3.56 Million
3.02% of portfolio
|
Q4 2024
Added 20.64%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
32,806
shares
|
$3.47 Million
1.66% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
31,788
shares
|
$3.37 Million
0.0% of portfolio
|
Q4 2024
Added 88.41%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
31,349
shares
|
$3.32 Million
0.18% of portfolio
|
Q4 2024
Reduced 13.18%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
29,740
shares
|
$3.15 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
29,607
shares
|
$3.14 Million
0.08% of portfolio
|
Q4 2024
Added 839.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
29,101
shares
|
$3.08 Million
0.01% of portfolio
|
Q4 2024
Added 37.4%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
28,606
shares
|
$3.03 Million
0.92% of portfolio
|
Q4 2024
Added 16.25%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
28,277
shares
|
$2.99 Million
1.45% of portfolio
|
Q4 2024
Added 231.7%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
27,985
shares
|
$2.96 Million
0.2% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
26,220
shares
|
$2.78 Million
0.39% of portfolio
|
Q4 2024
Added 105.57%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
23,665
shares
|
$2.51 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
22,427
shares
|
$2.38 Million
0.1% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
21,163
shares
|
$2.24 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
20,954
shares
|
$2.22 Million
0.02% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
20,306
shares
|
$2.15 Million
1.37% of portfolio
|
Q2 2022
Reduced 42.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
20,237
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
20,029
shares
|
$2.12 Million
0.03% of portfolio
|
Q4 2024
Added 20.31%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
19,412
shares
|
$2.06 Million
0.34% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
19,190
shares
|
$2.03 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
19,015
shares
|
$2.01 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
18,845
shares
|
$2 Million
0.14% of portfolio
|
Q4 2024
Reduced 29.3%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,611
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
18,507
shares
|
$1.96 Million
2.19% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
18,383
shares
|
$1.95 Million
0.09% of portfolio
|
Q4 2024
Added 0.63%
|