Institutional Ownership Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI). We have compiled data on the 302 institutions that hold shares in the stock, with a total of 27.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,675
shares
|
$287,616
0.0% of portfolio
|
Q4 2024
Reduced 30.34%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,652
shares
|
$285,143
0.0% of portfolio
|
Q3 2023
Reduced 35.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,595
shares
|
$279,014
0.0% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,585
shares
|
$277,939
0.02% of portfolio
|
Q4 2023
Added 1.02%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,524
shares
|
$271,380
0.0% of portfolio
|
Q2 2025
Reduced 16.31%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,506
shares
|
$269,445
0.02% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,450
shares
|
$263,424
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
2,379
shares
|
$255,790
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
2,379
shares
|
$255,790
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
2,311
shares
|
$248,478
0.13% of portfolio
|
Q1 2025
Reduced 20.86%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,303
shares
|
$247,618
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
2,300
shares
|
$247,296
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
2,197
shares
|
$236,221
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
2,168
shares
|
$233,103
0.15% of portfolio
|
Q2 2023
Reduced 45.32%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
2,147
shares
|
$230,845
0.01% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
2,136
shares
|
$229,662
0.0% of portfolio
|
Q2 2025
Added 10580.0%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
2,092
shares
|
$224,931
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
2,042
shares
|
$219,555
0.0% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
2,033
shares
|
$218,588
0.06% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
2,024
shares
|
$217,620
0.01% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,963
shares
|
$211,061
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
|
$204,503
0.0% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,861
shares
|
$200,094
0.0% of portfolio
|
Q3 2022
Added 12.86%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,563
shares
|
$168,053
0.0% of portfolio
|
Q2 2025
Added 74.64%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,490
shares
|
$160,204
0.0% of portfolio
|
Q1 2025
New holding
|