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 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
|
$278,609
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,585
shares
|
$274,992
0.02% of portfolio
|
Q4 2023
Added 1.02%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,506
shares
|
$266,588
0.02% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,473
shares
|
$263,077
0.04% of portfolio
|
Q1 2025
Reduced 52.55%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
2,414
shares
|
$256,801
0.01% of portfolio
|
Q3 2024
Reduced 43.12%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
2,344
shares
|
$249,354
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
2,333
shares
|
$248,184
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
2,325
shares
|
$247,333
0.07% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
2,311
shares
|
$245,844
0.14% of portfolio
|
Q1 2025
Reduced 20.86%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
2,196
shares
|
$233,610
0.01% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
2,168
shares
|
$230,631
0.15% of portfolio
|
Q2 2023
Reduced 45.32%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
2,163
shares
|
$230,099
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
2,149
shares
|
$228,610
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
2,042
shares
|
$217,227
0.0% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
2,030
shares
|
$215,951
0.01% of portfolio
|
Q4 2024
Reduced 69.96%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
1,952
shares
|
$207,653
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,922
shares
|
$204,462
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,861
shares
|
$197,973
0.0% of portfolio
|
Q3 2022
Added 12.86%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,604
shares
|
$170,633
0.02% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,580
shares
|
$168,080
0.0% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,490
shares
|
$158,506
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
1,351
shares
|
$143,719
0.15% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
1,347
shares
|
$143,293
0.07% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,315
shares
|
$139,889
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
1,180
shares
|
$125,528
0.0% of portfolio
|
Q1 2025
Added 103.1%
|