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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,490
shares
|
$160,204
0.0% of portfolio
|
Q2 2025
Added 115.94%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,465
shares
|
$157,516
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
1,347
shares
|
$144,829
0.07% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
1,331
shares
|
$143,109
0.14% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,315
shares
|
$141,388
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,186
shares
|
$127,518
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
1,036
shares
|
$111,390
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
900
shares
|
$96,768
0.05% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
775
shares
|
$83,328
0.01% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
730
shares
|
$78,489
0.0% of portfolio
|
Q2 2023
Reduced 54.17%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
716
shares
|
$76,984
0.0% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
691
shares
|
$74,296
0.05% of portfolio
|
Q2 2025
Added 122.19%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
660
shares
|
$70,963
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
540
shares
|
$58,060
0.0% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
525
shares
|
$56,448
0.0% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
405
shares
|
$43,545
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
359
shares
|
$38,599
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
300
shares
|
$32,256
0.01% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
277
shares
|
$29,783
0.0% of portfolio
|
Q4 2024
Added 39.2%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
257
shares
|
$27,632
0.0% of portfolio
|
Q1 2025
Reduced 86.09%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
240
shares
|
$25,804
0.03% of portfolio
|
Q2 2023
Reduced 2.04%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
234
shares
|
$25,159
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
229
shares
|
$24,622
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
205
shares
|
$22,041
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
188
shares
|
$20,213
0.01% of portfolio
|
Q2 2023
Reduced 9.18%
|