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 |
|---|---|---|---|---|---|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
900
shares
|
$95,742
0.05% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
900
shares
|
$95,742
0.01% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
895
shares
|
$95,210
0.0% of portfolio
|
Q1 2025
Reduced 98.0%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
800
shares
|
$85,104
0.02% of portfolio
|
Q3 2021
Added 769.57%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
739
shares
|
$78,614
0.0% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
730
shares
|
$77,657
0.01% of portfolio
|
Q2 2023
Reduced 54.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
690
shares
|
$73,402
0.0% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
660
shares
|
$70,210
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
557
shares
|
$59,253
0.0% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
525
shares
|
$55,849
0.0% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
359
shares
|
$38,190
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
311
shares
|
$33,084
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
277
shares
|
$29,467
0.0% of portfolio
|
Q4 2024
Added 39.2%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
257
shares
|
$27,339
0.0% of portfolio
|
Q1 2025
Reduced 86.09%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
240
shares
|
$25,531
0.03% of portfolio
|
Q2 2023
Reduced 2.04%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
234
shares
|
$24,892
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
229
shares
|
$24,361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
205
shares
|
$21,807
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
188
shares
|
$19,999
0.01% of portfolio
|
Q2 2023
Reduced 9.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
181
shares
|
$19,254
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
175
shares
|
$18,616
0.0% of portfolio
|
Q2 2025
Reduced 83.57%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
170
shares
|
$18,084
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
130
shares
|
$13,829
0.0% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
110
shares
|
$11,701
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
106
shares
|
$11,276
0.0% of portfolio
|
Q1 2025
New holding
|