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 |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
115,707
shares
|
$12.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
111,796
shares
|
$12 Million
0.75% of portfolio
|
Q4 2022
Added 74.59%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
109,920
shares
|
$11.8 Million
0.69% of portfolio
|
Q2 2025
Added 30.72%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
105,119
shares
|
$11.3 Million
1.19% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
104,847
shares
|
$11.3 Million
0.51% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
103,225
shares
|
$11.1 Million
2.19% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
102,175
shares
|
$11 Million
0.25% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
92,777
shares
|
$9.98 Million
1.93% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
91,355
shares
|
$9.82 Million
0.39% of portfolio
|
Q2 2020
Added 25.6%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
87,428
shares
|
$9.4 Million
0.97% of portfolio
|
Q4 2024
Reduced 19.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
84,234
shares
|
$9.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
82,406
shares
|
$8.86 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
78,769
shares
|
$8.47 Million
2.1% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
77,218
shares
|
$8.3 Million
0.51% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
77,058
shares
|
$8.29 Million
1.97% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
75,654
shares
|
$8.13 Million
0.58% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
74,976
shares
|
$8.06 Million
0.21% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
74,696
shares
|
$8.03 Million
0.07% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
74,570
shares
|
$8.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
73,674
shares
|
$7.92 Million
0.01% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
68,197
shares
|
$7.33 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
62,984
shares
|
$6.77 Million
0.66% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
61,460
shares
|
$6.61 Million
0.09% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
60,582
shares
|
$6.51 Million
0.25% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
58,330
shares
|
$6.27 Million
3.3% of portfolio
|
Q2 2025
Added 0.57%
|