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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
62,171
shares
|
$6.61 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
62,090
shares
|
$6.61 Million
0.4% of portfolio
|
Q1 2025
Reduced 12.92%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
61,460
shares
|
$6.54 Million
0.1% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
60,170
shares
|
$6.4 Million
0.26% of portfolio
|
Q1 2025
Reduced 22.28%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
58,000
shares
|
$6.17 Million
3.76% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
57,355
shares
|
$6.1 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
53,654
shares
|
$5.71 Million
0.08% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
53,119
shares
|
$5.65 Million
0.03% of portfolio
|
Q1 2025
Added 18.54%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
52,800
shares
|
$5.62 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
52,332
shares
|
$5.57 Million
0.01% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
50,959
shares
|
$5.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
48,508
shares
|
$5.16 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
48,364
shares
|
$5.14 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
48,166
shares
|
$5.12 Million
0.03% of portfolio
|
Q1 2025
Added 25.36%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
48,163
shares
|
$5.12 Million
2.46% of portfolio
|
Q1 2025
Reduced 18.59%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
47,806
shares
|
$5.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
47,184
shares
|
$5.02 Million
0.07% of portfolio
|
Q1 2025
Added 135.58%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
46,994
shares
|
$5 Million
0.67% of portfolio
|
Q1 2025
Reduced 19.37%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
45,946
shares
|
$4.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 43.17%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
43,569
shares
|
$4.63 Million
2.45% of portfolio
|
Q1 2025
Added 32.81%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
42,602
shares
|
$4.53 Million
0.12% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
42,396
shares
|
$4.51 Million
0.01% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
42,265
shares
|
$4.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 31.2%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
42,076
shares
|
$4.48 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
41,461
shares
|
$4.41 Million
0.64% of portfolio
|
Q1 2025
Added 58.13%
|