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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
40,184
shares
|
$4.27 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
38,875
shares
|
$4.14 Million
0.0% of portfolio
|
Q1 2025
Added 22.29%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
36,220
shares
|
$3.85 Million
0.04% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
36,208
shares
|
$3.85 Million
2.99% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
36,122
shares
|
$3.84 Million
0.1% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
34,782
shares
|
$3.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
34,529
shares
|
$3.67 Million
1.16% of portfolio
|
Q1 2025
Added 20.71%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
33,930
shares
|
$3.61 Million
1.76% of portfolio
|
Q1 2025
Added 19.99%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
30,164
shares
|
$3.21 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
29,607
shares
|
$3.15 Million
0.08% of portfolio
|
Q4 2024
Added 839.01%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
29,379
shares
|
$3.13 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
27,985
shares
|
$2.98 Million
0.2% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
27,614
shares
|
$2.94 Million
0.19% of portfolio
|
Q2 2025
Added 108.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
25,580
shares
|
$2.72 Million
0.01% of portfolio
|
Q4 2024
Added 161.45%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
24,080
shares
|
$2.56 Million
0.05% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
20,306
shares
|
$2.16 Million
1.37% of portfolio
|
Q2 2022
Reduced 42.04%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
19,966
shares
|
$2.12 Million
0.35% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
19,898
shares
|
$2.12 Million
0.09% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
19,437
shares
|
$2.07 Million
0.07% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
19,190
shares
|
$2.04 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,691
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
18,529
shares
|
$1.97 Million
0.55% of portfolio
|
Q1 2025
Added 58.69%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
18,368
shares
|
$1.95 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Capital Investment Services Of America, Inc.
|
Apr 16, 2025 Q1 2025 |
18,360
shares
|
$1.95 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
18,010
shares
|
$1.92 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.05%
|