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 |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
34,797
shares
|
$3.74 Million
1.7% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
34,669
shares
|
$3.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
34,521
shares
|
$3.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
33,393
shares
|
$3.59 Million
2.43% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
31,640
shares
|
$3.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 21.26%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
29,607
shares
|
$3.18 Million
0.07% of portfolio
|
Q4 2024
Added 839.01%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
29,325
shares
|
$3.15 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
27,985
shares
|
$3.01 Million
0.2% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
27,740
shares
|
$2.98 Million
0.14% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
27,614
shares
|
$2.97 Million
0.19% of portfolio
|
Q2 2025
Added 108.0%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
25,907
shares
|
$2.79 Million
0.11% of portfolio
|
Q2 2025
Added 30.2%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
21,988
shares
|
$2.36 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
20,919
shares
|
$2.25 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
20,306
shares
|
$2.18 Million
1.37% of portfolio
|
Q2 2022
Reduced 42.04%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
20,231
shares
|
$2.18 Million
0.05% of portfolio
|
Q2 2025
Reduced 43.99%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
20,045
shares
|
$2.16 Million
0.47% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
19,966
shares
|
$2.15 Million
0.33% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
19,913
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
19,529
shares
|
$2.1 Million
0.1% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
19,190
shares
|
$2.06 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
18,754
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 75.22%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
18,459
shares
|
$1.98 Million
0.57% of portfolio
|
Q2 2025
Reduced 46.54%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,435
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
18,404
shares
|
$1.98 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Capital Investment Services Of America, Inc.
|
Jul 30, 2025 Q2 2025 |
18,225
shares
|
$1.96 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.74%
|