Institutional Ownership Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI). We have compiled data on the 288 institutions that hold shares in the stock, with a total of 28.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
5,012
shares
|
$523,954
0.08% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,827
shares
|
$504,614
0.05% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,720
shares
|
$493,428
0.0% of portfolio
|
Q3 2024
Added 24.01%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
4,652
shares
|
$486,320
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
4,565
shares
|
$477,225
0.05% of portfolio
|
Q1 2024
Reduced 24.36%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
4,499
shares
|
$470,325
0.16% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
4,405
shares
|
$460,498
0.07% of portfolio
|
Q4 2021
Added 17.31%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
4,403
shares
|
$460,289
0.01% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
4,368
shares
|
$456,630
0.04% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4,262
shares
|
$445,549
0.04% of portfolio
|
Q2 2024
Reduced 8.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
4,243
shares
|
$443,563
0.0% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
4,134
shares
|
$432,168
0.22% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
4,078
shares
|
$426,314
0.16% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4,056
shares
|
$424,014
0.01% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
4,000
shares
|
$418,160
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,992
shares
|
$417,323
0.04% of portfolio
|
Q3 2022
Reduced 4.38%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
3,938
shares
|
$411,678
0.0% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,910
shares
|
$408,751
0.01% of portfolio
|
Q3 2024
Added 62.04%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,902
shares
|
$407,915
0.05% of portfolio
|
Q2 2023
Added 3.58%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
3,869
shares
|
$404,465
0.3% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,840
shares
|
$401,433
0.0% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
3,621
shares
|
$378,539
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
3,397
shares
|
$355,122
0.07% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
3,345
shares
|
$349,686
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
3,290
shares
|
$343,936
0.04% of portfolio
|
Q2 2024
Added 0.92%
|