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 |
|---|---|---|---|---|---|
|
Schwab Charitable Fund
|
Jul 21, 2025 Q2 2025 |
6,893
shares
|
$741,135
0.02% of portfolio
|
Q1 2025
Added 92.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,786
shares
|
$729,630
0.01% of portfolio
|
Q2 2025
Added 17.57%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
6,570
shares
|
$706,406
0.0% of portfolio
|
Q4 2024
Added 22.51%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
6,553
shares
|
$704,578
0.48% of portfolio
|
Q2 2025
Added 122.97%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
6,309
shares
|
$678,343
0.07% of portfolio
|
Q2 2025
Reduced 12.22%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6,112
shares
|
$657,162
0.04% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
6,081
shares
|
$653,829
0.01% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
5,947
shares
|
$639,421
0.03% of portfolio
|
Q2 2025
Reduced 28.39%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
5,939
shares
|
$638,561
0.04% of portfolio
|
Q2 2025
Reduced 53.77%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,567
shares
|
$598,563
0.07% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
5,441
shares
|
$585,016
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
5,334
shares
|
$573,511
0.08% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
5,309
shares
|
$570,823
0.06% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
5,146
shares
|
$553,297
0.03% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
5,132
shares
|
$551,792
0.06% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
5,081
shares
|
$546,309
0.17% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
4,866
shares
|
$523,192
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
4,793
shares
|
$515,343
0.08% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
4,771
shares
|
$512,977
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
4,652
shares
|
$500,183
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
4,508
shares
|
$484,700
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
4,405
shares
|
$473,625
0.07% of portfolio
|
Q4 2021
Added 17.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,390
shares
|
$472,012
0.01% of portfolio
|
Q2 2025
Reduced 33.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
4,319
shares
|
$464,378
0.01% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
4,126
shares
|
$443,627
0.01% of portfolio
|
Q2 2025
Added 0.59%
|