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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
3,825
shares
|
$406,903
0.04% of portfolio
|
Q1 2025
Added 64.73%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
3,788
shares
|
$402,967
0.11% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
3,766
shares
|
$400,627
0.05% of portfolio
|
Q4 2024
Added 14.47%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
3,741
shares
|
$397,967
0.08% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
3,546
shares
|
$377,223
0.24% of portfolio
|
Q1 2025
Reduced 26.37%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
3,500
shares
|
$372,330
0.06% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
3,494
shares
|
$371,691
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
3,471
shares
|
$369,244
0.19% of portfolio
|
Q1 2025
Reduced 16.04%
|
|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
3,406
shares
|
$362,330
0.34% of portfolio
|
Q1 2025
Added 29.9%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
3,307
shares
|
$351,798
0.27% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,282
shares
|
$349,139
0.0% of portfolio
|
Q2 2024
Reduced 24.98%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
3,120
shares
|
$331,905
0.01% of portfolio
|
Q4 2023
Added 30.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
3,061
shares
|
$325,629
0.0% of portfolio
|
Q1 2025
Reduced 22.9%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
3,056
shares
|
$325,097
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
3,016
shares
|
$320,842
0.0% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,000
shares
|
$319,140
0.0% of portfolio
|
Q1 2022
Added 20.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,961
shares
|
$314,991
0.01% of portfolio
|
Q4 2024
Reduced 74.44%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
2,939
shares
|
$312,650
0.23% of portfolio
|
Q1 2025
Reduced 25.97%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
2,896
shares
|
$308,076
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,844
shares
|
$302,544
0.0% of portfolio
|
Q1 2025
Reduced 81.43%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
2,839
shares
|
$302,012
0.01% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
May 15, 2025 Q1 2025 |
2,778
shares
|
$295,523
0.03% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
2,761
shares
|
$293,715
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,675
shares
|
$284,566
0.0% of portfolio
|
Q4 2024
Reduced 30.34%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,652
shares
|
$282,119
0.0% of portfolio
|
Q3 2023
Reduced 35.96%
|