Institutional Ownership Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI). We have compiled data on the 301 institutions that hold shares in the stock, with a total of 32.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
1,347
shares
|
$144,438
0.06% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
1,330
shares
|
$142,615
0.13% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,317
shares
|
$141,221
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
1,199
shares
|
$128,568
0.02% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,191
shares
|
$127,710
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
877
shares
|
$94,040
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
786
shares
|
$84,282
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
775
shares
|
$83,103
0.0% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
730
shares
|
$78,277
0.0% of portfolio
|
Q2 2023
Reduced 54.17%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
711
shares
|
$76,240
0.0% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
700
shares
|
$75,061
0.0% of portfolio
|
Q3 2025
Reduced 53.02%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
660
shares
|
$70,771
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
626
shares
|
$67,125
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
408
shares
|
$43,749
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
392
shares
|
$42,034
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
375
shares
|
$40,211
0.0% of portfolio
|
Q3 2025
Added 114.29%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
314
shares
|
$33,670
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
270
shares
|
$28,952
0.0% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
257
shares
|
$27,558
0.0% of portfolio
|
Q1 2025
Reduced 86.09%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
254
shares
|
$27,236
0.0% of portfolio
|
Q3 2025
Reduced 75.48%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
240
shares
|
$25,735
0.03% of portfolio
|
Q2 2023
Reduced 2.04%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
234
shares
|
$25,091
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
225
shares
|
$24,126
0.0% of portfolio
|
Q3 2025
Reduced 57.14%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
205
shares
|
$21,982
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
191
shares
|
$20,480
0.01% of portfolio
|
Q3 2025
New holding
|
|