Institutional Ownership Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI). We have compiled data on the 297 institutions that hold shares in the stock, with a total of 27.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,080
shares
|
$113,367
0.0% of portfolio
|
Q4 2024
Reduced 15.63%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,050
shares
|
$110,218
0.01% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,004
shares
|
$105,389
0.0% of portfolio
|
Q3 2024
Added 25.5%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
1,000
shares
|
$104,970
0.05% of portfolio
|
Q3 2021
Reduced 60.0%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
900
shares
|
$94,473
0.05% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
800
shares
|
$83,976
0.02% of portfolio
|
Q3 2021
Added 769.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
748
shares
|
$78,517
0.0% of portfolio
|
Q4 2024
Reduced 25.79%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
748
shares
|
$78,517
0.0% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
730
shares
|
$76,628
0.01% of portfolio
|
Q2 2023
Reduced 54.17%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
660
shares
|
$69,280
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
600
shares
|
$62,982
0.0% of portfolio
|
Q3 2022
Reduced 54.65%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
581
shares
|
$60,987
0.0% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
576
shares
|
$60,462
0.0% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
557
shares
|
$58,468
0.0% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
357
shares
|
$37,474
0.0% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
277
shares
|
$29,076
0.0% of portfolio
|
Q4 2024
Added 39.2%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
240
shares
|
$25,192
0.03% of portfolio
|
Q2 2023
Reduced 2.04%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
234
shares
|
$24,562
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
229
shares
|
$24,038
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
205
shares
|
$21,518
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
190
shares
|
$19,944
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
188
shares
|
$19,734
0.01% of portfolio
|
Q2 2023
Reduced 9.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
181
shares
|
$18,999
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
170
shares
|
$17,844
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
137
shares
|
$14,380
0.01% of portfolio
|
Q1 2024
Reduced 76.62%
|