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 |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
130
shares
|
$13,646
0.0% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
110
shares
|
$11,546
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
106
shares
|
$11,126
0.0% of portfolio
|
Q4 2023
Reduced 8.62%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
97
shares
|
$10,182
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
92
shares
|
$9,657
0.0% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
91
shares
|
$9,552
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
84
shares
|
$8,817
0.01% of portfolio
|
Q4 2024
Reduced 39.57%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
60
shares
|
$6,298
0.01% of portfolio
|
Q4 2024
Reduced 48.72%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
51
shares
|
$5,353
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
50
shares
|
$5,248
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
38
shares
|
$3,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
35
shares
|
$3,673
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
29
shares
|
$3,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
29
shares
|
$3,044
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
29
shares
|
$3,044
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
20
shares
|
$2,099
0.0% of portfolio
|
Q4 2024
Reduced 81.82%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
17
shares
|
$1,784
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
17
shares
|
$1,784
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
15
shares
|
$1,574
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
9
shares
|
$944
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|