Institutional Ownership Ishares Tr (GVI)
This table provides information about the institutional ownership of Ishares Tr (GVI). We have compiled data on the 291 institutions that hold shares in the stock, with a total of 28.6 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 |
|---|---|---|---|---|---|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
900
shares
|
$93,843
0.05% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
800
shares
|
$83,416
0.02% of portfolio
|
Q3 2021
Added 769.57%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
790
shares
|
$82,373
0.0% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
775
shares
|
$80,809
0.01% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
730
shares
|
$76,117
0.01% of portfolio
|
Q2 2023
Reduced 54.17%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
660
shares
|
$68,818
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
600
shares
|
$62,562
0.0% of portfolio
|
Q3 2023
Reduced 48.05%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
600
shares
|
$62,562
0.0% of portfolio
|
Q3 2022
Reduced 54.65%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
581
shares
|
$60,580
0.0% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
540
shares
|
$56,305
0.0% of portfolio
|
Q3 2024
Reduced 20.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
355
shares
|
$37,015
0.0% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
240
shares
|
$25,024
0.03% of portfolio
|
Q2 2023
Reduced 2.04%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
234
shares
|
$24,399
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
231
shares
|
$24,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
229
shares
|
$23,877
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
205
shares
|
$21,375
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
199
shares
|
$20,749
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
188
shares
|
$19,602
0.01% of portfolio
|
Q2 2023
Reduced 9.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
181
shares
|
$18,872
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
170
shares
|
$17,725
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
156
shares
|
$16,266
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
139
shares
|
$14,493
0.01% of portfolio
|
Q3 2024
Reduced 99.41%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
137
shares
|
$14,284
0.01% of portfolio
|
Q1 2024
Reduced 76.62%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
130
shares
|
$13,555
0.0% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
117
shares
|
$12,199
0.01% of portfolio
|
Q4 2023
New holding
|