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 31.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
130
shares
|
$13,939
0.0% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
110
shares
|
$11,795
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
106
shares
|
$11,366
0.0% of portfolio
|
Q4 2023
Reduced 8.62%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
106
shares
|
$11,366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
97
shares
|
$10,401
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
94
shares
|
$10,079
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
92
shares
|
$9,865
0.0% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
86
shares
|
$9,221
0.0% of portfolio
|
Q3 2025
Reduced 84.07%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
66
shares
|
$7,077
0.0% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
47
shares
|
$5,039
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
40
shares
|
$4,289
0.0% of portfolio
|
Q3 2025
Reduced 51.81%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
38
shares
|
$4,074
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
35
shares
|
$3,753
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
24
shares
|
$2,573
0.0% of portfolio
|
Q3 2025
Reduced 57.14%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
17
shares
|
$1,822
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
17
shares
|
$1,822
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
15
shares
|
$1,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
5
shares
|
$536
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
3
shares
|
$321
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|