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 |
|---|---|---|---|---|---|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
59,578
shares
|
$6.39 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
57,528
shares
|
$6.17 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
50,789
shares
|
$5.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
50,455
shares
|
$5.41 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
49,094
shares
|
$5.26 Million
0.06% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
48,680
shares
|
$5.22 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
47,822
shares
|
$5.13 Million
0.05% of portfolio
|
Q2 2025
Added 13.66%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
47,327
shares
|
$5.07 Million
0.03% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
46,805
shares
|
$5.02 Million
0.27% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
46,195
shares
|
$4.95 Million
0.34% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
45,439
shares
|
$4.87 Million
0.69% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
44,921
shares
|
$4.82 Million
2.26% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
42,511
shares
|
$4.56 Million
0.12% of portfolio
|
Q4 2025
Reduced 0.94%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
41,467
shares
|
$4.45 Million
0.02% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
41,270
shares
|
$4.43 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
39,686
shares
|
$4.26 Million
0.04% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
39,288
shares
|
$4.21 Million
3.76% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
37,945
shares
|
$4.07 Million
0.0% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
37,844
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
36,446
shares
|
$3.91 Million
1.18% of portfolio
|
Q3 2025
Reduced 22.24%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
35,510
shares
|
$3.81 Million
2.95% of portfolio
|
Q3 2025
Added 9.74%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
34,797
shares
|
$3.73 Million
1.7% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
34,256
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
32,570
shares
|
$3.49 Million
0.13% of portfolio
|
Q3 2025
Added 25.72%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
31,677
shares
|
$3.4 Million
1.42% of portfolio
|
Q3 2025
Reduced 12.93%
|
|