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 $3.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
31,640
shares
|
$3.39 Million
0.08% of portfolio
|
Q2 2025
Reduced 21.26%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
29,970
shares
|
$3.21 Million
0.22% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
29,607
shares
|
$3.17 Million
0.07% of portfolio
|
Q4 2024
Added 839.01%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
29,325
shares
|
$3.14 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
29,115
shares
|
$3.12 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
28,264
shares
|
$3.03 Million
1.69% of portfolio
|
Q3 2025
Reduced 15.36%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
25,961
shares
|
$2.78 Million
0.2% of portfolio
|
Q3 2025
Reduced 65.68%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
25,279
shares
|
$2.71 Million
0.16% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
24,652
shares
|
$2.64 Million
0.11% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
21,764
shares
|
$2.33 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
21,565
shares
|
$2.31 Million
0.47% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
21,381
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Added 119.77%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
20,985
shares
|
$2.25 Million
0.11% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
20,590
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
20,306
shares
|
$2.18 Million
1.37% of portfolio
|
Q2 2022
Reduced 42.04%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
19,970
shares
|
$2.14 Million
0.41% of portfolio
|
Q3 2025
Added 35.81%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
19,966
shares
|
$2.14 Million
0.31% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
19,673
shares
|
$2.11 Million
0.61% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
19,190
shares
|
$2.06 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
19,104
shares
|
$2.05 Million
2.05% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
18,978
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
18,905
shares
|
$2.03 Million
0.06% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
18,490
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,360
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
18,300
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 66.91%
|
|