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 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
4,724
shares
|
$494,697
0.09% of portfolio
|
Q4 2024
Reduced 75.94%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,720
shares
|
$494,278
0.0% of portfolio
|
Q3 2024
Added 24.01%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,653
shares
|
$487,262
0.0% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
4,652
shares
|
$487,157
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
4,570
shares
|
$478,570
0.01% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jan 31, 2025 Q4 2024 |
4,506
shares
|
$471,868
0.01% of portfolio
|
Q4 2024
Reduced 93.8%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
4,405
shares
|
$461,291
0.07% of portfolio
|
Q4 2021
Added 17.31%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,262
shares
|
$446,316
0.04% of portfolio
|
Q2 2024
Reduced 8.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
4,243
shares
|
$444,326
0.0% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
4,134
shares
|
$432,912
0.22% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
4,078
shares
|
$427,048
0.16% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4,056
shares
|
$424,744
0.01% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,992
shares
|
$418,042
0.04% of portfolio
|
Q3 2022
Reduced 4.38%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
3,938
shares
|
$412,387
0.0% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,910
shares
|
$409,455
0.01% of portfolio
|
Q3 2024
Added 62.04%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,902
shares
|
$408,617
0.05% of portfolio
|
Q2 2023
Added 3.58%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
3,869
shares
|
$405,161
0.3% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,840
shares
|
$402,124
0.0% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
3,766
shares
|
$394,375
0.05% of portfolio
|
Q4 2024
Added 14.47%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,694
shares
|
$386,835
0.11% of portfolio
|
Q4 2024
Added 27.73%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
3,694
shares
|
$386,835
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Dec 13, 2024 Q3 2024 |
3,621
shares
|
$379,191
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
3,578
shares
|
$374,688
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
3,500
shares
|
$366,520
0.06% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
3,397
shares
|
$355,733
0.07% of portfolio
|
Q1 2024
Reduced 0.15%
|