iShares Intermediate GovernmGVIETF

13F holders, Q1 2024 (March 31)
261holders
1famous investor
$103.96avg. 13F price*

At the end of Q1 2024, 261 institutions reported holding iShares Intermediate Governm (GVI) in their 13F filings. The largest holders were Fifth Third Bancorp ($225.8M), Envestnet Asset Management Inc. ($188.4M) and Stifel Financial Corp. ($181.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Intermediate Governm
CUSIP
464288612
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 261Q1 2024Q2 2024: 257Q2 2024Q3 2024: 269Q3 2024Q4 2024: 278Q4 2024Q1 2025: 270Q1 2025Q2 2025: 280Q2 2025Q3 2025: 266Q3 2025Q4 2025: 287Q4 2025Q1 2026: 281Q1 2026Q2 2026: 273Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions19$53.9M
Exits27$44.6M

Ownership 261 holders

Fifth Third Bancorp 0.88% Reduce -47.2% 2,171,574 $225.8M
Envestnet Asset Management Inc. 0.07% Reduce -11.4% 1,811,483 $188.4M
Stifel Financial Corp. 0.21% Reduce -3.4% 1,748,778 $181.8M
Bank of America Corp. 0.01% Add +4.4% 1,389,222 $144.5M
Strategic Financial Services, Inc. 7.77% Add +10.4% 1,156,733 $120.3M
UMB Bank, n.a. 1.60% Reduce -22.1% 974,489 $101.3M
Keybank National Association 0.42% Reduce -2.7% 971,823 $101.1M
US Bancorp \de 0.11% Reduce -3.1% 780,888 $81.2M
German American Bancorp, Inc. 9.30% Add +4.3% 744,039 $77.4M
CIBC Private Wealth Group LLC 0.14% Add +191.3% 677,319 $70.0M
DT Investment Partners, LLC 5.88% Add +0.7% 559,252 $58.2M
Bank of New York Mellon Corp 0.01% Add +19.1% 527,867 $54.9M
Johnson Financial Group, Inc. 2.93% Reduce -9.2% 522,900 $54.4M
PNC Financial Services Group, Inc. 0.04% Add +6.2% 497,780 $51.8M
Morgan Stanley 0.00% Add +18.0% 467,849 $48.6M
Assetmark, Inc. 0.14% Reduce -2.1% 400,940 $41.7M
Horizon Bancorp Inc. 19.53% Reduce -4.0% 394,216 $41.0M
Howe & Rusling Inc. 3.56% Add +7.8% 357,261 $37.1M
Cetera Investment Advisers 0.09% Add +484.3% 350,993 $36.5M
TCV Trust & Wealth Management, Inc. 3.33% Add +1.7% 334,095 $34.7M
New York Life Investment Management LLC 0.31% Reduce -10.1% 298,163 $31.0M
V-Square Quantitative Management LLC 4.18% New 287,000 $29.8M
BlackRock Inc. 0.00% Reduce -20.1% 274,656 $28.6M
Envestnet Portfolio Solutions, Inc. 0.10% Reduce -64.9% 264,024 $27.5M
Cambridge Trust Co. 1.01% Reduce -10.8% 258,046 $26.8M
D L Carlson Investment Group Inc. 5.02% Add +4.4% 247,183 $25.7M
Royal Bank of Canada 0.01% Reduce -6.8% 235,075 $24.4M
Flputnam Investment Management Co. 0.49% Reduce -1.0% 223,442 $23.2M
Allianz Asset Management GmbH 0.04% Reduce -10.5% 211,610 $22.0M
Country Club Bank 1.54% Reduce -4.6% 209,664 $21.8M
Oarsman Capital, Inc. 4.50% Add +104.0% 181,182 $18.8M
First Citizens Bank & Trust Co. 0.35% Add +21.8% 175,769 $18.3M
Alaska Permanent Capital Management, LLC 1.38% Add +10.4% 170,214 $17.7M
SVB Wealth LLC 0.39% Reduce -21.9% 168,927 $17.6M
DAVENPORT & Co LLC 0.11% Add +9.6% 164,790 $17.1M
TFC Financial Management, Inc. 3.04% Add +17.6% 164,368 $17.1M
Meridian Management Co. 4.45% Reduce -0.7% 156,691 $16.3M
Greenleaf Trust 0.15% Reduce -35.5% 156,178 $16.2M
Wells Fargo & Company 0.00% Add +18.2% 151,714 $15.8M
Captrust Financial Advisors 0.06% Add +3.1% 144,448 $15.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -31.4% 144,404 $15.0M
Bessemer Group Inc. 0.03% Add +6.1% 138,658 $14.4M
Greenwood Capital Associates LLC 1.84% Add +2.6% 133,279 $13.9M
WASHINGTON TRUST Co 0.50% Reduce -1.4% 131,799 $13.7M
Wealthstar Advisors, LLC 4.53% Reduce -1.8% 124,998 $13.0M
Independent Solutions Wealth Management, LLC 2.97% Add +6.3% 120,231 $12.5M
Osaic Holdings, Inc. 0.03% Reduce -64.1% 111,796 $11.6M
First American Trust, FSB 1.13% New 103,389 $10.8M
Bank of New Hampshire 2.74% Add +17.0% 100,154 $10.4M
Tucker Asset Management LLC 2.35% Add +164.1% 97,773 $10.2M
LPL Financial LLC 0.01% Add +79.1% 96,916 $10.1M
First National Trust Co 0.40% Add +0.1% 94,514 $9.8M
Hantz Financial Services, Inc. 0.18% Reduce -2.6% 86,611 $9.0M
First Hawaiian Bank 0.27% Add +0.7% 82,886 $8.6M
HSBC Holdings PLC 0.01% Add +4.7% 82,128 $8.5M
Northwest Investment Counselors, LLC 1.99% Reduce -2.8% 78,720 $8.2M
Bryn Mawr Trust Advisors, LLC 0.45% Add +3.7% 76,958 $8.0M
Bokf, NA 0.14% Reduce -7.3% 74,887 $7.7M
Badgley Phelps Wealth Managers, LLC 0.19% Add +1.9% 73,333 $7.6M
Sequoia Financial Advisors, LLC 0.09% Reduce -1.6% 70,508 $7.3M
Comerica Bank 0.03% Reduce -10.0% 70,176 $7.3M
Integrated Investment Consultants, LLC 1.97% Reduce -3.5% 68,784 $7.2M
AMG National Trust Bank 0.20% Add +5.2% 64,487 $6.7M
MML Investors Services, LLC 0.03% Add +29.2% 63,530 $6.6M
Bank of Montreal 0.00% Reduce -2.0% 62,285 $6.5M
United Capital Financial Advisors, LLC 0.05% Reduce -83.4% 61,965 $6.4M
Citadel Advisors 0.01% Add +17.6% 61,634 $6.4M
M&T Bank Corp 0.02% Reduce -18.1% 58,231 $6.1M
Lowe Brockenbrough & Co. Inc. 0.41% Reduce -13.8% 58,186 $6.1M
Legacy Private Trust Co. 0.44% Reduce -3.9% 57,998 $6.0M
Global Retirement Partners, LLC 0.22% Reduce -0.6% 57,142 $5.9M
Webster Bank, N. A. 0.65% Add +43.8% 56,063 $5.8M
JPMorgan Chase & Co. 0.00% Reduce -28.2% 55,213 $5.7M
Meritage Portfolio Management 0.35% Reduce -1.2% 53,270 $5.5M
Truist Financial Corp. 0.01% Add +26.4% 51,936 $5.4M
HighTower Advisors, LLC 0.01% Reduce -12.6% 50,810 $5.3M
Raffa Wealth Management, LLC 1.56% Reduce -33.0% 50,364 $5.2M
Cornerstone Partners Capital Management, LLC 0.35% No change 49,598 $5.2M
C M Bidwell & Associates Ltd. 3.49% Add +0.7% 49,295 $5.1M
1ST Source Bank 0.30% Reduce -1.4% 49,041 $5.1M
NewEdge Advisors, LLC 0.04% Add +5.3% 45,461 $4.7M
Financial Counselors Inc. 0.08% Add +6.3% 45,430 $4.7M
Jane Street Group, LLC 0.01% New 43,546 $4.5M
Whittier Trust Co. 0.06% Reduce -1.5% 42,431 $4.4M
OneAscent Financial Services LLC 0.49% Add +0.6% 42,271 $4.4M
Cerity Partners LLC 0.01% Reduce -42.8% 41,617 $4.3M
Trajan Wealth LLC 0.29% — 40,819 $4.2M
Commonwealth Equity Services, LLC 0.01% Add +10.1% 39,105 $4.1M
Baird Financial Group, Inc. 0.01% Add +10.6% 34,974 $3.6M
Aveo Capital Partners, LLC 0.39% Add +5.0% 34,598 $3.6M
CW Advisors, LLC 0.06% Reduce -2.1% 33,756 $3.5M
Commerce Bank 0.02% Add +1.5% 31,886 $3.3M
UBS Group AG 0.00% Add +0.3% 31,027 $3.2M
Simmons Bank 0.23% Reduce -8.3% 29,319 $3.0M
Towneley Capital Management, Inc / DE 0.75% Reduce -5.7% 29,229 $3.0M
Trail Ridge Investment Advisors, LLC 1.71% Reduce -3.0% 29,009 $3.0M
First National Bank of Omaha 0.20% Add +17.8% 27,985 $3.0M
Hancock Whitney Corp. 0.10% Reduce -11.4% 28,302 $2.9M
Sepio Capital, LP 0.25% New 28,277 $2.9M
Chatham Capital Group, Inc. 0.53% Add +1000.0% 27,995 $2.9M

"% of holder's portfolio" is GVI's weight in each manager's 13F, not the share of iShares Intermediate Governm the manager owns.

Show all 261 holders