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
Old National Bancorp 0.07% Reduce -0.7% 27,190 $2.8M
Courier Capital LLC 0.20% Add +20.7% 27,178 $2.8M
Wbi Investments, LLC 0.51% Add +472.8% 23,718 $2.5M
World Investment Advisors 0.33% Add +23.0% 22,417 $2.3M
Haverford Trust Co 0.02% Add +13.2% 21,013 $2.2M
Opal Wealth Advisors, LLC 0.74% Add +18.4% 20,898 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -17.1% 20,490 $2.1M
Community Financial Services Group, LLC 0.46% — 19,525 $2.0M
Capital Investment Services of America, Inc. 0.19% No change 19,460 $2.0M
Heritage Trust Co 0.27% Reduce -0.2% 19,246 $2.0M
Montag A & Associates Inc. 0.10% Reduce -4.7% 18,552 $1.9M
Proffitt & Goodson Inc. 0.34% Add +4.2% 18,446 $1.9M
Ameriprise Financial Inc. 0.00% Add +69.3% 18,359 $1.9M
Montag & Caldwell, LLC 0.31% Add +29.9% 17,505 $1.8M
Alesco Advisors, LLC, An ESL Co 0.06% Add +5.9% 17,160 $1.8M
InTrack Investment Management Inc 1.31% Reduce -59.2% 16,983 $1.8M
Advisory Services Network, LLC 0.04% Reduce -0.7% 16,914 $1.8M
Regions Financial Corp. 0.01% Add +15.4% 16,809 $1.7M
Betterment LLC 0.00% Reduce -0.8% 16,341 $1.7M
Patten Group, Inc. 0.42% Add +17.1% 16,237 $1.7M
Argent Trust Co 0.07% Add +27.4% 14,059 $1.5M
Cassia Capital Partners, LLC 0.94% Reduce -31.9% 13,671 $1.4M
Atria Investments, Inc 0.02% Add +7.3% 12,462 $1.3M
Kestra Advisory Services, LLC 0.01% Add +13.6% 12,379 $1.3M
Avantax Advisory Services, Inc. 0.01% Reduce -11.3% 12,303 $1.3M
NBT Bank, N.A. 0.09% Add +6.6% 12,115 $1.3M
First Financial Bank - Trust Division 0.12% Reduce -9.7% 11,764 $1.2M
NorthCoast Asset Management LLC 0.02% New 11,647 $1.2M
Buckingham Strategic Wealth, LLC 0.01% Reduce -19.2% 11,196 $1.2M
Wedbush Securities Inc. 0.04% New 11,106 $1.2M
High Probability Advisors, LLC 0.21% Reduce -62.2% 10,860 $1.1M
American National Bank & Trust Co. 0.26% — 10,450 $1.1M
OneDigital Investment Advisors LLC 0.02% Reduce -0.2% 10,377 $1.1M
Semus Wealth Partners LLC 0.89% Add +3.5% 10,212 $1.1M
Csenge Advisory Group 0.06% Add +3.3% 10,198 $1.1M
Azimuth Capital Investment Management LLC 0.04% Reduce -8.2% 10,126 $1.1M
Integrated Advisors Network LLC 0.05% Reduce -1.7% 10,006 $1.0M
Renasant Bank 0.74% No change 10,000 $1.0M
Park Place Capital Corp 0.37% No change 10,000 $1.0M
Mitchell Sinkler & Starr 0.24% No change 9,265 $963K
Private Advisor Group, LLC 0.01% Add +8.5% 9,144 $951K
Principal Securities, Inc. 0.03% Add +7.4% 8,989 $935K
Donaldson Capital Management, LLC 0.04% Add +27.5% 8,675 $902K
Raymond James & Associates 0.00% Reduce -91.0% 7,851 $816K
Oppenheimer & Co. Inc. 0.01% Reduce -23.8% 7,647 $795K
Ancora Advisors LLC 0.02% Add +29.0% 7,564 $787K
LCNB Corp. 0.26% No change 7,000 $728K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -27.4% 6,922 $720K
Compass Ion Advisors, LLC 0.10% Add +14.5% 6,827 $710K
Aviance Capital Partners, LLC 0.10% Reduce -2.3% 6,781 $705K
Darwin Wealth Management, LLC 0.19% Add +4.0% 6,647 $691K
Ascent Group, LLC 0.06% Reduce -7.2% 6,619 $688K
Cape Ann Savings Bank 0.43% No change 6,611 $687K
Private Trust Co. NA 0.07% New 6,309 $656K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +44.5% 5,605 $583K
Algorithmic Investment Models, LLC 0.42% Add +1.9% 5,485 $570K
CreativeOne Wealth, LLC 0.02% No change 5,466 $568K
First Citizens Asset Management, Inc. 0.21% Reduce -99.0% 5,422 $564K
Koshinski Asset Management, Inc. 0.06% New 5,332 $554K
Bigelow Investment Advisors, LLC 0.27% Add +58.4% 5,315 $553K
Trivium Point Advisory, LLC 0.11% Reduce -8.5% 5,021 $522K
Advisor OS, LLC 0.06% Add +55.1% 4,897 $509K
Howland Capital Management LLC 0.02% New 4,745 $493K
Corient Private Wealth LP 0.00% Add +32.8% 4,689 $488K
Atria Wealth Solutions, Inc. 0.01% New 4,670 $486K
True Link Financial Advisors, LLC 0.05% Reduce -42.9% 4,662 $485K
Indiana Trust & Investment Management Co 0.20% No change 4,652 $484K
Guidance Capital, Inc. 0.18% Add +12.9% 4,727 $484K
Bangor Savings Bank 0.05% Reduce -24.4% 4,565 $475K
Quotient Wealth Partners, LLC 0.02% Reduce -46.2% 4,485 $466K
Stephens Inc. 0.01% Reduce -1.1% 4,436 $461K
Raymond James Financial Services Advisors, Inc. 0.00% Add +10.6% 4,375 $455K
Thrivent Financial for Lutherans 0.00% Reduce -0.1% 4,320 $449K
Creative Planning 0.00% Add +8.1% 4,307 $448K
Farmers & Merchants Investments Inc. 0.01% No change 4,244 $441K
FC Advisory LLC 0.16% Add +0.4% 4,207 $437K
Clearstead Advisors, LLC 0.02% Add +8.1% 4,027 $414K
Bailard, Inc. 0.01% Add +6.8% 3,787 $394K
Pettyjohn, Wood & White, Inc. 0.07% Reduce -0.1% 3,397 $353K
ZWJ Investment Counsel Inc. 0.02% Add +0.1% 3,360 $349K
Park Avenue Securities LLC 0.00% Add +10.3% 3,353 $349K
Rogco, LP 0.14% No change 3,345 $348K
James Investment Research, Inc. 0.04% Reduce -27.1% 3,260 $339K
Whittier Trust Co. of Nevada Inc. 0.01% No change 3,153 $328K
Graypoint LLC 0.02% Reduce -34.6% 3,123 $325K
Dynamic Advisor Solutions LLC 0.01% No change 3,120 $324K
Mercer Global Advisors Inc. 0.00% Add +4.7% 3,060 $318K
Susquehanna International Group, LLP 0.00% Reduce -98.5% 3,035 $316K
Old Mission Capital LLC 0.01% New 3,030 $315K
D.A. Davidson & Co. 0.00% Add +9.2% 2,968 $309K
Sound View Wealth Advisors Group, LLC 0.03% No change 2,823 $294K
Madison Asset Management, LLC 0.00% Reduce -20.4% 2,679 $279K
Parallel Advisors, LLC 0.01% Add +1408.0% 2,639 $274K
Perigon Wealth Management, LLC 0.01% New 2,588 $269K
VestGen Investment Management 0.08% Add +7.5% 2,508 $261K
FSA Advisors, Inc. 0.27% Reduce -6.0% 2,405 $250K
Dana Investment Advisors, Inc. 0.01% Reduce -87.0% 2,385 $248K
Stratos Wealth Partners, LTD. 0.00% Reduce -4.5% 2,332 $242K
Sigma Planning Corp 0.01% New 2,213 $230K
Common Fund for Nonprofit Organizations 0.04% No change 2,209 $230K
Ballentine Capital Advisors, Inc 0.12% Reduce -9.8% 2,199 $227K
Prime Capital Investment Advisors, LLC 0.00% Reduce -27.3% 2,183 $227K
Wilmington Savings Fund Society, FSB 0.01% — 2,160 $225K
Cwm, LLC 0.00% Reduce -0.7% 2,090 $217K
U.S. Capital Wealth Advisors, LLC 0.01% No change 2,044 $213K
Eagle Global Advisors LLC 0.01% No change 1,990 $207K
Mariner, LLC 0.00% New 1,988 $207K
Fulton Bank, N.A. 0.01% No change 1,949 $203K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +0.2% 1,932 $201K
Concourse Financial Group Securities, Inc. 0.01% Reduce -3.6% 1,782 $185K
Phillips Financial Management, LLC 0.01% Reduce -8.4% 1,564 $163K
Cardiff Park Advisors, LLC 0.02% Add +0.6% 1,534 $159K
Citigroup Inc. 0.00% Add +5.0% 1,394 $145K
CNB Bank 0.07% Add +89.1% 1,358 $141K
Realta Investment Advisors 0.03% New 1,324 $138K
Rothschild Investment LLC 0.01% Reduce -14.3% 1,200 $125K
GAMMA Investing LLC 0.02% Add +58.2% 1,104 $115K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 1,097 $112K
Gables Capital Management Inc. 0.06% No change 1,000 $104K
S.A. Mason LLC 0.06% No change 900 $94K
Union Savings Bank 0.05% No change 865 $90K
TD Private Client Wealth LLC 0.00% Add +131.0% 834 $87K
Princeton Global Asset Management LLC 0.02% No change 800 $83K
FAS Wealth Partners, Inc. 0.01% Reduce -49.6% 762 $79K
Continuum Advisory, LLC 0.01% Reduce -70.9% 749 $77K
JFS Wealth Advisors, LLC 0.01% No change 730 $76K
Gradient Investments LLC 0.00% Add +299.4% 707 $74K
Granite FO LLC 0.04% No change 675 $72K
Blair William & Co. 0.00% Reduce -3.3% 682 $71K
Harbor Investment Advisory, LLC 0.01% No change 600 $62K
Steward Partners Investment Advisory, LLC 0.00% No change 600 $62K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.0% 495 $51K
Heck Capital Advisors, LLC 0.01% Add +0.6% 340 $35K
TD Waterhouse Canada Inc. 0.00% No change 335 $35K
IFP Advisors, Inc 0.00% New 293 $30K
Farther Finance Advisors, LLC 0.00% No change 281 $29K
Norwood Financial Corp 0.04% No change 240 $25K
Sound Income Strategies, LLC 0.00% No change 230 $24K
CVA Family Office, LLC 0.00% No change 205 $21K
Harbour Investments, Inc. 0.00% No change 181 $19K
Caldwell Sutter Capital, Inc. 0.01% No change 170 $18K
Global Financial Private Client, LLC 0.01% Reduce -76.6% 137 $14K
Allworth Financial LP 0.00% Add +0.8% 135 $14K
Delta Asset Management LLC 0.00% No change 130 $14K
CoreCap Advisors, LLC 0.00% New 122 $13K
Washington Trust Advisors, Inc. 0.00% No change 117 $12K
MeadowBrook Investment Advisors LLC 0.01% No change 117 $12K
Laurel Wealth Advisors LLC 0.00% No change 110 $11K
Capital Advisors, Ltd. LLC 0.00% No change 106 $11K
Chilton Capital Management LLC 0.00% Reduce -11.5% 100 $10K
AdvisorNet Financial, Inc 0.00% No change 98 $10K
Bartlett & Co. Wealth Management LLC 0.00% No change 97 $10K
Heritage Wealth Advisors 0.00% Add +1.1% 89 $9K
First Horizon Advisors, Inc. 0.00% Reduce -2.6% 74 $8K
Center for Financial Planning, Inc. 0.00% New 70 $7K
FMR LLC 0.00% Add +750.0% 68 $7K
Logan Capital Management Inc. 0.00% Reduce -99.2% 54 $6K
Bray Capital Advisors 0.00% No change 35 $4K
Mendota Financial Group, LLC 0.00% No change 29 $3K
Sandy Spring Bank 0.00% No change 29 $3K
Beacon Capital Management, LLC 0.00% No change 9 $936

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