iShares Intermediate GovernmGVIETF
13F holders, Q2 2024 (June 30)257holders −4
19new positions
23sold out
2famous investors
$103.70avg. 13F price*
At the end of Q2 2024, 257 institutions reported holding iShares Intermediate Governm (GVI) in their 13F filings, down 4 from Q1 2024. 19 opened new positions and 23 sold out. The largest holders were Envestnet Asset Management Inc. ($191.8M), Stifel Financial Corp. ($185.4M) and Bank of America Corp. ($163.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Intermediate Governm
- CUSIP
- 464288612
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $58.8M |
| Exits | 23 | $23.7M |
All 13F filers, Q1 2024 → Q2 2024: 2,515,687 shares bought and 2,201,341 shares sold, net +314,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| Envestnet Asset Management Inc. | 0.07% | Add +2.1% | 1,849,052 | $191.8M |
| Stifel Financial Corp. | 0.21% | Add +2.2% | 1,787,360 | $185.4M |
| Bank of America Corp. | 0.02% | Add +13.6% | 1,578,304 | $163.7M |
| Strategic Financial Services, Inc. | 7.90% | Add +4.0% | 1,203,463 | $124.8M |
| Fifth Third Bancorp | 0.45% | Reduce -47.2% | 1,145,890 | $118.9M |
| UMB Bank, n.a. | 1.72% | Add +4.1% | 1,014,094 | $105.2M |
| Keybank National Association | 0.42% | Add +2.0% | 991,667 | $102.9M |
| Financial Counselors Inc. | 1.37% | Add +1710.5% | 822,490 | $85.3M |
| German American Bancorp, Inc. | 9.13% | Add +3.0% | 766,691 | $79.5M |
| US Bancorp \de | 0.10% | Reduce -12.2% | 685,689 | $71.1M |
| CIBC Private Wealth Group LLC | 0.13% | Reduce -2.8% | 658,283 | $68.5M |
| DT Investment Partners, LLC | 5.07% | Reduce -1.3% | 551,930 | $57.3M |
| Bank of New York Mellon Corp | 0.01% | Add +3.2% | 544,884 | $56.5M |
| Morgan Stanley | 0.00% | Add +8.6% | 507,846 | $52.7M |
| PNC Financial Services Group, Inc. | 0.03% | Add +1.4% | 504,607 | $52.3M |
| V-Square Quantitative Management LLC | 7.28% | Add +51.0% | 433,300 | $44.9M |
| Assetmark, Inc. | 0.12% | Reduce -5.5% | 378,804 | $39.3M |
| Cetera Investment Advisers | 0.09% | Add +2.8% | 360,652 | $37.4M |
| TCV Trust & Wealth Management, Inc. | 3.40% | Add +2.9% | 343,841 | $35.7M |
| Howe & Rusling Inc. | 3.23% | Reduce -4.3% | 341,860 | $35.5M |
| BlackRock Inc. | 0.00% | Add +21.4% | 333,475 | $34.6M |
| Horizon Bancorp Inc. | 16.28% | Reduce -16.2% | 330,222 | $34.3M |
| D L Carlson Investment Group Inc. | 5.32% | Add +7.5% | 265,779 | $27.6M |
| Allianz Asset Management GmbH | 0.04% | Add +25.0% | 264,510 | $27.4M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Reduce -2.5% | 257,377 | $26.7M |
| Royal Bank of Canada | 0.01% | Add +1.6% | 238,908 | $24.8M |
| Koss-Olinger Consulting, LLC | 2.22% | New | 231,688 | $24.0M |
| New York Life Investment Management LLC | 0.23% | Reduce -27.3% | 216,637 | $22.5M |
| Johnson Financial Group, Inc. | 1.09% | Reduce -58.6% | 216,295 | $22.4M |
| Oarsman Capital, Inc. | 4.88% | Add +17.9% | 213,566 | $22.2M |
| Flputnam Investment Management Co. | 0.40% | Reduce -7.6% | 206,559 | $21.4M |
| Synovus Financial Corp. | 0.27% | New | 199,949 | $20.7M |
| Alaska Permanent Capital Management, LLC | 1.59% | Add +5.1% | 178,969 | $18.6M |
| Country Club Bank | 1.27% | Reduce -16.4% | 175,190 | $18.2M |
| DAVENPORT & Co LLC | 0.11% | Add +5.4% | 173,758 | $18.0M |
| TFC Financial Management, Inc. | 3.14% | Add +5.0% | 172,668 | $17.9M |
| First Citizens Bank & Trust Co. | 0.33% | Reduce -5.4% | 166,328 | $17.3M |
| Meridian Management Co. | 4.57% | Add +2.3% | 160,276 | $16.6M |
| Greenleaf Trust | 0.15% | Reduce -0.9% | 154,798 | $16.1M |
| Captrust Financial Advisors | 0.05% | Add +3.9% | 150,006 | $15.6M |
| Wells Fargo & Company | 0.00% | Reduce -1.7% | 149,173 | $15.5M |
| SVB Wealth LLC | 0.38% | Reduce -12.3% | 148,221 | $15.4M |
| Bessemer Group Inc. | 0.03% | Add +0.5% | 139,405 | $14.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.6% | 139,254 | $14.4M |
| WASHINGTON TRUST Co | 0.51% | Add +1.5% | 133,806 | $13.9M |
| Greenwood Capital Associates LLC | 1.78% | Reduce -2.0% | 130,542 | $13.5M |
| Independent Solutions Wealth Management, LLC | 2.88% | Add +0.7% | 121,099 | $12.6M |
| Tucker Asset Management LLC | 2.69% | Add +20.0% | 117,309 | $12.2M |
| LPL Financial LLC | 0.01% | Add +19.6% | 115,963 | $12.0M |
| Osaic Holdings, Inc. | 0.03% | Add +1.5% | 113,519 | $11.8M |
| First American Trust, FSB | 1.11% | Add +2.9% | 106,340 | $11.0M |
| Hantz Financial Services, Inc. | 0.18% | Add +5.5% | 91,405 | $9.5M |
| First Hawaiian Bank | 0.32% | Add +10.2% | 91,326 | $9.5M |
| HSBC Holdings PLC | 0.01% | Add +6.2% | 87,220 | $9.0M |
| AMG National Trust Bank | 0.24% | Add +33.6% | 86,187 | $8.9M |
| First National Trust Co | 0.37% | Reduce -9.4% | 85,615 | $8.9M |
| Bank of New Hampshire | 2.13% | Reduce -21.2% | 78,922 | $8.2M |
| Northwest Investment Counselors, LLC | 2.02% | Reduce -1.2% | 77,753 | $8.1M |
| Badgley Phelps Wealth Managers, LLC | 0.20% | Add +4.5% | 76,670 | $8.0M |
| Comerica Bank | 0.03% | Add +6.5% | 74,751 | $7.8M |
| Community Trust & Investment Co. | 0.53% | New | 74,220 | $7.7M |
| Bokf, NA | 0.14% | Reduce -1.3% | 73,947 | $7.7M |
| Bryn Mawr Trust Advisors, LLC | 0.42% | Reduce -4.2% | 73,710 | $7.6M |
| Integrated Investment Consultants, LLC | 1.97% | No change | 68,784 | $7.2M |
| MML Investors Services, LLC | 0.03% | Add +6.5% | 67,678 | $7.0M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -4.7% | 67,166 | $7.0M |
| Cornerstone Partners Capital Management, LLC | 3.79% | Add +29.6% | 64,257 | $6.7M |
| Bank of Montreal | 0.00% | Reduce -1.0% | 61,638 | $6.4M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -0.3% | 61,758 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Add +1847.7% | 59,113 | $6.1M |
| Webster Bank, N. A. | 0.67% | Add +4.3% | 58,498 | $6.1M |
| M&T Bank Corp | 0.02% | Reduce -0.6% | 57,865 | $6.0M |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 56,623 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +5.9% | 55,022 | $5.7M |
| Raffa Wealth Management, LLC | 1.59% | Add +7.1% | 53,952 | $5.6M |
| Global Retirement Partners, LLC | 0.17% | Reduce -9.0% | 52,019 | $5.4M |
| Meritage Portfolio Management | 0.34% | Reduce -3.3% | 51,499 | $5.3M |
| Legacy Private Trust Co. | 0.38% | Reduce -11.3% | 51,430 | $5.3M |
| Lowe Brockenbrough & Co. Inc. | 0.35% | Reduce -13.9% | 50,107 | $5.2M |
| 1ST Source Bank | 0.30% | Add +1.6% | 49,839 | $5.2M |
| C M Bidwell & Associates Ltd. | 3.45% | Add +0.8% | 49,700 | $5.2M |
| Sepio Capital, LP | 0.46% | Add +69.9% | 48,044 | $5.0M |
| Whittier Trust Co. | 0.07% | Add +9.0% | 46,267 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | Reduce -1.5% | 44,780 | $4.6M |
| UBS Group AG | 0.00% | Add +37.4% | 42,627 | $4.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -17.9% | 41,700 | $4.3M |
| Courier Capital LLC | 0.34% | Add +52.3% | 41,395 | $4.3M |
| Trajan Wealth LLC | 0.26% | Reduce -4.4% | 39,012 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.5% | 38,901 | $4.0M |
| Avantax Advisory Services, Inc. | 0.03% | Add +208.8% | 37,994 | $3.9M |
| CW Advisors, LLC | 0.06% | Add +4.0% | 35,106 | $3.6M |
| Aveo Capital Partners, LLC | 0.41% | Add +1.4% | 35,071 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.6% | 34,049 | $3.5M |
| Commerce Bank | 0.02% | Add +4.5% | 33,324 | $3.5M |
| Citadel Advisors | 0.00% | Reduce -48.9% | 31,522 | $3.3M |
| Chatham Capital Group, Inc. | 0.55% | Add +8.9% | 30,484 | $3.2M |
| Trail Ridge Investment Advisors, LLC | 1.55% | Reduce -0.3% | 28,921 | $3.0M |
| First National Bank of Omaha | 0.19% | Reduce -0.8% | 27,759 | $2.9M |
| Simmons Bank | 0.21% | Reduce -6.8% | 27,324 | $2.8M |
| Cerity Partners LLC | 0.01% | Reduce -35.8% | 26,738 | $2.8M |
"% of holder's portfolio" is GVI's weight in each manager's 13F, not the share of iShares Intermediate Governm the manager owns.