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

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 → Q2 2024

InstitutionsTotal Value
New Positions19$58.8M
Exits23$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
World Investment Advisors 0.16% Add +13.8% 25,517 $2.6M
Old National Bancorp 0.06% Reduce -6.8% 25,340 $2.6M
Regions Financial Corp. 0.02% Add +47.6% 24,810 $2.6M
Haverford Trust Co 0.03% Add +16.1% 24,393 $2.5M
Fort Vancouver Investment Management, LLC 2.37% — 23,749 $2.5M
Opal Wealth Advisors, LLC 0.74% Add +6.7% 22,305 $2.3M
Hancock Whitney Corp. 0.08% Reduce -21.6% 22,190 $2.3M
Private Advisor Group, LLC 0.02% Add +139.9% 21,934 $2.3M
Community Financial Services Group, LLC 0.47% Add +6.8% 20,842 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.0% 20,088 $2.1M
Capital Investment Services of America, Inc. 0.19% No change 19,460 $2.0M
Heritage Trust Co 0.26% Reduce -1.3% 19,004 $2.0M
Proffitt & Goodson Inc. 0.34% No change 18,446 $1.9M
Montag A & Associates Inc. 0.10% Reduce -1.5% 18,268 $1.9M
High Probability Advisors, LLC 0.34% Add +65.1% 17,930 $1.9M
Betterment LLC 0.00% Add +9.2% 17,843 $1.9M
Montag & Caldwell, LLC 0.37% Add +0.5% 17,588 $1.8M
Alesco Advisors, LLC, An ESL Co 0.06% Add +0.3% 17,215 $1.8M
Advisory Services Network, LLC 0.04% No change 16,914 $1.8M
Argent Trust Co 0.08% Add +18.7% 16,685 $1.7M
Patten Group, Inc. 0.39% Reduce -1.5% 16,000 $1.7M
Kestra Advisory Services, LLC 0.01% Add +24.6% 15,427 $1.5M
Atria Investments, Inc 0.02% Add +13.6% 14,160 $1.5M
Ameriprise Financial Inc. 0.00% Reduce -31.4% 12,599 $1.3M
Wbi Investments, LLC 0.31% Reduce -47.3% 12,492 $1.3M
First Financial Bank - Trust Division 0.12% Reduce -0.9% 11,662 $1.2M
NorthCoast Asset Management LLC 0.01% Reduce -1.9% 11,420 $1.2M
Principal Securities, Inc. 0.03% Add +26.4% 11,364 $1.2M
Buckingham Strategic Wealth, LLC 0.01% Add +0.9% 11,293 $1.2M
Wedbush Securities Inc. 0.04% Add +1.4% 11,264 $1.2M
NBT Bank, N.A. 0.08% Reduce -7.2% 11,245 $1.2M
Perigon Wealth Management, LLC 0.03% Add +310.3% 10,618 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +1.0% 10,481 $1.1M
MassMutual Private Wealth & Trust, FSB 0.03% New 10,436 $1.1M
Renaissance Technologies 0.00% New 10,200 $1.1M
Renasant Bank 0.71% No change 10,000 $1.0M
LCNB Corp. 0.39% Add +42.9% 10,000 $1.0M
Park Place Capital Corp 0.33% No change 10,000 $1.0M
Azimuth Capital Investment Management LLC 0.04% Reduce -1.7% 9,956 $1.0M
Semus Wealth Partners LLC 0.78% Reduce -5.1% 9,687 $1.0M
Cassia Capital Partners, LLC 0.65% Reduce -30.1% 9,554 $991K
New Hampshire Trust 0.22% New 9,454 $981K
Jane Street Group, LLC 0.00% Reduce -78.7% 9,283 $963K
Mitchell Sinkler & Starr 0.25% No change 9,265 $961K
Csenge Advisory Group 0.05% Reduce -10.0% 9,175 $952K
Ancora Advisors LLC 0.02% Add +9.0% 8,246 $855K
Oppenheimer & Co. Inc. 0.01% Reduce -3.0% 7,420 $770K
Aviance Capital Partners, LLC 0.11% Add +8.0% 7,325 $760K
Raymond James & Associates 0.00% Reduce -12.5% 6,871 $713K
Compass Ion Advisors, LLC 0.10% No change 6,827 $710K
Old Mission Capital LLC 0.02% Add +120.9% 6,692 $694K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -3.7% 6,664 $691K
Ascent Group, LLC 0.05% Reduce -3.5% 6,390 $663K
Private Trust Co. NA 0.07% No change 6,309 $654K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +10.1% 6,172 $640K
Donaldson Capital Management, LLC 0.03% Reduce -30.2% 6,057 $628K
Bigelow Investment Advisors, LLC 0.30% Add +13.9% 6,052 $628K
Vantage Investment Partners, LLC 0.06% New 5,892 $611K
Atlantic Union Bankshares Corp 0.04% New 5,745 $596K
Integrated Advisors Network LLC 0.03% Reduce -44.6% 5,541 $575K
Towneley Capital Management, Inc / DE 0.13% Reduce -81.6% 5,365 $557K
Cape Ann Savings Bank 0.33% Reduce -22.8% 5,101 $529K
Trivium Point Advisory, LLC 0.08% Add +0.1% 5,025 $521K
Indiana Trust & Investment Management Co 0.18% No change 4,652 $483K
Bangor Savings Bank 0.05% No change 4,565 $474K
Atria Wealth Solutions, Inc. 0.01% Reduce -2.5% 4,553 $472K
Stephens Inc. 0.01% Add +1.4% 4,500 $467K
Global Endowment Management, LP 0.05% New 4,495 $466K
FC Advisory LLC 0.17% Add +3.4% 4,350 $451K
Thrivent Financial for Lutherans 0.00% No change 4,320 $448K
True Link Financial Advisors, LLC 0.04% Reduce -8.6% 4,262 $442K
Farmers & Merchants Investments Inc. 0.01% No change 4,244 $440K
Corient Private Wealth LP 0.00% Reduce -10.7% 4,189 $435K
Mercer Global Advisors Inc. 0.00% Add +32.9% 4,068 $422K
Koshinski Asset Management, Inc. 0.04% Reduce -24.1% 4,045 $421K
Clearstead Advisors, LLC 0.01% Add +0.2% 4,034 $418K
Sanders Morris Harris LLC 0.07% New 4,000 $415K
Creative Planning 0.00% Reduce -11.6% 3,806 $395K
Algorithmic Investment Models, LLC 0.30% Reduce -31.6% 3,751 $389K
Ballentine Capital Advisors, Inc 0.21% Add +69.8% 3,733 $387K
First Citizens Asset Management, Inc. 0.14% Reduce -31.8% 3,696 $383K
Pettyjohn, Wood & White, Inc. 0.07% No change 3,397 $352K
Park Avenue Securities LLC 0.00% No change 3,353 $348K
Rogco, LP 0.14% No change 3,345 $347K
ZWJ Investment Counsel Inc. 0.01% Reduce -1.9% 3,296 $342K
James Investment Research, Inc. 0.04% Add +0.9% 3,290 $341K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -25.0% 3,282 $340K
Parallel Advisors, LLC 0.01% Add +21.9% 3,218 $334K
Whittier Trust Co. of Nevada Inc. 0.01% No change 3,153 $327K
Dynamic Advisor Solutions LLC 0.01% No change 3,120 $324K
Union Savings Bank 0.16% Add +249.6% 3,024 $314K
Optivise Advisory Services LLC 0.16% — 2,888 $300K
Advisor OS, LLC 0.03% Reduce -41.5% 2,864 $297K
Wick Capital Partners, LLC 0.10% New 12,699 $287K
VestGen Investment Management 0.08% Add +7.3% 2,692 $279K
Madison Asset Management, LLC 0.00% No change 2,679 $278K
D.A. Davidson & Co. 0.00% Reduce -14.4% 2,539 $263K
Graypoint LLC 0.02% Reduce -22.3% 2,428 $252K
Integrated Wealth Concepts LLC 0.00% New 2,413 $250K
U.S. Capital Wealth Advisors, LLC 0.01% Add +17.8% 2,408 $250K
Stratos Wealth Partners, LTD. 0.00% Reduce -0.7% 2,316 $240K
Flow Traders U.S. LLC 0.01% New 2,306 $239K
Independence Bank of Kentucky 0.06% New 2,273 $236K
Sigma Planning Corp 0.01% Reduce -1.3% 2,185 $227K
Dana Investment Advisors, Inc. 0.01% Reduce -12.8% 2,081 $216K
Mariner, LLC 0.00% Add +0.9% 2,005 $208K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -30.4% 1,964 $204K
Fulton Bank, N.A. 0.01% No change 1,949 $202K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +0.2% 1,936 $201K
GAMMA Investing LLC 0.03% Add +73.8% 1,919 $199K
Concourse Financial Group Securities, Inc. 0.01% No change 1,782 $185K
Citigroup Inc. 0.00% Add +26.1% 1,758 $182K
Phillips Financial Management, LLC 0.01% Add +0.1% 1,565 $162K
Cardiff Park Advisors, LLC 0.02% Add +0.8% 1,546 $160K
Cwm, LLC 0.00% Reduce -26.8% 1,530 $159K
CNB Bank 0.07% No change 1,358 $141K
Rothschild Investment LLC 0.01% Reduce -12.5% 1,050 $109K
Realta Investment Advisors 0.02% Reduce -21.3% 1,042 $108K
Gables Capital Management Inc. 0.05% No change 1,000 $104K
S.A. Mason LLC 0.05% No change 900 $93K
TD Private Client Wealth LLC 0.00% Reduce -2.5% 813 $84K
Princeton Global Asset Management LLC 0.02% No change 800 $83K
Jones Financial Companies LLLP 0.00% New 800 $83K
FAS Wealth Partners, Inc. 0.01% Add +1.8% 776 $81K
Continuum Advisory, LLC 0.01% No change 749 $78K
JFS Wealth Advisors, LLC 0.01% No change 730 $76K
Blair William & Co. 0.00% No change 682 $71K
Bartlett & Co. Wealth Management LLC 0.00% Add +528.9% 610 $63K
Harbor Investment Advisory, LLC 0.01% No change 600 $62K
Steward Partners Investment Advisory, LLC 0.00% No change 600 $62K
Heck Capital Advisors, LLC 0.00% Add +0.9% 343 $36K
TD Waterhouse Canada Inc. 0.00% No change 335 $35K
Farther Finance Advisors, LLC 0.00% Add +17.4% 330 $34K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -49.7% 249 $26K
Ashton Thomas Private Wealth, LLC 0.00% New 245 $25K
Sound Income Strategies, LLC 0.00% Add +0.4% 231 $24K
Redwood Wealth Management Group, LLC 0.02% New 214 $22K
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% No change 137 $14K
Delta Asset Management LLC 0.00% No change 130 $13K
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
AdvisorNet Financial, Inc 0.00% No change 98 $10K
Heritage Wealth Advisors 0.00% Add +1.1% 90 $9K
Caldwell Trust Co 0.00% New 83 $9K
Allworth Financial LP 0.00% Reduce -59.3% 55 $6K
First Horizon Advisors, Inc. 0.00% Reduce -51.4% 36 $4K
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
Qube Research & Technologies Ltd 0.00% New 19 $2K
Gradient Investments LLC 0.00% Reduce -97.9% 15 $2K
Beacon Capital Management, LLC 0.00% No change 9 $934
FMR LLC 0.00% Reduce -92.7% 5 $528

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