iShares Intermediate GovernmGVIETF
13F holders, Q3 2024 (September 30)269holders +12
26new positions
17sold out
1famous investor
$107.09avg. 13F price*
At the end of Q3 2024, 269 institutions reported holding iShares Intermediate Governm (GVI) in their 13F filings, up 12 from Q2 2024. 26 opened new positions and 17 sold out. The largest holders were Stifel Financial Corp. ($211.1M), Envestnet Asset Management Inc. ($207.1M) and Bank of America Corp. ($175.4M). One famous investor held it 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $147.8M |
| Exits | 17 | $26.9M |
All 13F filers, Q2 2024 → Q3 2024: 3,583,394 shares bought and 1,181,188 shares sold, net +2,402,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 269 holders
| Stifel Financial Corp. | 0.22% | Add +10.3% | 1,971,178 | $211.1M |
| Envestnet Asset Management Inc. | 0.07% | Add +4.6% | 1,933,635 | $207.1M |
| Bank of America Corp. | 0.02% | Add +3.8% | 1,637,698 | $175.4M |
| Eastern Bank | 2.37% | New | 1,235,145 | $132.3M |
| Strategic Financial Services, Inc. | 7.76% | Add +1.5% | 1,221,596 | $130.8M |
| Fifth Third Bancorp | 0.44% | Reduce -1.5% | 1,129,209 | $120.9M |
| UMB Bank, n.a. | 1.78% | Add +5.1% | 1,066,010 | $114.2M |
| Keybank National Association | 0.41% | Reduce -1.0% | 981,931 | $105.2M |
| Financial Counselors Inc. | 1.41% | Add +7.8% | 887,093 | $95.0M |
| German American Bancorp, Inc. | 9.09% | Add +4.6% | 802,218 | $85.9M |
| JPMorgan Chase & Co. | 0.01% | Add +1037.4% | 644,017 | $69.0M |
| CIBC Private Wealth Group LLC | 0.12% | Reduce -3.9% | 632,607 | $67.8M |
| US Bancorp \de | 0.08% | Reduce -14.2% | 588,671 | $63.0M |
| PNC Financial Services Group, Inc. | 0.04% | Add +13.6% | 573,114 | $61.4M |
| DT Investment Partners, LLC | 4.73% | Reduce -1.2% | 545,124 | $58.4M |
| Morgan Stanley | 0.00% | Add +5.2% | 534,261 | $57.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.2% | 522,192 | $55.9M |
| Cetera Investment Advisers | 0.09% | Add +9.2% | 393,978 | $42.2M |
| Synovus Financial Corp. | 0.48% | Add +92.7% | 385,341 | $41.3M |
| Assetmark, Inc. | 0.11% | Reduce -2.3% | 370,166 | $39.6M |
| Horizon Bancorp Inc. | 18.10% | Add +10.5% | 365,024 | $39.1M |
| TCV Trust & Wealth Management, Inc. | 3.46% | Add +5.0% | 360,982 | $38.7M |
| D L Carlson Investment Group Inc. | 6.88% | Add +33.6% | 355,100 | $38.0M |
| Howe & Rusling Inc. | 3.17% | Add +0.7% | 344,248 | $36.9M |
| BlackRock, Inc. | 0.00% | — | 332,418 | $35.6M |
| Allianz Asset Management GmbH | 0.05% | Add +5.7% | 279,690 | $30.0M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +6.9% | 275,033 | $29.5M |
| Wells Fargo & Company | 0.01% | Add +76.9% | 263,870 | $28.3M |
| Koss-Olinger Consulting, LLC | 2.21% | Add +2.6% | 237,649 | $25.5M |
| Oarsman Capital, Inc. | 4.53% | Add +7.2% | 228,862 | $24.5M |
| Royal Bank of Canada | 0.01% | Reduce -6.2% | 223,990 | $24.0M |
| Johnson Financial Group, Inc. | 1.03% | Reduce -2.8% | 210,202 | $22.5M |
| Flputnam Investment Management Co. | 0.39% | Reduce -3.0% | 200,408 | $21.5M |
| Alaska Permanent Capital Management, LLC | 1.67% | Add +10.1% | 197,101 | $21.1M |
| DAVENPORT & Co LLC | 0.12% | Add +7.8% | 187,323 | $20.1M |
| First Citizens Bank & Trust Co. | 0.41% | Add +4.9% | 174,547 | $18.7M |
| Country Club Bank | 1.23% | Reduce -2.2% | 171,410 | $18.4M |
| New York Life Investment Management LLC | 0.18% | Reduce -22.1% | 168,845 | $18.1M |
| Meridian Management Co. | 4.50% | Add +3.1% | 165,327 | $17.7M |
| Captrust Financial Advisors | 0.05% | Add +8.8% | 163,209 | $17.5M |
| Greenleaf Trust | 0.15% | Add +4.2% | 161,362 | $17.3M |
| LPL Financial LLC | 0.01% | Add +32.4% | 153,497 | $16.4M |
| Bessemer Group Inc. | 0.03% | Add +6.7% | 148,744 | $15.9M |
| WASHINGTON TRUST Co | 0.53% | Add +4.8% | 140,221 | $15.0M |
| Greenwood Capital Associates LLC | 1.87% | Add +2.6% | 133,926 | $14.3M |
| V-Square Quantitative Management LLC | 2.07% | Reduce -69.6% | 131,586 | $14.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.5% | 130,135 | $13.9M |
| Truist Financial Corp. | 0.02% | Add +121.6% | 121,938 | $13.1M |
| Independent Solutions Wealth Management, LLC | 2.89% | Reduce -1.5% | 119,281 | $12.8M |
| First American Trust, FSB | 1.24% | Add +9.9% | 116,910 | $12.5M |
| Tucker Asset Management LLC | 2.69% | Reduce -7.9% | 108,017 | $11.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.1% | 105,498 | $11.3M |
| Hantz Financial Services, Inc. | 0.18% | Add +5.1% | 96,072 | $10.3M |
| First Hawaiian Bank | 0.32% | Add +1.7% | 92,883 | $9.9M |
| Badgley Phelps Wealth Managers, LLC | 0.21% | Add +10.4% | 84,613 | $9.1M |
| Community Trust & Investment Co. | 0.55% | Add +8.8% | 80,764 | $8.6M |
| First National Trust Co | 0.32% | Reduce -8.8% | 78,107 | $8.4M |
| Northwest Investment Counselors, LLC | 1.87% | Reduce -0.9% | 77,058 | $8.3M |
| Bank of New Hampshire | 2.05% | Reduce -3.1% | 76,459 | $8.2M |
| AMG National Trust Bank | 0.22% | Reduce -12.4% | 75,457 | $8.1M |
| Comerica Bank | 0.03% | Reduce -0.5% | 74,372 | $8.0M |
| Bryn Mawr Trust Advisors, LLC | 0.42% | Reduce -1.4% | 72,680 | $7.8M |
| Bokf, NA | 0.14% | Reduce -2.0% | 72,467 | $7.7M |
| MML Investors Services, LLC | 0.03% | Add +2.8% | 69,597 | $7.5M |
| Webster Bank, N. A. | 0.78% | Add +16.5% | 68,126 | $7.3M |
| Integrated Investment Consultants, LLC | 1.56% | Reduce -2.6% | 67,022 | $7.2M |
| United Capital Financial Advisors, LLC | 0.06% | Add +8.3% | 66,853 | $7.2M |
| M&T Bank Corp | 0.02% | Add +13.7% | 65,788 | $7.0M |
| Cornerstone Partners Capital Management, LLC | 13.55% | No change | 64,257 | $6.9M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -6.5% | 62,807 | $6.7M |
| Bank of Montreal | 0.00% | Reduce -2.3% | 60,228 | $6.5M |
| Sepio Capital, LP | 0.49% | Add +22.9% | 59,042 | $6.3M |
| Jane Street Group, LLC | 0.01% | Add +489.5% | 54,721 | $5.9M |
| Courier Capital LLC | 0.39% | Add +29.4% | 53,566 | $5.7M |
| Meritage Portfolio Management | 0.35% | Add +2.2% | 52,611 | $5.6M |
| UBS Group AG | 0.00% | Add +22.7% | 52,289 | $5.6M |
| C M Bidwell & Associates Ltd. | 3.36% | Add +3.3% | 51,360 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +31.9% | 51,309 | $5.5M |
| Raffa Wealth Management, LLC | 1.31% | Reduce -6.4% | 50,489 | $5.4M |
| Lowe Brockenbrough & Co. Inc. | 0.33% | Reduce -3.3% | 48,461 | $5.2M |
| 1ST Source Bank | 0.29% | Reduce -3.2% | 48,244 | $5.2M |
| Legacy Private Trust Co. | 0.34% | Reduce -7.9% | 47,352 | $5.1M |
| Whittier Trust Co. | 0.07% | Add +0.9% | 46,670 | $5.0M |
| Private Advisor Group, LLC | 0.03% | Add +102.7% | 44,463 | $5.0M |
| HSBC Holdings PLC | 0.00% | Reduce -47.2% | 46,049 | $4.9M |
| Hilltop Holdings Inc. | 0.31% | New | 44,846 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | Reduce -2.6% | 43,634 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.0% | 41,281 | $4.4M |
| Global Retirement Partners, LLC | 0.13% | Reduce -22.6% | 40,274 | $4.3M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -1.0% | 37,598 | $4.0M |
| Aveo Capital Partners, LLC | 0.41% | Add +3.2% | 36,206 | $3.9M |
| Trajan Wealth LLC | 0.23% | Reduce -7.5% | 36,106 | $3.9M |
| CW Advisors, LLC | 0.05% | Add +1.6% | 35,663 | $3.8M |
| MassMutual Private Wealth & Trust, FSB | 0.11% | Add +231.0% | 34,541 | $3.7M |
| Baird Financial Group, Inc. | 0.01% | Add +1.0% | 34,395 | $3.7M |
| Chatham Capital Group, Inc. | 0.59% | Add +10.6% | 33,709 | $3.6M |
| Commerce Bank | 0.02% | Add +0.1% | 33,350 | $3.6M |
| Renaissance Technologies | 0.01% | Add +202.9% | 30,900 | $3.3M |
| Trail Ridge Investment Advisors, LLC | 1.57% | Add +8.1% | 31,249 | $3.3M |
| Montag & Caldwell, LLC | 0.65% | Add +70.3% | 29,956 | $3.2M |
"% of holder's portfolio" is GVI's weight in each manager's 13F, not the share of iShares Intermediate Governm the manager owns.