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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions26$147.8M
Exits17$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
Haverford Trust Co 0.03% Add +20.6% 29,409 $3.1M
World Investment Advisors 0.10% Add +13.3% 28,908 $3.1M
First National Bank of Omaha 0.19% Add +0.8% 27,985 $3.0M
Jim Saulnier & Associates, LLC 2.91% — 27,831 $3.0M
Simmons Bank 0.21% Reduce -2.5% 26,653 $2.9M
Wilmington Savings Fund Society, FSB 0.05% New 25,592 $2.7M
Cerity Partners LLC 0.01% Reduce -6.8% 24,927 $2.7M
Opal Wealth Advisors, LLC 0.83% Add +10.3% 24,608 $2.6M
Hancock Whitney Corp. 0.08% Reduce -0.8% 22,023 $2.4M
Old National Bancorp 0.05% Reduce -15.8% 21,340 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.4% 21,180 $2.3M
Regions Financial Corp. 0.02% Reduce -16.0% 20,845 $2.2M
Community Financial Services Group, LLC 0.46% Reduce -0.1% 20,818 $2.2M
Argent Trust Co 0.09% Add +22.9% 20,513 $2.2M
High Probability Advisors, LLC 0.36% Add +9.5% 19,635 $2.1M
Capital Investment Services of America, Inc. 0.20% Reduce -0.4% 19,375 $2.1M
Argent Financial Group, Inc. 0.24% — 19,190 $2.1M
Proffitt & Goodson Inc. 0.34% Add +3.5% 19,084 $2.0M
Montag A & Associates Inc. 0.09% No change 18,268 $2.0M
Betterment LLC 0.00% Reduce -3.3% 17,250 $1.8M
Alesco Advisors, LLC, An ESL Co 0.06% No change 17,215 $1.8M
Ameriprise Financial Inc. 0.00% Add +33.9% 16,872 $1.8M
Atria Investments, Inc 0.02% Add +17.6% 16,648 $1.8M
Advisory Services Network, LLC 0.04% No change 16,914 $1.8M
Patten Group, Inc. 0.38% Reduce -1.2% 15,807 $1.7M
TFC Financial Management, Inc. 0.23% Reduce -92.1% 13,606 $1.5M
Patriot Financial Group Insurance Agency, LLC 0.18% Add +106.7% 12,755 $1.4M
NBT Bank, N.A. 0.09% Add +9.7% 12,335 $1.3M
Focus Partners Wealth 0.00% New 12,311 $1.3M
Wbi Investments, LLC 0.30% Reduce -5.6% 11,791 $1.3M
Principal Securities, Inc. 0.03% Add +1.9% 11,586 $1.2M
Wedbush Securities Inc. 0.05% Add +2.7% 11,570 $1.2M
First Financial Bank - Trust Division 0.11% Reduce -4.5% 11,135 $1.2M
LCNB Corp. 0.42% Add +10.0% 11,000 $1.2M
GTS Securities LLC 0.02% New 10,768 $1.2M
NorthCoast Asset Management LLC 0.01% Reduce -6.2% 10,713 $1.1M
New Hampshire Trust 0.24% Add +9.8% 10,385 $1.1M
Renasant Bank 0.70% No change 10,000 $1.1M
Park Place Capital Corp 0.31% No change 10,000 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -8.4% 9,604 $1.0M
Cassia Capital Partners, LLC 0.67% Reduce -0.8% 9,477 $1.0M
Mitchell Sinkler & Starr 0.25% Add +24.4% 11,530 $992K
Azimuth Capital Investment Management LLC 0.04% Reduce -7.6% 9,201 $985K
Csenge Advisory Group 0.05% Add +1.4% 9,299 $985K
Darwin Wealth Management, LLC 0.27% New 9,126 $977K
Raymond James & Associates 0.00% Add +31.9% 9,060 $970K
Kestra Advisory Services, LLC 0.01% Reduce -43.1% 8,771 $939K
Ancora Advisors LLC 0.02% Add +5.0% 8,658 $927K
Union Savings Bank 0.45% Add +181.9% 8,525 $913K
Wealth Enhancement Advisory Services, LLC 0.00% Add +15.5% 7,697 $824K
Old Mission Capital LLC 0.02% Add +13.2% 7,572 $811K
Kestra Investment Management, LLC 0.03% New 7,461 $799K
Oppenheimer & Co. Inc. 0.01% Add +0.5% 7,454 $798K
Aviance Capital Partners, LLC 0.10% Add +1.4% 7,428 $796K
Semus Wealth Partners LLC 0.52% Reduce -28.1% 6,961 $746K
Bigelow Investment Advisors, LLC 0.33% Add +15.0% 6,960 $745K
Perigon Wealth Management, LLC 0.02% Reduce -36.4% 6,757 $724K
Compass Ion Advisors, LLC 0.09% Reduce -1.2% 6,743 $722K
Vantage Investment Partners, LLC 0.06% Add +10.7% 6,520 $698K
Integrated Advisors Network LLC 0.03% Add +16.7% 6,465 $692K
Private Trust Co. NA 0.07% No change 6,309 $676K
Atria Wealth Solutions, Inc. 0.01% Add +34.2% 6,112 $655K
Dana Investment Advisors, Inc. 0.02% Add +192.7% 6,092 $652K
Donaldson Capital Management, LLC 0.02% No change 6,057 $649K
Atlantic Union Bankshares Corp 0.04% No change 5,745 $615K
Ascent Group, LLC 0.05% Reduce -11.6% 5,646 $605K
Flow Traders U.S. LLC 0.03% Add +140.0% 5,535 $593K
Towneley Capital Management, Inc / DE 0.13% Add +0.3% 5,379 $576K
Cape Ann Savings Bank 0.32% Reduce -0.3% 5,086 $545K
Trivium Point Advisory, LLC 0.07% Reduce -0.3% 5,012 $524K
Global Endowment Management, LP 0.05% Add +7.4% 4,827 $517K
Creative Planning 0.00% Add +24.0% 4,720 $506K
Indiana Trust & Investment Management Co 0.17% No change 4,652 $498K
Bangor Savings Bank 0.05% No change 4,565 $489K
FC Advisory LLC 0.16% Add +3.4% 4,499 $482K
Stephens Inc. 0.01% Reduce -2.2% 4,403 $472K
Koshinski Asset Management, Inc. 0.04% Add +8.0% 4,368 $468K
True Link Financial Advisors, LLC 0.04% No change 4,262 $456K
Mercer Global Advisors Inc. 0.00% Add +4.3% 4,243 $454K
Ballentine Capital Advisors, Inc 0.22% Add +10.7% 4,134 $443K
First Citizens Asset Management, Inc. 0.16% Add +10.3% 4,078 $437K
Clearstead Advisors, LLC 0.01% Add +0.6% 4,056 $434K
Sanders Morris Harris LLC 0.07% No change 4,000 $428K
Corient Private Wealth LP 0.00% Reduce -6.0% 3,938 $422K
Integrated Wealth Concepts LLC 0.01% Add +62.0% 3,910 $419K
Algorithmic Investment Models, LLC 0.30% Add +3.1% 3,869 $414K
Lord, Abbett & Co. LLC 0.00% New 3,621 $388K
Pettyjohn, Wood & White, Inc. 0.07% No change 3,397 $364K
Rogco, LP 0.14% No change 3,345 $358K
James Investment Research, Inc. 0.04% No change 3,290 $352K
Raymond James Financial Services Advisors, Inc. 0.00% No change 3,282 $352K
ZWJ Investment Counsel Inc. 0.01% Reduce -1.6% 3,245 $348K
Parallel Advisors, LLC 0.01% Add +0.6% 3,236 $347K
Waverly Advisors, LLC 0.01% New 3,230 $346K
Whittier Trust Co. of Nevada Inc. 0.01% No change 3,153 $338K
Dynamic Advisor Solutions LLC 0.01% No change 3,120 $334K
Common Fund for Nonprofit Organizations 0.04% New 2,924 $313K
Prudent Investors Network, Inc. 0.10% New 2,896 $310K
Stewardship Advisors, LLC 0.09% New 2,892 $310K
BBR Partners, LLC 0.02% New 2,870 $307K
Madison Asset Management, LLC 0.00% Add +6.8% 2,860 $306K
Optivise Advisory Services LLC 0.16% Reduce -2.2% 2,825 $303K
SageView Advisory Group, LLC 0.01% New 2,761 $296K
VestGen Investment Management 0.08% Reduce -0.0% 2,691 $288K
Advisor OS, LLC 0.03% Reduce -10.2% 2,573 $276K
D.A. Davidson & Co. 0.00% No change 2,539 $272K
HRT Financial LP 0.00% New 2,430 $260K
Farmers & Merchants Investments Inc. 0.01% Reduce -43.1% 2,414 $259K
FSA Advisors, Inc. 0.26% New 2,411 $258K
Stratos Wealth Advisors, LLC 0.01% New 2,353 $252K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -3.6% 2,322 $249K
Mariner, LLC 0.00% Add +11.0% 2,226 $238K
Goldman Sachs Group Inc. 0.00% New 2,204 $236K
Graypoint LLC 0.01% Reduce -9.9% 2,188 $234K
Sigma Planning Corp 0.01% Reduce -0.6% 2,173 $233K
GAMMA Investing LLC 0.02% Add +5.0% 2,016 $216K
AE Wealth Management LLC 0.00% New 1,986 $213K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +0.3% 1,941 $208K
Citigroup Inc. 0.00% Add +7.1% 1,883 $202K
Concourse Financial Group Securities, Inc. 0.01% Reduce -7.2% 1,654 $177K
Continuum Advisory, LLC 0.02% Add +123.5% 1,674 $175K
Cardiff Park Advisors, LLC 0.02% Add +0.8% 1,559 $167K
Cwm, LLC 0.00% No change 1,530 $164K
Phillips Financial Management, LLC 0.01% Reduce -5.2% 1,484 $159K
CNB Bank 0.07% No change 1,358 $145K
Kennebec Savings Bank 0.14% — 1,284 $138K
Geneos Wealth Management Inc. 0.01% New 1,280 $137K
Rothschild Investment LLC 0.01% No change 1,050 $112K
Northwestern Mutual Wealth Management Co. 0.00% Add +304.8% 1,008 $108K
Jones Financial Companies LLLP 0.00% Add +25.5% 1,004 $108K
Gables Capital Management Inc. 0.05% No change 1,000 $107K
S.A. Mason LLC 0.05% No change 900 $96K
FMR LLC 0.00% Add +15960.0% 803 $86K
Princeton Global Asset Management LLC 0.02% No change 800 $86K
TD Private Client Wealth LLC 0.00% Reduce -2.8% 790 $85K
FAS Wealth Partners, Inc. 0.01% Reduce -0.1% 775 $83K
JFS Wealth Advisors, LLC 0.01% No change 730 $78K
Bartlett & Co. Wealth Management LLC 0.00% No change 610 $65K
Harbor Investment Advisory, LLC 0.01% No change 600 $64K
Steward Partners Investment Advisory, LLC 0.00% No change 600 $64K
Blair William & Co. 0.00% Reduce -20.8% 540 $58K
Farther Finance Advisors, LLC 0.00% Add +7.6% 355 $38K
Heck Capital Advisors, LLC 0.00% Add +0.9% 346 $37K
Sound Income Strategies, LLC 0.00% Add +0.9% 233 $25K
Jaffetilchin Investment Partners, LLC 0.00% New 231 $25K
First Command Advisory Services, Inc. 0.00% New 229 $25K
CVA Family Office, LLC 0.00% No change 205 $22K
CoreCap Advisors, LLC 0.00% New 199 $21K
Harbour Investments, Inc. 0.00% No change 181 $19K
Caldwell Sutter Capital, Inc. 0.01% No change 170 $18K
Kathleen S. Wright Associates Inc. 0.01% New 156 $17K
Fort Vancouver Investment Management, LLC 0.01% Reduce -99.4% 139 $15K
Global Financial Private Client, LLC 0.01% No change 137 $15K
Delta Asset Management LLC 0.00% No change 130 $14K
MeadowBrook Investment Advisors LLC 0.01% No change 117 $13K
Laurel Wealth Advisors LLC 0.00% No change 110 $12K
Capital Advisors, Ltd. LLC 0.00% No change 106 $11K
AdvisorNet Financial, Inc 0.00% No change 98 $10K
Heritage Wealth Advisors 0.00% No change 90 $10K
Caldwell Trust Co 0.00% No change 83 $9K
Allworth Financial LP 0.00% Reduce -9.1% 50 $5K
Tsfg, LLC 0.00% New 50 $5K
Trust Co. of Vermont 0.00% New 38 $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
Legacy Investment Solutions, LLC 0.00% — 17 $2K
Legacy Wealth Managment, LLC 0.00% — 17 $2K
Beacon Capital Management, LLC 0.00% No change 9 $964

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