iShares Intermediate GovernmGVIETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 278 institutions reported holding iShares Intermediate Governm (GVI) in their 13F filings, up 9 from Q3 2024. 24 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($173.4M), Stifel Financial Corp. ($157.2M) and Eastern Bank ($147.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Intermediate Governm
- CUSIP
- 464288612
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $53.8M |
| Exits | 23 | $32.7M |
All 13F filers, Q3 2024 → Q4 2024: 2,251,972 shares bought and 3,291,289 shares sold, net −1,039,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 278 holders
| Bank of America Corp. | 0.02% | Add +1.6% | 1,663,613 | $173.4M |
| Stifel Financial Corp. | 0.16% | Reduce -23.5% | 1,508,167 | $157.2M |
| Eastern Bank | 2.73% | Add +14.3% | 1,411,468 | $147.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -32.3% | 1,309,745 | $136.5M |
| Fifth Third Bancorp | 0.43% | Add +0.1% | 1,130,735 | $117.9M |
| UMB Bank, n.a. | 1.84% | Add +4.5% | 1,113,933 | $116.1M |
| Keybank National Association | 0.40% | Add +2.7% | 1,008,427 | $105.1M |
| Financial Counselors Inc. | 1.44% | Add +6.8% | 947,352 | $98.7M |
| CIBC Private Wealth Group LLC | 0.16% | Add +32.8% | 839,892 | $87.4M |
| German American Bancorp, Inc. | 8.86% | Add +1.1% | 811,416 | $84.6M |
| JPMorgan Chase & Co. | 0.01% | Add +23.7% | 796,500 | $83.0M |
| PNC Financial Services Group, Inc. | 0.04% | Add +5.8% | 606,078 | $63.2M |
| Bank of New York Mellon Corp | 0.01% | Add +13.2% | 591,119 | $61.6M |
| US Bancorp \de | 0.08% | Reduce -4.9% | 559,895 | $58.4M |
| Morgan Stanley | 0.00% | Add +3.7% | 553,968 | $57.7M |
| DT Investment Partners, LLC | 4.45% | Reduce -7.5% | 504,258 | $52.6M |
| Synovus Financial Corp. | 0.53% | Add +4.6% | 403,133 | $42.0M |
| TCV Trust & Wealth Management, Inc. | 3.62% | Add +4.0% | 375,515 | $39.1M |
| D L Carlson Investment Group Inc. | 6.82% | Add +3.3% | 366,923 | $38.2M |
| Strategic Financial Services, Inc. | 2.18% | Reduce -71.3% | 350,626 | $36.5M |
| Assetmark, Inc. | 0.10% | Reduce -6.6% | 345,794 | $36.0M |
| Howe & Rusling Inc. | 3.09% | Reduce -0.1% | 343,928 | $35.8M |
| BlackRock, Inc. | 0.00% | Reduce -1.0% | 329,051 | $34.3M |
| Wells Fargo & Company | 0.01% | Add +16.5% | 307,395 | $32.0M |
| Horizon Bancorp Inc. | 14.59% | Reduce -18.6% | 296,950 | $31.0M |
| Koss-Olinger Consulting, LLC | 2.25% | Add +3.6% | 246,126 | $25.7M |
| Oarsman Capital, Inc. | 4.35% | Add +4.6% | 239,405 | $25.0M |
| Royal Bank of Canada | 0.01% | Add +4.7% | 234,447 | $24.4M |
| LPL Financial LLC | 0.01% | Add +37.0% | 210,359 | $21.9M |
| Allianz Asset Management GmbH | 0.03% | Reduce -27.0% | 204,154 | $21.3M |
| DAVENPORT & Co LLC | 0.12% | Add +5.7% | 198,061 | $20.6M |
| Alaska Permanent Capital Management, LLC | 1.69% | No change | 197,101 | $20.5M |
| Flputnam Investment Management Co. | 0.37% | Reduce -2.0% | 196,457 | $20.5M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -31.9% | 187,238 | $19.5M |
| Greenleaf Trust | 0.17% | Add +14.1% | 184,183 | $19.2M |
| First Citizens Bank & Trust Co. | 0.34% | Add +2.7% | 179,276 | $18.7M |
| United Capital Financial Advisors, LLC | 0.15% | Add +158.1% | 172,559 | $18.0M |
| Captrust Financial Advisors | 0.05% | Add +3.7% | 169,222 | $17.6M |
| New York Life Investment Management LLC | 0.17% | No change | 168,845 | $17.6M |
| Meridian Management Co. | 4.58% | Add +0.8% | 166,730 | $17.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +25.8% | 163,674 | $17.1M |
| Country Club Bank | 1.14% | Reduce -4.9% | 163,057 | $17.0M |
| Bessemer Group Inc. | 0.03% | Reduce -0.0% | 148,699 | $15.5M |
| WASHINGTON TRUST Co | 0.55% | Add +4.3% | 146,196 | $15.2M |
| First American Trust, FSB | 1.50% | Add +23.1% | 143,897 | $15.0M |
| SVB Wealth LLC | 0.27% | New | 139,076 | $14.5M |
| Greenwood Capital Associates LLC | 1.81% | Reduce -0.5% | 133,255 | $13.9M |
| Johnson Financial Group, Inc. | 0.64% | Reduce -38.1% | 130,056 | $13.6M |
| Choreo, LLC | 0.18% | New | 122,920 | $12.8M |
| Cetera Investment Advisers | 0.03% | Reduce -69.3% | 120,776 | $12.6M |
| Lowe Brockenbrough & Co. Inc. | 0.78% | Add +141.5% | 117,029 | $12.2M |
| Hantz Financial Services, Inc. | 0.21% | Add +20.4% | 115,622 | $12.1M |
| First Hawaiian Bank | 0.33% | Add +5.5% | 98,004 | $10.2M |
| Community Financial Services Group, LLC | 1.97% | Add +357.4% | 95,222 | $9.9M |
| Independent Solutions Wealth Management, LLC | 2.09% | Reduce -23.1% | 91,697 | $9.6M |
| Truist Financial Corp. | 0.01% | Reduce -26.1% | 90,168 | $9.4M |
| Tucker Asset Management LLC | 2.07% | Reduce -19.1% | 87,428 | $9.1M |
| M&T Bank Corp | 0.03% | Add +32.5% | 87,204 | $9.1M |
| Webster Bank, N. A. | 0.97% | Add +27.0% | 86,550 | $9.0M |
| Badgley Phelps Wealth Managers, LLC | 0.21% | Reduce -0.0% | 84,607 | $8.8M |
| Community Trust & Investment Co. | 0.53% | Add +2.1% | 82,453 | $8.6M |
| Private Advisor Group, LLC | 0.05% | Add +81.8% | 80,850 | $8.4M |
| First National Trust Co | 0.30% | Reduce -0.9% | 77,420 | $8.1M |
| Bank of Montreal | 0.00% | Add +26.5% | 76,212 | $7.9M |
| Comerica Bank | 0.03% | Add +0.1% | 74,458 | $7.8M |
| AMG National Trust Bank | 0.21% | Reduce -3.0% | 73,222 | $7.6M |
| Bank of New Hampshire | 1.93% | Reduce -6.1% | 71,814 | $7.5M |
| Bryn Mawr Trust Advisors, LLC | 0.40% | Reduce -1.9% | 71,300 | $7.4M |
| Courier Capital LLC | 0.51% | Add +32.7% | 71,096 | $7.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -36.6% | 66,880 | $7.0M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +3.4% | 64,968 | $6.8M |
| Cornerstone Partners Capital Management, LLC | 14.33% | No change | 64,257 | $6.7M |
| Bokf, NA | 0.11% | Reduce -11.1% | 64,452 | $6.7M |
| Citadel Advisors | 0.01% | New | 63,373 | $6.6M |
| MassMutual Private Wealth & Trust, FSB | 0.18% | Add +80.0% | 62,187 | $6.5M |
| Avantax Advisory Services, Inc. | 0.04% | Add +63.4% | 61,432 | $6.4M |
| Wealthstar Advisors, LLC | 2.68% | — | 59,164 | $6.2M |
| Integrated Investment Consultants, LLC | 1.25% | Reduce -13.0% | 58,284 | $6.1M |
| C M Bidwell & Associates Ltd. | 3.67% | Add +12.9% | 58,000 | $6.0M |
| Sepio Capital, LP | 0.48% | Reduce -2.3% | 57,693 | $6.0M |
| UBS Group AG | 0.00% | Add +9.4% | 57,192 | $6.0M |
| Arlington Financial Advisors, LLC | 1.14% | New | 54,984 | $5.7M |
| OneAscent Financial Services LLC | 0.47% | New | 53,245 | $5.5M |
| Whittier Trust Co. | 0.07% | Add +9.9% | 51,286 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.6% | 51,015 | $5.3M |
| Raffa Wealth Management, LLC | 1.23% | Add +0.1% | 50,519 | $5.3M |
| Meritage Portfolio Management | 0.33% | Reduce -4.5% | 50,255 | $5.2M |
| 1ST Source Bank | 0.29% | Add +1.7% | 49,071 | $5.1M |
| HSBC Holdings PLC | 0.00% | Add +5.4% | 48,525 | $5.1M |
| NewEdge Advisors, LLC | 0.03% | Add +2.7% | 44,810 | $4.7M |
| Severin Investments, LLC | 4.56% | — | 43,900 | $4.6M |
| CW Advisors, LLC | 0.06% | Add +21.4% | 43,280 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Add +0.7% | 41,557 | $4.3M |
| Global Retirement Partners, LLC | 0.12% | Reduce -0.2% | 40,184 | $4.2M |
| Legacy Private Trust Co. | 0.27% | Reduce -17.4% | 39,114 | $4.1M |
| Commerce Bank | 0.02% | Add +15.2% | 38,421 | $4.0M |
| Aveo Capital Partners, LLC | 0.41% | Reduce -0.2% | 36,144 | $3.8M |
| World Investment Advisors | 0.10% | Add +21.1% | 35,022 | $3.7M |
| Baird Financial Group, Inc. | 0.01% | Add +1.8% | 35,000 | $3.6M |
| Haverford Trust Co | 0.04% | Add +17.2% | 34,456 | $3.6M |
"% of holder's portfolio" is GVI's weight in each manager's 13F, not the share of iShares Intermediate Governm the manager owns.