iShares Intermediate GovernmGVIETF

13F holders, Q4 2024 (December 31)
278holders +9
24new positions
23sold out
2famous investors
$104.22avg. 13F price*

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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions24$53.8M
Exits23$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.

Show all 278 holders