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
Chatham Capital Group, Inc. 0.58% Reduce -0.3% 33,614 $3.5M
Jim Saulnier & Associates, LLC 3.02% Add +20.6% 33,576 $3.5M
Trail Ridge Investment Advisors, LLC 1.63% Add +5.0% 32,806 $3.4M
Ameriprise Financial Inc. 0.00% Add +88.4% 31,788 $3.3M
Trajan Wealth LLC 0.18% Reduce -13.2% 31,349 $3.3M
Montag & Caldwell, LLC 0.66% Reduce -0.7% 29,740 $3.1M
Whittier Trust Co. of Nevada Inc. 0.08% Add +839.0% 29,607 $3.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +37.4% 29,101 $3.0M
Opal Wealth Advisors, LLC 0.89% Add +16.3% 28,606 $3.0M
Union Savings Bank 1.45% Add +231.7% 28,277 $2.9M
First National Bank of Omaha 0.19% No change 27,985 $2.9M
Patriot Financial Group Insurance Agency, LLC 0.37% Add +105.6% 26,220 $2.7M
Wilmington Savings Fund Society, FSB 0.04% Reduce -7.5% 23,665 $2.5M
Argent Trust Co 0.10% Add +9.3% 22,427 $2.3M
Citizens Financial Group Inc. 0.04% New 21,163 $2.2M
Regions Financial Corp. 0.02% Add +0.5% 20,954 $2.2M
Raymond James Financial Inc. 0.00% — 20,237 $2.1M
Atria Investments, Inc 0.03% Add +20.3% 20,029 $2.1M
Proffitt & Goodson Inc. 0.34% Add +1.7% 19,412 $2.0M
Capital Investment Services of America, Inc. 0.19% Reduce -1.9% 19,015 $2.0M
Simmons Bank 0.14% Reduce -29.3% 18,845 $2.0M
Betterment LLC 0.00% Add +7.9% 18,611 $1.9M
Unified Investment Management 2.19% — 18,507 $1.9M
Montag A & Associates Inc. 0.09% Add +0.6% 18,383 $1.9M
Heritage Trust Co 0.22% — 18,096 $1.9M
Hancock Whitney Corp. 0.06% Reduce -18.9% 17,871 $1.9M
Alesco Advisors, LLC, An ESL Co 0.06% Add +3.4% 17,795 $1.9M
Old National Bancorp 0.04% Reduce -18.3% 17,437 $1.8M
Advisory Services Network, LLC 0.03% Reduce -0.3% 16,872 $1.8M
Patten Group, Inc. 0.36% Reduce -0.5% 15,723 $1.6M
Cerity Partners LLC 0.00% Reduce -38.5% 15,318 $1.6M
Hilltop Holdings Inc. 0.09% Reduce -68.6% 14,096 $1.5M
Focus Partners Wealth 0.00% Add +12.6% 13,866 $1.4M
NBT Bank, N.A. 0.09% Add +0.7% 12,420 $1.3M
Bangor Savings Bank 0.12% Add +167.3% 12,202 $1.3M
LCNB Corp. 0.46% Add +9.1% 12,000 $1.3M
Wbi Investments, LLC 0.30% Reduce -1.0% 11,676 $1.2M
Wedbush Securities Inc. 0.04% No change 11,570 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +48.4% 11,422 $1.2M
New Hampshire Trust 0.23% Add +2.7% 10,668 $1.1M
First Financial Bank - Trust Division 0.10% Reduce -4.3% 10,661 $1.1M
Renasant Bank 0.68% No change 10,000 $1.0M
Park Place Capital Corp 0.29% No change 10,000 $1.0M
Brown Advisory Inc. 0.00% New 9,742 $1.0M
Mitchell Sinkler & Starr 0.26% Reduce -19.6% 9,265 $966K
Csenge Advisory Group 0.05% Reduce -1.2% 9,190 $958K
Azimuth Capital Investment Management LLC 0.04% Reduce -0.2% 9,186 $957K
Orgel Wealth Management, LLC 0.02% New 8,880 $926K
MML Investors Services, LLC 0.00% Reduce -87.5% 8,703 $907K
Ancora Advisors LLC 0.02% Add +0.3% 8,681 $905K
Darwin Wealth Management, LLC 0.30% Reduce -5.5% 8,627 $899K
Vantage Investment Partners, LLC 0.08% Add +32.1% 8,610 $897K
Dana Investment Advisors, Inc. 0.03% Add +37.9% 8,398 $875K
OneDigital Investment Advisors LLC 0.01% Reduce -12.6% 8,391 $875K
Logan Capital Management Inc. 0.04% New 8,237 $858K
Bigelow Investment Advisors, LLC 0.40% Add +17.8% 8,196 $854K
NorthCoast Asset Management LLC 0.00% Reduce -24.9% 8,049 $839K
Finward Bancorp 0.71% — 7,900 $823K
Citigroup Inc. 0.00% Add +297.5% 7,485 $780K
Oppenheimer & Co. Inc. 0.01% Add +0.1% 7,459 $777K
Aviance Capital Partners, LLC 0.11% Reduce -1.5% 7,318 $763K
Compass Ion Advisors, LLC 0.09% Add +7.2% 7,227 $753K
Private Trust Co. NA 0.08% Add +13.9% 7,187 $749K
Atria Wealth Solutions, Inc. 0.01% Add +6.4% 6,504 $678K
Donaldson Capital Management, LLC 0.02% No change 6,057 $631K
Atlantic Union Bankshares Corp 0.03% Reduce -6.1% 5,394 $562K
Maridea Wealth Management LLC 0.18% — 5,308 $553K
Engineers Gate Manager LP 0.01% New 5,264 $549K
Integrated Advisors Network LLC 0.03% Reduce -19.1% 5,233 $545K
TFC Financial Management, Inc. 0.09% Reduce -61.7% 5,212 $543K
Ascent Group, LLC 0.04% Reduce -8.9% 5,143 $536K
Trivium Point Advisory, LLC 0.07% Add +0.9% 5,059 $527K
Global Endowment Management, LP 0.06% No change 4,827 $503K
Cape Ann Savings Bank 0.30% Reduce -5.3% 4,816 $502K
Corient Private Wealth LP 0.00% Add +21.9% 4,800 $500K
FC Advisory LLC 0.17% Add +5.6% 4,751 $495K
High Probability Advisors, LLC 0.09% Reduce -75.9% 4,724 $492K
Koshinski Asset Management, Inc. 0.04% Add +6.5% 4,653 $485K
Indiana Trust & Investment Management Co 0.17% No change 4,652 $485K
Stephens Inc. 0.01% Add +3.8% 4,570 $476K
Waverly Advisors, LLC 0.01% Add +32.9% 4,293 $447K
True Link Financial Advisors, LLC 0.04% No change 4,262 $444K
Integrated Wealth Concepts LLC 0.01% Add +8.1% 4,228 $441K
Ballentine Capital Advisors, Inc 0.22% No change 4,134 $431K
Clearstead Advisors, LLC 0.01% Add +0.8% 4,087 $426K
Mercer Global Advisors Inc. 0.00% Reduce -6.4% 3,970 $414K
Algorithmic Investment Models, LLC 0.32% Add +2.6% 3,970 $414K
James Investment Research, Inc. 0.05% Add +14.5% 3,766 $393K
Stewardship Advisors, LLC 0.11% Add +27.7% 3,694 $385K
First Merchants Corp. 0.01% New 3,694 $385K
Advisor OS, LLC 0.04% Add +40.3% 3,610 $376K
Donor Advised Charitable Giving, Inc. 0.01% New 3,578 $373K
Susquehanna International Group, LLP 0.00% New 3,512 $366K
Sanders Morris Harris LLC 0.05% Reduce -12.5% 3,500 $364K
Pettyjohn, Wood & White, Inc. 0.06% No change 3,397 $354K
Parallel Advisors, LLC 0.01% Add +0.8% 3,261 $340K
Millennium Management 0.00% New 3,226 $336K
Dynamic Advisor Solutions LLC 0.01% No change 3,120 $325K
VestGen Investment Management 0.09% Add +11.6% 3,004 $313K
Principal Securities, Inc. 0.01% Reduce -74.4% 2,961 $309K
Sand Hill Global Advisors, LLC 0.01% New 2,949 $307K
Optivise Advisory Services LLC 0.16% Add +3.4% 2,920 $304K
Prudent Investors Network, Inc. 0.09% No change 2,896 $302K
Creative Planning 0.00% Reduce -38.7% 2,895 $302K
BBR Partners, LLC 0.02% No change 2,870 $299K
GAMMA Investing LLC 0.03% Add +40.4% 2,830 $295K
Dravo Bay LLC 0.14% New 2,814 $293K
ZWJ Investment Counsel Inc. 0.01% Reduce -14.1% 2,787 $291K
Common Fund for Nonprofit Organizations 0.03% Reduce -5.0% 2,778 $290K
SageView Advisory Group, LLC 0.01% No change 2,761 $288K
&partners 0.00% New 2,746 $286K
Natural Investments, LLC 0.08% — 2,700 $281K
Wincap Financial LLC 0.28% — 2,622 $273K
Stock Yards Bank & Trust Co. 0.01% New 2,603 $271K
Farmers & Merchants Investments Inc. 0.01% No change 2,414 $252K
Stonebridge Financial Group, LLC 0.03% — 2,322 $242K
U.S. Capital Wealth Advisors, LLC 0.01% No change 2,322 $242K
Goldman Sachs Group Inc. 0.00% Reduce -0.1% 2,201 $229K
D.A. Davidson & Co. 0.00% Reduce -15.5% 2,146 $224K
Graypoint LLC 0.01% Reduce -3.2% 2,118 $221K
Perigon Wealth Management, LLC 0.01% Reduce -70.0% 2,030 $212K
Stratos Wealth Advisors, LLC 0.01% Reduce -16.5% 1,965 $205K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +0.4% 1,948 $203K
Concourse Financial Group Securities, Inc. 0.01% Add +14.2% 1,889 $197K
AE Wealth Management LLC 0.00% Reduce -7.0% 1,848 $193K
FMR LLC 0.00% Add +120.9% 1,774 $185K
Qube Research & Technologies Ltd 0.00% New 1,745 $182K
Fortitude Family Office, LLC 0.06% New 1,649 $172K
Continuum Advisory, LLC 0.02% Reduce -4.2% 1,604 $167K
Cwm, LLC 0.00% Add +0.1% 1,531 $160K
CNB Bank 0.07% Reduce -0.8% 1,347 $140K
Phillips Financial Management, LLC 0.01% Reduce -11.5% 1,314 $137K
Kennebec Savings Bank 0.13% No change 1,284 $133K
Geneos Wealth Management Inc. 0.00% Reduce -15.6% 1,080 $113K
Rothschild Investment LLC 0.01% No change 1,050 $109K
Jones Financial Companies LLLP 0.00% No change 1,004 $105K
Gables Capital Management Inc. 0.05% No change 1,000 $104K
S.A. Mason LLC 0.05% No change 900 $94K
Princeton Global Asset Management LLC 0.02% No change 800 $83K
Aventura Private Wealth, LLC 0.04% — 786 $82K
TD Private Client Wealth LLC 0.00% Reduce -5.3% 748 $78K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -25.8% 748 $78K
JFS Wealth Advisors, LLC 0.01% No change 730 $76K
Harbor Investment Advisory, LLC 0.01% No change 600 $63K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -4.8% 581 $61K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.0% 576 $60K
Blair William & Co. 0.00% Add +3.1% 557 $58K
Farther Finance Advisors, LLC 0.00% Add +0.6% 357 $37K
Heck Capital Advisors, LLC 0.00% Reduce -2.9% 336 $35K
CoreCap Advisors, LLC 0.00% Add +39.2% 277 $29K
Sound Income Strategies, LLC 0.00% Add +0.4% 234 $24K
First Command Advisory Services, Inc. 0.00% No change 229 $24K
BNP Paribas Financial Markets 0.00% New 217 $23K
CVA Family Office, LLC 0.00% No change 205 $21K
Brown Brothers Harriman & Co. 0.00% New 190 $20K
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 $14K
Richardson Financial Services Inc. 0.01% New 110 $11K
Capital Advisors, Ltd. LLC 0.00% No change 106 $11K
AdvisorNet Financial, Inc 0.00% Reduce -6.1% 92 $10K
Heritage Wealth Advisors 0.00% Add +1.1% 91 $10K
Fort Vancouver Investment Management, LLC 0.01% Reduce -39.6% 84 $9K
Caldwell Trust Co 0.00% No change 83 $9K
MeadowBrook Investment Advisors LLC 0.01% Reduce -48.7% 60 $6K
Allworth Financial LP 0.00% No change 50 $5K
Tsfg, LLC 0.00% Add +2.0% 51 $5K
Trust Co. of Vermont 0.00% No change 38 $4K
Bray Capital Advisors 0.00% No change 35 $4K
Mendota Financial Group, LLC 0.00% No change 29 $3K
Van Hulzen Asset Management, LLC 0.00% New 29 $3K
Sandy Spring Bank 0.00% No change 29 $3K
Laurel Wealth Advisors LLC 0.00% Reduce -81.8% 20 $2K
Legacy Investment Solutions, LLC 0.00% No change 17 $2K
Legacy Wealth Managment, LLC 0.00% No change 17 $2K
Parkworth Wealth Management, Inc. 0.00% — 15 $2K
Beacon Capital Management, LLC 0.00% No change 9 $943

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