iShares Intermediate GovernmGVIETF

13F holders, Q1 2025 (March 31)
270holders −8
20new positions
25sold out
2famous investors
$106.00avg. 13F price*

At the end of Q1 2025, 270 institutions reported holding iShares Intermediate Governm (GVI) in their 13F filings, down 8 from Q4 2024. 20 opened new positions and 25 sold out. The largest holders were Stifel Financial Corp. ($197.2M), Eastern Bank ($196.3M) and Bank of America Corp. ($193.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions20$26.4M
Exits25$43.8M

All 13F filers, Q4 2024 → Q1 2025: 2,448,103 shares bought and 2,090,024 shares sold, net +358,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 270 holders

Stifel Financial Corp. 0.21% Add +23.3% 1,859,895 $197.2M
Eastern Bank 3.84% Add +31.2% 1,851,789 $196.3M
Bank of America Corp. 0.02% Add +9.7% 1,825,432 $193.5M
Fifth Third Bancorp 0.46% Add +1.6% 1,148,236 $121.7M
Envestnet Asset Management Inc. 0.04% Reduce -13.8% 1,129,467 $119.7M
Financial Counselors Inc. 1.58% Add +3.5% 980,095 $103.9M
CIBC Private Wealth Group LLC 0.20% Add +8.2% 908,581 $95.9M
Keybank National Association 0.38% Reduce -12.3% 883,968 $93.7M
German American Bancorp, Inc. 9.47% Add +2.4% 830,788 $88.1M
UMB Bank, n.a. 1.40% Reduce -28.2% 799,662 $84.8M
JPMorgan Chase & Co. 0.01% Add +0.0% 796,741 $84.5M
PNC Financial Services Group, Inc. 0.03% Add +0.2% 607,444 $64.4M
Morgan Stanley 0.00% Add +7.4% 594,858 $63.1M
Bank of New York Mellon Corp 0.01% Reduce -4.8% 562,656 $59.7M
Synovus Financial Corp. 0.73% Add +31.5% 530,072 $56.2M
US Bancorp \de 0.06% Reduce -28.7% 399,061 $42.3M
TCV Trust & Wealth Management, Inc. 3.89% Add +5.4% 395,678 $41.9M
DT Investment Partners, LLC 3.85% Reduce -25.4% 375,994 $39.9M
D L Carlson Investment Group Inc. 7.32% Reduce -2.1% 359,046 $38.1M
Howe & Rusling Inc. 3.19% Add +4.2% 358,228 $38.0M
BlackRock, Inc. 0.00% Reduce -2.5% 320,874 $34.0M
Assetmark, Inc. 0.09% Reduce -9.9% 311,482 $33.0M
Oarsman Capital, Inc. 5.91% Add +29.5% 310,101 $32.9M
Strategic Financial Services, Inc. 1.86% Reduce -14.7% 298,977 $31.7M
New York Life Investment Management LLC 0.31% Add +69.7% 286,461 $30.4M
Horizon Bancorp Inc. 16.36% Reduce -8.1% 272,967 $28.9M
Wells Fargo & Company 0.01% Reduce -13.7% 265,161 $28.1M
Allianz Asset Management GmbH 0.04% Add +26.9% 259,004 $27.5M
Koss-Olinger Consulting, LLC 2.22% Add +1.1% 248,966 $26.4M
LPL Financial LLC 0.01% Add +8.3% 227,732 $24.1M
Royal Bank of Canada 0.01% Reduce -3.0% 227,487 $24.1M
DAVENPORT & Co LLC 0.13% Add +4.0% 206,080 $21.8M
Alaska Permanent Capital Management, LLC 1.79% Add +1.7% 200,416 $21.2M
Flputnam Investment Management Co. 0.40% Add +1.4% 199,127 $21.1M
Envestnet Portfolio Solutions, Inc. 0.08% Reduce -1.0% 185,444 $19.7M
First Citizens Bank & Trust Co. 0.48% Reduce -0.9% 177,622 $18.8M
Captrust Financial Advisors 0.05% Add +2.8% 173,905 $18.4M
Country Club Bank 1.23% Add +6.0% 172,930 $18.3M
Greenleaf Trust 0.16% Reduce -7.4% 170,536 $18.1M
Meridian Management Co. 5.48% Add +0.1% 166,815 $17.7M
WASHINGTON TRUST Co 0.63% Add +5.9% 154,823 $16.4M
Bessemer Group Inc. 0.03% Add +4.0% 154,707 $16.4M
Cetera Investment Advisers 0.03% Add +25.8% 151,900 $16.1M
First American Trust, FSB 1.46% Add +4.1% 149,759 $15.9M
Greenwood Capital Associates LLC 1.91% Add +0.1% 133,358 $14.1M
Hantz Financial Services, Inc. 0.22% Add +3.9% 120,118 $12.7M
Bokf, NA 0.22% Add +84.8% 119,080 $12.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -27.5% 118,636 $12.6M
Lowe Brockenbrough & Co. Inc. 0.83% Add +1.1% 118,311 $12.5M
Conning Inc. 0.46% New 117,107 $12.4M
Johnson Financial Group, Inc. 0.60% Reduce -11.3% 115,305 $12.2M
M&T Bank Corp 0.04% Add +29.3% 112,773 $12.0M
OneAscent Financial Services LLC 0.74% Add +101.2% 107,142 $11.4M
Community Financial Services Group, LLC 2.30% Add +4.9% 99,906 $10.6M
Badgley Phelps Wealth Managers, LLC 0.25% Add +17.2% 99,123 $10.5M
Webster Bank, N. A. 1.11% Add +9.5% 94,754 $10.0M
Independent Solutions Wealth Management, LLC 2.20% Add +1.2% 92,764 $9.8M
First Merchants Corp. 0.37% Add +2240.2% 86,447 $9.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +652.5% 85,949 $9.1M
Cambridge Investment Research Advisors, Inc. 0.03% Add +192.3% 85,057 $9.0M
Community Trust & Investment Co. 0.57% Add +2.0% 84,089 $8.9M
Citadel Advisors 0.01% Add +31.4% 83,289 $8.8M
Truist Financial Corp. 0.01% Reduce -8.2% 82,773 $8.8M
Bank of Montreal 0.00% Reduce -0.6% 75,749 $8.0M
Comerica Bank 0.03% Add +1.6% 75,687 $8.0M
United Capital Financial Advisors, LLC 0.07% Reduce -56.8% 74,592 $7.9M
Courier Capital LLC 0.50% Add +2.2% 72,631 $7.7M
Bank of New Hampshire 2.01% Add +0.9% 72,446 $7.7M
AMG National Trust Bank 0.21% Reduce -1.6% 72,017 $7.6M
Cornerstone Partners Capital Management, LLC 14.19% No change 64,257 $6.8M
Sequoia Financial Advisors, LLC 0.05% Reduce -4.3% 62,171 $6.6M
Bryn Mawr Trust Advisors, LLC 0.39% Reduce -12.9% 62,090 $6.6M
Choreo, LLC 0.10% Reduce -50.0% 61,460 $6.5M
First National Trust Co 0.26% Reduce -22.3% 60,170 $6.4M
C M Bidwell & Associates Ltd. 3.70% No change 58,000 $6.1M
Sepio Capital, LP 0.48% Reduce -0.6% 57,355 $6.1M
Whittier Trust Co. 0.08% Add +4.6% 53,654 $5.7M
NewEdge Advisors, LLC 0.03% Add +18.5% 53,119 $5.6M
Renaissance Technologies 0.01% New 52,800 $5.6M
Commonwealth Equity Services, LLC 0.01% Add +2.6% 52,332 $5.5M
Tucker Asset Management LLC 1.75% Reduce -41.6% 51,050 $5.4M
UBS Group AG 0.00% Reduce -10.9% 50,959 $5.4M
Raffa Wealth Management, LLC 1.22% Add +0.1% 50,546 $5.4M
Meritage Portfolio Management 0.34% Reduce -3.5% 48,508 $5.1M
1ST Source Bank 0.30% Reduce -1.4% 48,364 $5.1M
Commerce Bank 0.03% Add +25.4% 48,166 $5.1M
Wealthstar Advisors, LLC 2.34% Reduce -18.6% 48,163 $5.1M
HSBC Holdings PLC 0.00% Reduce -1.5% 47,806 $5.1M
Atria Investments, Inc 0.06% Add +135.6% 47,184 $5.0M
Integrated Investment Consultants, LLC 0.99% Reduce -19.4% 46,994 $5.0M
Private Advisor Group, LLC 0.03% Reduce -43.2% 45,946 $4.9M
Trail Ridge Investment Advisors, LLC 2.38% Add +32.8% 43,569 $4.6M
Severin Investments, LLC 4.54% Reduce -2.5% 42,813 $4.5M
HighTower Advisors, LLC 0.01% Add +2.0% 42,396 $4.5M
Avantax Advisory Services, Inc. 0.03% Reduce -31.2% 42,265 $4.5M
CW Advisors, LLC 0.05% Reduce -2.8% 42,076 $4.5M
Patriot Financial Group Insurance Agency, LLC 0.59% Add +58.1% 41,461 $4.4M
MassMutual Private Wealth & Trust, FSB 0.12% Reduce -35.4% 40,190 $4.3M
Ameriprise Financial Inc. 0.00% Add +22.3% 38,875 $4.1M
Haverford Trust Co 0.04% Add +5.1% 36,220 $3.8M
Jim Saulnier & Associates, LLC 2.99% Add +7.8% 36,208 $3.8M
World Investment Advisors 0.10% Add +3.1% 36,122 $3.8M
Baird Financial Group, Inc. 0.01% Reduce -0.6% 34,782 $3.7M
Opal Wealth Advisors, LLC 1.13% Add +20.7% 34,529 $3.7M
Union Savings Bank 1.76% Add +20.0% 33,930 $3.6M
Trajan Wealth LLC 0.17% Reduce -3.8% 30,164 $3.2M
Whittier Trust Co. of Nevada Inc. 0.08% No change 29,607 $3.1M
Montag & Caldwell, LLC 0.72% Reduce -1.2% 29,379 $3.1M
First National Bank of Omaha 0.20% No change 27,985 $3.0M
Osaic Holdings, Inc. 0.01% Reduce -61.8% 25,580 $2.7M
Wilmington Savings Fund Society, FSB 0.05% Add +1.8% 24,080 $2.6M
Proffitt & Goodson Inc. 0.35% Add +2.9% 19,966 $2.1M
Argent Trust Co 0.09% Reduce -11.3% 19,898 $2.1M
Advisory Alpha, LLC 0.07% New 19,437 $2.1M
Betterment LLC 0.00% Add +0.4% 18,691 $2.0M
Wbi Investments, LLC 0.52% Add +58.7% 18,529 $2.0M
Montag A & Associates Inc. 0.10% Reduce -0.1% 18,368 $1.9M
Capital Investment Services of America, Inc. 0.20% Reduce -3.4% 18,360 $1.9M
Regions Financial Corp. 0.01% Reduce -14.1% 18,010 $1.9M
Alesco Advisors, LLC, An ESL Co 0.06% Add +0.5% 17,885 $1.9M
Patten Group, Inc. 0.43% Add +13.0% 17,772 $1.9M
Heritage Trust Co 0.23% Reduce -2.2% 17,691 $1.9M
Hancock Whitney Corp. 0.06% Reduce -1.0% 17,687 $1.9M
Simmons Bank 0.14% Reduce -6.3% 17,655 $1.9M
Old National Bancorp 0.05% Add +0.3% 17,494 $1.9M
Unified Investment Management 2.18% Reduce -5.8% 17,428 $1.8M
Advisory Services Network, LLC 0.03% Reduce -5.7% 15,908 $1.7M
Raymond James Financial Inc. 0.00% Reduce -29.9% 14,177 $1.5M
First Financial Bank - Trust Division 0.14% Add +26.3% 13,461 $1.4M
Focus Partners Wealth 0.00% Reduce -4.0% 13,314 $1.4M
Legacy Private Trust Co. 0.10% Reduce -66.1% 13,276 $1.4M
Citizens Financial Group Inc. 0.03% Reduce -38.2% 13,083 $1.4M
NBT Bank, N.A. 0.10% Add +3.4% 12,847 $1.4M
LCNB Corp. 0.47% No change 12,000 $1.3M
New Hampshire Trust 0.29% Add +10.2% 11,760 $1.2M
Bangor Savings Bank 0.11% Reduce -9.5% 11,042 $1.2M
Susquehanna International Group, LLP 0.00% Add +193.8% 10,320 $1.1M
Renasant Bank 0.70% No change 10,000 $1.1M
Park Place Capital Corp 0.29% No change 10,000 $1.1M
Vantage Investment Partners, LLC 0.09% Add +15.9% 9,976 $1.1M
Brown Advisory Inc. 0.00% No change 9,742 $1.0M
Dana Investment Advisors, Inc. 0.04% Add +12.6% 9,456 $1.0M
Bigelow Investment Advisors, LLC 0.47% Add +14.7% 9,398 $996K
Mitchell Sinkler & Starr 0.28% No change 9,265 $982K
Azimuth Capital Investment Management LLC 0.04% Reduce -1.0% 9,091 $964K
First County Bank 0.53% New 8,990 $953K
Goldman Sachs Group Inc. 0.00% Add +296.6% 8,729 $925K
Darwin Wealth Management, LLC 0.30% No change 8,627 $899K
Csenge Advisory Group 0.05% Reduce -7.8% 8,477 $896K
Ancora Advisors LLC 0.02% Reduce -3.3% 8,392 $890K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 8,384 $889K
MML Investors Services, LLC 0.00% Reduce -4.5% 8,312 $881K
Ascent Group, LLC 0.04% Add +61.5% 8,305 $880K
OneDigital Investment Advisors LLC 0.01% Reduce -2.3% 8,200 $869K
Finward Bancorp 0.73% No change 7,900 $838K
Oppenheimer & Co. Inc. 0.01% Add +5.2% 7,843 $832K
Wedbush Securities Inc. 0.03% Reduce -32.6% 7,802 $827K
Ssa Swiss Advisors AG 0.42% — 7,731 $820K
NorthCoast Asset Management LLC 0.00% Reduce -5.4% 7,612 $807K
Citigroup Inc. 0.00% Add +0.2% 7,497 $795K
One Wealth Advisors, LLC 0.12% New 7,488 $794K
Aviance Capital Partners, LLC 0.11% Add +0.7% 7,368 $781K
Private Trust Co. NA 0.08% No change 7,187 $762K
Maridea Wealth Management LLC 0.24% Add +31.6% 6,984 $740K
Donor Advised Charitable Giving, Inc. 0.02% Add +92.7% 6,893 $731K
Atria Wealth Solutions, Inc. 0.01% Add +1.9% 6,631 $703K
Koshinski Asset Management, Inc. 0.06% Add +40.2% 6,524 $692K
Wesbanco Bank Inc. 0.02% New 6,287 $667K
Donaldson Capital Management, LLC 0.02% No change 6,057 $642K
Compass Ion Advisors, LLC 0.08% Reduce -16.6% 6,028 $639K
Hilltop Holdings Inc. 0.04% Reduce -58.9% 5,795 $614K
&partners 0.01% Add +110.2% 5,772 $608K
Old Mission Capital LLC 0.01% New 5,577 $591K
Integrated Wealth Concepts LLC 0.01% Add +28.6% 5,435 $576K
Advisor OS, LLC 0.06% Add +42.5% 5,143 $545K
Integrated Advisors Network LLC 0.03% Reduce -2.6% 5,099 $541K
Trivium Point Advisory, LLC 0.07% Reduce -0.8% 5,018 $532K
Prelude Capital Management, LLC 0.05% New 4,952 $525K
Global Endowment Management, LP 0.07% Add +1.1% 4,879 $517K
FC Advisory LLC 0.17% Add +2.4% 4,865 $516K
High Probability Advisors, LLC 0.08% Add +0.6% 4,751 $504K
Indiana Trust & Investment Management Co 0.18% No change 4,652 $493K
Waverly Advisors, LLC 0.01% Add +0.6% 4,319 $458K
Clearstead Advisors, LLC 0.01% Add +0.4% 4,102 $435K
Corient Private Wealth LP 0.00% Reduce -15.4% 4,060 $430K
Stonebridge Financial Group, LLC 0.04% Add +64.7% 3,825 $406K
James Investment Research, Inc. 0.05% No change 3,766 $399K
Pettyjohn, Wood & White, Inc. 0.08% Add +10.1% 3,741 $397K
Stewardship Advisors, LLC 0.11% Add +0.5% 3,713 $394K
Cape Ann Savings Bank 0.24% Reduce -26.4% 3,546 $376K
Sanders Morris Harris LLC 0.06% No change 3,500 $371K
Wealthspire Advisors, LLC 0.00% New 3,494 $370K
Ballentine Capital Advisors, Inc 0.19% Reduce -16.0% 3,471 $368K
Wincap Financial LLC 0.34% Add +29.9% 3,406 $361K
VestGen Investment Management 0.26% Add +10.1% 3,307 $351K
Dynamic Advisor Solutions LLC 0.01% No change 3,120 $331K
Mercer Global Advisors Inc. 0.00% Reduce -22.9% 3,061 $325K
Prospera Financial Services Inc 0.01% New 3,056 $324K
GAMMA Investing LLC 0.02% Add +4.5% 2,957 $314K
Algorithmic Investment Models, LLC 0.23% Reduce -26.0% 2,939 $312K
Principal Securities, Inc. 0.01% No change 2,961 $309K
Prudent Investors Network, Inc. 0.09% No change 2,896 $307K
Cerity Partners LLC 0.00% Reduce -81.4% 2,844 $302K
ZWJ Investment Counsel Inc. 0.01% Add +1.9% 2,839 $301K
Common Fund for Nonprofit Organizations 0.03% No change 2,778 $295K
SageView Advisory Group, LLC 0.01% No change 2,761 $293K
FSA Advisors, Inc. 0.22% New 2,619 $278K
BBR Partners, LLC 0.02% Reduce -12.7% 2,506 $266K
TFC Financial Management, Inc. 0.04% Reduce -52.5% 2,473 $262K
Farmers & Merchants Investments Inc. 0.01% No change 2,414 $256K
Swmg, LLC 0.10% New 2,344 $249K
U.S. Capital Wealth Advisors, LLC 0.01% Add +0.5% 2,333 $247K
Natural Investments, LLC 0.07% Reduce -13.9% 2,325 $246K
Optivise Advisory Services LLC 0.14% Reduce -20.9% 2,311 $245K
Graypoint LLC 0.01% Add +3.7% 2,196 $233K
Curi Capital, LLC 0.01% New 2,163 $229K
Guidance Capital, Inc. 0.07% New 2,149 $227K
D.A. Davidson & Co. 0.00% Reduce -4.8% 2,042 $216K
Perigon Wealth Management, LLC 0.01% No change 2,030 $215K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +0.2% 1,952 $207K
Apollon Wealth Management, LLC 0.00% New 1,922 $204K
Continuum Advisory, LLC 0.02% No change 1,604 $170K
Cwm, LLC 0.00% Add +3.2% 1,580 $168K
Geneos Wealth Management Inc. 0.01% Add +38.0% 1,490 $158K
Kennebec Savings Bank 0.15% Add +5.2% 1,351 $143K
CNB Bank 0.07% No change 1,347 $143K
Phillips Financial Management, LLC 0.01% Add +0.1% 1,315 $139K
Bartlett & Co. Wealth Management LLC 0.00% Add +103.1% 1,180 $125K
FMR LLC 0.00% Reduce -36.5% 1,126 $119K
Parallel Advisors, LLC 0.00% Reduce -67.3% 1,065 $113K
S.A. Mason LLC 0.05% No change 900 $95K
Rothschild Investment LLC 0.01% Reduce -14.3% 900 $95K
Jones Financial Companies LLLP 0.00% Reduce -10.9% 895 $95K
Princeton Global Asset Management LLC 0.02% No change 800 $85K
Aventura Private Wealth, LLC 0.04% No change 786 $83K
TD Private Client Wealth LLC 0.00% Reduce -1.2% 739 $78K
JFS Wealth Advisors, LLC 0.01% No change 730 $77K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.8% 690 $73K
Blair William & Co. 0.00% No change 557 $59K
Steward Partners Investment Advisory, LLC 0.00% Reduce -8.8% 525 $56K
BNP Paribas Financial Markets 0.00% Add +117.5% 472 $50K
Farther Finance Advisors, LLC 0.00% Add +0.3% 358 $38K
Keystone Financial Group, Inc. 0.02% New 311 $33K
CoreCap Advisors, LLC 0.00% No change 277 $29K
AE Wealth Management LLC 0.00% Reduce -86.1% 257 $27K
Sound Income Strategies, LLC 0.00% No change 234 $25K
First Command Advisory Services, Inc. 0.00% No change 229 $24K
CVA Family Office, LLC 0.00% No change 205 $22K
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 $15K
Delta Asset Management LLC 0.00% No change 130 $14K
Richardson Financial Services Inc. 0.01% No change 110 $12K
N.E.W. Advisory Services LLC 0.00% New 106 $11K
Capital Advisors, Ltd. LLC 0.00% No change 106 $11K
AdvisorNet Financial, Inc 0.00% No change 92 $10K
Heritage Wealth Advisors 0.00% Add +1.1% 92 $10K
Caldwell Trust Co 0.00% No change 83 $9K
Fort Vancouver Investment Management, LLC 0.01% Reduce -4.8% 80 $8K
Capital Investment Advisory Services, LLC 0.00% New 64 $7K
MeadowBrook Investment Advisors LLC 0.01% No change 60 $6K
Tsfg, LLC 0.00% No change 51 $5K
Trust Co. of Vermont 0.00% No change 38 $4K
Mendota Financial Group, LLC 0.00% No change 29 $3K
Allworth Financial LP 0.00% Reduce -58.0% 21 $2K
Laurel Wealth Advisors LLC 0.00% No change 20 $2K
Legacy Wealth Managment, LLC 0.00% No change 17 $2K
Parkworth Wealth Management, Inc. 0.00% No change 15 $2K
Beacon Capital Management, LLC 0.00% No change 9 $965
Cape Investment Advisory, Inc. 0.00% New 3 $327

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