iShares Intermediate GovernmGVIETF

13F holders, Q2 2025 (June 30)
280holders +10
25new positions
20sold out
2famous investors
$106.78avg. 13F price*

At the end of Q2 2025, 280 institutions reported holding iShares Intermediate Governm (GVI) in their 13F filings, up 10 from Q1 2025. 25 opened new positions and 20 sold out. The largest holders were Eastern Bank ($253.9M), Stifel Financial Corp. ($179.2M) and Bank of America Corp. ($174.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions25$39.7M
Exits20$132.2M

All 13F filers, Q1 2025 → Q2 2025: 1,565,232 shares bought and 2,714,917 shares sold, net −1,149,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 280 holders

Eastern Bank 4.83% Add +28.4% 2,377,520 $253.9M
Stifel Financial Corp. 0.17% Reduce -9.8% 1,678,087 $179.2M
Bank of America Corp. 0.01% Reduce -10.4% 1,634,803 $174.6M
Fifth Third Bancorp 0.42% Reduce -2.0% 1,125,112 $120.2M
Envestnet Asset Management Inc. 0.03% Reduce -7.0% 1,050,413 $112.2M
Midwest Trust Co 1.49% — 1,007,399 $107.6M
CIBC Private Wealth Group LLC 0.19% Add +10.2% 1,001,432 $106.9M
Keybank National Association 0.38% Add +8.7% 960,611 $102.6M
German American Bancorp, Inc. 8.69% Add +0.3% 833,504 $89.0M
UMB Bank, n.a. 1.26% Reduce -5.4% 756,198 $80.8M
PNC Financial Services Group, Inc. 0.04% Reduce -0.1% 607,027 $64.8M
Bank of New York Mellon Corp 0.01% Add +3.5% 582,293 $62.2M
Synovus Financial Corp. 0.73% Add +6.0% 561,865 $60.0M
JPMorgan Chase & Co. 0.00% Reduce -36.1% 509,211 $54.4M
Morgan Stanley 0.00% Reduce -15.7% 501,286 $53.5M
TCV Trust & Wealth Management, Inc. 3.82% Add +3.4% 408,955 $43.7M
D L Carlson Investment Group Inc. 7.81% Add +11.8% 401,424 $42.9M
US Bancorp \de 0.05% Reduce -7.6% 368,792 $39.4M
DT Investment Partners, LLC 3.39% Reduce -5.9% 353,745 $37.8M
Howe & Rusling Inc. 2.66% Reduce -5.7% 337,699 $36.1M
Oarsman Capital, Inc. 5.41% Add +4.1% 322,816 $34.5M
BlackRock, Inc. 0.00% Reduce -0.8% 318,225 $34.0M
Assetmark, Inc. 0.08% Reduce -3.1% 301,816 $32.2M
New York Life Investment Management LLC 0.29% No change 286,461 $30.6M
Strategic Financial Services, Inc. 1.63% Reduce -5.0% 284,170 $30.3M
Wells Fargo & Company 0.01% Add +5.0% 278,458 $29.7M
Horizon Bancorp Inc. 14.39% Reduce -1.9% 267,752 $28.6M
Allianz Asset Management GmbH 0.04% Add +0.3% 259,817 $27.7M
Alaska Permanent Capital Management, LLC 1.96% Add +18.2% 236,852 $25.3M
Royal Bank of Canada 0.00% Add +1.9% 231,747 $24.7M
Koss-Olinger Consulting, LLC 1.98% Reduce -9.1% 226,372 $24.2M
DAVENPORT & Co LLC 0.13% Add +3.7% 213,756 $22.8M
Flputnam Investment Management Co. 0.37% Add +0.1% 199,344 $21.3M
LPL Financial LLC 0.01% Reduce -17.0% 188,925 $20.2M
Captrust Financial Advisors 0.04% Add +5.7% 183,828 $19.6M
Envestnet Portfolio Solutions, Inc. 0.07% Reduce -1.9% 182,014 $19.4M
Meridian Management Co. 5.31% Add +9.4% 182,443 $19.4M
Country Club Bank 1.19% Add +2.2% 176,740 $18.8M
First Citizens Bank & Trust Co. 0.34% Reduce -1.0% 175,914 $18.8M
Greenleaf Trust 0.15% Reduce -6.8% 158,890 $17.0M
Bessemer Group Inc. 0.03% Add +1.6% 157,181 $16.8M
Cetera Investment Advisers 0.03% Add +0.6% 152,807 $16.3M
WASHINGTON TRUST Co 0.57% Reduce -1.9% 151,877 $16.2M
First American Trust, FSB 1.29% Add +1.2% 151,590 $16.2M
Greenwood Capital Associates LLC 1.80% Add +1.5% 135,305 $14.4M
M&T Bank Corp 0.04% Add +6.3% 119,906 $12.8M
Bokf, NA 0.21% No change 119,080 $12.7M
Hantz Financial Services, Inc. 0.20% Reduce -1.2% 118,644 $12.7M
Lowe Brockenbrough & Co. Inc. 0.71% Add +0.3% 118,644 $12.7M
Composition Wealth, LLC 0.21% New 118,121 $12.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.5% 115,707 $12.4M
Community Trust & Investment Co. 0.68% Add +30.7% 109,920 $11.7M
Webster Bank, N. A. 1.16% Add +10.9% 105,119 $11.2M
Johnson Financial Group, Inc. 0.50% Reduce -9.1% 104,847 $11.2M
Community Financial Services Group, LLC 2.19% Add +3.3% 103,225 $11.0M
Badgley Phelps Wealth Managers, LLC 0.24% Add +3.1% 102,175 $10.9M
Independent Solutions Wealth Management, LLC 1.93% Add +0.0% 92,777 $9.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.0% 84,234 $8.9M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -3.1% 82,406 $8.8M
Bank of New Hampshire 2.09% Add +8.7% 78,769 $8.4M
Courier Capital LLC 0.50% Add +6.3% 77,218 $8.2M
First Merchants Corp. 0.31% Reduce -12.5% 75,654 $8.1M
AMG National Trust Bank 0.21% Add +4.1% 74,976 $8.0M
United Capital Financial Advisors, LLC 0.06% Add +0.1% 74,696 $8.0M
Bank of Montreal 0.00% Reduce -1.6% 74,570 $8.0M
Osaic Holdings, Inc. 0.01% Add +188.0% 73,674 $7.8M
Flow Traders U.S. LLC 0.27% New 68,197 $7.3M
Sequoia Financial Advisors, LLC 0.05% Add +4.6% 65,025 $6.9M
Sepio Capital, LP 0.48% Add +9.8% 62,984 $6.7M
Choreo, LLC 0.09% No change 61,460 $6.6M
First National Trust Co 0.24% Add +0.7% 60,582 $6.5M
C M Bidwell & Associates Ltd. 3.23% Add +0.6% 58,330 $6.2M
Susquehanna International Group, LLP 0.01% Add +450.4% 56,802 $6.1M
Commonwealth Equity Services, LLC 0.01% Add +7.1% 56,025 $6.0M
Renaissance Technologies 0.01% Add +4.7% 55,300 $5.9M
SVB Wealth LLC 0.31% New 53,964 $5.8M
NewEdge Advisors, LLC 0.03% Add +1.6% 53,956 $5.8M
UBS Group AG 0.00% Add +5.7% 53,871 $5.8M
OneAscent Financial Services LLC 0.41% Reduce -49.7% 53,868 $5.7M
Bryn Mawr Trust Advisors, LLC 0.31% Reduce -14.2% 53,270 $5.7M
Whittier Trust Co. 0.07% Reduce -3.8% 51,631 $5.5M
Truist Financial Corp. 0.01% Reduce -38.5% 50,913 $5.4M
Raffa Wealth Management, LLC 1.09% Add +0.7% 50,911 $5.4M
Atria Investments, Inc 0.06% Add +2.6% 48,426 $5.2M
Meritage Portfolio Management 0.33% Reduce -0.4% 48,309 $5.2M
CW Advisors, LLC 0.05% Add +13.7% 47,822 $5.1M
Avantax Advisory Services, Inc. 0.03% Add +12.0% 47,327 $5.1M
Tucker Asset Management LLC 1.60% Reduce -8.2% 46,869 $5.0M
HSBC Holdings PLC 0.00% Reduce -2.0% 46,841 $5.0M
1ST Source Bank 0.27% Reduce -5.3% 45,817 $4.9M
Trail Ridge Investment Advisors, LLC 2.29% Add +2.6% 44,685 $4.8M
Commerce Bank 0.03% Reduce -9.0% 43,810 $4.7M
Patriot Financial Group Insurance Agency, LLC 0.52% Add +3.0% 42,724 $4.6M
MassMutual Private Wealth & Trust, FSB 0.12% Add +6.0% 42,602 $4.5M
Private Advisor Group, LLC 0.02% Reduce -10.9% 40,933 $4.4M
Severin Investments, LLC 4.04% Reduce -5.8% 40,312 $4.3M
Jane Street Group, LLC 0.01% New 39,609 $4.2M
Haverford Trust Co 0.04% Add +7.0% 38,736 $4.1M
Ameriprise Financial Inc. 0.00% Reduce -2.5% 37,918 $4.0M
Wealthstar Advisors, LLC 1.46% Reduce -24.5% 36,380 $3.9M
Baird Financial Group, Inc. 0.01% Reduce -0.3% 34,669 $3.7M
Union Savings Bank 1.70% Add +2.6% 34,797 $3.7M
HighTower Advisors, LLC 0.00% Reduce -18.6% 34,521 $3.7M
Jim Saulnier & Associates, LLC 2.43% Reduce -7.8% 33,393 $3.6M
Gilbert Capital Group, Inc. 2.86% — 32,359 $3.5M
Global Retirement Partners, LLC 0.08% — 31,640 $3.4M
First National Bank of Omaha 0.21% Add +7.1% 29,970 $3.2M
Whittier Trust Co. of Nevada Inc. 0.07% No change 29,607 $3.2M
Montag & Caldwell, LLC 0.69% Reduce -0.2% 29,325 $3.1M
Trajan Wealth LLC 0.14% Reduce -8.0% 27,740 $3.0M
Legacy Private Trust Co. 0.19% Add +108.0% 27,614 $2.9M
Argent Trust Co 0.10% Add +30.2% 25,907 $2.8M
Transamerica Financial Advisors, LLC 0.22% New 21,988 $2.3M
Wilmington Savings Fund Society, FSB 0.04% Reduce -13.1% 20,919 $2.2M
World Investment Advisors 0.05% Reduce -44.0% 20,231 $2.2M
Patten Group, Inc. 0.45% Add +12.8% 20,045 $2.1M
Proffitt & Goodson Inc. 0.33% No change 19,966 $2.1M
Regions Financial Corp. 0.01% Add +10.6% 19,913 $2.1M
Montag A & Associates Inc. 0.10% Add +6.3% 19,529 $2.1M
Comerica Bank 0.01% Reduce -75.2% 18,754 $2.0M
Opal Wealth Advisors, LLC 0.55% Reduce -46.5% 18,459 $2.0M
Betterment LLC 0.00% Reduce -1.4% 18,435 $2.0M
Wbi Investments, LLC 0.51% Reduce -0.7% 18,404 $2.0M
Capital Investment Services of America, Inc. 0.18% Reduce -0.7% 18,225 $1.9M
Citadel Advisors 0.00% Reduce -78.3% 18,056 $1.9M
Hancock Whitney Corp. 0.04% Add +1.4% 17,933 $1.9M
Alesco Advisors, LLC, An ESL Co 0.06% Add +0.1% 17,910 $1.9M
Heritage Trust Co 0.22% No change 17,691 $1.9M
Unified Investment Management 2.00% Add +0.0% 17,432 $1.9M
Old National Bancorp 0.03% Reduce -1.4% 17,254 $1.8M
Simmons Bank 0.13% Reduce -6.2% 16,557 $1.8M
Advisory Services Network, LLC 0.03% Reduce -5.2% 15,080 $1.6M
LCNB Corp. 0.56% Add +25.0% 15,000 $1.6M
New Hampshire Trust 0.33% Add +25.0% 14,704 $1.6M
First Financial Bank - Trust Division 0.14% Add +6.9% 14,384 $1.5M
Brown Advisory Inc. 0.00% Add +46.2% 14,242 $1.5M
Citigroup Inc. 0.00% Add +74.0% 13,046 $1.4M
Focus Partners Wealth 0.00% Reduce -3.9% 12,792 $1.4M
Citizens Financial Group Inc. 0.02% Reduce -2.4% 12,772 $1.4M
Vantage Investment Partners, LLC 0.10% Add +22.7% 12,239 $1.3M
Mitchell Sinkler & Starr 0.58% Add +23.3% 11,425 $1.2M
Bigelow Investment Advisors, LLC 0.54% Add +21.1% 11,386 $1.2M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +34.3% 11,263 $1.2M
Dana Investment Advisors, Inc. 0.04% Add +8.3% 10,245 $1.1M
First County Bank 0.57% Add +11.2% 9,992 $1.1M
Goldman Sachs Group Inc. 0.00% Add +11.5% 9,729 $1.0M
Azimuth Capital Investment Management LLC 0.04% Add +6.3% 9,661 $1.0M
Bangor Savings Bank 0.09% Reduce -15.4% 9,343 $998K
Ancora Advisors LLC 0.02% Add +9.6% 9,198 $982K
Ssa Swiss Advisors AG 0.46% Add +15.3% 8,911 $949K
Raymond James Financial Inc. 0.00% Reduce -38.5% 8,722 $931K
Wesbanco Bank Inc. 0.03% Add +35.2% 8,502 $908K
Balefire, LLC 0.20% New 8,439 $901K
Csenge Advisory Group 0.05% Add +0.2% 8,497 $901K
Prospera Financial Services Inc 0.02% Add +169.9% 8,248 $881K
Darwin Wealth Management, LLC 0.30% Reduce -6.2% 8,092 $864K
Charles Schwab Trust Co 0.06% New 8,038 $858K
Finward Bancorp 0.67% No change 7,900 $844K
Wedbush Securities Inc. 0.03% Add +0.4% 7,831 $836K
Oppenheimer & Co. Inc. 0.01% Reduce -0.8% 7,780 $831K
Advisory Alpha, LLC 0.03% Reduce -60.8% 7,624 $814K
Koshinski Asset Management, Inc. 0.06% Add +15.9% 7,562 $808K
Renasant Bank 0.53% Reduce -25.0% 7,500 $801K
One Wealth Advisors, LLC 0.11% No change 7,488 $800K
Park Place Capital Corp 0.18% Reduce -25.0% 7,500 $798K
OneDigital Investment Advisors LLC 0.01% Reduce -9.2% 7,448 $795K
MML Investors Services, LLC 0.00% Reduce -10.9% 7,405 $791K
Aviance Capital Partners, LLC 0.10% Reduce -2.5% 7,186 $767K
Maridea Wealth Management LLC 0.19% No change 6,984 $746K
Donor Advised Charitable Giving, Inc. 0.02% No change 6,893 $736K
&partners 0.01% Add +17.6% 6,786 $726K
NorthCoast Asset Management LLC 0.00% Reduce -13.7% 6,570 $702K
Algorithmic Investment Models, LLC 0.48% Add +123.0% 6,553 $700K
Private Trust Co. NA 0.06% Reduce -12.2% 6,309 $674K
Hilltop Holdings Inc. 0.04% Add +5.5% 6,112 $653K
Integrated Wealth Concepts LLC 0.01% Add +11.9% 6,081 $649K
Ascent Group, LLC 0.02% Reduce -28.4% 5,947 $635K
NBT Bank, N.A. 0.04% Reduce -53.8% 5,939 $634K
Compass Ion Advisors, LLC 0.06% Reduce -7.7% 5,567 $595K
BTC Capital Management, Inc. 0.05% New 5,441 $581K
Global Endowment Management, LP 0.08% Add +9.3% 5,334 $570K
Advisor OS, LLC 0.06% Add +3.2% 5,309 $567K
Integrated Advisors Network LLC 0.02% Add +0.9% 5,146 $550K
Trivium Point Advisory, LLC 0.06% Add +2.3% 5,132 $548K
FC Advisory LLC 0.17% Add +4.4% 5,081 $543K
Curbstone Financial Management Corp 0.11% New 4,866 $520K
High Probability Advisors, LLC 0.08% Add +0.9% 4,793 $512K
GM Advisory Group, LLC 0.03% New 4,771 $509K
Indiana Trust & Investment Management Co 0.16% No change 4,652 $497K
Centennial Bank 0.20% New 4,508 $481K
Atria Wealth Solutions, Inc. 0.01% Reduce -33.8% 4,390 $469K
Waverly Advisors, LLC 0.01% No change 4,319 $461K
Brooklyn Investment Group 0.06% New 4,209 $449K
Clearstead Advisors, LLC 0.01% Add +0.6% 4,126 $441K
Mariner, LLC 0.00% New 4,035 $431K
Pettyjohn, Wood & White, Inc. 0.07% Add +4.4% 3,906 $417K
Stewardship Advisors, LLC 0.10% Add +2.0% 3,788 $405K
James Investment Research, Inc. 0.05% No change 3,766 $402K
Principal Securities, Inc. 0.01% Add +26.7% 3,752 $401K
HRT Financial LP 0.00% New 3,590 $383K
GTS Securities LLC 0.02% New 3,553 $379K
Sanders Morris Harris LLC 0.09% No change 3,500 $374K
Ballentine Capital Advisors, Inc 0.18% No change 3,471 $371K
Wealthspire Advisors, LLC 0.00% Reduce -1.0% 3,460 $369K
Cape Ann Savings Bank 0.21% Reduce -6.6% 3,312 $354K
Corient Private Wealth LP 0.00% Reduce -21.2% 3,198 $342K
J.W. Cole Advisors, Inc. 0.01% New 3,153 $337K
GAMMA Investing LLC 0.02% Add +6.3% 3,144 $336K
Dynamic Advisor Solutions LLC 0.01% No change 3,120 $333K
VestGen Investment Management 0.23% Reduce -8.0% 3,044 $325K
Stonebridge Financial Group, LLC 0.03% Reduce -22.2% 2,975 $318K
Prudent Investors Network, Inc. 0.08% No change 2,896 $309K
ZWJ Investment Counsel Inc. 0.01% Add +0.1% 2,842 $303K
Common Fund for Nonprofit Organizations 0.03% No change 2,778 $297K
SageView Advisory Group, LLC 0.01% No change 2,761 $293K
Mercer Global Advisors Inc. 0.00% Reduce -15.2% 2,595 $277K
BBR Partners, LLC 0.02% No change 2,506 $268K
HB Wealth Management, LLC 0.00% New 2,450 $262K
Tactive Advisors, LLC 0.08% — 2,379 $254K
American Trust 0.02% New 2,379 $254K
Optivise Advisory Services LLC 0.13% No change 2,311 $247K
Creative Planning 0.00% New 2,303 $246K
Orleans Capital Management Corp. 0.13% New 2,300 $246K
Graypoint LLC 0.01% Add +0.1% 2,197 $235K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -8.0% 2,147 $229K
Stock Yards Bank & Trust Co. 0.01% New 2,092 $223K
D.A. Davidson & Co. 0.00% No change 2,042 $218K
Guidance Capital, Inc. 0.06% Reduce -5.4% 2,033 $217K
Perigon Wealth Management, LLC 0.01% Reduce -0.3% 2,024 $216K
Cwm, LLC 0.00% Add +24.2% 1,963 $210K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -2.6% 1,902 $203K
Jones Financial Companies LLLP 0.00% Add +74.6% 1,563 $167K
Geneos Wealth Management Inc. 0.00% No change 1,490 $159K
Northwestern Mutual Wealth Management Co. 0.00% Add +115.9% 1,490 $159K
Clearstead Trust, LLC 0.03% New 1,465 $156K
CNB Bank 0.07% No change 1,347 $144K
Kennebec Savings Bank 0.14% Reduce -1.5% 1,331 $142K
Phillips Financial Management, LLC 0.01% No change 1,315 $140K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.5% 1,186 $127K
Glassman Wealth Services 0.02% New 1,036 $111K
Nalls Sherbakoff Group, LLC 0.07% New 900 $96K
S.A. Mason LLC 0.05% No change 900 $96K
FMR LLC 0.00% Reduce -27.8% 813 $87K
Aventura Private Wealth, LLC 0.04% No change 786 $84K
Rothschild Investment LLC 0.01% Reduce -13.9% 775 $83K
JFS Wealth Advisors, LLC 0.01% No change 730 $78K
TD Private Client Wealth LLC 0.00% Reduce -3.1% 716 $76K
Keystone Financial Group, Inc. 0.05% Add +122.2% 691 $73K
Blair William & Co. 0.00% Reduce -3.0% 540 $58K
Steward Partners Investment Advisory, LLC 0.00% No change 525 $56K
Ameritas Advisory Services, LLC 0.00% New 405 $43K
Farther Finance Advisors, LLC 0.00% Add +0.3% 359 $38K
Princeton Global Asset Management LLC 0.01% Reduce -62.5% 300 $32K
CoreCap Advisors, LLC 0.00% No change 277 $30K
AE Wealth Management LLC 0.00% No change 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
Parallel Advisors, LLC 0.00% Reduce -83.6% 175 $19K
Caldwell Sutter Capital, Inc. 0.01% No change 170 $18K
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% No change 106 $11K
Capital Advisors, Ltd. LLC 0.00% No change 106 $11K
Heritage Wealth Advisors 0.00% Add +1.1% 93 $10K
AdvisorNet Financial, Inc 0.00% No change 92 $10K
Caldwell Trust Co 0.00% No change 83 $9K
TFC Financial Management, Inc. 0.00% Reduce -97.0% 74 $8K
Capital Investment Advisory Services, LLC 0.00% Add +1.6% 65 $7K
Tsfg, LLC 0.00% Add +2.0% 52 $6K
Fort Vancouver Investment Management, LLC 0.00% Reduce -30.0% 56 $6K
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% No change 21 $2K
Legacy Investment Solutions, LLC 0.00% — 17 $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 $981
Cape Investment Advisory, Inc. 0.00% Reduce -33.3% 2 $266

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