iShares Intermediate GovernmGVIETF

13F holders, Q3 2025 (September 30)
266holders −14
18new positions
24sold out
1famous investor
$107.43avg. 13F price*

At the end of Q3 2025, 266 institutions reported holding iShares Intermediate Governm (GVI) in their 13F filings, down 14 from Q2 2025. 18 opened new positions and 24 sold out. The largest holders were Stifel Financial Corp. ($278.7M), Eastern Bank ($257.2M) and Choate Investment Advisors ($202.3M). One famous investor held it 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions18$208.4M
Exits24$37.9M

All 13F filers, Q2 2025 → Q3 2025: 3,865,929 shares bought and 1,219,836 shares sold, net +2,646,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 266 holders

Stifel Financial Corp. 0.25% Add +54.6% 2,594,210 $278.7M
Eastern Bank 4.57% Add +0.7% 2,393,617 $257.2M
Choate Investment Advisors 4.18% New 1,882,646 $202.3M
Bank of America Corp. 0.01% Reduce -8.7% 1,492,071 $160.3M
CIBC Private Wealth Group LLC 0.22% Add +17.6% 1,177,859 $126.5M
Envestnet Asset Management Inc. 0.03% Add +2.9% 1,081,341 $116.2M
Midwest Trust Co 1.46% Add +4.0% 1,047,728 $112.6M
Keybank National Association 0.38% Add +3.6% 995,472 $107.0M
Fifth Third Bancorp 0.33% Reduce -14.5% 961,950 $103.3M
German American Bancorp, Inc. 8.01% Add +1.3% 843,986 $90.7M
UMB Bank, n.a. 1.23% Add +3.2% 780,248 $83.8M
PNC Financial Services Group, Inc. 0.04% Add +1.6% 616,457 $66.2M
Bank of New York Mellon Corp 0.01% Add +1.9% 593,236 $63.7M
Synovus Financial Corp. 0.71% Add +2.6% 576,665 $62.0M
JPMorgan Chase & Co. 0.00% Reduce -2.8% 495,225 $53.2M
Morgan Stanley 0.00% Reduce -2.8% 487,129 $52.3M
D L Carlson Investment Group Inc. 8.12% Add +12.2% 450,331 $48.4M
TCV Trust & Wealth Management, Inc. 3.77% Add +2.6% 419,430 $45.1M
DT Investment Partners, LLC 3.29% Add +2.3% 361,852 $38.9M
Howe & Rusling Inc. 2.65% Add +6.7% 360,333 $38.7M
US Bancorp \de 0.04% Reduce -4.2% 353,490 $38.0M
BlackRock, Inc. 0.00% Reduce -0.3% 317,233 $34.1M
Wells Fargo & Company 0.01% Add +10.6% 307,951 $33.1M
Assetmark, Inc. 0.07% Reduce -4.9% 287,030 $30.8M
New York Life Investment Management LLC 0.27% No change 286,461 $30.8M
Horizon Bancorp Inc. 14.66% Add +6.9% 286,189 $30.7M
Strategic Financial Services, Inc. 1.50% Reduce -2.0% 278,586 $29.9M
Allianz Asset Management GmbH 0.03% Reduce -3.3% 251,147 $27.0M
Alaska Permanent Capital Management, LLC 1.95% Add +4.2% 246,671 $26.5M
Royal Bank of Canada 0.00% Add +2.4% 237,383 $25.5M
Flputnam Investment Management Co. 0.36% Add +13.6% 226,406 $24.3M
Koss-Olinger Consulting, LLC 1.99% Reduce -0.4% 225,538 $24.1M
Oarsman Capital, Inc. 3.31% Reduce -32.0% 219,518 $23.6M
DAVENPORT & Co LLC 0.13% Add +2.6% 219,278 $23.6M
LPL Financial LLC 0.01% Add +12.3% 212,109 $22.8M
Cetera Investment Advisers 0.03% Add +37.8% 210,632 $22.6M
Captrust Financial Advisors 0.04% Add +6.5% 195,730 $21.0M
Meridian Management Co. 5.56% Add +6.0% 193,366 $20.8M
Country Club Bank 1.14% Add +1.0% 178,469 $19.2M
Bessemer Group Inc. 0.03% Add +5.2% 165,297 $17.8M
First Citizens Bank & Trust Co. 0.38% Reduce -6.9% 163,744 $17.6M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -14.4% 155,760 $16.7M
WASHINGTON TRUST Co 0.55% Add +1.8% 154,605 $16.6M
M&T Bank Corp 0.06% Add +26.9% 152,126 $16.3M
Greenleaf Trust 0.14% Reduce -7.9% 146,316 $15.7M
Webster Bank, N. A. 1.49% Add +37.1% 144,139 $15.5M
Greenwood Capital Associates LLC 1.70% Add +1.4% 137,157 $14.7M
Composition Wealth, LLC 0.21% Add +10.5% 130,471 $14.0M
Bokf, NA 0.19% No change 119,080 $12.8M
Osaic Holdings, Inc. 0.02% Add +60.4% 118,152 $12.7M
First American Trust, FSB 0.92% Reduce -22.5% 117,459 $12.6M
Lowe Brockenbrough & Co. Inc. 0.63% Reduce -3.3% 114,745 $12.3M
Community Trust & Investment Co. 0.66% Add +3.6% 113,828 $12.2M
Johnson Financial Group, Inc. 0.43% Add +2.9% 107,914 $11.6M
Badgley Phelps Wealth Managers, LLC 0.24% Add +4.7% 106,957 $11.5M
Community Financial Services Group, LLC 2.10% Add +3.3% 106,617 $11.5M
Hantz Financial Services, Inc. 0.17% Reduce -13.6% 102,541 $11.0M
Independent Solutions Wealth Management, LLC 1.77% Add +0.2% 92,938 $10.0M
Bank of New Hampshire 2.23% Add +14.3% 90,060 $9.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -1.6% 82,925 $8.9M
Sepio Capital, LP 0.52% Add +29.4% 81,511 $8.8M
Courier Capital LLC 0.50% Add +5.1% 81,131 $8.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -5.0% 78,329 $8.4M
United Capital Financial Advisors, LLC 0.06% Add +4.3% 77,931 $8.4M
Bank of Montreal 0.00% Add +2.6% 76,495 $8.2M
UBS Group AG 0.00% Add +41.8% 76,361 $8.2M
AMG National Trust Bank 0.19% Reduce -4.3% 71,733 $7.7M
C M Bidwell & Associates Ltd. 3.46% Add +14.8% 66,985 $7.2M
SVB Wealth LLC 0.38% Add +21.1% 65,328 $7.0M
Choreo, LLC 0.09% Add +1.2% 62,196 $6.7M
Bryn Mawr Trust Advisors, LLC 0.32% Add +12.1% 59,739 $6.4M
First National Trust Co 0.22% Reduce -1.7% 59,578 $6.4M
Sequoia Financial Advisors, LLC 0.04% Reduce -11.5% 57,528 $6.2M
Raffa Wealth Management, LLC 1.08% Add +9.7% 55,850 $6.0M
OneAscent Financial Services LLC 0.39% Add +1.6% 54,703 $5.9M
Truist Financial Corp. 0.01% Reduce -0.2% 50,789 $5.5M
NewEdge Advisors, LLC 0.02% Reduce -6.5% 50,455 $5.4M
Atria Investments, Inc 0.06% Add +1.4% 49,094 $5.3M
Whittier Trust Co. 0.06% Reduce -5.7% 48,680 $5.2M
1ST Source Bank 0.27% Add +2.2% 46,805 $5.0M
Meritage Portfolio Management 0.33% Reduce -4.4% 46,195 $5.0M
Patriot Financial Group Insurance Agency, LLC 0.62% Add +6.3% 45,439 $4.9M
Trail Ridge Investment Advisors, LLC 2.16% Add +0.5% 44,921 $4.8M
MassMutual Private Wealth & Trust, FSB 0.12% Add +0.7% 42,914 $4.6M
Private Advisor Group, LLC 0.02% Add +1.3% 41,467 $4.5M
Commerce Bank 0.02% Reduce -5.8% 41,270 $4.4M
Haverford Trust Co 0.04% Add +2.5% 39,686 $4.3M
Severin Investments, LLC 3.76% Reduce -2.5% 39,288 $4.2M
HighTower Advisors, LLC 0.00% Add +9.9% 37,945 $4.1M
Baird Financial Group, Inc. 0.01% Add +9.2% 37,844 $4.1M
Tucker Asset Management LLC 1.18% Reduce -22.2% 36,446 $3.9M
Gilbert Capital Group, Inc. 2.95% Add +9.7% 35,510 $3.8M
Ameriprise Financial Inc. 0.00% Reduce -9.7% 34,256 $3.7M
Argent Trust Co 0.12% Add +25.7% 32,570 $3.5M
Wealthstar Advisors, LLC 1.34% Reduce -12.9% 31,677 $3.4M
Global Retirement Partners, LLC 0.08% No change 31,640 $3.4M
First National Bank of Omaha 0.20% No change 29,970 $3.2M
Whittier Trust Co. of Nevada Inc. 0.07% No change 29,607 $3.2M
Advocacy Wealth Management, LLC 0.14% New 29,115 $3.1M
Jim Saulnier & Associates, LLC 1.69% Reduce -15.4% 28,264 $3.0M

"% 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 266 holders