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
First Merchants Corp. 0.11% Reduce -65.7% 25,961 $2.8M
Legacy Private Trust Co. 0.16% Reduce -8.5% 25,279 $2.7M
Trajan Wealth LLC 0.11% Reduce -11.1% 24,652 $2.6M
Transamerica Financial Advisors, LLC 0.19% Reduce -1.0% 21,764 $2.3M
Patten Group, Inc. 0.45% Add +7.6% 21,565 $2.3M
Goldman Sachs Group Inc. 0.00% Add +119.8% 21,381 $2.3M
Montag A & Associates Inc. 0.10% Add +7.5% 20,985 $2.3M
Regions Financial Corp. 0.01% Add +3.4% 20,590 $2.2M
New Hampshire Trust 0.41% Add +35.8% 19,970 $2.1M
Proffitt & Goodson Inc. 0.31% No change 19,966 $2.1M
Opal Wealth Advisors, LLC 0.59% Add +6.6% 19,673 $2.1M
Unified Investment Management 2.05% Add +9.6% 19,104 $2.1M
Comerica Bank 0.01% Add +1.2% 18,978 $2.0M
Alesco Advisors, LLC, An ESL Co 0.06% Add +5.6% 18,905 $2.0M
Hancock Whitney Corp. 0.04% Add +3.1% 18,490 $2.0M
Betterment LLC 0.00% Reduce -0.4% 18,360 $2.0M
Renaissance Technologies 0.00% Reduce -66.9% 18,300 $2.0M
Capital Investment Services of America, Inc. 0.17% No change 18,225 $2.0M
Commonwealth Equity Services, LLC 0.00% Reduce -69.1% 17,301 $1.9M
Wbi Investments, LLC 0.47% Reduce -7.7% 16,994 $1.8M
Heritage Trust Co 0.19% Reduce -4.0% 16,979 $1.8M
Wesbanco Bank Inc. 0.05% Add +98.4% 16,870 $1.8M
Wilmington Savings Fund Society, FSB 0.04% Reduce -20.8% 16,576 $1.8M
Old National Bancorp 0.03% Reduce -7.1% 16,034 $1.7M
Advisory Services Network, LLC 0.02% Reduce -4.2% 14,453 $1.6M
Bigelow Investment Advisors, LLC 0.62% Add +26.3% 14,379 $1.5M
Brown Advisory Inc. 0.00% Add +0.1% 14,261 $1.5M
First Financial Bank - Trust Division 0.13% Reduce -2.5% 14,032 $1.5M
Vantage Investment Partners, LLC 0.10% Add +12.7% 13,789 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -76.3% 13,482 $1.4M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +14.8% 12,931 $1.4M
Simmons Bank 0.09% Reduce -25.7% 12,300 $1.3M
Citigroup Inc. 0.00% Reduce -8.4% 11,953 $1.3M
Focus Partners Wealth 0.00% Reduce -10.5% 11,452 $1.2M
Mitchell Sinkler & Starr 0.55% No change 11,425 $1.2M
Centennial Bank 0.48% Add +152.2% 11,371 $1.2M
First County Bank 0.57% Add +4.1% 10,401 $1.1M
Dana Investment Advisors, Inc. 0.03% Reduce -0.1% 10,239 $1.1M
Azimuth Capital Investment Management LLC 0.04% Add +0.9% 9,750 $1.0M
Bangor Savings Bank 0.09% Add +3.3% 9,650 $1.0M
Prospera Financial Services Inc 0.02% Add +14.9% 9,474 $1.0M
Koshinski Asset Management, Inc. 0.07% Add +25.0% 9,454 $1.0M
Raymond James Financial Inc. 0.00% Add +6.2% 9,265 $995K
Wedbush Securities Inc. 0.03% Add +16.1% 9,092 $977K
Ancora Advisors LLC 0.02% Reduce -2.6% 8,959 $963K
Ssa Swiss Advisors AG 0.44% No change 8,911 $957K
Integrated Wealth Concepts LLC 0.01% Add +40.4% 8,538 $917K
World Investment Advisors 0.02% Reduce -58.7% 8,355 $898K
Citizens Financial Group Inc. 0.01% Reduce -35.3% 8,263 $888K
Balefire, LLC 0.17% Reduce -4.5% 8,058 $866K
MML Investors Services, LLC 0.00% Add +6.8% 7,912 $850K
Oppenheimer & Co. Inc. 0.01% Add +0.3% 7,803 $838K
Darwin Wealth Management, LLC 0.26% Reduce -5.0% 7,691 $826K
OneDigital Investment Advisors LLC 0.01% Add +2.6% 7,640 $821K
Renasant Bank 0.51% No change 7,500 $806K
Park Place Capital Corp 0.17% No change 7,500 $806K
One Wealth Advisors, LLC 0.10% No change 7,488 $804K
Maridea Wealth Management LLC 0.12% Add +6.3% 7,422 $801K
Aviance Capital Partners, LLC 0.09% Add +0.3% 7,205 $774K
Brooklyn Investment Group 0.10% Add +72.0% 7,241 $772K
Hilltop Holdings Inc. 0.04% Add +15.7% 7,073 $760K
Ascent Group, LLC 0.03% Add +17.0% 6,958 $748K
&partners 0.00% Add +2.0% 6,923 $744K
Algorithmic Investment Models, LLC 0.49% Add +4.5% 6,847 $736K
NorthCoast Asset Management LLC 0.00% Reduce -2.8% 6,384 $686K
Private Trust Co. NA 0.06% No change 6,309 $678K
Advisory Alpha, LLC 0.02% Reduce -19.9% 6,105 $656K
J.W. Cole Advisors, Inc. 0.01% Add +86.2% 5,872 $631K
Sowell Financial Services LLC 0.02% New 5,851 $629K
Global Endowment Management, LP 0.08% Add +7.3% 5,723 $615K
Advisor OS, LLC 0.05% Add +5.6% 5,608 $602K
Compass Ion Advisors, LLC 0.06% Add +0.1% 5,574 $599K
Integrated Advisors Network LLC 0.02% Add +0.6% 5,178 $556K
Midland Wealth Advisors, LLC 0.03% New 4,990 $536K
Curbstone Financial Management Corp 0.10% Add +1.7% 4,950 $532K
High Probability Advisors, LLC 0.07% Add +0.1% 4,797 $515K
GM Advisory Group, LLC 0.02% No change 4,771 $513K
NBT Bank, N.A. 0.03% Reduce -20.4% 4,729 $508K
Indiana Trust & Investment Management Co 0.15% No change 4,652 $500K
Clearstead Advisors, LLC 0.01% Add +12.0% 4,620 $496K
Principal Securities, Inc. 0.01% Add +22.2% 4,586 $493K
Tactive Advisors, LLC 0.13% Add +84.7% 4,394 $472K
Trivium Point Advisory, LLC 0.05% Reduce -14.6% 4,381 $471K
FC Advisory LLC 0.14% Reduce -14.6% 4,338 $466K
Waverly Advisors, LLC 0.00% Reduce -1.5% 4,256 $457K
Stonebridge Financial Group, LLC 0.04% Add +36.1% 4,048 $435K
Pettyjohn, Wood & White, Inc. 0.07% Add +1.9% 3,981 $428K
Jones Financial Companies LLLP 0.00% Add +146.8% 3,857 $414K
James Investment Research, Inc. 0.04% No change 3,766 $405K
VestGen Investment Management 0.24% Add +21.4% 3,697 $397K
Mariner, LLC 0.00% Reduce -8.8% 3,681 $395K
Brown Brothers Harriman & Co. 0.00% New 3,630 $390K
Sanders Morris Harris LLC 0.05% No change 3,500 $376K
GAMMA Investing LLC 0.02% Add +10.4% 3,471 $373K
Ballentine Capital Advisors, Inc 0.16% Reduce -2.1% 3,399 $365K
Wealthspire Advisors, LLC 0.00% Reduce -4.9% 3,291 $354K
Cape Ann Savings Bank 0.19% Reduce -2.0% 3,244 $349K
Dynamic Advisor Solutions LLC 0.01% No change 3,120 $335K
Corient Private Wealth LP 0.00% Reduce -5.4% 3,026 $325K
Stewardship Advisors, LLC 0.07% Reduce -24.5% 2,860 $307K
Stock Yards Bank & Trust Co. 0.01% Add +32.3% 2,767 $297K
SageView Advisory Group, LLC 0.01% No change 2,761 $297K
ZWJ Investment Counsel Inc. 0.01% Reduce -3.2% 2,751 $296K
Ashton Thomas Private Wealth, LLC 0.01% New 2,721 $292K
Lazard Asset Management LLC 0.00% New 2,675 $287K
Mercer Global Advisors Inc. 0.00% Reduce -2.4% 2,534 $272K
BBR Partners, LLC 0.02% No change 2,506 $269K
Creative Planning 0.00% Add +1.9% 2,348 $252K
Orleans Capital Management Corp. 0.16% No change 2,300 $247K
Guidance Capital, Inc. 0.06% Add +11.2% 2,260 $244K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -2.4% 2,096 $225K
Donor Advised Charitable Giving, Inc. 0.00% Reduce -69.9% 2,073 $223K
American Trust 0.02% Reduce -13.4% 2,060 $221K
D.A. Davidson & Co. 0.00% Reduce -1.0% 2,022 $217K
Rockefeller Capital Management L.P. 0.00% New 2,021 $217K
Pinion Investment Advisors, LLC 0.06% New 1,955 $211K
Common Fund for Nonprofit Organizations 0.02% Reduce -30.1% 1,941 $209K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Add +0.3% 1,907 $205K
Mendota Financial Group, LLC 0.15% Add +6465.5% 1,904 $205K
Cwm, LLC 0.00% Reduce -26.1% 1,450 $156K
Qube Research & Technologies Ltd 0.00% New 1,431 $154K
CNB Bank 0.06% No change 1,347 $145K
Kennebec Savings Bank 0.13% Reduce -0.1% 1,330 $143K
Phillips Financial Management, LLC 0.01% Add +0.1% 1,317 $141K
TFC Financial Management, Inc. 0.02% Add +1518.9% 1,198 $129K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.4% 1,191 $128K
Nalls Sherbakoff Group, LLC 0.07% No change 900 $97K
Steigerwald, Gordon & Koch Inc. 0.01% New 877 $94K
Aventura Private Wealth, LLC 0.03% No change 786 $84K
Rothschild Investment LLC 0.00% No change 775 $83K
JFS Wealth Advisors, LLC 0.00% No change 730 $78K
TD Private Client Wealth LLC 0.00% Reduce -0.7% 711 $76K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -53.0% 700 $75K
FAS Wealth Partners, Inc. 0.00% New 626 $67K
FMR LLC 0.00% Reduce -42.8% 465 $50K
Ameritas Advisory Services, LLC 0.00% Add +0.7% 408 $44K
Colonial Trust Advisors 0.00% New 392 $42K
Parallel Advisors, LLC 0.00% Add +114.3% 375 $40K
Farther Finance Advisors, LLC 0.00% Add +0.3% 360 $39K
Armstrong Advisory Group, Inc. 0.00% New 314 $34K
Princeton Global Asset Management LLC 0.01% No change 300 $32K
CoreCap Advisors, LLC 0.00% Reduce -2.5% 270 $29K
AE Wealth Management LLC 0.00% No change 257 $28K
Glassman Wealth Services 0.00% Reduce -75.5% 254 $27K
Sound Income Strategies, LLC 0.00% No change 234 $25K
Steward Partners Investment Advisory, LLC 0.00% Reduce -57.1% 225 $24K
CVA Family Office, LLC 0.00% No change 205 $22K
Measured Wealth Private Client Group, LLC 0.01% New 191 $21K
Harbour Investments, Inc. 0.00% No change 181 $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% 94 $10K
AdvisorNet Financial, Inc 0.00% No change 92 $10K
BNP Paribas Financial Markets 0.00% New 92 $10K
Blair William & Co. 0.00% Reduce -84.1% 86 $9K
Capital Investment Advisory Services, LLC 0.00% Add +1.5% 66 $7K
United Community Bank 0.00% New 47 $5K
Caldwell Trust Co 0.00% Reduce -51.8% 40 $4K
Trust Co. of Vermont 0.00% No change 38 $4K
Fort Vancouver Investment Management, LLC 0.00% Reduce -57.1% 24 $3K
Legacy Wealth Managment, LLC 0.00% No change 17 $2K
Tower Research Capital LLC (TRC) 0.00% New 5 $537
Cape Investment Advisory, Inc. 0.00% Add +50.0% 3 $303

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