iShares Intermediate GovernmGVIETF

13F holders, Q4 2025 (December 31)
287holders +21
28new positions
15sold out
2famous investors
$107.33avg. 13F price*

At the end of Q4 2025, 287 institutions reported holding iShares Intermediate Governm (GVI) in their 13F filings, up 21 from Q3 2025. 28 opened new positions and 15 sold out. The largest holders were Eastern Bank ($265.0M), Stifel Financial Corp. ($237.2M) and Choate Investment Advisors ($225.2M). 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 2025 → Q4 2025

InstitutionsTotal Value
New Positions28$30.6M
Exits15$12.6M

All 13F filers, Q3 2025 → Q4 2025: 1,975,001 shares bought and 1,216,456 shares sold, net +758,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 287 holders

Eastern Bank 4.57% Add +3.1% 2,468,804 $265.0M
Stifel Financial Corp. 0.21% Reduce -14.8% 2,209,506 $237.2M
Choate Investment Advisors 4.42% Add +11.4% 2,097,512 $225.2M
Bank of America Corp. 0.01% Reduce -13.3% 1,293,124 $138.8M
CIBC Private Wealth Group LLC 0.23% Add +7.3% 1,263,682 $135.7M
Midwest Trust Co 1.58% Add +12.6% 1,180,198 $126.7M
Envestnet Asset Management Inc. 0.03% Add +1.2% 1,094,762 $117.5M
Keybank National Association 0.39% Add +1.0% 1,005,322 $107.9M
Fifth Third Bancorp 0.34% Add +2.6% 986,626 $105.9M
German American Bancorp, Inc. 7.81% Add +1.3% 854,539 $91.7M
PNC Financial Services Group, Inc. 0.04% Add +18.1% 728,134 $78.2M
UMB Bank, n.a. 0.96% Reduce -14.0% 670,953 $72.0M
John S. & James L. Knight Foundation, Inc. 53.42% — 652,458 $70.0M
Bank of New York Mellon Corp 0.01% Add +4.8% 621,855 $66.8M
Pinnacle Financial Partners, Inc. 0.47% — 580,970 $62.4M
JPMorgan Chase & Co. 0.00% Reduce -1.1% 489,667 $52.6M
D L Carlson Investment Group Inc. 8.45% Add +3.6% 466,705 $50.1M
TCV Trust & Wealth Management, Inc. 3.87% Add +6.5% 446,728 $48.0M
Morgan Stanley 0.00% Reduce -10.6% 435,555 $46.8M
BlackRock, Inc. 0.00% Add +31.8% 418,128 $44.9M
DT Investment Partners, LLC 3.48% Add +8.3% 391,709 $42.0M
Howe & Rusling Inc. 2.65% Add +3.7% 373,765 $40.1M
US Bancorp \de 0.04% Reduce -3.9% 339,817 $36.5M
Wells Fargo & Company 0.01% Add +9.7% 337,669 $36.2M
New York Life Investment Management LLC 0.27% No change 286,461 $30.8M
Horizon Bancorp Inc. 14.77% Reduce -1.3% 282,625 $30.3M
Assetmark, Inc. 0.06% Reduce -2.4% 280,039 $30.1M
Strategic Financial Services, Inc. 1.36% Reduce -1.6% 273,978 $29.4M
Koss-Olinger Consulting, LLC 2.24% Add +19.4% 269,270 $28.9M
Allianz Asset Management GmbH 0.03% Add +1.5% 254,978 $27.4M
Royal Bank of Canada 0.00% Add +5.2% 249,617 $26.8M
Alaska Permanent Capital Management, LLC 2.02% Add +1.0% 249,057 $26.7M
Oarsman Capital, Inc. 3.26% Add +6.4% 233,532 $25.1M
DAVENPORT & Co LLC 0.13% Add +5.6% 231,582 $24.9M
Meridian Management Co. 6.01% Add +16.9% 226,003 $24.3M
First National Bank of Omaha 0.69% Add +625.3% 217,375 $23.4M
LPL Financial LLC 0.01% Add +0.7% 213,481 $22.9M
Cetera Investment Advisers 0.02% Reduce -1.1% 208,368 $22.4M
Commerce Bank 0.10% Add +308.5% 168,601 $18.1M
Bessemer Group Inc. 0.03% Reduce -0.4% 164,600 $17.7M
Flputnam Investment Management Co. 0.26% Reduce -27.8% 163,464 $17.5M
First Citizens Bank & Trust Co. 0.37% Reduce -0.4% 163,027 $17.5M
M&T Bank Corp 0.06% Add +7.1% 162,906 $17.5M
WASHINGTON TRUST Co 0.57% Add +4.5% 161,515 $17.3M
Captrust Financial Advisors 0.03% Reduce -17.9% 160,799 $17.3M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -0.1% 155,636 $16.7M
Webster Bank, N. A. 1.54% Add +5.8% 152,495 $16.4M
Bokf, NA 0.23% Add +17.0% 139,273 $15.0M
Composition Wealth, LLC 0.21% Add +6.4% 138,867 $14.9M
Greenwood Capital Associates LLC 1.60% Reduce -0.2% 136,885 $14.7M
Greenleaf Trust 0.13% Reduce -9.9% 131,804 $14.1M
Community Trust & Investment Co. 0.65% Add +0.5% 114,419 $12.3M
Lowe Brockenbrough & Co. Inc. 0.60% Reduce -1.1% 113,482 $12.2M
Badgley Phelps Wealth Managers, LLC 0.22% Add +3.0% 110,120 $11.8M
Community Financial Services Group, LLC 2.12% Add +1.1% 107,790 $11.6M
First American Trust, FSB 0.75% Reduce -12.9% 102,275 $11.0M
Hantz Financial Services, Inc. 0.16% Reduce -3.7% 98,784 $10.6M
Bank of New Hampshire 2.33% Add +7.3% 96,589 $10.4M
Johnson Financial Group, Inc. 0.39% Reduce -10.5% 96,559 $10.4M
Independent Solutions Wealth Management, LLC 1.75% Reduce -4.7% 88,573 $9.5M
United Capital Financial Advisors, LLC 0.05% Add +8.2% 84,332 $9.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.4% 84,106 $9.0M
UBS Group AG 0.00% Add +6.3% 81,144 $8.7M
Sepio Capital, LP 0.48% Reduce -0.7% 80,937 $8.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +2.6% 80,360 $8.6M
Bank of Montreal 0.00% Add +0.8% 77,110 $8.3M
SVB Wealth LLC 0.46% Add +11.0% 72,509 $7.8M
C M Bidwell & Associates Ltd. 3.53% Add +4.1% 69,723 $7.5M
Osaic Holdings, Inc. 0.01% Reduce -42.0% 68,549 $7.4M
AMG National Trust Bank 0.17% Reduce -8.6% 65,558 $7.0M
Ameriprise Financial Inc. 0.00% Add +90.1% 65,135 $7.0M
Bryn Mawr Trust Advisors, LLC 0.33% Add +6.4% 63,578 $6.8M
Choreo, LLC 0.08% Reduce -1.2% 61,460 $6.6M
First National Trust Co 0.21% Reduce -3.2% 57,663 $6.2M
Argent Trust Co 0.21% Add +74.4% 56,802 $6.1M
Atria Investments, Inc 0.07% Add +15.0% 56,461 $6.1M
Sequoia Financial Advisors, LLC 0.03% Reduce -2.4% 56,131 $6.0M
Raffa Wealth Management, LLC 0.89% Reduce -3.6% 53,812 $5.8M
NewEdge Advisors, LLC 0.02% Add +0.6% 50,772 $5.5M
Truist Financial Corp. 0.01% Reduce -1.1% 50,206 $5.4M
Whittier Trust Co. 0.06% Reduce -0.7% 48,357 $5.2M
Trail Ridge Investment Advisors, LLC 2.20% Add +6.3% 47,750 $5.1M
1ST Source Bank 0.26% Reduce -0.3% 46,679 $5.0M
Meritage Portfolio Management 0.33% Add +0.5% 46,408 $5.0M
HSBC Holdings PLC 0.00% New 46,192 $5.0M
Connecticut Wealth Management, LLC 0.20% New 43,309 $4.6M
Patriot Financial Group Insurance Agency, LLC 0.55% Reduce -4.9% 43,196 $4.6M
MassMutual Private Wealth & Trust, FSB 0.12% Reduce -0.9% 42,511 $4.6M
Private Advisor Group, LLC 0.02% Add +2.0% 42,285 $4.5M
Severin Investments, LLC 3.95% Add +5.9% 41,623 $4.5M
Gilbert Capital Group, Inc. 3.29% Add +14.8% 40,754 $4.4M
Raymond James Financial Inc. 0.00% Add +326.0% 39,473 $4.2M
Haverford Trust Co 0.04% Reduce -2.6% 38,662 $4.2M
New Hampshire Trust 0.81% Add +93.1% 38,560 $4.1M
Union Savings Bank 1.77% — 38,115 $4.1M
Baird Financial Group, Inc. 0.01% Add +0.1% 37,899 $4.1M
HighTower Advisors, LLC 0.00% Reduce -0.2% 37,877 $4.1M
Maimon Wealth Management LTD. 3.78% — 37,860 $4.1M
Citadel Advisors 0.00% New 37,762 $4.1M
Patten Group, Inc. 0.70% Add +63.6% 35,285 $3.8M

"% 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 287 holders