iShares Intermediate GovernmGVIETF

13F holders, Q1 2026 (March 31)
281holders −6
25new positions
29sold out
2famous investors
$106.67avg. 13F price*

At the end of Q1 2026, 281 institutions reported holding iShares Intermediate Governm (GVI) in their 13F filings, down 6 from Q4 2025. 25 opened new positions and 29 sold out. The largest holders were Eastern Bank ($292.8M), Choate Investment Advisors ($235.2M) and Stifel Financial Corp. ($190.5M). 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 2025 → Q1 2026

InstitutionsTotal Value
New Positions25$35.7M
Exits29$25.1M

All 13F filers, Q4 2025 → Q1 2026: 1,942,365 shares bought and 1,759,638 shares sold, net +182,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 281 holders

Eastern Bank 5.02% Add +11.2% 2,744,355 $292.8M
Choate Investment Advisors 4.60% Add +5.1% 2,205,187 $235.2M
Stifel Financial Corp. 0.18% Reduce -19.2% 1,785,629 $190.5M
Bank of America Corp. 0.01% Add +4.9% 1,356,720 $144.7M
CIBC Bancorp USA Inc. 0.19% — 1,334,008 $142.1M
Midwest Trust Co 1.68% Add +6.9% 1,261,782 $134.6M
Envestnet Asset Management Inc. 0.03% Add +2.5% 1,122,626 $119.8M
Fifth Third Bancorp 0.21% Add +6.9% 1,054,909 $112.5M
Keybank National Association 0.37% Reduce -5.9% 946,175 $100.9M
German American Bancorp, Inc. 8.13% Add +3.7% 886,374 $94.6M
PNC Financial Services Group, Inc. 0.04% Reduce -3.2% 704,998 $75.2M
Bank of New York Mellon Corp 0.01% Add +5.6% 656,951 $70.1M
UMB Bank, n.a. 0.91% Reduce -8.6% 613,117 $65.4M
Pinnacle Financial Partners, Inc. 0.50% Add +5.4% 612,088 $65.3M
JPMorgan Chase & Co. 0.00% Add +4.6% 512,210 $54.5M
D L Carlson Investment Group Inc. 9.32% Add +8.9% 508,067 $54.2M
TCV Trust & Wealth Management, Inc. 4.14% Add +3.5% 462,586 $49.3M
BlackRock, Inc. 0.00% Reduce -4.4% 399,627 $42.6M
Howe & Rusling Inc. 2.75% Add +5.6% 394,689 $42.1M
DT Investment Partners, LLC 3.48% Add +0.1% 392,064 $41.8M
Horizon Bancorp Inc. 15.31% Add +5.5% 298,301 $31.8M
Oarsman Capital, Inc. 3.80% Add +22.8% 286,732 $30.6M
New York Life Investment Management LLC 0.26% No change 286,461 $30.6M
Southern Michigan Bank & Trust 11.52% — 281,442 $30.0M
US Bancorp \de 0.04% Reduce -17.6% 279,935 $29.9M
Assetmark, Inc. 0.06% Reduce -0.6% 278,315 $29.7M
Morgan Stanley 0.00% Reduce -37.1% 274,024 $29.2M
Strategic Financial Services, Inc. 1.38% Reduce -0.8% 271,848 $29.0M
Wells Fargo & Company 0.01% Reduce -21.9% 263,856 $28.1M
Royal Bank of Canada 0.01% Add +3.0% 256,973 $27.4M
Alaska Permanent Capital Management, LLC 1.92% Add +3.1% 256,707 $27.4M
Allianz Asset Management GmbH 0.03% Add +0.0% 255,005 $27.2M
DAVENPORT & Co LLC 0.14% Add +2.7% 237,854 $25.4M
Meridian Management Co. 6.11% Add +1.8% 230,122 $24.5M
First National Bank of Omaha 0.75% Add +4.7% 227,549 $24.2M
Ameriprise Financial Inc. 0.01% Add +238.0% 220,147 $23.5M
Cetera Investment Advisers 0.02% Add +5.3% 219,335 $23.4M
Bessemer Group Inc. 0.04% Add +32.8% 218,536 $23.3M
LPL Financial LLC 0.01% Reduce -2.3% 208,615 $22.3M
Captrust Financial Advisors 0.04% Add +17.4% 188,802 $20.1M
First Citizens Bank & Trust Co. 0.38% Add +4.0% 169,482 $18.1M
WASHINGTON TRUST Co 0.60% Add +3.6% 167,407 $17.9M
M&T Bank Corp 0.06% Reduce -0.0% 162,868 $17.4M
Flputnam Investment Management Co. 0.26% Reduce -1.3% 161,321 $17.2M
Envestnet Portfolio Solutions, Inc. 0.09% Add +2.4% 159,373 $17.0M
Webster Bank, N. A. 1.54% No change 152,495 $16.3M
Koss-Olinger Consulting, LLC 1.35% Reduce -43.9% 151,117 $16.1M
Composition Wealth, LLC 0.22% Add +6.4% 147,785 $15.8M
Bokf, NA 0.23% No change 139,273 $14.9M
Greenwood Capital Associates LLC 1.63% Add +1.3% 138,660 $14.8M
Citadel Advisors 0.01% Add +242.6% 129,389 $13.8M
Greenleaf Trust 0.13% Reduce -4.0% 126,503 $13.5M
Badgley Phelps Wealth Managers, LLC 0.26% Add +12.0% 123,321 $13.2M
Ferguson Wellman Capital Management, Inc. 0.17% New 114,453 $12.2M
Lowe Brockenbrough & Co. Inc. 0.60% Reduce -0.2% 113,226 $12.1M
Community Financial Services Group, LLC 2.07% Add +2.5% 110,537 $11.8M
UBS Group AG 0.00% Add +22.8% 99,666 $10.6M
Independent Solutions Wealth Management, LLC 1.42% Add +1.9% 90,261 $9.6M
Bank of New Hampshire 2.17% Reduce -8.0% 88,885 $9.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +8.9% 87,509 $9.3M
Patriot Financial Group Insurance Agency, LLC 0.52% Add +99.5% 86,180 $9.2M
Hantz Financial Services, Inc. 0.14% Reduce -13.8% 85,197 $9.1M
Bank of Montreal 0.00% Add +6.0% 81,738 $8.7M
Sepio Capital, LP 0.47% Reduce -0.3% 80,733 $8.6M
United Capital Financial Advisors, LLC 0.05% Reduce -7.8% 77,747 $8.3M
AMG National Trust Bank 0.17% Add +11.5% 73,086 $7.8M
Argent Trust Co 0.26% Add +27.1% 72,171 $7.7M
SVB Wealth LLC 0.50% Reduce -1.8% 71,227 $7.6M
C M Bidwell & Associates Ltd. 3.50% Add +0.7% 70,185 $7.5M
Tucker Asset Management LLC 2.04% Add +111.8% 63,915 $6.8M
Private Advisor Group, LLC 0.03% Add +50.1% 63,483 $6.8M
Choreo, LLC 0.08% No change 61,460 $6.6M
Bryn Mawr Trust Advisors, LLC 0.31% Reduce -5.3% 60,206 $6.4M
Commerce Bank 0.03% Reduce -64.4% 60,075 $6.4M
First National Trust Co 0.21% Add +1.9% 58,764 $6.3M
Isthmus Partners, LLC 0.64% New 57,592 $6.1M
OneAscent Financial Services LLC 0.33% New 56,939 $6.1M
Atria Investments, Inc 0.07% Reduce -1.6% 55,572 $5.9M
Johnson Financial Group, Inc. 0.21% Reduce -42.5% 55,518 $5.9M
Truist Financial Corp. 0.01% Add +5.3% 52,860 $5.6M
Sequoia Financial Advisors, LLC 0.03% Reduce -5.9% 52,797 $5.6M
Osaic Holdings, Inc. 0.01% Reduce -24.9% 51,502 $5.5M
NewEdge Advisors, LLC 0.02% Reduce -0.0% 50,755 $5.4M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -41.8% 48,995 $5.2M
Trail Ridge Investment Advisors, LLC 2.21% Reduce -0.4% 47,556 $5.1M
New Hampshire Trust 1.02% Add +23.2% 47,491 $5.1M
Maimon Wealth Management LTD. 4.44% Add +25.6% 47,545 $5.1M
Whittier Trust Co. 0.06% Reduce -2.0% 47,364 $5.0M
Jane Street Group, LLC 0.01% Add +54.0% 46,435 $5.0M
Connecticut Wealth Management, LLC 0.20% Add +0.8% 43,637 $4.7M
HSBC Holdings PLC 0.00% Reduce -6.0% 43,428 $4.6M
1ST Source Bank 0.24% Reduce -7.3% 43,290 $4.6M
Gilbert Capital Group, Inc. 3.55% Add +5.5% 43,006 $4.6M
MassMutual Private Wealth & Trust, FSB 0.12% Reduce -1.0% 42,080 $4.5M
Union Savings Bank 1.93% Add +8.4% 41,311 $4.4M
First American Trust, FSB 0.28% Reduce -61.6% 39,232 $4.2M
Baird Financial Group, Inc. 0.01% Add +1.3% 38,384 $4.1M
HighTower Advisors, LLC 0.00% Reduce -4.0% 36,352 $3.9M
Patten Group, Inc. 0.66% Add +0.8% 35,585 $3.8M
Haverford Trust Co 0.03% Reduce -15.6% 32,627 $3.5M

"% 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 281 holders