iShares Intermediate GovernmGVIETF

13F holders, Q2 2026 (June 30)
273holders −8
23new positions
29sold out
1famous investor
$106.10avg. 13F price*

At the end of Q2 2026, 273 institutions reported holding iShares Intermediate Governm (GVI) in their 13F filings, down 8 from Q1 2026. 23 opened new positions and 29 sold out. The largest holders were Choate Investment Advisors ($239.8M), Eastern Bank ($170.6M) and Stifel Financial Corp. ($167.1M). One famous investor held it 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 2026 → Q2 2026

InstitutionsTotal Value
New Positions23$6.5M
Exits29$13.3M

All 13F filers, Q1 2026 → Q2 2026: 2,863,836 shares bought and 2,649,343 shares sold, net +214,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 273 holders

Choate Investment Advisors 4.21% Add +2.5% 2,259,954 $239.8M
Eastern Bank 2.61% Reduce -41.4% 1,608,418 $170.6M
Stifel Financial Corp. 0.14% Reduce -11.8% 1,574,706 $167.1M
Bank of America Corp. 0.01% Add +11.5% 1,512,565 $160.5M
CIBC Bancorp USA Inc. 0.18% Add +1.3% 1,350,840 $143.4M
Midwest Trust Co 1.62% Add +7.0% 1,350,277 $143.3M
Envestnet Asset Management Inc. 0.03% Reduce -0.6% 1,115,839 $118.4M
Keybank National Association 0.35% Add +5.3% 996,748 $105.7M
Fifth Third Bancorp 0.17% Reduce -7.3% 977,585 $103.7M
German American Bancorp, Inc. 7.51% Add +6.3% 941,740 $99.9M
Envestnet Portfolio Solutions, Inc. 0.43% Add +434.5% 851,824 $90.4M
First Citizens Bank & Trust Co. 1.32% Add +390.9% 832,035 $88.3M
PNC Financial Services Group, Inc. 0.04% Add +6.7% 752,399 $79.8M
Bank of New York Mellon Corp 0.01% Add +12.7% 740,416 $78.6M
Pinnacle Financial Partners, Inc. 0.51% Add +14.8% 702,746 $74.6M
UMB Bank, n.a. 0.78% Reduce -5.0% 582,564 $61.8M
D L Carlson Investment Group Inc. 9.33% Add +8.7% 552,150 $58.6M
JPMorgan Chase & Co. 0.00% Add +5.1% 538,408 $57.2M
TCV Trust & Wealth Management, Inc. 3.82% Add +2.6% 474,804 $50.4M
DT Investment Partners, LLC 3.39% Add +9.4% 428,821 $45.5M
Howe & Rusling Inc. 2.54% Add +4.4% 411,980 $43.7M
BlackRock, Inc. 0.00% Reduce -0.6% 397,055 $42.1M
Horizon Bancorp Inc. 14.69% Reduce -1.0% 295,368 $31.3M
New York Life Investment Management LLC 0.21% No change 286,461 $30.4M
Southern Michigan Bank & Trust 10.63% Add +0.2% 281,916 $29.9M
Alaska Permanent Capital Management, LLC 1.90% Add +6.6% 273,625 $29.0M
Oarsman Capital, Inc. 3.00% Reduce -6.7% 267,498 $28.4M
Royal Bank of Canada 0.00% Add +3.5% 266,055 $28.2M
US Bancorp \de 0.03% Reduce -5.8% 263,577 $28.0M
Ameriprise Financial Inc. 0.01% Add +19.4% 262,874 $27.9M
Allianz Asset Management GmbH 0.03% Add +2.5% 261,430 $27.7M
Strategic Financial Services, Inc. 1.21% Reduce -4.7% 259,171 $27.5M
Morgan Stanley 0.00% Reduce -5.5% 258,860 $27.5M
Meridian Management Co. 5.48% Add +0.1% 230,306 $24.4M
First National Bank of Omaha 0.65% Reduce -4.6% 217,033 $23.1M
Cetera Investment Advisers 0.02% Reduce -1.9% 215,133 $22.8M
Wells Fargo & Company 0.00% Reduce -19.7% 211,829 $22.5M
LPL Financial LLC 0.01% Add +0.8% 210,247 $22.3M
M&T Bank Corp 0.06% Add +26.7% 206,374 $21.9M
Captrust Financial Advisors 0.03% Reduce -0.1% 188,629 $20.0M
Bessemer Group Inc. 0.03% Reduce -20.8% 173,200 $18.4M
WASHINGTON TRUST Co 0.56% Add +0.8% 168,824 $17.9M
Webster Bank, N. A. 1.51% Add +7.4% 163,825 $17.4M
Composition Wealth, LLC 0.19% Add +3.4% 152,823 $16.2M
Greenwood Capital Associates LLC 1.47% Add +1.8% 141,133 $15.0M
Bokf, NA 0.20% No change 139,273 $14.8M
Badgley Phelps Wealth Managers, LLC 0.25% Add +11.2% 137,101 $14.5M
Flputnam Investment Management Co. 0.17% Reduce -19.1% 130,597 $13.9M
Greenleaf Trust 0.12% Reduce -5.3% 119,739 $12.7M
Ferguson Wellman Capital Management, Inc. 0.15% Add +1.7% 116,370 $12.3M
Lowe Brockenbrough & Co. Inc. 0.55% Add +2.0% 115,460 $12.2M
Community Financial Services Group, LLC 1.75% Add +3.0% 113,885 $12.0M
Sepio Capital, LP 0.58% Add +34.9% 108,902 $11.6M
Cambridge Investment Research Advisors, Inc. 0.03% Add +22.5% 107,172 $11.4M
Curi Capital, LLC 0.18% Add +651.1% 106,909 $11.3M
SVB Wealth LLC 0.68% Add +43.3% 102,040 $10.8M
DAVENPORT & Co LLC 0.05% Reduce -57.4% 101,282 $10.7M
Argent Trust Co 0.28% Add +28.4% 92,638 $9.8M
Independent Solutions Wealth Management, LLC 1.26% Add +0.7% 90,932 $9.6M
United Capital Financial Advisors, LLC 0.05% Add +13.8% 88,442 $9.4M
Bank of New Hampshire 1.78% Reduce -9.6% 80,321 $8.5M
Citadel Advisors 0.00% Reduce -39.2% 78,682 $8.3M
Bank of Montreal 0.00% Reduce -4.1% 78,414 $8.3M
Susquehanna International Group, LLP 0.01% Add +343.7% 77,561 $8.2M
Hantz Financial Services, Inc. 0.11% Reduce -11.8% 75,126 $8.0M
C M Bidwell & Associates Ltd. 3.21% Add +5.6% 74,120 $7.9M
UBS Group AG 0.00% Reduce -27.0% 72,793 $7.7M
Commerce Bank 0.03% Add +11.1% 66,747 $7.1M
Truist Financial Corp. 0.01% Add +24.4% 65,755 $7.0M
Koss-Olinger Consulting, LLC 0.53% Reduce -57.0% 65,021 $6.9M
AMG National Trust Bank 0.13% Reduce -15.8% 61,534 $6.5M
Choreo, LLC 0.07% No change 61,460 $6.5M
Tucker Asset Management LLC 1.61% Reduce -3.9% 61,422 $6.5M
First National Trust Co 0.22% Add +3.5% 60,805 $6.5M
Bryn Mawr Trust Advisors, LLC 0.27% Reduce -2.8% 58,539 $6.2M
OneAscent Financial Services LLC 0.29% Add +1.1% 57,582 $6.1M
Isthmus Partners, LLC 0.58% Reduce -2.0% 56,442 $6.0M
NewEdge Advisors, LLC 0.02% Add +9.4% 55,549 $5.9M
Johnson Financial Group, Inc. 0.19% Reduce -0.1% 55,444 $5.9M
Maimon Wealth Management LTD. 4.48% Add +15.2% 54,775 $5.8M
Atria Investments, Inc 0.06% Reduce -6.5% 51,950 $5.5M
Sequoia Financial Advisors, LLC 0.03% Reduce -4.1% 50,653 $5.4M
Trail Ridge Investment Advisors, LLC 2.25% Add +5.5% 50,189 $5.3M
Private Advisor Group, LLC 0.02% Reduce -21.1% 50,097 $5.3M
Osaic Holdings, Inc. 0.01% Reduce -3.9% 49,477 $5.2M
Raymond James Financial Inc. 0.00% Add +77.8% 49,446 $5.2M
New Hampshire Trust 0.98% Add +3.2% 48,999 $5.2M
Connecticut Wealth Management, LLC 0.19% Add +11.8% 48,772 $5.2M
Whittier Trust Co. 0.05% Reduce -0.8% 46,991 $5.0M
Union Savings Bank 1.92% Add +9.2% 45,108 $4.8M
HSBC Holdings PLC 0.00% Add +3.6% 45,005 $4.8M
Patriot Financial Group Insurance Agency, LLC 0.49% Reduce -48.3% 44,548 $4.7M
MassMutual Private Wealth & Trust, FSB 0.12% Add +3.5% 43,570 $4.6M
Gilbert Capital Group, Inc. 3.11% Reduce -2.7% 41,854 $4.4M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -15.0% 41,642 $4.4M
Atwater Malick LLC 0.94% Add +191.7% 40,794 $4.3M
Baird Financial Group, Inc. 0.01% Add +5.3% 40,407 $4.3M
Wesbanco Bank Inc. 0.09% Add +59.0% 35,692 $3.8M
Patten Group, Inc. 0.57% Reduce -3.0% 34,509 $3.7M
Haverford Trust Co 0.03% Add +4.0% 33,946 $3.6M
Goldman Sachs Group Inc. 0.00% Add +7.3% 33,867 $3.6M
HighTower Advisors, LLC 0.00% Reduce -7.1% 33,781 $3.6M
1ST Source Bank 0.16% Reduce -22.4% 33,615 $3.6M
First American Trust, FSB 0.21% Reduce -14.7% 33,470 $3.6M
Montag A & Associates Inc. 0.14% Add +6.9% 31,001 $3.3M
Johnson Investment Counsel Inc. 0.02% Reduce -0.1% 29,832 $3.2M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -0.4% 28,949 $3.1M
Courier Capital LLC 0.14% Reduce -6.3% 27,029 $2.9M
Advocacy Wealth Management, LLC 0.10% Reduce -0.1% 26,542 $2.8M
Madison Asset Management, LLC 0.03% Add +137.5% 26,482 $2.8M
Wealthstar Advisors, LLC 1.36% Reduce -1.7% 25,692 $2.7M
Parallel Advisors, LLC 0.04% Add +6708.0% 25,530 $2.7M
Global Retirement Partners, LLC 0.04% — 25,085 $2.7M
Opal Wealth Advisors, LLC 0.53% Add +11.0% 23,104 $2.5M
GAMMA Investing LLC 0.09% Add +196.4% 21,983 $2.3M
Alesco Advisors, LLC, An ESL Co 0.05% Add +9.9% 21,498 $2.3M
Jane Street Group, LLC 0.00% Reduce -54.8% 20,980 $2.2M
Commonwealth Equity Services, LLC 0.00% Reduce -4.2% 20,656 $2.2M
Trajan Wealth LLC 0.08% Reduce -7.3% 19,972 $2.1M
Heritage Trust Co 0.18% Add +15.0% 19,871 $2.1M
Regions Financial Corp. 0.01% Reduce -35.0% 19,592 $2.1M
Unified Investment Management 1.91% Add +0.4% 19,285 $2.0M
Focus Partners Wealth 0.00% Add +9.5% 19,231 $2.0M
Koshinski Asset Management, Inc. 0.11% Add +40.9% 19,078 $2.0M
Bigelow Investment Advisors, LLC 0.73% Add +8.4% 19,032 $2.0M
Betterment LLC 0.00% Add +17.2% 16,188 $1.7M
Dana Investment Advisors, Inc. 0.04% Add +0.2% 15,376 $1.6M
Advisor OS, LLC 0.11% Add +79.9% 15,184 $1.6M
First Financial Bank - Trust Division 0.11% Reduce -24.0% 13,908 $1.5M
Legacy Private Trust Co. 0.08% Reduce -33.3% 13,874 $1.5M
Cerity Partners LLC 0.00% Reduce -31.7% 13,069 $1.4M
MML Investors Services, LLC 0.00% Add +17.2% 12,724 $1.3M
Centennial Bank 0.43% Add +5.9% 12,548 $1.3M
Capital Investment Services of America, Inc. 0.13% Reduce -16.9% 12,395 $1.3M
First County Bank 0.62% Add +3.1% 12,349 $1.3M
Wilmington Savings Fund Society, FSB 0.03% Reduce -31.1% 12,080 $1.3M
Citigroup Inc. 0.00% Add +0.8% 12,049 $1.3M
Advisory Services Network, LLC 0.01% Add +9.3% 12,034 $1.3M
Hancock Whitney Corp. 0.02% Reduce -2.6% 11,818 $1.3M
Mitchell Sinkler & Starr 0.50% No change 11,425 $1.2M
Adelphi Trust Co 0.76% Add +61.8% 10,854 $1.2M
Old National Bancorp 0.02% Reduce -28.9% 10,466 $1.1M
Severin Investments, LLC 0.83% Add +4.4% 10,349 $1.1M
Brown Advisory Inc. 0.00% Reduce -15.3% 10,313 $1.1M
Mariner, LLC 0.00% Add +326.4% 10,298 $1.1M
Axxcess Wealth Management, LLC 0.02% New 10,290 $1.1M
Darwin Wealth Management, LLC 0.30% Add +3.0% 10,290 $1.1M
Azimuth Capital Investment Management LLC 0.04% Add +0.7% 9,775 $1.0M
Mercer Global Advisors Inc. 0.00% Add +46.6% 9,601 $1.0M
Jim Saulnier & Associates, LLC 0.41% Reduce -65.7% 9,586 $1.0M
Wedbush Securities Inc. 0.03% Add +1.2% 9,507 $1.0M
Bangor Savings Bank 0.07% Reduce -1.0% 9,377 $995K
Ascent Group, LLC 0.03% Add +33.1% 9,243 $981K
Integrated Wealth Concepts LLC 0.01% Reduce -11.6% 8,942 $949K
Ssa Swiss Advisors AG 0.35% No change 8,911 $945K
McLaughlin Asset Management, Inc. 0.62% Reduce -1.9% 8,508 $903K
Ancora Advisors LLC 0.02% Reduce -0.6% 8,429 $894K
OneDigital Investment Advisors LLC 0.01% Reduce -43.1% 8,415 $893K
Aviance Capital Partners, LLC 0.09% Reduce -0.5% 8,404 $892K
Wealthspire Advisors, LLC 0.00% Add +145.0% 8,062 $855K
Simmons Bank 0.05% Reduce -18.2% 7,983 $847K
Oppenheimer & Co. Inc. 0.01% Add +7.9% 7,894 $838K
Cypress Capital Group 0.07% New 7,500 $796K
&partners 0.00% Reduce -6.6% 7,409 $785K
Global Endowment Management, LP 0.07% Add +19.1% 6,872 $729K
Pettyjohn, Wood & White, Inc. 0.10% Add +20.3% 6,687 $709K
James Investment Research, Inc. 0.07% Reduce -9.6% 6,556 $696K
Indiana Trust & Investment Management Co 0.19% Add +38.7% 6,452 $685K
Prospera Financial Services Inc 0.01% Reduce -15.8% 6,401 $679K
Private Trust Co. NA 0.05% No change 6,309 $669K
Janney Montgomery Scott LLC 0.00% Add +2.6% 6,210 $659K
Citizens Financial Group Inc. 0.01% Reduce -1.1% 5,932 $629K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -53.3% 5,892 $625K
Waverly Advisors, LLC 0.00% Reduce -7.9% 5,861 $622K
J.W. Cole Advisors, Inc. 0.01% New 5,849 $621K
Raffa Wealth Management, LLC 0.08% Add +0.0% 5,676 $602K
Integrated Advisors Network LLC 0.03% Reduce -1.1% 5,626 $597K
Jones Financial Companies LLLP 0.00% Reduce -8.9% 5,081 $540K
Midland Wealth Advisors, LLC 0.02% Reduce -3.0% 4,838 $513K
Assetmark, Inc. 0.00% Reduce -98.3% 4,799 $509K
High Probability Advisors, LLC 0.05% No change 4,797 $509K
Farther Finance Advisors, LLC 0.00% Add +0.9% 4,743 $503K
Clearstead Advisors, LLC 0.00% Add +0.6% 4,708 $500K
First National Bank & Trust Co. of Newtown 0.10% New 4,690 $494K
First Merchants Corp. 0.02% Reduce -80.7% 4,618 $490K
Vestmark Advisory Solutions, Inc. 0.00% Add +15.7% 4,594 $487K
CFS Investment Advisory Services, LLC 0.03% New 4,606 $487K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -19.0% 4,589 $487K
Trivium Point Advisory, LLC 0.04% Add +10.7% 4,560 $484K
Advisory Alpha, LLC 0.01% Reduce -3.8% 4,412 $468K
World Investment Advisors 0.01% No change 4,347 $464K
Compass Ion Advisors, LLC 0.04% Reduce -2.8% 4,348 $461K
Principal Securities, Inc. 0.01% Reduce -36.4% 4,238 $450K
FC Advisory LLC 0.12% Add +6.4% 4,174 $443K
Security Financial Services, INC. 0.06% New 4,094 $434K
Renasant Bank 0.27% No change 4,000 $424K
Park Place Capital Corp 0.07% No change 4,000 $424K
NBT Bank, N.A. 0.03% No change 3,899 $414K
Curbstone Financial Management Corp 0.07% New 3,842 $408K
Ballentine Capital Advisors, Inc 0.15% Reduce -15.2% 3,811 $404K
Stonebridge Financial Group, LLC 0.03% Reduce -6.4% 3,517 $373K
Donor Advised Charitable Giving, Inc. 0.01% Add +15.6% 3,466 $368K
Corient Private Wealth LP 0.00% Add +8.7% 3,409 $362K
Cassia Capital Partners, LLC 0.17% Add +5.3% 3,317 $353K
Sanctuary Advisors, LLC 0.00% New 3,176 $337K
Tactive Advisors, LLC 0.08% Reduce -21.9% 3,003 $319K
Stewardship Advisors, LLC 0.06% Add +2.4% 2,929 $311K
Rockefeller Capital Management L.P. 0.00% Reduce -29.9% 2,927 $311K
Hoge Financial Services, LLC 0.15% Add +1.2% 2,871 $305K
Arax Advisory Partners 0.00% New 2,865 $304K
Guidance Capital, Inc. 0.06% Reduce -4.1% 2,754 $291K
TSA Wealth Managment LLC 0.08% New 2,677 $284K
ZWJ Investment Counsel Inc. 0.01% Add +0.1% 2,672 $284K
Cape Ann Savings Bank 0.13% Reduce -3.6% 2,672 $283K
Elevation Point Wealth Partners, LLC 0.01% Add +32.3% 2,559 $271K
BBR Partners, LLC 0.01% No change 2,506 $266K
Common Fund for Nonprofit Organizations 0.02% No change 2,457 $261K
Orion Porfolio Solutions, LLC 0.00% Add +4.0% 2,439 $259K
Creative Planning 0.00% Reduce -56.3% 2,429 $258K
Wiser Wealth Management, Inc 0.05% New 2,350 $249K
Mission Wealth Management, LP 0.00% Add +1.0% 2,247 $238K
Alternative Investment Advisors, LLC. 0.09% Add +6.8% 2,246 $238K
Continuum Advisory, LLC 0.02% No change 2,164 $230K
TD Private Client Wealth LLC 0.00% Add +221.6% 2,164 $230K
Horst & Graben Wealth Management LLC 0.03% New 2,068 $219K
D.A. Davidson & Co. 0.00% No change 2,022 $215K
Level Four Advisory Services, LLC 0.01% New 1,948 $207K
Diversified Enterprises, LLC 0.01% Add +3.2% 1,945 $206K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Add +0.3% 1,922 $204K
Qube Research & Technologies Ltd 0.00% New 1,830 $194K
Coastline Trust Co 0.01% New 1,476 $157K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.3% 1,355 $144K
TFC Financial Management, Inc. 0.02% Add +11.8% 1,340 $142K
CNB Bank 0.05% Add +3.8% 1,322 $140K
Kennebec Savings Bank 0.11% Add +0.6% 1,313 $139K
Ashton Thomas Private Wealth, LLC 0.00% Add +123.1% 1,187 $126K
Steward Partners Investment Advisory, LLC 0.00% No change 1,155 $123K
South Plains Financial, Inc. 0.06% No change 1,122 $119K
BNP Paribas Financial Markets 0.00% Add +459.7% 1,069 $113K
FMR LLC 0.00% Add +6.0% 980 $104K
Steigerwald, Gordon & Koch Inc. 0.01% No change 877 $93K
Phillips Financial Management, LLC 0.01% No change 863 $92K
Trust Co. of Vermont 0.00% — 844 $90K
Aventura Private Wealth, LLC 0.03% No change 786 $83K
Rothschild Investment LLC 0.00% No change 625 $66K
Westfuller Advisors, LLC 0.02% New 621 $66K
Hartford Financial Management Inc. 0.01% New 469 $50K
JFS Wealth Advisors, LLC 0.00% No change 408 $43K
Colonial Trust Advisors 0.00% Add +1.0% 403 $43K
Mather Group, Llc. 0.00% New 350 $37K
CoreCap Advisors, LLC 0.00% No change 328 $35K
Armstrong Advisory Group, Inc. 0.00% No change 314 $33K
Abound Wealth Management 0.01% New 296 $31K
CVA Family Office, LLC 0.00% No change 205 $22K
Measured Wealth Private Client Group, LLC 0.00% No change 191 $20K
Nova Wealth Management, Inc. 0.01% No change 181 $19K
Caldwell Sutter Capital, Inc. 0.01% No change 170 $18K
Godfrey Financial Associates, Inc. 0.01% No change 163 $17K
AE Wealth Management LLC 0.00% No change 142 $15K
Fort Vancouver Investment Management, LLC 0.01% Add +450.0% 132 $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 102 $11K
Heritage Wealth Advisors 0.00% Add +1.1% 96 $10K
Compass Financial Management LLC 0.00% — 90 $10K
Delta Asset Management LLC 0.00% No change 85 $9K
Transamerica Financial Advisors, LLC 0.00% Reduce -41.8% 78 $8K
Caldwell Trust Co 0.00% No change 40 $4K
Blair William & Co. 0.00% New 30 $3K
IFP Advisors, Inc 0.00% No change 25 $3K
EverSource Wealth Advisors, LLC 0.00% New 9 $955
LifeSteps Financial, Inc. 0.00% New 7 $743
Cape Investment Advisory, Inc. 0.00% New 3 $266

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