ISHARES TR (GVI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
265
Reporting holders
$3.3B
Reported value
0.0%
Held as options
-7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Choate Investment Advisors | $239.8M | 2,259,954 | 4.21% | 4q | +2.5%+$5.8M |
| EASTERN BANK | $170.6M | 1,608,418 | 2.61% | 8q | -41.4%-$120.5M |
| STIFEL FINANCIAL CORP | $167.1M | 1,574,706 | 0.14% | 31q | -11.8%-$22.4M |
| BANK OF AMERICA CORP /DE/ | $160.5M | 1,512,565 | 0.01% | 31q | +11.5%+$16.5M |
| CIBC Bancorp USA Inc. | $143.4M | 1,350,840 | 0.17% | 2q | +1.3%+$1.8M |
| Midwest Trust Co | $143.3M | 1,350,277 | 1.62% | 5q | +7.0%+$9.4M |
| ENVESTNET ASSET MANAGEMENT INC | $118.4M | 1,115,839 | 0.03% | 31q | -0.6%-$720.1K |
| KEYBANK NATIONAL ASSOCIATION/OH | $105.7M | 996,748 | 0.35% | 31q | +5.3%+$5.4M |
| FIFTH THIRD BANCORP | $103.7M | 977,585 | 0.17% | 31q | -7.3%-$8.2M |
| GERMAN AMERICAN BANCORP, INC. | $99.9M | 941,740 | 7.51% | 31q | +6.2%+$5.9M |
| Envestnet Portfolio Solutions, Inc. | $90.4M | 851,824 | 0.43% | 12q | +434.5%+$73.5M |
| FIRST CITIZENS BANK & TRUST CO | $88.3M | 832,035 | 1.32% | 31q | +390.9%+$70.3M |
| PNC Financial Services Group, Inc. | $79.8M | 752,399 | 0.04% | 31q | +6.7%+$5.0M |
| Bank of New York Mellon Corp | $78.6M | 740,416 | 0.01% | 31q | +12.7%+$8.9M |
| Pinnacle Financial Partners, Inc. | $74.6M | 702,746 | 0.51% | 3q | +14.8%+$9.6M |
| UMB Bank, n.a. | $61.8M | 582,564 | 0.78% | 31q | -5.0%-$3.2M |
| D L CARLSON INVESTMENT GROUP INC | $58.6M | 552,150 | 9.33% | 13q | +8.7%+$4.7M |
| JPMORGAN CHASE & CO | $57.2M | 538,408 | 0.00% | 31q | +5.1%+$2.8M |
| TCV Trust & Wealth Management, Inc. | $50.4M | 474,804 | 3.82% | 31q | +2.6%+$1.3M |
| DT Investment Partners, LLC | $45.5M | 428,821 | 3.39% | 30q | +9.4%+$3.9M |
| HOWE & RUSLING INC | $43.7M | 411,980 | 2.54% | 31q | +4.4%+$1.8M |
| BlackRock, Inc. | $42.1M | 397,055 | 0.00% | 8q | -0.6%-$272.9K |
| HORIZON BANCORP INC /IN/ | $31.3M | 295,368 | 14.69% | 15q | -1.0%-$311.2K |
| New York Life Investment Management LLC | $30.4M | 286,461 | 0.21% | 30q | HELD |
| SOUTHERN MICHIGAN BANK & TRUST | $29.9M | 281,916 | 10.63% | 2q | HELD |
| Alaska Permanent Capital Management, LLC | $29.0M | 273,625 | 1.90% | 31q | +6.6%+$1.8M |
| OARSMAN CAPITAL, INC. | $28.4M | 267,498 | 3.00% | 15q | -6.7%-$2.0M |
| ROYAL BANK OF CANADA | $28.2M | 266,055 | 0.00% | 31q | +3.5%+$963.5K |
| US BANCORP \DE\ | $28.0M | 263,577 | 0.03% | 31q | -5.8%-$1.7M |
| AMERIPRISE FINANCIAL INC | $27.9M | 262,874 | 0.01% | 31q | -40.3%-$18.8M |
| Allianz Asset Management GmbH | $27.7M | 261,430 | 0.02% | 15q | +2.5%+$681.7K |
| MORGAN STANLEY | $27.5M | 258,860 | 0.00% | 35q | -5.5%-$1.6M |
| MERIDIAN MANAGEMENT CO | $24.4M | 230,306 | 5.48% | 29q | HELD |
| FIRST NATIONAL BANK OF OMAHA | $23.1M | 217,033 | 0.65% | 26q | -4.6%-$1.1M |
| Cetera Investment Advisers | $22.8M | 215,133 | 0.02% | 23q | -1.9%-$445.8K |
| WELLS FARGO & COMPANY/MN | $22.5M | 211,829 | 0.00% | 31q | -59.9%-$33.5M |
| LPL Financial LLC | $22.3M | 210,247 | 0.01% | 31q | +0.8%+$173.1K |
| M&T Bank Corp | $21.9M | 206,374 | 0.06% | 26q | +43.3%+$6.6M |
| CAPTRUST FINANCIAL ADVISORS | $20.0M | 188,629 | 0.03% | 31q | HELD |
| WASHINGTON TRUST Co | $17.9M | 168,824 | 0.56% | 31q | +0.8%+$150.3K |
| WEBSTER BANK, N. A. | $17.4M | 163,825 | 1.51% | 31q | +7.4%+$1.2M |
| Composition Wealth, LLC | $16.2M | 152,823 | 0.19% | 5q | +3.4%+$534.5K |
| GREENWOOD CAPITAL ASSOCIATES LLC | $15.0M | 141,133 | 1.47% | 31q | +1.8%+$262.4K |
| BOKF, NA | $14.8M | 139,273 | 0.20% | 30q | HELD |
| Badgley Phelps Wealth Managers, LLC | $14.5M | 137,101 | 0.25% | 20q | +11.2%+$1.5M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $13.9M | 130,597 | 0.17% | 21q | -19.0%-$3.3M |
| GREENLEAF TRUST | $12.7M | 119,739 | 0.12% | 31q | -5.3%-$717.6K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $12.3M | 116,370 | 0.15% | 2q | +1.7%+$203.4K |
| LOWE BROCKENBROUGH & CO INC | $12.2M | 115,460 | 0.55% | 18q | +2.0%+$237.0K |
| Community Financial Services Group, LLC | $12.0M | 113,885 | 1.75% | 10q | +3.0%+$353.9K |
| Sepio Capital, LP | $11.6M | 108,902 | 0.58% | 10q | +34.9%+$3.0M |
| Curi Capital, LLC | $11.3M | 106,909 | 0.17% | 3q | +651.1%+$9.8M |
| SVB WEALTH LLC | $10.8M | 102,040 | 0.68% | 5q | +43.3%+$3.3M |
| DAVENPORT & Co LLC | $10.7M | 101,282 | 0.05% | 31q | -57.4%-$14.5M |
| Argent Trust Co | $9.8M | 92,638 | 0.28% | 32q | +28.4%+$2.2M |
| Independent Solutions Wealth Management, LLC | $9.6M | 90,932 | 1.26% | 27q | +0.7%+$71.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $9.4M | 88,442 | 0.05% | 31q | +13.8%+$1.1M |
| Bank of New Hampshire | $8.5M | 80,321 | 1.78% | 21q | -9.6%-$908.6K |
| CITADEL ADVISORS LLC | $8.3M | 78,682 | 0.00% | 3q | -39.2%-$5.4M |
| BANK OF MONTREAL /CAN/ | $8.3M | 78,414 | 0.00% | 21q | -4.1%-$352.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.2M | 77,561 | 0.00% | 2q | +343.7%+$6.4M |
| C M BIDWELL & ASSOCIATES LTD | $7.9M | 74,120 | 3.21% | 21q | +5.6%+$417.5K |
| UBS Group AG | $7.7M | 72,793 | 0.00% | 31q | -27.0%-$2.9M |
| COMMERCE BANK | $7.1M | 66,747 | 0.03% | 31q | +11.1%+$707.9K |
| TRUIST FINANCIAL CORP | $7.0M | 65,755 | 0.01% | 27q | +24.4%+$1.4M |
| Koss-Olinger Consulting, LLC | $6.9M | 65,021 | 0.53% | 9q | -57.0%-$9.1M |
| AMG National Trust Bank | $6.5M | 61,534 | 0.13% | 31q | -15.8%-$1.2M |
| CHOREO, LLC | $6.5M | 61,460 | 0.07% | 7q | HELD |
| First National Trust Co | $6.5M | 60,805 | 0.22% | 31q | +3.5%+$216.5K |
| Bryn Mawr Trust Advisors, LLC | $6.2M | 58,539 | 0.27% | 15q | -2.8%-$176.9K |
| OneAscent Financial Services LLC | $6.1M | 57,582 | 0.29% | 2q | +1.1%+$68.2K |
| ISTHMUS PARTNERS, LLC | $6.0M | 56,442 | 0.58% | 2q | -2.0%-$122.0K |
| NewEdge Advisors, LLC | $5.9M | 55,549 | 0.02% | 16q | +9.4%+$508.6K |
| Johnson Financial Group, Inc. | $5.9M | 55,444 | 0.19% | 31q | HELD |
| MAIMON WEALTH MANAGEMENT LTD. | $5.8M | 54,775 | 4.48% | 3q | +15.2%+$767.1K |
| Atria Investments, Inc | $5.5M | 51,950 | 0.06% | 24q | -6.5%-$384.3K |
| Sequoia Financial Advisors, LLC | $5.4M | 50,653 | 0.03% | 13q | -4.1%-$227.5K |
| Trail Ridge Investment Advisors, LLC | $5.3M | 50,189 | 2.25% | 19q | +5.5%+$279.3K |
| Private Advisor Group, LLC | $5.3M | 50,097 | 0.02% | 12q | -21.1%-$1.4M |
| OSAIC HOLDINGS, INC. | $5.2M | 49,477 | 0.01% | 26q | -3.9%-$214.9K |
| RAYMOND JAMES FINANCIAL INC | $5.2M | 49,446 | 0.00% | 7q | +77.8%+$2.3M |
| New Hampshire Trust | $5.2M | 48,999 | 0.98% | 9q | +3.2%+$160.0K |
| Connecticut Wealth Management, LLC | $5.2M | 48,772 | 0.19% | 3q | +11.8%+$544.8K |
| WHITTIER TRUST CO | $5.0M | 46,991 | 0.05% | 31q | -0.8%-$39.5K |
| UNION SAVINGS BANK | $4.8M | 45,108 | 1.92% | 12q | +9.2%+$402.8K |
| HSBC HOLDINGS PLC | $4.8M | 45,005 | 0.00% | 3q | +3.6%+$167.3K |
| Patriot Financial Group Insurance Agency, LLC | $4.7M | 44,548 | 0.49% | 13q | -48.3%-$4.4M |
| MassMutual Private Wealth & Trust, FSB | $4.6M | 43,570 | 0.12% | 9q | +3.5%+$158.1K |
| Gilbert Capital Group, Inc. | $4.4M | 41,854 | 3.11% | 5q | -2.7%-$122.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.4M | 41,642 | 0.01% | 12q | -15.0%-$775.8K |
| Atwater Malick LLC | $4.3M | 40,794 | 0.94% | 3q | +191.7%+$2.8M |
| Baird Financial Group, Inc. | $4.3M | 40,407 | 0.01% | 31q | +5.3%+$214.6K |
| WESBANCO BANK INC | $3.8M | 35,692 | 0.09% | 6q | +59.0%+$1.4M |
| Patten Group, Inc. | $3.7M | 34,509 | 0.57% | 28q | -3.0%-$114.2K |
| Haverford Trust Co | $3.6M | 33,946 | 0.03% | 31q | +4.0%+$139.9K |
| GOLDMAN SACHS GROUP INC | $3.6M | 33,867 | 0.00% | 8q | +7.3%+$243.8K |
| HighTower Advisors, LLC | $3.6M | 33,781 | 0.00% | 11q | -7.1%-$272.8K |
| 1ST SOURCE BANK | $3.6M | 33,615 | 0.16% | 31q | -22.3%-$1.0M |
| FIRST AMERICAN TRUST, FSB | $3.6M | 33,470 | 0.21% | 10q | -14.7%-$611.3K |
| MONTAG A & ASSOCIATES INC | $3.3M | 31,001 | 0.14% | 18q | +6.9%+$212.9K |
Showing the largest 100 of 272 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 265 | $3.3B | 30,728,084 | 23 | 109 | 83 | 0.0% |
| Q1 2026 | 272 | $3.3B | 30,832,676 | 25 | 99 | 85 | 0.0% |
| Q4 2025 | 278 | $3.3B | 30,783,270 | 25 | 112 | 72 | 0.0% |
| Q3 2025 | 258 | $3.2B | 29,879,761 | 17 | 112 | 75 | 0.0% |
| Q2 2025 | 267 | $2.9B | 26,971,271 | 24 | 90 | 86 | 0.0% |
| Q1 2025 | 258 | $2.8B | 26,828,172 | 20 | 91 | 85 | 0.0% |
| Q4 2024 | 264 | $2.7B | 26,357,087 | 24 | 97 | 77 | 0.0% |
| Q3 2024 | 254 | $3.0B | 28,093,079 | 22 | 101 | 71 | 0.0% |
| Q2 2024 | 245 | $2.6B | 25,157,058 | 18 | 90 | 84 | 0.0% |
| Q1 2024 | 248 | $2.7B | 25,917,991 | 20 | 84 | 91 | 0.0% |
| Q4 2023 | 253 | $3.0B | 29,059,136 | 36 | 83 | 83 | 0.0% |
| Q3 2023 | 228 | $2.5B | 24,488,884 | 22 | 68 | 83 | 0.0% |
| Q2 2023 | 220 | $2.2B | 21,661,246 | 28 | 77 | 73 | 0.0% |
| Q1 2023 | 198 | $2.2B | 19,414,269 | 19 | 68 | 73 | 0.0% |
| Q4 2022 | 187 | $1.9B | 19,689,287 | 24 | 65 | 69 | 0.0% |
| Q3 2022 | 219 | $1.9B | 18,738,501 | 8 | 70 | 86 | 0.0% |
| Q2 2022 | 233 | $2.1B | 19,921,399 | 26 | 57 | 102 | 0.0% |
| Q1 2022 | 222 | $2.1B | 19,346,029 | 12 | 70 | 87 | 0.0% |
| Q4 2021 | 227 | $2.3B | 19,791,812 | 19 | 85 | 63 | 0.0% |
| Q3 2021 | 211 | $2.1B | 18,260,812 | 15 | 89 | 51 | 0.0% |
| Q2 2021 | 205 | $1.9B | 16,786,241 | 11 | 73 | 65 | 0.0% |
| Q1 2021 | 209 | $2.0B | 17,081,078 | 19 | 77 | 65 | 0.0% |
| Q4 2020 | 211 | $1.8B | 15,268,427 | 19 | 87 | 50 | 0.1% |
| Q3 2020 | 199 | $1.7B | 14,763,909 | 21 | 85 | 40 | 0.4% |
| Q2 2020 | 203 | $1.7B | 13,900,089 | 17 | 70 | 68 | 1.5% |
| Q1 2020 | 215 | $1.7B | 15,058,560 | 24 | 58 | 84 | 1.3% |
| Q4 2019 | 206 | $1.6B | 13,872,190 | 15 | 82 | 51 | 1.4% |
| Q3 2019 | 203 | $1.5B | 12,920,052 | 20 | 74 | 59 | 1.5% |
| Q2 2019 | 201 | $1.5B | 13,474,058 | 18 | 78 | 59 | 1.5% |
| Q1 2019 | 203 | $1.6B | 13,900,103 | 27 | 57 | 71 | 1.5% |
| Q4 2018 | 191 | $1.6B | 14,688,948 | 2 | 5 | 6 | 1.3% |