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Disclosery

GVI ISHARES TR

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INTRM GOV CR ETF (fund)

277 managers (278 13F filers) reported a position in GVI shares at 2024-12-31, 27,332,661 shares in all. 24 filers opened a position and 23 filers sold out during the quarter.

Managers
277
13F filers
278
New
24
Added
112
Reduced
87
Sold out
23
Shares held by filers
27,332,661

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Optivise Advisory Services LLC2,920$304K0.16%+9513F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.2,896$302K0.09%013F-HRTimeline
Creative Planningin group Creative Planning2,895$302K<0.01%-1,82513F-HRTimelineGroup
BBR PARTNERS, LLC2,870$299K0.02%013F-HRTimeline
GAMMA Investing LLC2,830$295K0.03%+81413F-HRTimeline
DRAVO BAY LLC2,814$293K0.14%new13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC2,787$291K0.01%-45813F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…2,778$290K0.03%-14613F-HRTimelineGroup
SageView Advisory Group, LLC2,761$288K0.01%013F-HRTimeline
&PARTNERS2,746$286K<0.01%new13F-HRTimeline
NATURAL INVESTMENTS, LLC2,700$281K0.08%13F-HRTimeline
WINCAP FINANCIAL LLC2,622$273K0.28%13F-HRTimeline
STOCK YARDS BANK & TRUST CO2,603$271K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,414$252K0.01%013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC2,322$242K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC2,322$242K0.03%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,201$229K<0.01%-313F-HRTimelineGroup
D.A. DAVIDSON & CO.2,146$224K<0.01%-39313F-HRTimeline
Graypoint LLC2,118$221K0.01%-7013F-HRTimeline
Perigon Wealth Management, LLC2,030$212K0.01%-4,72713F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.1,965$205K0.01%-38813F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…1,948$203K0.01%+713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,889$197K0.01%+23513F-HRTimeline
AE Wealth Management LLC1,848$193K<0.01%-13813F-HRTimeline
FMR LLCin group FMR LLC1,774$185K<0.01%+97113F-HRTimelineGroup
Qube Research & Technologies Ltd1,745$182K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC1,649$172K0.06%new13F-HRTimeline
Continuum Advisory, LLC1,604$167K0.02%-7013F-HRTimeline
CWM, LLCin group CWM, LLC1,531$160K<0.01%+113F-HRTimelineGroup
CNB Bank1,347$140K0.07%-1113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,314$137K0.01%-17013F-HRTimeline
Kennebec Savings Bank1,284$133K0.13%013F-HRTimeline
Geneos Wealth Management Inc.1,080$113K<0.01%-20013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,050$109K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,004$105K<0.01%013F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.1,000$104K0.05%013F-HRTimeline
S.A. Mason LLC900$93.8K0.05%013F-HRTimeline
Princeton Global Asset Management LLC800$83.4K0.02%013F-HRTimeline
Aventura Private Wealth, LLC786$81.9K0.04%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…748$78K<0.01%-26013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC748$78K<0.01%-4213F-HRTimeline
JFS WEALTH ADVISORS, LLC730$76.1K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC600$62.5K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC581$60.6K<0.01%-2913F-HRTimeline
Steward Partners Investment Advisory, L…576$60K<0.01%-2413F-HRTimeline
BLAIR WILLIAM & CO/IL557$58K<0.01%+1713F-HRTimeline
Farther Finance Advisors, LLC357$37.2K<0.01%+213F-HRTimeline
Heck Capital Advisors, LLC336$35K<0.01%-1013F-HR/ATimeline
CoreCap Advisors, LLC277$28.9K<0.01%+7813F-HRTimeline
Sound Income Strategies, LLC234$24.4K<0.01%+113F-HRTimeline
First Command Advisory Services, Inc.229$23.9K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS217$22.6K<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC205$21.4K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO190$19.8K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.181$18.9K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.170$17.7K0.01%013F-HRTimeline
Global Financial Private Client, LLC137$14.3K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN130$13.6K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.110$11.5K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC106$11K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc92$9.59K<0.01%-613F-HRTimeline
Heritage Wealth Advisors91$9.53K<0.01%+113F-HRTimeline
Fort Vancouver Investment Management, L…84$8.76K0.01%-5513F-HRTimeline
Caldwell Trust Co83$8.65K<0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC60$6.25K0.01%-5713F-HRTimeline
Allworth Financial LP50$5.21K<0.01%013F-HRTimeline
TSFG, LLC51$5K<0.01%+113F-HRTimeline
TRUST CO OF VERMONT38$3.96K<0.01%013F-HRTimeline
Bray Capital Advisors35$3.65K<0.01%013F-HRTimeline
Mendota Financial Group, LLC29$3.04K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC29$3.03K<0.01%new13F-HRTimeline
Sandy Spring Bank29$3.02K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC20$2.08K<0.01%-9013F-HRTimeline
Legacy Investment Solutions, LLC17$1.78K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…17$1.78K<0.01%013F-HRTimelineGroup
Parkworth Wealth Management, Inc.15$1.57K<0.01%13F-HRTimeline
Beacon Capital Management, LLC9$943<0.01%013F-HRTimeline