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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,663,613$173M0.02%+25,91513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,508,167$157M0.16%-463,01113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,496,983$156M-711,685Timeline
EASTERN BANK1,411,468$147M2.73%+176,32313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,130,735$118M0.43%+1,52613F-HRTimelineGroup
UMB Bank, n.a.1,113,933$116M1.84%+47,92313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,008,427$105M0.4%+26,49613F-HRTimelineGroup
FINANCIAL COUNSELORS INC947,352$98.7M1.44%+60,25913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.839,892$87.4M0.16%+207,28513F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.811,416$84.6M8.86%+9,19813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO796,500$83M0.01%+152,48313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…606,078$63.2M0.04%+32,96413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp591,119$61.6M0.01%+68,92713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\559,895$58.4M0.08%-28,77613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY553,968$57.7M<0.01%+19,70713F-HR/ATimelineGroup
DT Investment Partners, LLC504,258$52.6M4.45%-40,86613F-HRTimeline
SYNOVUS FINANCIAL CORP403,133$42M0.53%+17,79213F-HRTimeline
TCV Trust & Wealth Management, Inc.375,515$39.1M3.62%+14,53313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC366,923$38.2M6.82%+11,82313F-HRTimeline
Strategic Financial Services, Inc.350,626$36.5M2.18%-870,97013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC345,794$36M0.1%-24,37213F-HRTimelineGroup
HOWE & RUSLING INC343,928$35.8M3.09%-32013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.329,051$34.3M<0.01%-3,36713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN307,395$32M0.01%+43,52513F-HRTimelineGroup
HORIZON BANCORP INC /IN/296,950$31M14.59%-68,07413F-HRTimeline
Koss-Olinger Consulting, LLC246,126$25.7M2.25%+8,47713F-HRTimeline
OARSMAN CAPITAL, INC.239,405$25M4.35%+10,54313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA234,447$24.4M0.01%+10,45713F-HRTimelineGroup
LPL Financial LLC210,359$21.9M0.01%+56,86213F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE204,154$21.3M0.03%-75,53613F-HRTimelineGroup
DAVENPORT & Co LLC198,061$20.6M0.12%+10,73813F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…197,101$20.5M1.69%013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO196,457$20.5M0.37%-3,95113F-HRTimeline
GREENLEAF TRUST184,183$19.2M0.17%+22,82113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO179,276$18.7M0.34%+4,72913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…172,559$18M0.15%+105,70613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS169,222$17.6M0.05%+6,01313F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…168,845$17.6M0.17%013F-HRTimelineGroup
MERIDIAN MANAGEMENT CO166,730$17.4M4.58%+1,40313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co163,674$17.1M<0.01%+33,53913F-HRTimelineGroup
COUNTRY CLUB BANK163,057$17M1.14%-8,35313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC148,699$15.5M0.03%-4513F-HRTimelineGroup
WASHINGTON TRUST Co146,196$15.2M0.55%+5,97513F-HRTimeline
FIRST AMERICAN TRUST, FSB143,897$15M1.5%+26,98713F-HRTimeline
SVB WEALTH LLC139,076$14.5M0.27%new13F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC133,255$13.9M1.81%-67113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.130,056$13.6M0.64%-80,14613F-HRTimelineGroup
CHOREO, LLC122,920$12.8M0.18%new13F-HRTimeline
Cetera Investment Advisers120,776$12.6M0.03%-273,20213F-HRTimeline
LOWE BROCKENBROUGH & CO INC117,029$12.2M0.78%+68,56813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.115,622$12.1M0.21%+19,55013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK98,004$10.2M0.33%+5,12113F-HRTimelineGroup
Community Financial Services Group, LLC95,222$9.92M1.97%+74,40413F-HRTimeline
Independent Solutions Wealth Management…91,697$9.56M2.09%-27,58413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP90,168$9.4M0.01%-31,77013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC87,428$9.11M0.97%-20,58913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp87,204$9.09M0.03%+21,41613F-HRTimelineGroup
WEBSTER BANK, N. A.86,550$9.02M0.97%+18,42413F-HRTimeline
Badgley Phelps Wealth Managers, LLC84,607$8.82M0.21%-613F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO82,453$8.59M0.53%+1,68913F-HRTimeline
Private Advisor Group, LLC80,850$8.43M0.05%+36,38713F-HRTimeline
First National Trust Co77,420$8.07M0.3%-68713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/76,212$7.94M<0.01%+15,98413F-HRTimelineGroup
COMERICA BANK74,458$7.76M0.03%+8613F-HR/ATimeline
AMG National Trust Bank73,222$7.63M0.21%-2,23513F-HRTimeline
Bank of New Hampshire71,814$7.49M1.93%-4,64513F-HRTimeline
Bryn Mawr Trust Advisors, LLC71,300$7.43M0.4%-1,38013F-HR/ATimeline
COURIER CAPITAL LLC71,096$7.41M0.51%+17,53013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,880$6.97M0.02%-38,61813F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC64,968$6.77M0.07%+2,16113F-HR/ATimeline
CORNERSTONE PARTNERS CAPITAL MANAGEMENT…64,257$6.7M14.33%013F-HRTimeline
BOKF, NAin group BOKF, NA64,452$6.68M0.11%-8,01513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC63,373$6.61M0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB62,187$6.48M0.18%+27,64613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.61,432$6.4M0.04%+23,83413F-HRTimeline
Wealthstar Advisors, LLC59,164$6.17M2.68%13F-HRTimeline
Integrated Investment Consultants, LLC58,284$6.07M1.26%-8,73813F-HR/ATimeline
C M BIDWELL & ASSOCIATES LTD58,000$6.05M3.67%+6,64013F-HRTimeline
Sepio Capital, LP57,693$6.01M0.48%-1,34913F-HRTimeline
UBS Group AGin group UBS Group AG57,192$5.96M<0.01%+4,90313F-HRTimelineGroup
Arlington Financial Advisors, LLC54,984$5.73M1.14%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …53,245$5.55M0.47%new13F-HRTimelineGroup
WHITTIER TRUST CO51,286$5.35M0.07%+4,61613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC51,015$5.32M0.01%-29413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC50,519$5.27M1.23%+3013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT50,255$5.24M0.33%-2,35613F-HRTimeline
1ST SOURCE BANK49,071$5.11M0.29%+82713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC48,525$5.06M<0.01%+2,47613F-HRTimelineGroup
NewEdge Advisors, LLC44,810$4.67M0.03%+1,17613F-HRTimeline
Severin Investments, LLC43,900$4.58M4.56%13F-HRTimeline
CW Advisors, LLC43,280$4.51M0.06%+7,61713F-HRTimeline
HighTower Advisors, LLC41,557$4.33M0.01%+27613F-HRTimeline
Global Retirement Partners, LLC40,184$4.19M0.12%-9013F-HRTimeline
Legacy Private Trust Co.39,114$4.08M0.27%-8,23813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK38,421$4M0.02%+5,07113F-HRTimelineGroup
Aveo Capital Partners, LLC36,144$3.77M0.41%-6213F-HRTimeline
World Investment Advisors35,022$3.65M0.1%+6,11413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,000$3.65M0.01%+60513F-HRTimelineGroup
Haverford Trust Co34,456$3.59M0.04%+5,04713F-HRTimeline
CHATHAM CAPITAL GROUP, INC.33,614$3.5M0.58%-9513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC33,576$3.5M3.02%+5,74513F-HRTimeline
Trail Ridge Investment Advisors, LLC32,806$3.42M1.63%+1,55713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,788$3.31M<0.01%+14,91613F-HRTimelineGroup
Trajan Wealth LLC31,349$3.27M0.18%-4,75713F-HRTimeline
MONTAG & CALDWELL, LLC29,740$3.1M0.66%-21613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC29,607$3.09M0.08%+26,45413F-HRTimeline
Cambridge Investment Research Advisors,…29,101$3.03M0.01%+7,92113F-HRTimeline
Opal Wealth Advisors, LLC28,606$2.98M0.89%+3,99813F-HRTimeline
UNION SAVINGS BANK28,277$2.95M1.45%+19,75213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA27,985$2.92M0.19%013F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…26,220$2.73M0.37%+13,46513F-HRTimeline
Wilmington Savings Fund Society, FSB23,665$2.47M0.04%-1,92713F-HRTimeline
Argent Trust Co22,427$2.34M0.1%+1,91413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…21,163$2.21M0.04%new13F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP20,954$2.18M0.02%+10913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,237$2.11M<0.01%13F-HR/ATimelineGroup
Atria Investments, Inc20,029$2.09M0.03%+3,38113F-HRTimeline
PROFFITT & GOODSON INC19,412$2.02M0.34%+32813F-HRTimeline
Capital Investment Services of America,…19,015$1.98M0.19%-36013F-HRTimeline
Simmons Bankin group Simmons Bank18,845$1.96M0.14%-7,80813F-HRTimelineGroup
Betterment LLC18,611$1.94M<0.01%+1,36113F-HRTimeline
Unified Investment Management18,507$1.93M2.19%13F-HRTimeline
MONTAG A & ASSOCIATES INC18,383$1.92M0.09%+11513F-HRTimeline
Heritage Trust Co18,096$1.89M0.22%13F-HRTimeline
HANCOCK WHITNEY CORP17,871$1.86M0.06%-4,15213F-HRTimeline
Alesco Advisors, LLC, An ESL Co17,795$1.85M0.06%+58013F-HRTimeline
OLD NATIONAL BANCORP /IN/17,437$1.82M0.04%-3,90313F-HRTimeline
Advisory Services Network, LLC16,872$1.76M0.03%-4213F-HRTimeline
Patten Group, Inc.15,723$1.64M0.36%-8413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,318$1.6M<0.01%-9,60913F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,096$1.47M0.09%-30,75013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth13,866$1.45M<0.01%+1,55513F-HR/ATimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.12,420$1.29M0.09%+8513F-HRTimelineGroup
Bangor Savings Bank12,202$1.27M0.12%+7,63713F-HRTimeline
LCNB CORP12,000$1.25M0.46%+1,00013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC11,676$1.22M0.3%-11513F-HRTimelineGroup
WEDBUSH SECURITIES INC11,570$1.21M0.04%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,422$1.19M<0.01%+3,72513F-HR/ATimeline
New Hampshire Trust10,668$1.11M0.23%+28313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION10,661$1.11M0.1%-47413F-HRTimeline
RENASANT BANK10,000$1.04M0.68%013F-HRTimeline
Park Place Capital Corp10,000$1.04M0.29%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,742$1.02M<0.01%new13F-HRTimelineGroup
MITCHELL SINKLER & STARR/PA9,265$966K0.26%-2,26513F-HRTimeline
Csenge Advisory Group9,190$958K0.05%-10913F-HRTimeline
Azimuth Capital Investment Management L…9,186$957K0.04%-1513F-HRTimeline
Orgel Wealth Management, LLC8,880$926K0.02%new13F-HRTimeline
MML INVESTORS SERVICES, LLC8,703$907K<0.01%-60,89413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC8,681$905K0.02%+2313F-HRTimelineGroup
Darwin Wealth Management, LLC8,627$899K0.3%-49913F-HR/ATimeline
Vantage Investment Partners, LLC8,610$897K0.08%+2,09013F-HRTimeline
Dana Investment Advisors, Inc.8,398$875K0.03%+2,30613F-HRTimeline
OneDigital Investment Advisors LLC8,391$875K0.01%-1,21313F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC8,237$858K0.04%new13F-HRTimeline
Bigelow Investment Advisors, LLC8,196$854K0.4%+1,23613F-HRTimeline
NorthCoast Asset Management LLC8,049$839K<0.01%-2,66413F-HR/ATimeline
Finward Bancorp7,900$823K0.71%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,485$780K<0.01%+5,60213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,459$777K0.01%+513F-HRTimelineGroup
Aviance Capital Partners, LLC7,318$763K0.11%-11013F-HRTimeline
Compass Ion Advisors, LLC7,227$753K0.09%+48413F-HRTimeline
PRIVATE TRUST CO NA7,187$749K0.08%+87813F-HRTimeline
Atria Wealth Solutions, Inc.6,504$678K0.01%+39213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC6,057$631K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,394$562K0.03%-35113F-HRTimelineGroup
Maridea Wealth Management LLC5,308$553K0.18%13F-HRTimeline
Engineers Gate Manager LP5,264$549K0.01%new13F-HRTimeline
Integrated Advisors Network LLC5,233$545K0.03%-1,23213F-HRTimeline
TFC Financial Management, Inc.5,212$543K0.09%-8,39413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,143$536K0.04%-50313F-HRTimelineGroup
Trivium Point Advisory, LLC5,059$527K0.07%+4713F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …4,827$503K0.06%013F-HRTimelineGroup
CAPE ANN SAVINGS BANK4,816$502K0.3%-27013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,800$500K<0.01%+86213F-HRTimelineGroup
FC Advisory LLC4,751$495K0.17%+25213F-HRTimeline
High Probability Advisors, LLC4,724$492K0.09%-14,91113F-HRTimeline
Koshinski Asset Management, Inc.4,653$485K0.04%+28513F-HRTimeline
Indiana Trust & Investment Management Co4,652$485K0.17%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,570$476K0.01%+16713F-HRTimelineGroup
Waverly Advisors, LLC4,293$447K0.01%+1,06313F-HRTimeline
True Link Financial Advisors, LLC4,262$444K0.04%013F-HRTimeline
Integrated Wealth Concepts LLC4,228$441K0.01%+31813F-HRTimeline
Ballentine Capital Advisors, Inc4,134$431K0.22%013F-HRTimeline
Clearstead Advisors, LLC4,087$426K0.01%+3113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,970$414K<0.01%-27313F-HRTimeline
Algorithmic Investment Models, LLC3,970$414K0.32%+10113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.3,766$393K0.05%+47613F-HRTimeline
FIRST MERCHANTS CORP3,694$385K0.01%new13F-HRTimeline
Stewardship Advisors, LLC3,694$385K0.11%+80213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,610$376K0.04%+1,03713F-HRTimelineGroup
Donor Advised Charitable Giving, Inc.3,578$373K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,512$366K<0.01%new13F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC3,500$364K0.05%-50013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC3,397$354K0.06%013F-HRTimeline
Parallel Advisors, LLC3,261$340K0.01%+2513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC3,226$336K<0.01%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC3,120$325K0.01%013F-HRTimeline
VestGen Investment Management3,004$313K0.09%+31313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,961$309K0.01%-8,62513F-HRTimelineGroup
Sand Hill Global Advisors, LLC2,949$307K0.01%new13F-HRTimeline