GVI Institutional Ownership & Shareholders
ISHARES INTERMEDIATE GOVERNM (GVI) is currently held by 268 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.29B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Choate Investment Advisors is currently the largest disclosed institutional shareholder of GVI tracked by InsiderSet, reporting ownership valued at approximately $239.77M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $235.98M, representing an estimated loss of -1.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed GVI value among the investors covered in this analysis. Major shareholders include Choate Investment Advisors, Stifel Financial Corp, Eastern Bank, and several other long-term asset managers with concentrated positions in ISHARES INTERMEDIATE GOVERNM (GVI).
This page ranks the largest institutional GVI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
268
Total Reported Value
$3.29B
Largest Holder
Choate Investment Advisors
Largest Position
$239.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Choate Investment Advisors | 4.21% | 2,259,954 | $239,769,873 | $235,984,397 | -$3,785,476 | -1.58% | |
| Stifel Financial Corp | 0.14% | 1,574,706 | $167,068,603 | $164,430,801 | -$2,637,802 | -1.58% | |
| Eastern Bank | 2.46% | 1,569,378 | $161,755,744 | $163,874,451 | +$2,118,707 | +1.31% | |
| Bank Of America Corp | 0.01% | 1,512,565 | $160,475,614 | $157,942,037 | -$2,533,577 | -1.58% | |
| Midwest Trust Co | 1.61% | 1,401,736 | $144,476,930 | $146,369,273 | +$1,892,343 | +1.31% | |
| Cibc Bancorp Usa Inc. | 0.18% | 1,350,840 | $143,437,037 | $141,054,713 | -$2,382,324 | -1.66% | |
| Envestnet Asset Management Inc | 0.03% | 1,115,839 | $118,384,957 | $116,515,908 | -$1,869,049 | -1.58% | |
| Keybank National Association/Oh | 0.35% | 996,748 | $105,749,989 | $104,080,426 | -$1,669,563 | -1.58% | |
| Fifth Third Bancorp | 0.17% | 977,585 | $103,716,881 | $102,079,426 | -$1,637,455 | -1.58% | |
| German American Bancorp, Inc. | 7.51% | 941,740 | $99,913,906 | $98,336,491 | -$1,577,415 | -1.58% | |
| Envestnet Portfolio Solutions, Inc. | 0.43% | 851,824 | $90,374,251 | $88,947,462 | -$1,426,789 | -1.58% | |
| First Citizens Bank & Trust Co | 1.29% | 844,528 | $87,045,500 | $88,185,614 | +$1,140,114 | +1.31% | |
| Bank Of New York Mellon Corp | 0.01% | 740,416 | $78,554,473 | $77,314,239 | -$1,240,234 | -1.58% | |
| Pnc Financial Services Group, Inc. | 0.04% | 740,254 | $78,537,207 | $77,297,323 | -$1,239,884 | -1.58% | |
| Pinnacle Financial Partners, Inc. | 0.51% | 702,746 | $74,557,838 | $73,380,737 | -$1,177,101 | -1.58% | |
| Umb Bank, N.A. | 0.78% | 582,564 | $61,807,129 | $60,831,333 | -$975,796 | -1.58% | |
| D L Carlson Investment Group Inc | 9.33% | 552,150 | $58,580,311 | $57,655,503 | -$924,808 | -1.58% | |
| Jpmorgan Chase & Co | 0.00% | 538,408 | $57,238,199 | $56,220,563 | -$1,017,636 | -1.78% | |
| Tcv Trust & Wealth Management, Inc. | 3.88% | 486,535 | $50,147,162 | $50,803,985 | +$656,823 | +1.31% | |
| Dt Investment Partners, Llc | 3.59% | 478,043 | $49,271,893 | $49,917,250 | +$645,357 | +1.31% | |
| Howe & Rusling Inc | 2.54% | 411,980 | $43,709,049 | $43,018,952 | -$690,097 | -1.58% | |
| Blackrock, Inc. | 0.00% | 397,055 | $42,125,550 | $41,460,483 | -$665,067 | -1.58% | |
| Horizon Bancorp Inc | 14.69% | 295,368 | $31,337,000 | $30,842,327 | -$494,673 | -1.58% | |
| New York Life Investment Management Llc | 0.21% | 286,461 | $30,392,079 | $29,912,258 | -$479,821 | -1.58% | |
| Southern Michigan Bank & Trust | 10.48% | 284,359 | $29,308,882 | $29,692,767 | +$383,885 | +1.31% | |
| Alaska Permanent Capital Management, Llc | 1.90% | 273,625 | $29,023,616 | $28,571,923 | -$451,694 | -1.56% | |
| Oarsman Capital, Inc. | 3.00% | 267,498 | $28,380,181 | $27,932,141 | -$448,040 | -1.58% | |
| Royal Bank Of Canada | 0.00% | 266,055 | $28,226,000 | $27,781,463 | -$444,537 | -1.57% | |
| Us Bancorp \De\ | 0.03% | 263,577 | $27,964,201 | $27,522,710 | -$441,491 | -1.58% | |
| Ameriprise Financial Inc | 0.01% | 262,874 | $27,888,610 | $27,449,303 | -$439,307 | -1.58% | |
| Allianz Asset Management Gmbh | 0.03% | 261,430 | $27,736,416 | $27,298,521 | -$437,895 | -1.58% | |
| Strategic Financial Services, Inc. | 1.21% | 259,171 | $27,496,778 | $27,062,636 | -$434,142 | -1.58% | |
| Morgan Stanley | 0.00% | 258,860 | $27,463,833 | $27,030,161 | -$433,672 | -1.58% | |
| Meridian Management Co | 5.48% | 230,306 | $24,434,295 | $24,048,553 | -$385,742 | -1.58% | |
| First National Bank Of Omaha | 0.65% | 217,033 | $23,066,346 | $22,662,586 | -$403,760 | -1.75% | |
| Cetera Investment Advisers | 0.02% | 215,133 | $22,824,531 | $22,464,188 | -$360,343 | -1.58% | |
| Wells Fargo & Company/Mn | 0.00% | 211,829 | $22,474,048 | $22,119,184 | -$354,864 | -1.58% | |
| Lpl Financial Llc | 0.01% | 210,247 | $22,306,136 | $21,953,992 | -$352,144 | -1.58% | |
| Captrust Financial Advisors | 0.03% | 188,629 | $20,012,595 | $19,696,640 | -$315,955 | -1.58% | |
| Bessemer Group Inc | 0.03% | 173,200 | $18,375,000 | $18,085,544 | -$289,456 | -1.58% | |
| Webster Bank, N. A. | 1.51% | 163,825 | $17,381,013 | $17,106,607 | -$274,407 | -1.58% | |
| M&T Bank Corp | 0.06% | 162,868 | $17,376,239 | $17,006,677 | -$369,562 | -2.13% | |
| Washington Trust Co | 0.54% | 168,583 | $17,375,850 | $17,603,437 | +$227,587 | +1.31% | |
| Composition Wealth, Llc | 0.19% | 152,823 | $16,213,756 | $15,957,778 | -$255,978 | -1.58% | |
| Badgley Phelps Wealth Managers, Llc | 0.27% | 151,411 | $15,605,975 | $15,810,337 | +$204,362 | +1.31% | |
| Greenwood Capital Associates Llc | 1.45% | 144,543 | $14,898,056 | $15,093,180 | +$195,124 | +1.31% | |
| Flputnam Investment Management Co | 0.17% | 130,597 | $13,855,165 | $13,636,939 | -$218,226 | -1.58% | |
| Lowe Brockenbrough & Co Inc | 0.55% | 115,460 | $12,249,729 | $12,056,333 | -$193,396 | -1.58% | |
| Ferguson Wellman Capital Management, Inc | 0.14% | 115,736 | $11,928,910 | $12,085,153 | +$156,243 | +1.31% | |
| Greenleaf Trust | 0.12% | 112,995 | $11,646,395 | $11,798,938 | +$152,543 | +1.31% |
Frequently asked questions about GVI
Who are the largest institutional holders of GVI?
The largest institutional holders of GVI reported in the latest SEC Form 13F filings include Choate Investment Advisors, Stifel Financial Corp, Eastern Bank, Bank Of America Corp, and Midwest Trust Co. InsiderSet ranks institutional holders by their latest reported GVI position.
What is GVI institutional ownership?
This page tracks GVI positions reported by institutional investment managers through SEC Form 13F. ISHARES INTERMEDIATE GOVERNM (GVI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GVI?
InsiderSet currently tracks 268 institutional managers reporting GVI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GVI shareholders.
How much GVI stock do institutions own?
Institutional investment managers disclosed approximately $3.29B in GVI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GVI institutional ownership last updated?
The latest GVI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GVI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GVI position after the reporting date.
Are institutions buying or selling GVI?
Institutional buying and selling can be analyzed by comparing GVI positions across consecutive 13F reporting periods. InsiderSet's GVI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GVI ownership changes.
How has GVI institutional ownership changed over time?
InsiderSet tracks GVI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.