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Security record · archived quarter

GVI

iShares Intermediate Government/Credit Bond ETF · Financial Services · Asset Management - Bonds

105.61 +0.3% mkt cap $3.77B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
50Tracked holders
-3Δ holders
11.93MShares held
$1.27BReported value
+2New positions
−5Exits
Falling Conviction score 32/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -5.7% · share flow -2.5% · net new positions -6.0%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 50 -3 11.93M $1.27B +2 −5
Q1 2026 54 0 12.24M $1.31B +3 −3
Q4 2025 53 +1 11.22M $1.20B +2 −1
Q3 2025 6 -1 1.83M $197.14M −1
Q2 2025 4 0 392.39K $41.90M
Q1 2025 2 0 136.09K $14.43M +1 −1
Q4 2024 2 +1 66.60K $6.94M +2 −1
Q3 2024 1 -1 30.90K $3.31M −1
Q2 2024 2 41.72K $4.33M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Stifel Financial Corp 1.57M -11.8% $167.07M 0.1% ▼ Trim 3 SEC ↗
2 Stifel Financial Corp 1.57M -11.8% $167.07M 0.1% ▼ Trim 3 SEC ↗
3 Stifel Financial Corp 1.57M -11.8% $167.07M 0.1% ▼ Trim 3 SEC ↗
4 Stifel Financial Corp 1.57M -11.8% $167.07M 0.1% ▼ Trim 3 SEC ↗
5 Bank Of America Corp /De/ 1.51M +11.5% $160.48M 0.0% ▲ Add 3 SEC ↗
6 Bank Of America Corp /De/ 1.51M +11.5% $160.48M 0.0% ▲ Add 3 SEC ↗
7 Bank Of America Corp /De/ 1.51M +11.5% $160.48M 0.0% ▲ Add 3 SEC ↗
8 CIBC Bancorp USA Inc. 1.35M +1.3% $143.44M 0.2% ▲ Add 2 SEC ↗
9 CIBC Bancorp USA Inc. 1.35M +1.3% $143.44M 0.2% ▲ Add 2 SEC ↗
10 Envestnet Asset Management Inc 1.12M -0.6% $118.38M 0.0% ▼ Trim 3 SEC ↗
11 Fifth Third Bancorp 977.59K -7.3% $103.72M 0.2% ▼ Trim 3 SEC ↗
12 Pnc Financial Services Group, Inc. 752.40K +6.7% $79.83M 0.0% ▲ Add 3 SEC ↗
13 Pnc Financial Services Group, Inc. 752.40K +6.7% $79.83M 0.0% ▲ Add 3 SEC ↗
14 Pnc Financial Services Group, Inc. 752.40K +6.7% $79.83M 0.0% ▲ Add 3 SEC ↗
15 Pnc Financial Services Group, Inc. 752.40K +6.7% $79.83M 0.0% ▲ Add 3 SEC ↗
16 Pnc Financial Services Group, Inc. 752.40K +6.7% $79.83M 0.0% ▲ Add 3 SEC ↗
17 Bank of New York Mellon Corp 740.42K +12.7% $78.55M 0.0% ▲ Add 3 SEC ↗
18 Bank of New York Mellon Corp 740.42K +12.7% $78.55M 0.0% ▲ Add 3 SEC ↗
19 Bank of New York Mellon Corp 740.42K +12.7% $78.55M 0.0% ▲ Add 3 SEC ↗
20 Bank of New York Mellon Corp 740.42K +12.7% $78.55M 0.0% ▲ Add 3 SEC ↗
21 Bank of New York Mellon Corp 740.42K +12.7% $78.55M 0.0% ▲ Add 3 SEC ↗
22 Bank of New York Mellon Corp 740.42K +12.7% $78.55M 0.0% ▲ Add 3 SEC ↗
23 JPMorgan Chase 538.41K +5.1% $57.24M 0.0% ▲ Add 4 SEC ↗
24 JPMorgan Chase 538.41K +5.1% $57.24M 0.0% ▲ Add 4 SEC ↗
25 JPMorgan Chase 538.41K +5.1% $57.24M 0.0% ▲ Add 4 SEC ↗
26 JPMorgan Chase 538.41K +5.1% $57.24M 0.0% ▲ Add 4 SEC ↗
27 JPMorgan Chase 538.41K +5.1% $57.24M 0.0% ▲ Add 4 SEC ↗
28 BlackRock (passive) 397.06K -0.6% $42.13M 0.0% ▼ Trim 5 SEC ↗
29 Royal Bank Of Canada 266.06K +3.5% $28.23M 0.0% ▲ Add 3 SEC ↗
30 Royal Bank Of Canada 266.06K +3.5% $28.23M 0.0% ▲ Add 3 SEC ↗
31 Royal Bank Of Canada 266.06K +3.5% $28.23M 0.0% ▲ Add 3 SEC ↗
32 Royal Bank Of Canada 266.06K +3.5% $28.23M 0.0% ▲ Add 3 SEC ↗
33 Us Bancorp \De\ 263.58K -5.8% $27.96M 0.0% ▼ Trim 3 SEC ↗
34 Us Bancorp \De\ 263.58K -5.8% $27.96M 0.0% ▼ Trim 3 SEC ↗
35 Us Bancorp \De\ 263.58K -5.8% $27.96M 0.0% ▼ Trim 3 SEC ↗
36 Ameriprise Financial Inc 262.87K +19.4% $27.89M 0.0% ▲ Add 3 SEC ↗
37 Ameriprise Financial Inc 262.87K +19.4% $27.89M 0.0% ▲ Add 3 SEC ↗
38 Ameriprise Financial Inc 262.87K +19.4% $27.89M 0.0% ▲ Add 3 SEC ↗
39 Allianz Asset Management GmbH 261.43K +2.5% $27.74M 0.0% ▲ Add 3 SEC ↗
40 Morgan Stanley 258.86K -5.5% $27.46M 0.0% ▼ Trim 4 SEC ↗
41 Cetera Investment Advisers 215.13K -1.9% $22.82M 0.0% ▼ Trim 3 SEC ↗
42 Wells Fargo & Company/Mn 211.83K -19.7% $22.47M 0.0% ▼ Trim 3 SEC ↗
43 Wells Fargo & Company/Mn 211.83K -19.7% $22.47M 0.0% ▼ Trim 3 SEC ↗
44 Wells Fargo & Company/Mn 211.83K -19.7% $22.47M 0.0% ▼ Trim 3 SEC ↗
45 Wells Fargo & Company/Mn 211.83K -19.7% $22.47M 0.0% ▼ Trim 3 SEC ↗
46 LPL Financial LLC 210.25K +0.8% $22.31M 0.0% ▲ Add 3 SEC ↗
47 Captrust Financial Advisors 188.63K -0.1% $20.01M 0.0% ▼ Trim 3 SEC ↗
48 Citadel Advisors 78.68K -39.2% $8.35M 0.0% ▼ Trim 3 SEC ↗
49 Bank Of Montreal /Can/ 78.41K -4.1% $8.32M 0.0% ▼ Trim 3 SEC ↗
50 Susquehanna International Group, Llp 77.56K +343.7% $8.23M 0.0% ▲ Add 2 SEC ↗
51 UBS Group AG 72.79K -27.0% $7.72M 0.0% ▼ Trim 3 SEC ↗
52 Truist Financial Corp 65.75K +24.4% $6.98M 0.0% ▲ Add 3 SEC ↗
53 Truist Financial Corp 65.75K +24.4% $6.98M 0.0% ▲ Add 3 SEC ↗
54 Osaic Holdings, Inc. 49.48K -3.9% $5.25M 0.0% ▼ Trim 3 SEC ↗
55 Osaic Holdings, Inc. 49.48K -3.9% $5.25M 0.0% ▼ Trim 3 SEC ↗
56 Osaic Holdings, Inc. 49.48K -3.9% $5.25M 0.0% ▼ Trim 3 SEC ↗
57 Raymond James Financial Inc 49.45K +77.8% $5.25M 0.0% ▲ Add 3 SEC ↗
58 Raymond James Financial Inc 49.45K +77.8% $5.25M 0.0% ▲ Add 3 SEC ↗
59 Hsbc Holdings Plc 45.01K +3.6% $4.77M 0.0% ▲ Add 3 SEC ↗
60 Wealth Enhancement Advisory… 41.64K -15.0% $4.39M 0.0% ▼ Trim 3 SEC ↗
61 Baird Financial Group, Inc. 40.41K +5.3% $4.29M 0.0% ▲ Add 3 SEC ↗
62 Baird Financial Group, Inc. 40.41K +5.3% $4.29M 0.0% ▲ Add 3 SEC ↗
63 Goldman Sachs Group 33.87K +7.3% $3.59M 0.0% ▲ Add 4 SEC ↗
64 Goldman Sachs Group 33.87K +7.3% $3.59M 0.0% ▲ Add 4 SEC ↗
65 HighTower Advisors, LLC 33.78K -7.1% $3.58M 0.0% ▼ Trim 3 SEC ↗
66 Jane Street Group, Llc 20.98K -54.8% $2.23M 0.0% ▼ Trim 3 SEC ↗
67 Commonwealth Equity Services, Llc 20.66K -4.2% $2.19M 0.0% ▼ Trim 3 SEC ↗
68 Focus Partners Wealth 19.23K +9.5% $2.04M 0.0% ▲ Add 3 SEC ↗
69 Cerity Partners LLC 13.07K -31.7% $1.39M 0.0% ▼ Trim 3 SEC ↗
70 Cerity Partners LLC 13.07K -31.7% $1.39M 0.0% ▼ Trim 3 SEC ↗
71 Mml Investors Services, Llc 12.72K +17.2% $1.35M 0.0% ▲ Add 3 SEC ↗
72 Citigroup Inc 12.05K +0.8% $1.28M 0.0% ▲ Add 3 SEC ↗
73 Brown Advisory Inc 10.31K -15.3% $1.09M 0.0% ▼ Trim 3 SEC ↗
74 Mariner, LLC 10.30K +326.4% $1.09M 0.0% ▲ Add 3 SEC ↗
75 Mercer Global Advisors Inc /Adv 9.60K +46.6% $1.02M 0.0% ▲ Add 3 SEC ↗
76 Kayne Anderson Rudnick Investment… 5.89K -53.3% $624,969 0.0% ▼ Trim 3 SEC ↗
77 Jones Financial Companies Lllp 5.08K -8.9% $540,110 0.0% ▼ Trim 3 SEC ↗
78 Assetmark, Inc 4.80K -98.3% $509,150 0.0% ▼ Trim 3 SEC ↗
79 Northwestern Mutual Wealth… 4.59K -19.0% $486,870 0.0% ▼ Trim 3 SEC ↗
80 Corient Private Wealth LP 3.41K +8.7% $361,720 0.0% ▲ Add 3 SEC ↗
81 Rockefeller Capital Management L.P. 2.93K -29.9% $310,553 0.0% ▼ Trim 3 SEC ↗
82 Rockefeller Capital Management L.P. 2.93K -29.9% $310,553 0.0% ▼ Trim 3 SEC ↗
83 Creative Planning 2.43K -56.3% $257,705 0.0% ▼ Trim 3 SEC ↗
84 Qube Research & Technologies Ltd 1.83K New $194,154 0.0% New 1 SEC ↗
85 Bnp Paribas Financial Markets 1.07K +459.7% $113,416 0.0% ▲ Add 3 SEC ↗
86 Fidelity (FMR) 980 +6.0% $103,970 0.0% ▲ Add 5 SEC ↗
87 Blair William & Co/Il 30 New $3,183 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Qube Research & Technologies… $194,154 0.0%
Blair William & Co/Il $3,183 0.0%

Exited

Renaissance Technologies $917,448 was 0.0%
Charles Schwab Investment… $694,487 was 0.0%
Lazard Asset Management Llc $285,369 was 0.0%
Hrt Financial Lp $225,000 was 0.0%
Franklin Resources Inc $23,683 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 276 holders, 30.59M shares, $3.18B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API