Vault-13

ISHARES TR GVI

INTRM GOV CR ETF · ETP · CUSIP 464288612

274 institutional holders -8 vs Q1 2026
31,518,79631.5m shares reported held*
$3.3bnreported value*
22 new 122 added 90 reduced 30 sold out net bought ≈ $36.5m (+344.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $106.11.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 222Q4 22: 234Q1 23: 223Q2 23: 239Q3 23: 246Q4 23: 273Q1 24: 265Q2 24: 261Q3 24: 271Q4 24: 280Q1 25: 273Q2 25: 283Q3 25: 267Q4 25: 290Q1 26: 282Q2 26: 274274Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022222
Q4 2022234
Q1 2023223
Q2 2023239
Q3 2023246
Q4 2023273
Q1 2024265
Q2 2024261
Q3 2024271
Q4 2024280
Q1 2025273
Q2 2025283
Q3 2025267
Q4 2025290
Q1 2026282
Q2 2026274

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 140 bought or addedQ3 24: 97 cut or sold outQ4 24: 135 bought or addedQ4 24: 112 cut or sold outQ4 24Q1 25: 129 bought or addedQ1 25: 116 cut or sold outQ2 25: 132 bought or addedQ2 25: 116 cut or sold outQ2 25Q3 25: 143 bought or addedQ3 25: 110 cut or sold outQ4 25: 149 bought or addedQ4 25: 98 cut or sold outQ4 25Q1 26: 139 bought or addedQ1 26: 122 cut or sold outQ2 26: 144 bought or addedQ2 26: 120 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202414097
Q4 2024135112
Q1 2025129116
Q2 2025132116
Q3 2025143110
Q4 202514998
Q1 2026139122
Q2 2026144120

Biggest buyers

Envestnet Portfolio Solutions, Inc. Added +692,451+692.5k
FIRST CITIZENS BANK & TRUST CO Added +662,553+662.6k
BANK OF AMERICA CORP /DE/ Added +155,845+155.8k
Cambridge Investment Research Advisors, Inc. Added +126,835+126.8k
Curi Capital, LLC Added +92,675+92.7k
Pinnacle Financial Partners, Inc. Added +90,658+90.7k
Midwest Trust Co Added +88,495+88.5k
Bank of New York Mellon Corp Added +83,465+83.5k
M&T Bank Corp Added +62,371+62.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +60,080+60.1k

Biggest sellers

EASTERN BANK Reduced -1,135,937-1.1m
ASSETMARK, INC Reduced -273,516-273.5k
STIFEL FINANCIAL CORP Reduced -210,923-210.9k
DAVENPORT & Co LLC Reduced -136,572-136.6k
Koss-Olinger Consulting, LLC Reduced -86,096-86.1k
FIFTH THIRD BANCORP Reduced -77,324-77.3k
WELLS FARGO & COMPANY/MN Reduced -52,027-52.0k
CITADEL ADVISORS LLC Reduced -50,707-50.7k
BESSEMER GROUP INC Reduced -45,336-45.3k
Patriot Financial Group Insurance Agency, LLC Reduced -41,632-41.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Choate Investment Advisors 4.21% of their portfolio BOSTON, MA 2,259,9542.3m $239.8m $239.8m 4.21% Added +54.8k +54,767
2 EASTERN BANK 2.61% of their portfolio BOSTON, MA 1,608,4181.6m $170.6m $170.6m 2.61% Reduced -1.1m -1,135,937
3 STIFEL FINANCIAL CORP 0.14% of their portfolio ST. LOUIS, MO 1,574,7061.6m $167.1m $167.1m 0.14% Reduced -210.9k -210,923
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,512,5651.5m $160.5m $160.5m 0.01% Added +155.8k +155,845
5 CIBC Bancorp USA Inc. 0.18% of their portfolio CHICAGO, IL 1,350,8401.4m $143.4m $143.4m 0.18% Added +16.8k +16,832
6 Midwest Trust Co 1.62% of their portfolio Overland Park, KS 1,350,2771.4m $143.3m $143.3m 1.62% Added +88.5k +88,495
7 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,115,8391.1m $118.4m $118.4m 0.03% Reduced -6.8k -6,787
8 KEYBANK NATIONAL ASSOCIATION/OH 0.35% of their portfolio BROOKLYN, OH 996,748996.7k $105.7m $105.7m 0.35% Added +50.6k +50,573
9 FIFTH THIRD BANCORP 0.17% of their portfolio CINCINNATI, OH 977,585977.6k $103.7m $103.7m 0.17% Reduced -77.3k -77,324
10 GERMAN AMERICAN BANCORP, INC. 7.51% of their portfolio JASPER, IN 941,740941.7k $99.9m $99.9m 7.51% Added +55.4k +55,366
11 Envestnet Portfolio Solutions, Inc. 0.43% of their portfolio BERWYN, PA 851,824851.8k $90.4m $90.4m 0.43% Added +692.5k +692,451
12 FIRST CITIZENS BANK & TRUST CO 1.32% of their portfolio RALEIGH, NC 832,035832.0k $88.3m $88.3m 1.32% Added +662.6k +662,553
13 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 752,399752.4k $79.8m $79.8m 0.04% Added +47.4k +47,401
14 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 740,416740.4k $78.6m $78.6m 0.01% Added +83.5k +83,465
15 Pinnacle Financial Partners, Inc. 0.51% of their portfolio ATLANTA, GA 702,746702.7k $74.6m $74.6m 0.51% Added +90.7k +90,658
16 UMB Bank, n.a. 0.78% of their portfolio Kansas City, MO 582,564582.6k $61.8m $61.8m 0.78% Reduced -30.6k -30,553
17 D L CARLSON INVESTMENT GROUP INC 9.33% of their portfolio CONCORD, NH 552,150552.1k $58.6m $58.6m 9.33% Added +44.1k +44,083
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 538,408538.4k $57.2m $57.2m 0.00% Added +26.2k +26,198
19 TCV Trust & Wealth Management, Inc. 3.82% of their portfolio RICHMOND, VA 474,804474.8k $50.4m $50.4m 3.82% Added +12.2k +12,218
20 DT Investment Partners, LLC 3.39% of their portfolio CHADDS FORD, PA 428,821428.8k $45.5m $45.5m 3.39% Added +36.8k +36,757
21 HOWE & RUSLING INC 2.54% of their portfolio ROCHESTER, NY 411,980412.0k $43.7m $43.7m 2.54% Added +17.3k +17,291
22 BlackRock, Inc. 0.00% of their portfolio New York, NY 397,055397.1k $42.1m $42.1m 0.00% Reduced -2.6k -2,572
23 HORIZON BANCORP INC /IN/ 14.69% of their portfolio MICHIGAN CITY, IN 295,368295.4k $31.3m $31.3m 14.69% Reduced -2.9k -2,933
24 New York Life Investment Management LLC 0.21% of their portfolio New York, NY 286,461286.5k $30.4m $30.4m 0.21% Unchanged
25 SOUTHERN MICHIGAN BANK & TRUST 10.63% of their portfolio COLDWATER, MI 281,916281.9k $29.9m $29.9m 10.63% Added +474 +474
26 Alaska Permanent Capital Management, LLC 1.90% of their portfolio ANCHORAGE, AK 273,625273.6k $29.0m $29.0m 1.90% Added +16.9k +16,918
27 OARSMAN CAPITAL, INC. 3.00% of their portfolio MILWAUKEE, WI 267,498267.5k $28.4m $28.4m 3.00% Reduced -19.2k -19,234
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 266,055266.1k $28.2m $28.2m 0.00% Added +9.1k +9,082
29 US BANCORP \DE\ 0.03% of their portfolio MINNEAPOLIS, MN 263,577263.6k $28.0m $28.0m 0.03% Reduced -16.4k -16,358
30 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 262,874262.9k $27.9m $27.9m 0.01% Added +42.7k +42,727
31 Allianz Asset Management GmbH 0.03% of their portfolio MUNICH, 2M 261,430261.4k $27.7m $27.7m 0.03% Added +6.4k +6,425
32 Strategic Financial Services, Inc. 1.21% of their portfolio UTICA, NY 259,171259.2k $27.5m $27.5m 1.21% Reduced -12.7k -12,677
33 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 258,860258.9k $27.5m $27.5m 0.00% Reduced -15.2k -15,164
34 MERIDIAN MANAGEMENT CO 5.48% of their portfolio LITTLE ROCK, AR 230,306230.3k $24.4m $24.4m 5.48% Added +184 +184
35 FIRST NATIONAL BANK OF OMAHA 0.65% of their portfolio OMAHA, NE 217,033217.0k $23.1m $23.1m 0.65% Reduced -10.5k -10,516
36 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 215,133215.1k $22.8m $22.8m 0.02% Reduced -4.2k -4,202
37 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 214,344214.3k $22.7m $22.7m 0.03% Added +126.8k +126,835
38 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 211,829211.8k $22.5m $22.5m 0.00% Reduced -52.0k -52,027
39 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 210,247210.2k $22.3m $22.3m 0.01% Added +1.6k +1,632
40 M&T Bank Corp 0.06% of their portfolio BUFFALO, NY 206,374206.4k $21.9m $21.9m 0.06% Added +62.4k +62,371
41 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 188,629188.6k $20.0m $20.0m 0.03% Reduced -173 -173
42 BESSEMER GROUP INC 0.03% of their portfolio WOODBRIDGE, NJ 173,200173.2k $18.4m $18.4m 0.03% Reduced -45.3k -45,336
43 WASHINGTON TRUST Co 0.56% of their portfolio WESTERLY, RI 168,824168.8k $17.9m $17.9m 0.56% Added +1.4k +1,417
44 WEBSTER BANK, N. A. 1.51% of their portfolio WATERBURY, CT 163,825163.8k $17.4m $17.4m 1.51% Added +11.3k +11,330
45 Composition Wealth, LLC 0.19% of their portfolio LOS ANGELES, CA 152,823152.8k $16.2m $16.2m 0.19% Added +5.0k +5,038
46 GREENWOOD CAPITAL ASSOCIATES LLC 1.47% of their portfolio GREENWOOD, SC 141,133141.1k $15.0m $15.0m 1.47% Added +2.5k +2,473
47 BOKF, NA 0.20% of their portfolio TULSA, OK 139,273139.3k $14.8m $14.8m 0.20% Unchanged
48 Badgley Phelps Wealth Managers, LLC 0.25% of their portfolio SEATTLE, WA 137,101137.1k $14.5m $14.5m 0.25% Added +13.8k +13,780
49 FLPUTNAM INVESTMENT MANAGEMENT CO 0.17% of their portfolio PORTLAND, ME 130,597130.6k $13.9m $13.9m 0.17% Reduced -30.7k -30,724
50 GREENLEAF TRUST 0.12% of their portfolio KALAMAZOO, MI 119,739119.7k $12.7m $12.7m 0.12% Reduced -6.8k -6,764
51 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.15% of their portfolio PORTLAND, OR 116,370116.4k $12.3m $12.3m 0.15% Added +1.9k +1,917
52 LOWE BROCKENBROUGH & CO INC 0.55% of their portfolio RICHMOND, VA 115,460115.5k $12.2m $12.2m 0.55% Added +2.2k +2,234
53 Community Financial Services Group, LLC 1.75% of their portfolio NEWPORT, VT 113,885113.9k $12.0m $12.0m 1.75% Added +3.3k +3,348
54 Sepio Capital, LP 0.58% of their portfolio Salt Lake City, UT 108,902108.9k $11.6m $11.6m 0.58% Added +28.2k +28,169
55 Curi Capital, LLC 0.18% of their portfolio CHICAGO, IL 106,909106.9k $11.3m $11.3m 0.18% Added +92.7k +92,675
56 SVB WEALTH LLC 0.68% of their portfolio BOSTON, MA 102,040102.0k $10.8m $10.8m 0.68% Added +30.8k +30,813
57 DAVENPORT & Co LLC 0.05% of their portfolio RICHMOND, VA 101,282101.3k $10.7m $10.7m 0.05% Reduced -136.6k -136,572
58 Argent Trust Co 0.28% of their portfolio NASHVILLE, TN 92,63892.6k $9.8m $9.8m 0.28% Added +20.5k +20,467
59 Independent Solutions Wealth Management, LLC 1.26% of their portfolio Williamsville, NY 90,93290.9k $9.6m $9.6m 1.26% Added +671 +671
60 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.05% of their portfolio IRVING, TX 88,44288.4k $9.4m $9.4m 0.05% Added +10.7k +10,695
61 Bank of New Hampshire 1.78% of their portfolio LACONIA, NH 80,32180.3k $8.5m $8.5m 1.78% Reduced -8.6k -8,564
62 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 78,68278.7k $8.3m $8.3m 0.00% Reduced -50.7k -50,707
63 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 78,41478.4k $8.3m $8.3m 0.00% Reduced -3.3k -3,324
64 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 77,56177.6k $8.2m $8.2m 0.01% Added +60.1k +60,080
65 HANTZ FINANCIAL SERVICES, INC. 0.11% of their portfolio SOUTHFIELD, MI 75,12675.1k $8.0m $8.0m 0.11% Reduced -10.1k -10,071
66 C M BIDWELL & ASSOCIATES LTD 3.21% of their portfolio HONOLULU, HI 74,12074.1k $7.9m $7.9m 3.21% Added +3.9k +3,935
67 UBS Group AG 0.00% of their portfolio ZURICH, V8 72,79372.8k $7.7m $7.7m 0.00% Reduced -26.9k -26,873
68 COMMERCE BANK 0.03% of their portfolio KANSAS CITY, MO 66,74766.7k $7.1m $7.1m 0.03% Added +6.7k +6,672
69 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 65,75565.8k $7.0m $7.0m 0.01% Added +12.9k +12,895
70 Koss-Olinger Consulting, LLC 0.53% of their portfolio GAINESVILLE, FL 65,02165.0k $6.9m $6.9m 0.53% Reduced -86.1k -86,096
71 AMG National Trust Bank 0.13% of their portfolio GREENWOOD VILLAGE, CO 61,53461.5k $6.5m $6.5m 0.13% Reduced -11.6k -11,552
72 CHOREO, LLC 0.07% of their portfolio ROCKFORD, IL 61,46061.5k $6.5m $6.5m 0.07% Unchanged
73 TUCKER ASSET MANAGEMENT LLC 1.61% of their portfolio LITTLETON, CO 61,42261.4k $6.5m $6.5m 1.61% Reduced -2.5k -2,493
74 First National Trust Co 0.22% of their portfolio Johnstown, PA 60,80560.8k $6.5m $6.5m 0.22% Added +2.0k +2,041
75 Bryn Mawr Trust Advisors, LLC 0.27% of their portfolio PHILADELPHIA, PA 58,53958.5k $6.2m $6.2m 0.27% Reduced -1.7k -1,667
76 OneAscent Financial Services LLC 0.29% of their portfolio BIRMINGHAM, AL 57,58257.6k $6.1m $6.1m 0.29% Added +643 +643
77 ISTHMUS PARTNERS, LLC 0.58% of their portfolio MADISON, WI 56,44256.4k $6.0m $6.0m 0.58% Reduced -1.1k -1,150
78 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 55,54955.5k $5.9m $5.9m 0.02% Added +4.8k +4,794
79 Johnson Financial Group, Inc. 0.19% of their portfolio RACINE, WI 55,44455.4k $5.9m $5.9m 0.19% Reduced -74 -74
80 MAIMON WEALTH MANAGEMENT LTD. 4.48% of their portfolio RA'ANANA, L3 54,77554.8k $5.8m $5.8m 4.48% Added +7.2k +7,230
81 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 51,95052.0k $5.5m $5.5m 0.06% Reduced -3.6k -3,622
82 Sequoia Financial Advisors, LLC 0.03% of their portfolio Akron, OH 50,65350.7k $5.4m $5.4m 0.03% Reduced -2.1k -2,144
83 Trail Ridge Investment Advisors, LLC 2.25% of their portfolio FORT COLLINS, CO 50,18950.2k $5.3m $5.3m 2.25% Added +2.6k +2,633
84 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 50,09750.1k $5.3m $5.3m 0.02% Reduced -13.4k -13,386
85 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 49,47749.5k $5.2m $5.2m 0.01% Reduced -2.0k -2,025
86 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 49,44649.4k $5.2m $5.2m 0.00% Added +21.6k +21,636
87 New Hampshire Trust 0.98% of their portfolio CONCORD, NH 48,99949.0k $5.2m $5.2m 0.98% Added +1.5k +1,508
88 Connecticut Wealth Management, LLC 0.19% of their portfolio FARMINGTON, CT 48,77248.8k $5.2m $5.2m 0.19% Added +5.1k +5,135
89 WHITTIER TRUST CO 0.05% of their portfolio SOUTH PASADENA, CA 46,99147.0k $5.0m $5.0m 0.05% Reduced -373 -373
90 UNION SAVINGS BANK 1.92% of their portfolio LITCHFIELD, CT 45,10845.1k $4.8m $4.8m 1.92% Added +3.8k +3,797
91 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 45,00545.0k $4.8m $4.8m 0.00% Added +1.6k +1,577
92 Patriot Financial Group Insurance Agency, LLC 0.49% of their portfolio Westborough, MA 44,54844.5k $4.7m $4.7m 0.49% Reduced -41.6k -41,632
93 MassMutual Private Wealth & Trust, FSB 0.12% of their portfolio Windsor, CT 43,57043.6k $4.6m $4.6m 0.12% Added +1.5k +1,490
94 Gilbert Capital Group, Inc. 3.11% of their portfolio NORTH YARMOUTH, ME 41,85441.9k $4.4m $4.4m 3.11% Reduced -1.2k -1,152
95 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 41,64241.6k $4.4m $4.4m 0.01% Reduced -7.4k -7,353
96 Atwater Malick LLC 0.94% of their portfolio LANCASTER, PA 40,79440.8k $4.3m $4.3m 0.94% Added +26.8k +26,807
97 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 40,40740.4k $4.3m $4.3m 0.01% Added +2.0k +2,023
98 WESBANCO BANK INC 0.09% of their portfolio WHEELING, WV 35,69235.7k $3.8m $3.8m 0.09% Added +13.2k +13,246
99 Patten Group, Inc. 0.57% of their portfolio CHATTANOOGA, TN 34,50934.5k $3.7m $3.7m 0.57% Reduced -1.1k -1,076
100 Haverford Trust Co 0.03% of their portfolio Radnor, PA 33,94633.9k $3.6m $3.6m 0.03% Added +1.3k +1,319