Institutional Ownership Ishares Tr Convertible Bond Et (ICVT)
This table provides information about the institutional ownership of Ishares Tr Convertible Bond Et (ICVT). We have compiled data on the 374 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,142
shares
|
$402,933
0.12% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
4,134
shares
|
$402,155
0.08% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,094
shares
|
$398,264
0.06% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,058
shares
|
$394,762
0.01% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
4,036
shares
|
$392,622
0.04% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
4,005
shares
|
$389,606
0.07% of portfolio
|
Q2 2025
Reduced 49.27%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
3,998
shares
|
$388,925
0.09% of portfolio
|
Q2 2025
Reduced 35.21%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
3,993
shares
|
$388,439
0.03% of portfolio
|
Q2 2025
Reduced 27.43%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,978
shares
|
$386,979
0.04% of portfolio
|
Q2 2025
Added 24.12%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
3,899
shares
|
$379,294
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
3,889
shares
|
$378,321
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
3,880
shares
|
$377,446
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
3,856
shares
|
$375,111
0.06% of portfolio
|
Q2 2025
Reduced 25.36%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
3,785
shares
|
$368,204
0.01% of portfolio
|
Q2 2025
Reduced 27.53%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
3,773
shares
|
$367,037
0.05% of portfolio
|
Q2 2025
Reduced 31.77%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
3,698
shares
|
$359,741
0.19% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
3,643
shares
|
$354,391
0.06% of portfolio
|
Q2 2025
Added 18.86%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,600
shares
|
$350,208
0.02% of portfolio
|
Q2 2025
Reduced 21.89%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
3,562
shares
|
$346,511
0.01% of portfolio
|
Q4 2023
Reduced 8.01%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
3,509
shares
|
$341,355
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
3,449
shares
|
$335,518
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,376
shares
|
$328,417
0.0% of portfolio
|
Q2 2025
Reduced 52.67%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
3,332
shares
|
$324,136
0.1% of portfolio
|
Q2 2025
Reduced 39.88%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
3,331
shares
|
$324,039
0.0% of portfolio
|
Q2 2025
Added 144.57%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
3,322
shares
|
$323,164
0.11% of portfolio
|
Q2 2025
Reduced 45.18%
|