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 388 institutions that hold shares in the stock, with a total of 20.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
4,929
shares
|
$458,249
0.01% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
4,910
shares
|
$456,482
0.18% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
4,902
shares
|
$455,738
0.03% of portfolio
|
Q1 2025
Added 16.08%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 13, 2025 Q1 2025 |
4,890
shares
|
$454,623
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
4,761
shares
|
$442,630
0.01% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
4,751
shares
|
$441,700
0.01% of portfolio
|
Q2 2025
Reduced 42.82%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
4,609
shares
|
$428,498
0.03% of portfolio
|
Q1 2025
Added 38.2%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
4,588
shares
|
$426,546
0.19% of portfolio
|
Q2 2025
Reduced 33.56%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
4,510
shares
|
$419,294
0.0% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
4,491
shares
|
$417,528
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,489
shares
|
$417,342
0.05% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
4,462
shares
|
$414,832
0.02% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
4,407
shares
|
$409,718
0.01% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
4,396
shares
|
$408,696
0.2% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
4,391
shares
|
$408,231
0.19% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
4,339
shares
|
$403,396
0.28% of portfolio
|
Q2 2025
Reduced 21.12%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
4,277
shares
|
$397,632
0.05% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,142
shares
|
$385,081
0.12% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,094
shares
|
$380,619
0.06% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,058
shares
|
$377,272
0.01% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
4,036
shares
|
$375,226
0.04% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
3,889
shares
|
$361,560
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
3,773
shares
|
$350,775
0.05% of portfolio
|
Q2 2025
Reduced 31.77%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
3,771
shares
|
$350,589
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,729
shares
|
$346,685
0.01% of portfolio
|
Q4 2022
Added 17.01%
|