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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,269
shares
|
$318,008
0.0% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
3,264
shares
|
$317,521
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
3,249
shares
|
$316,062
0.0% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,232
shares
|
$314,408
0.02% of portfolio
|
Q4 2022
Reduced 36.83%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,203
shares
|
$311,587
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
3,192
shares
|
$310,517
0.1% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,155
shares
|
$306,918
0.11% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,146
shares
|
$306,042
0.0% of portfolio
|
Q2 2025
Reduced 41.23%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
3,080
shares
|
$299,622
0.02% of portfolio
|
Q2 2025
Reduced 37.17%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
3,070
shares
|
$298,649
0.16% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
3,027
shares
|
$294,466
0.1% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
2,980
shares
|
$289,894
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
2,962
shares
|
$288,143
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
2,941
shares
|
$286,100
0.01% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
2,930
shares
|
$285,030
0.01% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,910
shares
|
$283,084
0.01% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
2,907
shares
|
$282,792
0.17% of portfolio
|
Q2 2025
Reduced 17.79%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
2,871
shares
|
$279,290
0.11% of portfolio
|
Q2 2025
Reduced 19.17%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
2,862
shares
|
$278,415
0.01% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
2,830
shares
|
$275,302
0.01% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
2,825
shares
|
$274,816
0.11% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,799
shares
|
$272,286
0.0% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
2,788
shares
|
$271,216
0.11% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
2,755
shares
|
$268,006
0.14% of portfolio
|
Q2 2025
Reduced 50.97%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
2,742
shares
|
$266,741
0.04% of portfolio
|
Q2 2025
Reduced 60.51%
|