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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,729
shares
|
$346,685
0.01% of portfolio
|
Q4 2022
Added 17.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
3,711
shares
|
$345,011
0.0% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
3,698
shares
|
$343,803
0.19% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,659
shares
|
$340,177
0.02% of portfolio
|
Q1 2025
Reduced 30.67%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
3,593
shares
|
$334,041
0.02% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
3,562
shares
|
$331,159
0.01% of portfolio
|
Q4 2023
Reduced 8.01%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,524
shares
|
$327,626
0.06% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
3,509
shares
|
$326,231
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
3,461
shares
|
$321,769
0.12% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
3,455
shares
|
$321,211
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
3,443
shares
|
$320,095
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
3,430
shares
|
$318,887
0.0% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,399
shares
|
$316,005
0.02% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
3,332
shares
|
$309,776
0.1% of portfolio
|
Q2 2025
Reduced 39.88%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
3,283
shares
|
$305,220
0.18% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
3,264
shares
|
$303,454
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,232
shares
|
$300,479
0.02% of portfolio
|
Q4 2022
Reduced 36.83%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
3,231
shares
|
$300,386
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,205
shares
|
$297,968
0.03% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,193
shares
|
$296,853
0.0% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,185
shares
|
$296,109
0.0% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
3,184
shares
|
$296,016
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,179
shares
|
$295,551
0.0% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,155
shares
|
$293,320
0.11% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,102
shares
|
$288,392
0.01% of portfolio
|
Q4 2024
Added 78.79%
|