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 |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
3,067
shares
|
$285,138
0.1% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
3,065
shares
|
$284,953
0.06% of portfolio
|
Q1 2025
Reduced 77.93%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,030
shares
|
$281,699
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
3,027
shares
|
$281,420
0.1% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
3,000
shares
|
$278,910
0.01% of portfolio
|
Q1 2025
Added 24.69%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
2,980
shares
|
$277,050
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
2,934
shares
|
$272,773
0.01% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
2,930
shares
|
$272,402
0.01% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
2,907
shares
|
$270,263
0.17% of portfolio
|
Q2 2025
Reduced 17.79%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
2,871
shares
|
$266,916
0.11% of portfolio
|
Q2 2025
Reduced 19.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,866
shares
|
$266,452
0.0% of portfolio
|
Q1 2025
Added 151.62%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
2,830
shares
|
$263,105
0.01% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
2,825
shares
|
$262,640
0.11% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
2,788
shares
|
$259,200
0.11% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
2,785
shares
|
$258,921
0.18% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
2,755
shares
|
$256,132
0.14% of portfolio
|
Q2 2025
Reduced 50.97%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,733
shares
|
$254,087
0.0% of portfolio
|
Q1 2025
Reduced 81.64%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,729
shares
|
$253,715
0.0% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
2,714
shares
|
$252,320
0.02% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
2,670
shares
|
$248,229
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
2,662
shares
|
$247,486
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
2,645
shares
|
$245,905
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
2,605
shares
|
$242,186
0.03% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,601
shares
|
$241,814
0.11% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,579
shares
|
$239,769
0.03% of portfolio
|
Q1 2025
Reduced 0.42%
|