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 389 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
3,231
shares
|
$281,226
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,205
shares
|
$278,963
0.03% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,193
shares
|
$277,918
0.0% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,185
shares
|
$277,222
0.0% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
3,184
shares
|
$277,135
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,179
shares
|
$276,700
0.0% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,172
shares
|
$276,090
0.13% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,102
shares
|
$269,998
0.01% of portfolio
|
Q4 2024
Added 78.79%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,095
shares
|
$269,388
0.04% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
3,067
shares
|
$266,951
0.1% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
3,065
shares
|
$266,777
0.06% of portfolio
|
Q1 2025
Reduced 77.93%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,061
shares
|
$266,429
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,030
shares
|
$263,731
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
3,027
shares
|
$263,470
0.1% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
3,000
shares
|
$261,120
0.01% of portfolio
|
Q1 2025
Added 24.69%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
2,957
shares
|
$257,377
0.01% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
2,934
shares
|
$255,375
0.01% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
2,933
shares
|
$255,288
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,866
shares
|
$249,456
0.0% of portfolio
|
Q1 2025
Added 151.62%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
2,788
shares
|
$242,667
0.0% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
2,785
shares
|
$242,406
0.18% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,733
shares
|
$237,880
0.0% of portfolio
|
Q1 2025
Reduced 81.64%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
2,714
shares
|
$236,226
0.02% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
2,711
shares
|
$235,965
0.11% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
2,670
shares
|
$232,396
0.03% of portfolio
|
Q1 2025
New holding
|