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 |
|---|---|---|---|---|---|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
2,742
shares
|
$266,741
0.11% of portfolio
|
Q2 2025
Reduced 37.55%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,729
shares
|
$265,477
0.0% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
2,724
shares
|
$264,990
0.02% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
2,716
shares
|
$264,212
0.05% of portfolio
|
Q2 2025
Reduced 22.93%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
2,666
shares
|
$259,348
0.03% of portfolio
|
Q1 2024
Reduced 73.1%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
2,662
shares
|
$258,959
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
2,619
shares
|
$254,776
0.13% of portfolio
|
Q2 2025
Reduced 46.66%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
2,605
shares
|
$253,414
0.03% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,601
shares
|
$253,025
0.11% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,599
shares
|
$252,830
0.0% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,595
shares
|
$252,441
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,548
shares
|
$247,869
0.12% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
2,535
shares
|
$246,604
0.05% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
2,495
shares
|
$242,713
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,450
shares
|
$238,336
0.02% of portfolio
|
Q2 2025
Reduced 33.04%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,404
shares
|
$233,861
0.01% of portfolio
|
Q2 2025
Reduced 22.5%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,383
shares
|
$231,818
0.01% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,349
shares
|
$228,510
0.01% of portfolio
|
Q4 2022
Reduced 6.45%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
2,340
shares
|
$227,635
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
2,298
shares
|
$223,549
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jul 21, 2025 Q2 2025 |
2,294
shares
|
$223,160
1.68% of portfolio
|
Q2 2025
Reduced 37.83%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
2,290
shares
|
$222,771
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
2,233
shares
|
$217,226
0.02% of portfolio
|
Q2 2025
Reduced 16.37%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
2,079
shares
|
$202,245
0.07% of portfolio
|
Q2 2025
Reduced 39.93%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,800
shares
|
$175,104
0.01% of portfolio
|
Q2 2024
Reduced 9.27%
|