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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
1,662
shares
|
$161,679
0.01% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
1,604
shares
|
$156,037
0.01% of portfolio
|
Q2 2025
Reduced 52.81%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,587
shares
|
$154,383
0.0% of portfolio
|
Q2 2025
Reduced 35.62%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
1,560
shares
|
$151,756
0.0% of portfolio
|
Q2 2025
Reduced 24.27%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,373
shares
|
$133,565
0.02% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,371
shares
|
$133,370
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,282
shares
|
$124,712
0.0% of portfolio
|
Q2 2025
Reduced 37.46%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,111
shares
|
$108,078
0.0% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,106
shares
|
$107,591
0.03% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
962
shares
|
$93,583
0.11% of portfolio
|
Q3 2022
Added 1750.0%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
930
shares
|
$90,470
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
903
shares
|
$87,843
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
758
shares
|
$73,738
0.0% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
667
shares
|
$64,885
0.0% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
602
shares
|
$58,562
0.0% of portfolio
|
Q2 2025
Reduced 30.65%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
568
shares
|
$55,255
0.03% of portfolio
|
Q2 2025
Reduced 23.86%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
528
shares
|
$51,363
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
514
shares
|
$50,001
0.12% of portfolio
|
Q2 2025
Reduced 40.23%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
511
shares
|
$49,710
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
502
shares
|
$48,834
0.03% of portfolio
|
Q2 2022
Reduced 57.92%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
500
shares
|
$48,640
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
498
shares
|
$48,445
0.03% of portfolio
|
Q3 2024
Reduced 31.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
456
shares
|
$44,359
0.0% of portfolio
|
Q2 2025
Added 96.55%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
426
shares
|
$41,441
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
371
shares
|
$36,090
0.01% of portfolio
|
Q2 2025
Reduced 14.12%
|