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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,548
shares
|
$236,887
0.12% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
2,535
shares
|
$235,678
0.05% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
2,495
shares
|
$231,960
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,465
shares
|
$229,171
0.01% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,383
shares
|
$221,547
0.01% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,349
shares
|
$218,386
0.01% of portfolio
|
Q4 2022
Reduced 6.45%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
2,298
shares
|
$213,645
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jul 21, 2025 Q2 2025 |
2,294
shares
|
$213,273
1.68% of portfolio
|
Q2 2025
Reduced 37.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,050
shares
|
$190,588
0.01% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,913
shares
|
$177,851
0.01% of portfolio
|
Q1 2025
Added 17.29%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,800
shares
|
$167,346
0.01% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
1,560
shares
|
$145,033
0.0% of portfolio
|
Q2 2025
Reduced 24.27%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,367
shares
|
$127,089
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,362
shares
|
$126,625
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,120
shares
|
$104,126
0.0% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,106
shares
|
$102,824
0.04% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
962
shares
|
$89,437
0.11% of portfolio
|
Q3 2022
Added 1750.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
903
shares
|
$83,951
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
868
shares
|
$80,697
0.0% of portfolio
|
Q1 2025
Added 191.28%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
860
shares
|
$79,954
0.22% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
764
shares
|
$71,029
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
746
shares
|
$69,355
0.05% of portfolio
|
Q1 2025
Added 537.61%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
667
shares
|
$62,010
0.0% of portfolio
|
Q2 2025
Reduced 1.04%
|