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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
509
shares
|
$47,321
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
502
shares
|
$46,670
0.03% of portfolio
|
Q2 2022
Reduced 57.92%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
502
shares
|
$46,670
0.0% of portfolio
|
Q1 2025
Added 76.14%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
498
shares
|
$46,299
0.03% of portfolio
|
Q3 2024
Reduced 31.97%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
461
shares
|
$42,859
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
457
shares
|
$42,487
0.0% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
432
shares
|
$40,163
0.01% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
426
shares
|
$39,605
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
355
shares
|
$33,004
0.01% of portfolio
|
Q1 2025
Added 170.99%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
353
shares
|
$32,818
0.01% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
352
shares
|
$32,725
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
346
shares
|
$32,167
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
328
shares
|
$30,494
0.0% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
316
shares
|
$29,378
0.0% of portfolio
|
Q2 2025
Added 44.95%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
305
shares
|
$28,355
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
291
shares
|
$27,054
0.01% of portfolio
|
Q4 2023
Reduced 6.43%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
261
shares
|
$24,265
0.01% of portfolio
|
Q4 2023
Added 91.91%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
232
shares
|
$21,569
0.01% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
232
shares
|
$21,569
0.0% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
228
shares
|
$21,197
0.0% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
175
shares
|
$16,269
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
173
shares
|
$16,083
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
164
shares
|
$15,247
0.01% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
162
shares
|
$15,061
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
158
shares
|
$14,689
0.0% of portfolio
|
Q1 2025
Added 229.17%
|