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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
353
shares
|
$34,339
0.01% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
328
shares
|
$31,907
0.0% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
316
shares
|
$30,740
0.0% of portfolio
|
Q2 2025
Added 44.95%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
291
shares
|
$28,308
0.01% of portfolio
|
Q4 2023
Reduced 6.43%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
285
shares
|
$27,724
0.0% of portfolio
|
Q2 2025
Reduced 43.23%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
261
shares
|
$25,390
0.01% of portfolio
|
Q4 2023
Added 91.91%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
249
shares
|
$24,222
0.01% of portfolio
|
Q2 2025
Added 51.83%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
242
shares
|
$23,541
0.0% of portfolio
|
Q2 2025
Reduced 47.05%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
232
shares
|
$22,568
0.01% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
228
shares
|
$22,179
0.0% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
185
shares
|
$17,996
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
175
shares
|
$17,024
0.02% of portfolio
|
Q2 2025
Reduced 42.62%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
175
shares
|
$17,024
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
155
shares
|
$15,078
0.0% of portfolio
|
Q1 2022
Added 131.34%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
152
shares
|
$14,786
0.01% of portfolio
|
Q2 2025
Reduced 36.67%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
152
shares
|
$14,786
0.0% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
135
shares
|
$13,132
0.0% of portfolio
|
Q4 2024
Reduced 34.47%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
106
shares
|
$10,311
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
106
shares
|
$10,311
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
105
shares
|
$10,214
0.0% of portfolio
|
Q1 2025
Reduced 65.57%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
102
shares
|
$9,922
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
100
shares
|
$9,728
0.0% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
98
shares
|
$9,533
0.0% of portfolio
|
Q1 2025
Reduced 20.33%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
94
shares
|
$9,144
0.01% of portfolio
|
Q1 2025
Added 168.57%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
85
shares
|
$8,268
0.02% of portfolio
|
Q2 2022
New holding
|