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 369 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
261
shares
|
$21,344
0.01% of portfolio
|
Q4 2023
Added 91.91%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
240
shares
|
$19,627
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
228
shares
|
$18,645
0.0% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
224
shares
|
$18,318
0.0% of portfolio
|
Q4 2024
Added 833.33%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
221
shares
|
$18,073
0.01% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
218
shares
|
$17,828
0.0% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
211
shares
|
$17,255
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
168
shares
|
$13,739
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
156
shares
|
$12,757
0.0% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
155
shares
|
$12,675
0.0% of portfolio
|
Q1 2022
Added 131.34%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
152
shares
|
$12,430
0.0% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
139
shares
|
$11,367
0.0% of portfolio
|
Q4 2024
Added 14.88%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
135
shares
|
$11,040
0.0% of portfolio
|
Q4 2024
Reduced 34.47%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
133
shares
|
$10,876
0.01% of portfolio
|
Q3 2022
Reduced 33.17%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
131
shares
|
$10,713
0.0% of portfolio
|
Q4 2024
Added 27.18%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
130
shares
|
$10,631
0.0% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
123
shares
|
$10,058
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
117
shares
|
$9,568
0.01% of portfolio
|
Q3 2024
Added 15.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
116
shares
|
$9,486
0.0% of portfolio
|
Q4 2024
Added 107.14%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
111
shares
|
$9,077
0.0% of portfolio
|
Q4 2024
Added 15.63%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
106
shares
|
$8,668
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
106
shares
|
$8,668
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
102
shares
|
$8,341
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
93
shares
|
$7,605
0.0% of portfolio
|
Q4 2024
Reduced 64.77%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
85
shares
|
$6,951
0.02% of portfolio
|
Q2 2022
New holding
|